Riches in the Niches Investor Podcast

Quality Businesses. Exceptional Management. Capital Constrained Markets. In this episode, Richard sits down with Evan Vanderveer of Vanshap Capital to talk stock investing in Emerging and International Markets. Topics discussed include a partnership with Markel Corporation, uncovering Great Capital Allocators, a rigorous Due Diligence Process and so much more. Let's Niche Down with Evan Vanderveer.  To learn more about Evan, Vanshap Capital and the Global Value Creators Podcast check out www.vanshapcapital.com.  To learn more about Richard and thinkAEN check out www.thinkaen.com. 

Follow Richard on a 30-year voyage and hear the evolution of the hedge fund world. From how to market a new hedge fund to crisis management all the way to industry regulation. In this episode, we sit down with Mitch Ackles, President of the Hedge Fund Association and master of the Hedge Fund PR Niche. Social Media, Capitol Hill, Big-time Industry Conferences and more.  “You can’t be constrained by the rules of the past.” - Mitch Ackles To learn more about Richard please visit www.thinkaen.com. To learn more about Mitch please check out linkedin.com/in/mitchackles.

Due to popular demand, Richard sits down with Michael Mitchell to discuss his thoughts on overlooked, unloved and orphan stocks. A self-proclaimed shitco investor, Michael will share his expertise on what differentiates the winners from the losers.  Michael will also discuss well known Capital Allocators, SPACs, Management Incentives and so much more.  To learn more about Richard please visit www.thinkaen.com. To follow Michael on Twitter check out @IgnoreNarrative.

Follow Richard on the wonderful story of FirstTime Design, a niche e-commerce retailer of home furnishings. In this episode, we sit down with Andrew Bass of FirstTime and learn about the company’s transformation from a niche clock retailer into a leader in the Wayfair and Amazon Marketplace. To learn more about the Amazon Marketplace please listen to our Podcast with Ethan McAfee found here. To check out some FirstTime Design products please visit their Amazon site here. To listen to an interview with Andrew and CEO Christopher Bering please click Geo Investing Link.

Ever wonder how things get sold on Amazon? Are the reviews you read even real? How does one brand figure out the Amazon Marketplace where so many others fail? In this episode, we sit down with Ethan McAfee, the founder, and CEO of Amify. Our listeners will hear exactly how Amify grew from a niche PickleBall paddle reseller, what it means to build a brand on Amazon, and so much more. For more information on the host please visit www.thinkaen.com. To learn more about Amify please visit www.goamify.com. 

We explore the wonderful world of Over-the-Counter (OTC) Pink Sheet Stocks with David Waters of Alluvial Capital. In this episode, David talks about his love of obscure and unloved OTC Stocks, which is one of the last truly “niche” investment segments. We also discuss well known capital allocators Mario Gabelli, Peter Kamin and Robert Alpert as well as select portfolio holdings. Let's Niche Down with David Waters. For more information on the host please visit www.thinkaen.com. To learn more about David Waters and Alluvial Capital please visit www.alluvialcapital.com. 

Today's master class is with James Dinsmore, portfolio manager at GAMCO Asset Management. James is focused on convertible securities. For those of you that don’t know, GAMCO is a large money management firm run by legendary investor, Mario Gabelli. On this episode, James will go over his thoughts on convertibles as well as how GAMCO adds value to clients in this niche asset class. Let’s Niche Down with James Dinsmore.  For more information on our firm please visit www.thinkaen.com. To download the Convertible Securities White Paper please visit this GAMCO link Convertible Primer.

Guest Marcus Frampton, CIO of Alaska Perm. Fund Corp, shares insights on niche investing in Endowment Model, Real Estate, Hedge Funds, OTC Stocks. Talks about due diligence, asset classes, and unique investment opportunities. Highlights importance of backing smaller managers and engaging with management teams. Discusses challenges and opportunities in niche investing strategies.

For the inaugural podcast of Riches in the Niches, host Richard Sosa will introduce himself and give a little background on the genesis of the program as well as discuss his experiences with niche investing.