

Quirky / Off the Beaten Path Investing, Making Your Move + $PLCE $NCMI with David Bastian, Chief Investment Officer at Kingdom Capital Advisors
Oct 17, 2023
David Bastian, Chief Investment Officer of Kingdom Capital Advisors, discusses quirky/off the beaten path investing and when to make a move. He also gives quick pitches on The Children's Place and National CineMedia. They explore investing in quirky opportunities and misunderstood stocks and the investment thesis on The Children's Place and National Cinemedia, highlighting challenges in the theater industry. They also discuss due diligence, investing as a team sport, and continuous learning in microcaps.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Quirky Off the Beaten Path Investing
03:09 • 8min
Investing in Quirky Opportunities and Misunderstood Stocks
10:59 • 23min
Investing in Children's Place Stock
33:39 • 9min
Investment Thesis on National Cinemedia and the Challenges of the Theater Industry
42:22 • 8min
Exploring Due Diligence, Investing as a Team Sport, and Continuous Learning in Microcaps
50:47 • 3min