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Value Hive Podcast

David Bastian: Distressed Investing 101 w/ Kingdom Capital

Sep 1, 2023
01:04:38
Snipd AI
Distressed investing case study, expanding profits in compounder investments, generating ideas through crowd sourcing and organic research, analysis of DXL and Children's Place, investment strategy and returns, exploring exciting corners of the market, a conversation about a baseball player's admiration.
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Podcast summary created with Snipd AI

Quick takeaways

  • Distressed investing requires specialized screening processes and alignment with management teams that have incentives aligned with shareholder interests.
  • Networking and conducting in-depth industry analysis are key to generating investment ideas.

Deep dives

Summary of David Bastian's Investment Background

David Bastian, founder of Kingdom Capital, shares his journey from working in consulting to launching his own investment firm. He highlights the importance of building a track record and emphasizes the success of his investment in Destination XL (DXL-G), a distressed retail company.

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