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Value Hive Podcast

James Reynolds: How To Identify Businesses w/ Ecosystems of Control

Jan 28, 2022
01:20:31

Hey guys! This week we have as a guest James Reynolds of Tenebrist Global. I’ve met James at Valuex Vail when he was the only person that pitched a company that was growing more than 5% per year! Certainly a hyper-growth stock. All kidding aside, he is a hyper-growth investor and this week we dug into his background, how he became an investor, his soup to nuts process, ecosystem control, Progyny, Inc ($PGNY), Caravan ($CVNA) and how businesses create win-win-win environments.

  • [1:00] Who is James Reynolds?
  • [7:00] Trying to know EVERYTHING vs JUST ENOUGH
  • [15:00] James’ Research Process 
  • [17:00] Talking to Management. 
  • [22:00] Progyny, Inc. ($PGNY) 
  • [27:30] Founder Led Companies 
  • [33:00] TJX Companies, Inc ($TJX) 
  • [38:00] Ecosystem Control vs Network Effects 
  • [45:00] Carvana ($CVNA): Building the Ecosystem Control 
  • [58:00] Just Eat: Lacking Ecosystem Control 
  • [1:09:00] Finding Ideas 
  • [1:17:00] More from James and Closing Questions

If you like what you hear, please follow James on Twitter @TenebristGlobal and check out his website here

Also, a big thanks to the following sponsors for making the podcast a reality!

Quartr

Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

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 company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead.

Try them out today at TIKR.com/hive.

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