Hey all! I am on vacation with my wife's family this week and do not have a new episode! Instead, I'm replaying one of my most popular podcasts, "Shrubbery Capital Pt. 2."
The podcast has grown since that original airing and new Value Hive listeners should learn a ton from The Shrub!
This episode was all about idea generation, what happens when we go from an Inflationary Environment to Recessionary Environment, why he is bullish on Bayer ($BAYN) and how at the end of the day most analyst in the industry are Tik Tok investors.
Check out the time stamp below:
- [0:00] What has changed the last time we talked?
- [5:00] From Inflationary Environment to a Recessionary Environment
- [18:00] Idea Generation: Betting on Farfetch
- [32:00] Bayer ($BAYN): Bull Thesis
- [55:00] Learning about the Energy Industry
- [1:07:00] Tik Tok Investing
- [1:12:00] More from Shrub Capital and Closing Questions
If you like what you heard, go follow Shrub on Twitter @agnostoxx.
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!
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.
