Category: Podcast
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Episode 17: The Power of Owner Operators with Chris Mayer, Woodlock House Family Capital
Chris Mayer is an author and fund manager. He’s written three books and in 2018, started managing Woodlock House Family Capital.Many investors have heard of Chris’ name from his (now cult-following phenomenon) book, 100-Baggers. In that book, Chris dives into common characteristics of companies that returned 100-to-1 for their investors. Some of those characteristics include:…
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Episode 16: Reminiscences of a Deep Value Investor, ValueStockGeek
ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog.We’ve ping-ponged back and forth with times to chat and call, and after a few months we finally synched up.I’m excited to have ValueStockGeek on the podcast for a few reasons:We share similar investment…
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Episode 15: Buying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments
Nick’s journey towards small business ownership was a winding road. After graduating from MIT, he went to work for McKinsey. After consulting, he found a passion in clean tech and clean energy with NRG Group, leading their high-tech ventures program. It was around this time Nick decided he wanted to own a small business. He…
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Episode 14: High Growth, High Quality Businesses – Ryan Reeves, InvestingCity.org
Ryan Reeves is the founder/CEO of InvestingCity.org. InvestingCity.org was built around one idea: save time and boost returns. Ryan started the business in 2016 after writing a newsletter for his friends, and realizing the gap in solid, financial analysis for the every day investor. Reeves’ passion for investing began early, around the age of 12.…
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Episode 13: Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com
I had the privilege to chat with Moses Kagan, founder of Adaptive Realty. I call Moses a Deep Value Investor in LA Real Estate because that’s exactly what he does.Moses finds beaten-down, ugly, overlooked buildings in Los Angeles, CA. He buys them, does a complete gut and renovation, and rents them out at attractive rates…
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Episode 12: Building A Great Product w/ Robert Koyfman, Founder of Koyfin.com
Rob Koyfman is the founder and CEO of Koyfin.com. Rob has a tremendous background in the world of finance, investment and trading. He’s a CFA Charterholder and former Goldman Sachs VP.In 2015 Rob left the corporate world to start Koyfin.com. A one man operation. Rob grew Koyfin into a fast-growing financial analysis website. Rob’s vision…
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Episode 11 – Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners
Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to their future value.Here’s what we talk about in today’s podcast: Cliff’s early days at UBS The genius of the bankruptcy system How Cliff finds ideas Mental models Specialty Retail Stores: Party City…
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Episode 10: Tier-1 Micro Caps with Maj Soueidan of GeoInvesting.com
Maj Soueidan is the Co-Founder of GeoInvesting.com. GeoInvesting navigates investment risk by interviewing company management, dissecting conference calls, interacting with our wide network of investors and scouring financial documents for hidden clues. GeoInvesting provides quick, concise and efficient research instead of hundreds of pages of financial jargon.Maj and his team focus on micro cap stocks.…
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Episode 9: OTC Adventures with Dave Waters, Alluvial Capital
Dave Waters, CFA is Alluvial’s managing member. Since launching Alluvial in 2014, Mr. Waters has focused on delivering exceptional results for Alluvial’s investors. Dave also runs OTCAdventures.com.I first found Dave after reading a write-up from his blog. This led to a Twitter follow, and then frequent, spam-like messaging asking Dave about various OTC stock ideas.Dave…