Value Hive Podcast cover image

Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile

Value Hive Podcast

00:00

Exploring Private Market Investments and Investor Communication

This chapter explores the idea of allocating a portion of net asset value to private assets within a fund, while reflecting on past experiences with microcaps. It highlights the need for liquidity options and discusses the balance required in investor communications.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app