This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Brett Winton is the Head of Research at Ark Investment Management. Winton manages a team of analysts and helps forecast disruptive technologies. If that sounds like a hard job, it's because it is. And Br...
Dec 04, 2020•1 hr 15 min•Season 1Ep. 54
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Kris (@FromValue on Twitter) is the author of From Value To Growth premium research service on Seeking Alpha. Kris has grown his audience to >21K followers on Twitter and Seeking Alpha each. Kris' job...
Nov 27, 2020•1 hr 5 min•Season 1Ep. 53
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Stephen Clapham has one of the most decorated resumes of any guest I've interviewed. He's traveled Europe as an equity analyst. Worked his way up to partnership status at multiple multi-billion dollar hed...
Nov 20, 2020•1 hr 11 min•Season 1Ep. 52
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semicond...
Nov 13, 2020•1 hr 12 min•Season 1Ep. 51
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Richard Chu is an investment analyst at Saga Partners where he seeks to find high-growth, highly asymmetric investment opportunities. How Richard ended up at Saga Partners is anything but traditional. Ch...
Nov 06, 2020•1 hr 27 min•Season 1Ep. 50
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link here ). Chris is one of the sharpest investors/analysts on Twitter, and it shows. He's quickly grown his Twit...
Oct 30, 2020•1 hr 35 min•Season 1Ep. 48
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took us fr...
Oct 23, 2020•1 hr 24 min•Season 1Ep. 47
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Morgan Housel is a man that needs no introduction. He's a NY Times Bestseller, prolific writer for Collaborative Fund and great conversationalist. I'm still amazed I was able to swindle him into joining t...
Oct 16, 2020•54 min•Season 1Ep. 47
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/6 Lifestyle. He also runs the newsletter, Mindsetvalue. Aaron's a tried-and-true value investor sear...
Oct 09, 2020•1 hr 44 min•Season 1Ep. 46
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Mads Christiansen is a private investor specializing in digital transformation, e-gaming and technology. He freely shares his thoughts and ideas on Twitter and also runs a YouTube channel (both you can f...
Oct 02, 2020•1 hr 3 min•Season 1Ep. 45
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podca...
Sep 25, 2020•1 hr 15 min•Season 1Ep. 44
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podca...
Sep 18, 2020•1 hr 2 min•Season 1Ep. 43
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podca...
Sep 11, 2020•57 min•Season 1Ep. 42
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podca...
Sep 04, 2020•1 hr 10 min•Season 1Ep. 41
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podca...
Aug 28, 2020•1 hr 34 min•Season 1Ep. 40
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence...
Aug 21, 2020•1 hr 16 min•Season 1Ep. 39
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence...
Aug 14, 2020•59 min•Season 1Ep. 38
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence...
Aug 07, 2020•1 hr 36 min•Season 1Ep. 37
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence...
Jul 31, 2020•1 hr 7 min•Season 1Ep. 36
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR. Our guest this week is Gautam Baid, author of The Joys of Compounding . Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analy...
Jul 24, 2020•1 hr 9 min•Season 1Ep. 35
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR. I use it every single day. Alright, back to the podcast. Turner Novak is a venture capitalist and partner at Gelt VC. Turner came from a single-parent, low-income household and worked his way to becoming one of the more popular venture capital thinkers on Twitter today. Through hard work and sh...
Jul 17, 2020•1 hr 3 min•Season 1Ep. 34
[REPLAY NOTE]: Due to scheduling and travel I was not able to get a new podcast to you this week. I apologize and do not expect something like this to happen again. I chose Cliff's episode for a replay because it is one of my favorites, and also one of my first. New listeners will learn so much from Cliff's thoughts. Thank you for your support! Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to t...
Jul 10, 2020•2 hr 10 min•Season 1Ep. 33
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . Keith Smith is the portfolio manager of Bonhoeffer Capital. Bonhoeffer is a global-oriented fund focused on finding compound mispricings across the capital structure. The fund looks for misunderstood businesses and poke around unconventional fishing holes on their quest for alpha generation. Keith joins the show to discuss his investment process, local scale economies and finding hidden opportunities across the g...
Jul 03, 2020•1 hr 57 min•Season 1Ep. 32
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family. Tobias is usually on the other end of these interviews. We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more! Here's the show out...
Jun 26, 2020•1 hr 4 min•Season 1Ep. 31
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. Our 30th episode was one of the most esoteric conversations yet. This week, I had the pleasure of chatting with Ryan Doherty. Ryan was a former professional baseball pitcher (and at one point, the tallest professional player ever) turned professional volleyball player. Ryan went from never playing volleyball to beating gold medalist team Phil Dalhausser and Todd Rogers. We spend over an hour discussing passion, co...
Jun 19, 2020•1 hr 20 min•Season 1Ep. 30
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . Richard Howe joins the Hive for the second time! It's our first guest with a second appearance and we're stoked to bring you this conversation. This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add to your watchlist. Rich dives deep into the following spin-offs: Otis Worldwide (OTIS) Carrier (CARR) Ecolab (ECL) Madison Square Garden Entertainment (MSGE) IAC/Interactive ...
Jun 12, 2020•1 hr 39 min•Season 1Ep. 29
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 way to the hedge fund/private equity world. After honing his skills, Brad set off to start Far View Capital Management ( website here ). I loved this conversation. You can ...
Jun 05, 2020•1 hr 51 min•Season 1Ep. 28
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive Today'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 afraid to invest all along the capital structure, and often writes about unique long/short bond opportunities. Before launching ...
May 29, 2020•2 hr 2 min•Season 1Ep. 27
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive This 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 newly launched fund, Dura Software. The conversation covers all things venture capital, start-up business, as well as Michael's personal background...
May 22, 2020•1 hr 48 min•Season 1Ep. 27
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive 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 a tremendous flywheel and we're just getting started! This week we feature our conversati...
May 15, 2020•1 hr 41 min•Season 1Ep. 25
