Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

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Oct 30, 2023

Kyle Mowery of Grizzly Rock Capital discusses value investing in European and US industrials. They explore the challenges of short selling and the significance of staying power in investing. The appeal of industrials, buybacks, and high yield landscape are also discussed. They delve into the challenges and potential of Cali Met Specialty Products in the industrial sector. The explosive growth of European rabbits in Australia is explored, drawing parallels to achieving long-term success. The difficulties of starting a business during a high point in the value cycle are also discussed. Contact information and Grizzly Rock Capital's co-investment arm are shared.

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Introduction

00:00 • 2min

The Significance of Staying Power and Challenges of Short Selling

02:01 • 4min

Investing in Industrials: Cheap Prices, Steady Growth

06:00 • 8min

Companies' Buybacks and High Yield Landscape

14:28 • 24min

Cali Met Specialty Products: A Small Cap Hedge Fund Hotel in the Industrial Sector

38:05 • 8min

The Explosive Growth of European Rabbits in Australia

45:47 • 6min

The Challenges of Launching a Business at the Peak of the Value Cycle

51:20 • 9min

Contact information and information about Grizzly Rock Capital's co-investment arm

01:00:35 • 2min

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).