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.
