Exploring the Unique Case of Texas Pacific Land

Looking for asymmetry in the institutional investing space, and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great success stories are made.

In this week’s episode of the Thematic Investors podcast, host Kieran Cavanna, speaks with guest James Davolos, Portfolio Manager, Horizon Kinetics who shares his methodology on tackling high inflationary markets while becoming a rising star in the value investing space.

James also covers: 

• his early hotel beginnings on the New Jersey Shore and how that evolved to the trading desk at Horizon Kinetics.
• the end of the ‘Goldilocks’ scenario of low inflation, volatility, interest rates, and how the playbook has changed from the last 10-20 years. 
• what it means to be a bottom-up investor, going after investment opportunities using unconventional data collection techniques.
• the prevailing logic around the topic of “immaculate disinflation” and whether investors are considering the full picture?
• easy gains in AI for investors, and what does the full net benefit look like over time.
• And more

Connect with Kieran Cavanna: 

• Old Farm Partners
• LinkedIn: Kieran Cavanna

Connect with James Davolos:

• LinkedIn: James Davolos
• HorizonKinetics.com 

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