Value Hive Podcast

Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital

Aug 23, 2024

Dive into insightful discussions on the latest Q2 fund letters from Legacy Ridge and Kathmandu Capital. Discover their cautious cash allocation strategies and sector performances amid volatile market conditions. The podcast highlights an intriguing recovery perspective on NagaCorp, showcasing its growth potential post-COVID. Additionally, explore the strategic expansion of Caspi and Voujian Group in Kazakhstan along with a comparative analysis of small-cap versus large-cap stocks. It's a treasure trove of investment insights!

33:13

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Quick takeaways

The podcast emphasizes the importance of focusing on high risk-adjusted returns while fostering community engagement among different types of investors.

Recent market trends indicate a shift towards small-cap equities and a growing interest in Independent Power Producers, requiring cautious asset allocation.

Deep dives

Investment Philosophy and Retention

The focus is on achieving high risk-adjusted returns, fostering consistent learning, and maintaining a vibrant community of investors. This approach has led to notably high retention rates among members, indicating satisfaction with the service offered. The combination of differentiated research, educational resources, and an active Slack community caters to both professionals and motivated retail investors. The shared passion for investing among members enhances the overall experience and engagement within the collective.

Volatility Breeds Caution

01:23

Investing Requires Caution Amid Changing Market Trends

01:22

Intro

2min

Investment Strategies and Market Insights from Q2 Fund Letters

14min

Investing in NagaCorp: A Recovery Perspective

5min

Examining the Strategic Growth of Caspi and Voujian Group

2min

Market Dynamics and Strategic Investments

10min

Investor Audibles is back, baby!

I hope you enjoy listening to the following Q2 investor letters:

Legacy Ridge Capital
Kathmandu Capital
Alluvial Capital

Let me know if there are other letters you want to hear!

Finally, a big thanks to our sponsors for making this episode happen.

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.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

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.