This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing.
We chatted single stocks, thematics, psychology, how to invest in other investors, and what makes a great investor. We also talked about process, vibes, and of course, mining.
If you're an emerging manager, or someone that wants to start their own fund one day, you will LOVE this episode.
Also -- big thanks to the sponsors!
Mitimco
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!
Tegus
Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.
I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.
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.