Value Hive Podcast Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital
Aug 8, 2025
The latest discussion dives into Laughing Water Capital's insightful investment strategies amid market volatility. Clarus Corp and Secure Waste Infrastructure steal the spotlight as undervalued stars worth attention. The team analyzes market recovery and the strategic shift towards AI and European stimulus investments. Recent trading activities reveal success stories while navigating challenges faced by companies like McBride. Financial insights spotlight CBL Properties' growth tactics and ContextLogic's smart cash utilization for future acquisitions.
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Episode notes
Stick To Proven Investment Discipline
- Matt Sweeney advises sticking to a time-proven, battle-tested investment approach during noise and uncertainty.
- He urges focusing on good businesses run by properly incentivized people rather than reacting to headlines.
Childlike Market Behavior
- Brandon describes his four-year-old daughter's hide-and-seek routine to illustrate naive logic.
- He uses this family story to frame how markets sometimes behave childishly.
Markets Are Blind To Subtle Business Traits
- Brandon compares modern markets to a four-year-old brain dominated by quantitative inputs.
- He argues quants miss management skill, hidden assets, and businesses in transition.