Hey Guys! This week we are back for a second round with the anonymous account @agnostoxxx aka The Shrub. This episode was all about idea generation, what happens when we go from an Inflationary Environment to Recessionary Environment, why he is bullish on Bayer ($BAYN) and how at the end of the day most analyst in the industry are Tik Tok investors.
Check out the time stamp below:
- [0:00] What has changed the last time we talked?
- [5:00] From Inflationary Environment to a Recessionary Environment
- [18:00] Idea Generation: Betting on Farfetch
- [32:00] Bayer ($BAYN): Bull Thesis
- [55:00] Learning about the Energy Industry
- [1:07:00] Tik Tok Investing
- [1:12:00] More from Shrub Capital and Closing Questions
If you like what you heard, go follow Shrub on Twitter @agnostoxx.
Finally, a big thanks to the following sponsors for making the podcast a reality!
Mitimco
This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
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!
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