

Andrew Mitchell (Ophir Asset Management) - Finding 10 Baggers in Small Caps
May 21, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
Andrew Mitchell, the Co-Founder of Othea Asset Management
01:33 • 3min
Geo Politics and the Economy
04:17 • 2min
How I Found O'Fear and Got Into Fund Management
06:45 • 3min
The Importance of a Good Relationship
09:24 • 2min
How Paradise Ventures Made It to a Billion Dollars
10:55 • 2min
The Importance of Long Term Performance
12:45 • 2min
The Benefits of Staying Invested
14:51 • 4min
How to Be a Successful Small Cap Manager
18:45 • 4min
How to Evaluate Earnings for Infant Formula Companies
22:29 • 3min
How to Get an Edge Selling Gold Detectors in Africa
25:33 • 3min
The Horror Story of Afterpay
28:43 • 3min
The Importance of Getting Things Right
31:46 • 4min
Silicon Valley Bank Going Down First Republic
36:05 • 2min
How to Be a Stock Picker in a Macroeconomic Environment
37:38 • 5min
The Kiss of Death: A Review of Wyatt's Stocks
42:54 • 5min
What Makes a Good Fund Manager?
47:53 • 4min
The Fear of Owning a House
51:37 • 3min