Value Hive Podcast

Swen Lorenz: Drowning in Undervalued Shares

Feb 14, 2025

Swen Lorenz, the mastermind behind Undervalued-Shares.com, navigates the exciting world of underappreciated investments. He shares his journey into niche markets, emphasizing how intuition guides his stock analysis. Swen discusses the impact of political shifts on valuations, highlighting gems like Kistos in energy. He also explores the tension between AI and traditional investment strategies, pondering the future of authenticity in a tech-driven world. Plus, his travel insights offer a unique lens for spotting investment opportunities globally.

57:27

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Episode guests

Swen Lorenz

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Episode notes

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Quick takeaways

Consistent learning fosters high risk-adjusted returns, emphasizing the necessity of education and community engagement in investment practices.

Focusing on undervalued, lesser-known companies offers a unique investment strategy that prioritizes originality over conventional approaches.

Catalysts play a vital role in value investing by influencing stock prices, necessitating an understanding of market psychology and trends.

Deep dives

Importance of Continuous Learning in Investing

Consistent learning is essential for generating high risk-adjusted returns in investing. The discussion highlights how both professionals and retail investors share a profound passion for investing, which drives their commitment to improvement. Continuous education, combined with a unique community, fosters an environment where members can access differentiated research and insights. This emphasis on learning contributes significantly to the high retention rates observed within the investment service.

Intro

3min

Exploring Undervalued Investments

16min

Navigating Debt and Investment in Europe's Auto and Banking Sectors

18min

Navigating Portfolio Construction

8min

Travel Insights and Investing

4min

Investing in Simplicity: AI vs. Tradition

7min

Exploring Online Presence and Personal Reflections

2min

Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of.

We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research in a world awash with ideas.

This episode is heavy on new ideas, process, and investor psychology.

We also touch on investing in the world of ChatGPT.

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!

Tegus

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TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠⁠⁠.

Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.