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

Value Hive Podcast

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Navigating Investment Opportunities in Mining and Beyond

This chapter explores the current state of mining and commodity stocks amidst record gold prices and highlights investment hesitancies due to poor cash flow management by mining companies. It further examines opportunities in the UK offshore drilling sector, recent IPO activity, and unique investment prospects such as NetLease Office Properties and MRC Global. The discussion also introduces the Tactile Fund, emphasizing long-term value investments in tangible assets, while addressing the critical balance between personal investment interests and fiduciary duties.

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