
Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile
Value Hive Podcast
00:00
Exploring Global Investment Opportunities
This chapter examines a structured yet adaptable approach to sourcing investment ideas across diverse international markets. The speaker reflects on their evolution in research strategies, the cultural influences on investor priorities, and the unique challenges posed by various stock markets, including those in Germany, Italy, and the Nordics. The importance of understanding local dynamics and leveraging diverse information sources is emphasized to uncover valuable investment prospects.
Transcript
Play full episode