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    Business

    Value Hive Podcast

    Welcome to The Hive! It’s nice in here, isn’t it?

    The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day.

    If you’re a fan of value investing, business models, eclectic success and failure stories — this is your podcast.

    Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing.

    Join us as we strive to improve a little bit each day: https://macro-ops.com/

    Advertise

    Copyright: © Brandon Beylo

    • Apple Podcasts
    • Google Play
    • Spotify
    Latest Episodes:
    @ChasingTheVig: What Actually Drives Stock Performance? Jul 08, 2022
    Show notes

    Hey Guys! This week we return to the anonymous Twitter pool and today our guest is @chasingthevig. We discussed what really matters the most when investing in stock, the arrogance of conviction, his investment journey, what are thesis breakers , why the Industrials and Materials industries are his favorite and some special situations, his ideal longs and ideal shorts.the arrogance of conviction

    • [0:00] What Matters Most when Investing in Stocks?
    • [5:00] @chasingthevig’s Research Process
    • [9:30] Covid Winners: What happened?
    • [12:30] Arrogance of Conviction: Do you need conviction?
    • [21:00] What are Thesis Breakers
    • [27:00] @chasingthevig’s Financial Journey
    • [31:00] Ideal Longs
    • [34:04] Ideal Shorts
    • [38:00] @chasingthevig’s Current Ideas
    • [45:34] Estimating Exit Multiples
    • [51:30] @chasingthevig’s Favorite Industries: Industrials and Materials
    • [57:00] Variant Thesis: Micro Caps are not good Investments
    • [1:03:00] More from @chasingthevig and Closing Questions

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.com

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


    Eugene Ng: Searching For "Zero To One" Companies Jul 01, 2022
    Show notes

    Hey Guys! This week we have Eugene Ng. He is the founder of Vision Capital which invest in public and private markets. On this episode Eugene shares with us his New Death Experience, how he rediscover investing, how he constructs a portfolio, why he likes to invest in Zero to One businesses and he explains his six-part framework using DLocal ($DLO) as an example.

    • [0:00] Eugene’s Near Death Experience
    • [5:50] Rediscovering Investing: Value to Growth
    • [22:00] Can you really estimate earnings growth?
    • [30:00] Increasing Prices
    • [34:00] Eugene’s Six Part Framework: DLocal ($DLO)
    • [44:00] DLocal: Take Rates a Race to the Bottom?
    • [50:00] Portfolio Construction
    • [54:00] Public and Private Investments
    • [58:00] Zero to One Businesses
    • [1:04:00] When to Sell?
    • [01:13:00] Exciting Industries: Nuclear Fusion
    • [1:6:00] More from Eugene and Closing Questions

    If you enjoyed this podcast, make sure to Follow Eugene on Twitter (here) and check out his Substack (here). Also, if you're interested, check out a copy of his book (here). I do not receive any kickbacks from book sales!!

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks Jun 24, 2022
    Show notes

    This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

    • Andrew Rosenblum, Bonsai Partners (03:00 - 27:00)
    • Roger Fan, RF Capital Management (28:00 - 36:00)
    • Howard Marks, Oaktree Capital (37:00 - 66:00)

    Please let me know what other letters you'd want to hear on future Investor Audible series episodes!

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


    Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities Jun 17, 2022
    Show notes

    Hey Guys! This week we have Jay Singh III from specialsitsresearch.com. This episode is all about special situation and our guest Jay shares with us his investing journey and how he got to work in Goldman Sachs, why every investment is a factor bet, what is the Church of What is Known, why SPACs are one of the best opportunities to exist for the short side and the long side, what is the risk and reward for investing in the energy sector and how to screen for ideas.

    If you enjoyed this podcast, check out Jay on Twitter here. And make sure to read his research here.

    Check out the timestamp below:

    • [0:00] Every Investment is a Factor Bet
    • [6:00] The Church of What is Working Now.
    • [12:00] TAMs larger than the Gobal Economy
    • [15:00] 33 Fintech SPAC Mergers
    • [21:00] Jay Singh III Investment Journey
    • [30:00] SPACs are One of the Best Opportunities to Exist
    • [1:02:00] Using Screens to Find Idea
    • [1:11:00] Investing in Energy
    • [1:20:00] Closing Question and more from Jay Singh III

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Alex Morris (TSOH_Investing): Retail Industry Deep Dive Jun 10, 2022
    Show notes

    Hey guys! This episode we got Alex Morris. Alex is the man behind the substack: The Science of Hitting. This is second time we have Alex as a guest and on this episode we talk all things Retail. We covered a lot of topics ranging from why he likes retail businesses, to Target’s latest quarter reports, the bull case for Five Below, retail’s KPI and unit economics, and the difference between the Dollar Tree and Dollar General.

    • [0:00] Who is Alex Morris?
    • [5:50] Changing your Investment Philosophy.
    • [7:50] Finding Great Founders
    • [9:50] Jack Dorsey
    • [13:00] Position Size
    • [21:00] Managing a Portfolio.
    • [26:00] Why Alex likes Retail Stocks
    • [31:00] The KPI of Retail Businesses?
    • [33:00] Dollar Tree vs Dollar General
    • [43:00] Unit Economics
    • [46:00] Target: The Canary on the Coal Mine?
    • [1:01:00] Retail’s Tough Comps
    • [1:03:00] Five Below
    • [1:35:00] More from Alex and Closing Questions

    If you like what you heard, check out Alex on Twitter and his Substack.

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


    Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter Jun 03, 2022
    Show notes

    Hey Guys! This week’s guest is Adam Wyden from ADW Capital. After annoying him for countless weeks via Twitter DMs, he has agreed to join the podcast and talk about his investment journey, his investment process, how he finds ideas, how he constructs a portfolio and manages position sizing, his amazing returns while investing during the Great Financial Crisis, his biggest mistakes and his Twitter experience.

    If you want to learn more about Adam and his process, check him out on Twitter here and on his website here.

    • [0:00] Adam’s Grandmother Investing Style
    • [6:00] The Wold Runs in Autopilot
    • [11:00] Adam’s Investing Journey
    • [18:00]Investing During the GFC.
    • [23:00] Starting a Fund.
    • [31:00] Biggest Mistakes: Fiat
    • [35:00] How to Conduct Research: Rick.
    • [50:00] Portfolio Construction and Position Sizing
    • [1:01:00] The End Goal of ADW Capital.
    • [1:07:00] Having Dialogue on Twitter
    • [1:17:00] More from Adam and Closing Questions

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Ben Claremon: How To Evaluate Management & Capital Allocation May 27, 2022
    Show notes

    Hey Guys! This week is a clash of podcast hosts: Me vs Ben Claremon.

    Ben is Partner and Portfolio Manger at Cove Street Capital and the Podcast Host of The Compounders Podcast. Ben conducts great interviews with founders/CEO of public companies. Today he shares his findings, favorite CEOs, his Management Assessment Framework, what makes for great capital allocation, and Ben's greatest business of all time.

    If you like what you heard, check out Ben on Twitter here and Cove Street's Management Presentation.

    • [0:00] Who is the most impressive CEO?
    • [2:00] Element Solutions ($ESI)
    • [4:00] Joey Levin ($IAC)
    • [7:00] Upsides from Knowing the CEO
    • [12:00] The Compounders Podcast Lessons
    • [18:00] Charismatic CEOs
    • [25:20] Proprietary Management Assessment Framework
    • [40:00] Insider Transactions
    • [50:00] Capital Allocation is the Golden Goose.
    • [1:00:00] Profitability vs Growth
    • [1:10:00] Ben’s Ultimate Team
    • [1:27:00] More from Ben Claremon and Closing Questions

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital May 20, 2022
    Show notes

    This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

    • Matt Sweeney, Laughing Water Capital
    • Scott Miller, Greenhaven Road
    • Connor Haley, Alta Fox Capital

    Please let me know what other letters you'd want to hear on future Investor Audible series episodes!

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Elliott @mu2myoc: The Truth About Affordable Housing Investing May 13, 2022
    Show notes

    Hey Guys! This week we are pivoting from the public markets and we are diving back to Real Estate, specifically getting our hands dirty on affordable housing. Our guest Elliot @mu2myoc is here to tell us the good, the bad, and the ugly. He shared with us some basic concepts used in Real Estate such as yield on cost, his investing methodology, his Real Estate journey, some crazy stories from affordable housing, how to get into affordable housing and his Archdiocese of New Orleans Twitter Thread.

    • [0:00] What is mu2myoc?
    • [1:20] What is yield on cost?
    • [5:30] When to Sell?
    • [10:00] Why Elliot got into Real Estate?
    • [20:00]Landing Your First Deal
    • [30:00] Receiving Feedback
    • [36:00] The Housing Market: Momentum Investing
    • [45:00] Crazy Stories from Affordable Housing
    • [1:12:00] Elliot Investable Universe
    • [1:14:00] How to get into Section 8?
    • [1:17:00] The Archdiocese of New Orleans: Thread
    • [1:29:00] Closing Questions

    If you like what you heard, please follow Elliott on Twitter @mu2myoc.

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/HIVE

    Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital May 06, 2022
    Show notes

    Hey guys! This week we have Eric Markowitz from Worm Capital. This episode is all things Tesla! Eric shares with us Worm Capital’s research on Tesla such as Tesla’s Autonomous Driving Advantage, Tesla’s Gigafactories, Tesla’s Customer Value Proposition, why being DTC is an advantage, and some of Tesla’s potential ancillary services such as insurance, gaming and maybe becoming an advertising channel.

    • [0:00] Worm Capital
    • [4:00] What is like holding Tesla with outside money?
    • [8:00] What does it really mean to invest for the long term?
    • [14:00] Changing your mind
    • [20:00] The Tesla Bull Case
    • [29:00] Tesla’s Customer Value Proposition
    • [36:00] Tesla Autonomous Driving Advantage[45:00] Tesla Gaming
      [51:00] Tesla’s Gigafactories
    • [1:02:00] Tesla is DTC
    • [1:07:00] Tesla’s Ancillary Services
    • [1:10:00] Tesla becoming an Advertising Channel
    • [1:17:00] Tesla’s Revenue Growth
    • [1:20:00] More from Eric and closing questions.

    If you like what you heard, go follow Eric on Twitter here! Also, check out Worm Capital's website here.

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

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    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at

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