

Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey (Episode 8)
Jan 17, 2020
Andrew Kingston and Shawn Shewchuk, portfolio managers for Gavin Croup, CA, discuss spin-offs, special situations, owner operators, and more. They share their thoughts on what makes a great business, their investment allocation process, and how they incorporate technical analysis. The speakers also talk about managing finances in hockey, their investment philosophy and backgrounds, their unique focus on professional hockey players, and their favorite players and teams. Overall, a fascinating conversation on investing and hockey.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Managing Finances in Hockey
02:34 • 6min
Investment Philosophy and Backgrounds
08:20 • 15min
Incorporating Technical Analysis into Value Investing
23:33 • 24min
Approach to Investing in Commodity Businesses and Unique Focus on Professional Hockey Players
47:25 • 11min
Finding More Information and Twitter Transition
58:48 • 2min
Favorite Players, Teams, and Dinner Guests
01:01:00 • 5min