Category: Podcast
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Episode 28: Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. This week we chat with Brad Hathaway, managing partner of Far View Capital. Far View Capital invests around the globe on the hunt for special situations. Brad graduated from Yale University with a Political Science degree and quickly found his…
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Episode 27: Equity Investing Through a Creditor’s Lens w/ Jeremy Raper
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hiveToday’s guest is Jeremy Raper. Jeremy runs RaperCapital.com and recently launched a premium investment research service.Jeremy looks at public markets through the eyes of a credit analyst. This gives him a unique perception on markets, companies and capital structure situations. He’s not…
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Episode 26: A Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hiveThis week we chat with Michael Girdley. Michael’s list of accomplishments and ventures would take up the rest of this description! In short, he loves building businesses and creating products that resonate with customers.He’s the founder of Geekdom Fund, CodeUp and his…
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Episode 25: How To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha
Can’t believe we’ve made it 25 episodes!We couldn’t have done it without our AMAZING followers and guests. I know everyone likes to say that, but it’s true. You, our listeners don’t download episodes to hear my endless drivel. And you, our guests, don’t come on the show without knowing your voice will be heard.We’re creating…
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Episode 24: More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital
I’m thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of Praetorian Capital. Kuppy is known for his views on all things tankers and shipping stocks.But he’s more than that. Way more than that. Our conversation dives deep into Kuppy’s overall investment philosophy, how he stumbled upon investing, his love for travel…
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Episode 23: Managing Through A Crisis w/ Bill Brewster, SCG Capital
Today’s guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group.I’m excited to share our conversation as Bill’s quickly becoming one of my favorite investment thinkers. I found him on Twitter, and after following his tweets and blog, I reached out asking him to come on the show.During the conversation,…
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Episode 22: Mid-Caps & More with George Livadas, Upslope Capital
Episode 22 is live!This week we’ve got George Livadas on the show. George is the founder and portfolio manager of Upslope Capital. George graduated with a Russian degree, but found his way into investment banking at Citigroup. He worked in IB covering the brokerage and can producer industries (to name a couple).George loves investing, but…
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Episode 21: How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners
What better time to have a turnaround expert on the show, right? Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he’s got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two…
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Episode 20: Survival of The Permanent w/ Brent Beshore, Permanent Equity
We’ve made it to a huge milestone: 20 podcast episodes.We couldn’t have done it without you, our listener base. Y’all keep the lights on and help spread the word about what we’re doing.For our 20th episode, we chat with Brent Beshore, CEO and Founder of Permanent Equity.We’re living in unprecedented times. COVID-19 is wreaking havoc…
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Episode 19: What I Learned From Over 600 Blog Posts, The Science of Hitting
Episode 19 is here! I’m excited to bring y’all my conversation with Alex (aka, The Science of Hitting). Alex is a both a writer and investor. When he’s not thinking about which businesses to buy, he’s writing about them on GuruFocus.Alex has over 600 blog posts on GuruFocus to date, a feat few others can…