3min chapter

Value Hive Podcast cover image

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

Value Hive Podcast

CHAPTER

Reflection on Investment Ideas and Historical Conversations

This chapter focuses on the importance of clear communication in investment letters and the value of ongoing connections in sharing knowledge. The conversation also takes a lighter turn with an inquiry into historical figures, particularly the influential Mellon family.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode