Value Hive Podcast

Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter

Jun 3, 2022
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1
Introduction
00:00 • 3min
2
How Much of That Simplicity Is a Function of the Deep Work You Do?
02:57 • 5min
3
Do You Find It Difficult?
07:59 • 5min
4
I've Always Been an Ach Premor.
12:48 • 5min
5
Is There a Way to Find Companies That Exist?
18:10 • 2min
6
Investing in a Microcap Company
20:04 • 4min
7
The Great Financial Crisis
23:45 • 4min
8
Is It Difficult to Anchor Yourself to the Front of the Windshield?
27:23 • 6min
9
Investing in a Multi Level Marketing Company
33:03 • 3min
10
What Does Your Research Process Look Like?
35:55 • 5min
11
How to Get the Revenues Right?
41:01 • 1min
12
Cobin Isn't Going to Knock the Company Down, but Bombshells Is.
42:30 • 2min
13
How Do You Know When to Buy and When to Sell?
44:52 • 2min
14
You Can Eliminate Any Bias From Your Investment Process
46:57 • 5min
15
The Evolution of Portfolio Construction and Position Sizing
51:40 • 4min
16
The Short Answer Is, You Know, Right?
55:22 • 2min
17
Is the Multiple All in One Year?
57:48 • 2min
18
How Much of Your Time Is Expenditured?
59:47 • 2min
19
Building Capacity to Day for a D W Capital
01:02:07 • 4min
20
Are You Still a One Man's Shop Now?
01:06:27 • 5min
21
I Challenge That Old Kind of Thing, You Know, I Challenge It
01:10:59 • 3min
22
Is It Ok to Trash People Anonymously on Twitter?
01:14:06 • 2min
23
I'm Glad You Ne Kind of Gave That Answer
01:16:08 • 4min
24
I've Been Tooled, Om, but Adam a Capital Dot Com.
01:20:00 • 3min
25
Capital Allocation
01:22:39 • 2min
26
Investing
01:25:08 • 2min