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26min chapter
Special Situations are Fun: Heavy Debt, Unidentified Moats, Lumpy Revenue, Uranium with Jacob Rowe, Founder and CIO of Rogue Funds
Planet MicroCap Podcast | MicroCap Investing Strategies
Navigating the Investment Landscape
This chapter explores the speaker's journey into investing, from early childhood interests to starting a hedge fund fresh out of college. Highlighting various investment strategies, particularly in high debt situations and overlooked firms, the speaker shares personal experiences and lesson learned. The discussion emphasizes the critical role of management and adaptability in executing successful investment theses.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode