Kyle Mowery, Portfolio Manager and Founder of Grizzly Rock Capital, dives into the challenges facing hedge fund managers in today’s volatile market. He discusses how small/mid-cap value investors must adapt their strategies to keep pace with changing investor demands. Mowery emphasizes the importance of clear communication and setting realistic expectations. He also shares insights on the advantages of collaborating within a pod versus launching solo and outlines what he would do differently if starting Grizzly Rock today, highlighting the need for adaptability.

Explore the world of small cap value investing, finding great stocks and avoiding 'value traps'. Learn the role of macro in the economy, strategies for generating short ideas, and insights on corporate malfeasance. Discover essential resources for value investing and the challenges in the small cap market.

Kyle Mowery, Managing Partner and Portfolio Manager at GrizzlyRock Capital, offers sharp insights on Driven Brands Holdings Inc. He highlights market missed opportunities in the automotive services sector, especially amid a backdrop of overinvestment. Mowery delves into the competitive growth of quick oil change services and discusses why brand strength protects against oversupply. He also touches on the complexities of financial reporting and the effects of private equity ownership on valuation, raising intriguing points about future growth and capital allocation strategies.