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
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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 TIKR.com/hive.
