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Value Hive Podcast

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Feb 11, 2022 • 2h 56min

Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)

Michael Jordan had his flu game. This week, Dan McMurtrie has his Flu Podcast. Join us as the Super Flugatu drops dozens of knowledge bombs, all while battling the flu.  Dan touches on a lot of what I originally posted, but there's definitely a few more gems worth the listen. Dan dives deep into topics like:  Structuring Research & Valuing Research Time The reality of emerging managers Building Trust Online in a Digital World  The Obsession with Long-Term "HODL" Mindsets And more! If you like what you hear, follow Dan on Twitter @SuperMugatu and check out his firm Tyro Partners.  You can check out the time-stamp below:  [4:34] Wrestling Stories [19:09] Biases & Mental Frameworks [30:01] Knowing What Game You're Playing [35:00] Long/Short Managers [53:00] How Dan Uses Trello  [62:00] How Dan Structures Research Time [82:00] Stand-Up Comedy [94:00] Conversion of Online & Offline Worlds [103:00] Trust in Online Commerce [121:00] Kombucha Stories [132:00] The Obsession with Long-Term HODLing  [143:00] There Is No Optimum Solution, Just Make Money [159:00] VC & Public Markets [164:00] Building Networks of People [170:00] Closing Questions Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. MasterWorks MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started. Try them out today at Masterworks.art/value --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Feb 4, 2022 • 1h 6min

Amy Jo Kim: Deconstructing The Best Social Games

Hey guys! This week I'm stoked to have Amy Jo Kim on the podcast. Amy is the co-founder of Game Thinking, a company dedicated to helping the world's largest game developers accelerate product innovation and drive engagement from the ground up.  This podcast is all about deconstructing what makes the best games, well, the best. Amy spends most of the time discussing how the best games create social network effects, and how game developers can find their "super fans" earlier.  Additionally, Amy shares stories from her days helping eBay in the late 1990s, as well as assisting in the development of the world-renowned game, The Sims.  If you like what you heard, please check out more of Amy's work at GameThinking.io and follow her on Twitter @amyjokim.  Check out the time-stamp below:  [1:00] What is Amy's Favorite Board Game?  [6:00] Working w/ eBay in the late 1990s [19:00] How Do You Find Super Fans?  [31:00] The Best Games Deliver The Best Experiences  [40:00] Patterns of Early Game Success [47:00] Interesting Ideas in BeautyTech [56:00] Closing Questions Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. MasterWorks MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started. Try them out today at Masterworks.art/value --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Jan 28, 2022 • 1h 21min

James Reynolds: How To Identify Businesses w/ Ecosystems of Control

Hey guys! This week we have as a guest James Reynolds of Tenebrist Global. I’ve met James at Valuex Vail when he was the only person that pitched a company that was growing more than 5% per year! Certainly a hyper-growth stock. All kidding aside, he is a hyper-growth investor and this week we dug into his background, how he became an investor, his soup to nuts process, ecosystem control, Progyny, Inc ($PGNY), Caravan ($CVNA) and how businesses create win-win-win environments. [1:00] Who is James Reynolds? [7:00] Trying to know EVERYTHING vs JUST ENOUGH [15:00] James’ Research Process  [17:00] Talking to Management.  [22:00] Progyny, Inc. ($PGNY)  [27:30] Founder Led Companies  [33:00] TJX Companies, Inc ($TJX)  [38:00] Ecosystem Control vs Network Effects  [45:00] Carvana ($CVNA): Building the Ecosystem Control  [58:00] Just Eat: Lacking Ecosystem Control  [1:09:00] Finding Ideas  [1:17:00] More from James and Closing Questions If you like what you hear, please follow James on Twitter @TenebristGlobal and check out his website here.  Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Jan 21, 2022 • 1h 35min

Stephen Diehl: The Dark Side of Web3, Crypto & NFTs

Hey guys! I have the privilege of speaking with Stephen Diehl. Diehl is a London based software engineer and an outspoken critic of cryptocurrencies, Web 3.0, NFTs, and pretty much that entire ecosystem that seems to be so rampantly bullish. This episode’s objective is to present a possible bear case to the crypto, Web 3.0, NFTs Maximalists and to the people that are on the fence and want to know more about the technology and its dark side. Check out the time stamp below:  [1:20] Researching Crypto.  [8:20] The Albanian Pyramid Scheme Crisis [13:00] The Case Against Crypto [14:00] The Technology Does Not Solve Any Problem  [26:00] The History of Private Money [38:00] What Type of Asset are Cryptos?  [45:00] Staking Crypto for Yield? [49:00] What is Web 3.0? [54:00] Play-to-Earn  [58:00] Technical Issues: Computing, Bandwidth & Storage.  [1:07:00] NFTs  [1:20:00] Why create Solutions to Problems that Does Not Exist  [1:26:00]Closing Question and more from Stephen Diehl If you're a fan of Stephen's thinking and want to learn more, check out his website (here) and Twitter (here).  Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Jan 14, 2022 • 1h 40min

Sleepwell Capital: Conviction, Undiscovered Gems, and Spotify $SPOT

Hey guys! This week we got the one and only @SleepwellCap on the show today! We've got a wide ranging conversation today going from how he became a buy side generalist, lessons from the Fixed Income World, how conviction is the raw material for long term investing, differences between conviction and overconfidence, Sleepweell’s research process, will discuss serial acquires as an undiscovered gems in markets and of course why he is so bullish on Berkshire and Spotify.  You are definitely missing out if you don’t follow him yet! Check out our time-stamp below:  [0:00] Why Sleepwalk Capital?  [4:00] Lessons from the Fixed Income World  [11:00] Becoming a buy side generalist  [14:00] Music Career [16:00] Sleepwell’s Research Process [24:00] What is conviction? [31:00] Is conviction overrated? [38:00] What is in the Price?   [46:30] Undiscovered Gems: Serial Acquirers  [1:00:00] Mistakes made in 2021  [1:05:00] Achievements reached in 2021  [1:08:00] Improvements for 2022 [1:13:00] Berkshire  [1:18:00] Spotify Bull Case  [1:33:00] More from Sleepwell and Closing Questions. If you liked what you heard please give Sleepwell a follow on Twitter @SleepwellCap and subscribe to his Substack (link here).  Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Jan 7, 2022 • 1h 20min

Pink Polo Shorts: Real Estate Lessons, Baseball & Twitter Shenanigans

Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @PinkPoloShorts. Our conversation focus on Real Estate investing since that is @PinkPoloShorts area of expertise.  He shared with us how he got into Real Estate after trying to become a professional baseball player, his Real Estate career, what he thinks about Airbnb renting as a business, the most common mistakes that retail investors do, underwriting 101, the future on Real Estate and his opinion on Redfin, and how he levered his knowledge on private Real Estate and apply it to public Real Estate.  So if you are interested in Real Estate investing definitely tune in and if you are not I would still listen since there is a lot of application than you can take from Real Estate and transpose them on other areas like the Public Markets. Enjoy! [0:00] Why @PinkPoloShorts? [2:45] Why Real Estate Investing?  [5:00] Professional Baseball [8:00] Real Estate Career [14:00] Private Equity Career [16:00] Bad Deals  [21:00] Airbnb Renting [23:00] Underwriting 101 [26:00] Unlevered vs Leverage Returns  [33:00] Current Cap Rates [35:00] Who is selling this to me? Are they smart? Are they divesting for a structural reason? [42:00] Private Real Estate vs Public Real Estate  [50:00] Benefits of Real Estate Twitter  [55:00] Most Retail Common Mistakes  [59:00] Interesting Deals [1:03:00] Redfin and Brokers  [1:11:00] Closing Questions and more @PinkPoloShorts Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead.  Try them out today at TIKR.com/hive.  --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 31, 2021 • 1h 38min

Shrubbery Capital: What 15 Years In Hedge Funds Teaches You

Hey Guys! Today we have a special guest: Shrubbery Capital. We had a lot to cover on this conversation. We dive into Shrub’s background, working for event driven funds and family offices, his recycling investment thesis, structuring a trade, why we should we use stop losses and technical analysis, and how we can seamlessly transition into new industries and take what we learned before from other places and apply them to new esoteric ideas. If you like what you heard, please follow Shrub on Twitter @agnostoxxx You can check out the time-stamp below:  [0:00] Why Shrubbery Capital? [9:00] What is Merger Arbitrage?  [14:00] Becoming a Portfolio Manager  [18:00] Blowing Up an Account.  [22:00] Differences between Hedge Funds and Family Offices.  [24:00] Structuring the Trade  [31:00] Stop Losses and Technical Analysis [59:00] ESG   [1:10:00] Recycling: Purecycle ($PCT) & Digimarc ($DMRC) [1:30:00] More from Shrubbery and Closing Questions Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. Mitimco This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead.  Try them out today at TIKR.com/hive.  --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 27, 2021 • 1h 25min

FinTwit's Top SPAC Ideas of 2022 & Beyond

Hey Guys! This week, we’re chatting all things SPACs from a Twitter Spaces I organized on December 23, 2021. The goal was to hear interesting ideas, learn a few things, and have a ton of fun with the community. We're all trying to find treasure amongst (mostly) trash. Hopefully, this episode becomes the “X” that marked the spot on some treasures but only time will tell! Check out the time-stamp below:  [6:00] Doma Holdings ($DOMA) [14:00] Brandon’s Watchlist [16:30]Radius Global Infrastructure, Inc (RADI)  [20:00] Brandons’s Wathchlist  [23:40] Algoma Steel Group Inc (ASTL) [34:30] CCC Intelligent Solutions Holdings (CCCS) [45:00] Whole Earth Brands (FREE) [51:30] Opendoor Technologies, Inc (OPEN)  [1:13:00] Bark (BARK)  [1:20:00] Shorting Freshpet, Inc (FRPT) Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. Mitimco This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 17, 2021 • 1h 29min

Dror Poleg: China, Ponzi Schemes, and The "Me" Corporation

This week we have Dror Poleg. He is the founder of Hype-Free Crypto. In this conversation we explore the impact of technology on where and how people live, work, and socialize such as Decentralized Autonomous Organizations (DAOs), Ponzi Schemes, his Chinese Real Estate investing career, how was his life in China and the possible positive and negative implications of the ME economy.[0:00] Who is Dror Poleg? If you enjoyed what you listened to, please consider following Dror on Twitter as well as subscribing to his website.  Check out the time-stamp below: [4:30] Dror’s Life in China. [20:00] Misunderstandings about China. [27:00] In Praise of Ponzis  [40:00] DAOs [1:01:00] The Rise of the Solo Corporation [1:06:00] The ME Economy  [1.20:00] More from Dror Poleg and Closing Questions Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. Mitimco This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 10, 2021 • 1h 28min

FundiesCapital: War Stories From Running A L/S Equity Fund

Hey guys! This week we are diving back into the Fintwit anonymous pool of talent and our guest is @FundiesCapital, he is a long-short Hedge Fund Equity Manager. We are going to discuss the unit economics of a business and how important they are when shorting or going long a stock, how to run a market neutral book, dive into Wayfair economics to understand how businesses can finance operations while potentially having shady unit economics, shorting with the right drivers and to end the conversation we touch on Tesla why he was bullish in 2011 and what are the reason that made him join the TSLAQ community. If you like what you hear, please make sure to follow Fundies on Twitter @FundiesCapital.  Here's the time stamp:  [0:00] Intro: Who is Fundies Cap? [9:00] Early Investment Career [14:00] Cree LED’s [22:00] Shorting Checklist  [32:00] The Vending Machine Test: Unit Economics [51:00] Wayfair, Inc ($W)  [1:00:00] Tesla ($TSLA)  [1:07:00] Shorting Tesla [1:10:00] Correlating Activities Indicator [1:18:00] More from FundiesCap and Closing Questions Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. Mitimco This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

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