David Barbato
Person
David Barbato is an investor, host of Business Breakdowns, and author at MicroCapClub. He is also associated with Value Hunt and has co-organized the European Value Investing Conference.
4 episodes featuring David Barbato
MicroCapClub
WidePoint bets on federal cybersecurity scale
WidePoint’s growth case depends on converting government security capabilities and contract opportunities into durable, higher-margin revenue without outrunning its resources.
Aug 31, 2026 · 1h 2m
MicroCapClub
Joe Kaye makes the case for concentrated microcap investing
The episode shows how deep research, behavioral discipline, and honest postmortems shape decisions in obscure, high-risk markets.
Aug 24, 2026 · 1h 3m
MicroCapClub
LibertyStream turns Permian brine into a lithium growth plan
LibertyStream’s path from field demonstrations to commercial production tests whether modular direct lithium extraction can scale with capital, feedstock, and customer demand.
Aug 21, 2026 · 59 min
Investor's Champion Podcast
UK small caps face AI disruption and infrastructure opportunity
The episode tests whether disciplined UK businesses can keep compounding as AI, electrification and executive incentives reshape investment decisions.
Jun 15, 2024 · 36 min