Jason Hirschman

Jason Hirschman, a microcap investor at Hudson 215 Capital, shares his unique approach to investing, likening it to the infamous salad oil scandal involving American Express. He discusses the complexities of microcap investing, highlighting both challenges and opportunities, especially in niche markets like Japan's evolving divorce law. With insights into undervalued stocks and the significance of market dynamics, Hirschman emphasizes the importance of fundamentals and operational efficiency, making for an engaging conversation on navigating the microcap landscape.

In this engaging talk, Jason Hirschman, a seasoned private investor at Hudson 215 Capital, shares his journey from small business owner to managing a nine-figure portfolio. He dives into the intricacies of microcap investing, emphasizing the significance of management relationships and qualitative research. Hirschman contrasts European and American management styles, shedding light on cultural influences in corporate governance. He also discusses the emotional challenges of investing and the crucial balance between holding and selling stocks.

This lively discussion features Whit Huguley, who leads River Oaks Capital; Thomas Bachrach from PFH Capital; and Jason Hirschman of Hudson 215 Capital. They delve into the significance of due diligence in microcap investing and share personal stories about management interactions that shaped their investment choices. The panel also highlights the allure of European microcaps, the defining traits of successful CEOs, and strategies for timing investments and exits. Expect humor and insights, all while navigating today’s market complexities!