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Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital
Season 5 Episode 31
Investor Audibles is back, baby!
I hope you enjoy listening to the following Q2 investor letters:
Legacy Ridge Capital Kathmandu Capital Alluvi…1 year, 7 months ago
Twitter Spaces: Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
Season 5 Episode 30
I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing.
Big thanks to my two co-hosts @BuyCheapAndPray and @theothe…
1 year, 7 months ago
Chris Abbott (1035 Capital): Dumpster Diving In Preferred Stocks Pt. 2 ($LLAP, $FATBP, $ASPI)
Season 5 Episode 29
I'm excited to share my latest conversation with Chris Abbott of 1035 Capital Management.
Chris buys stocks that you've never heard of. When you do …
1 year, 7 months ago
[REPLAY] David Kaye: The Business of Video Game Development
Season 5 Episode 28
This week we had a fantastic conversation with David Kaye, the president and co-founder of Snapshot Games. We talked about a variety of different top…
1 year, 7 months ago
Don Simmons: Building Hemisphere Energy $HME
Season 5 Episode 27
Don Simmons is the CEO of Hemisphere Energy (HME), a Canadian heavy oil producer.
DISCLOSURE: WE/MACRO OPS OWNS SHARES IN HME AT THE TIME OF THIS PO…
1 year, 8 months ago
Taylor Sulik: Building A Tungsten Mining Company From Scratch
Season 5 Episode 26
Taylor Sulik is trying to solve a problem that we all face, but nobody wants to do ... revive domestic US critical mineral production.
And he's doin…
1 year, 8 months ago
Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
Season 5 Episode 28
Evan Tindell runs Bireme Capital, a long/short value investment fund.
I loved this episode. We spent over an hour discussing:
Investor psycholog…1 year, 8 months ago
[REPLAY] Lobo Tiggre: Junior Mining Speculation
Season 5 Episode 27
This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator.
Lobo is one of the premier voices in junior mining speculation,…
1 year, 8 months ago
Luis Sanchez: Hunting for Net-Nets
Season 5 Episode 26
This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing.
But it's something I've wan…
1 year, 8 months ago
Greg Orrell: How To Outperform The $GDX
Season 5 Episode 25
I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund.
Greg has done what most gold fund managers haven't ... outperform GDX. In fact, …
1 year, 9 months ago