Value Hive Podcast

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. 

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.

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.

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.

Hey guys! This week we had a a conversation with Muji @hhhypergrowth, he is the savant of all things hyper-growth investing. We discussed Muji’s 5 most important rules on hyper growth, finding the right industries and how to determine what is good industry or a bad industry and the we are going to round up the discussion with investing without moats and a small little riff about being comfortable without knowing the full details of a technology in order to invest. [0:00] Introduction: Who is Muji? [3:30] Muji’s investing journey: Netflix [10:00] Enterprise SaaS Companies vs Consumer Facing SaaS Companies [16:00] Top Line Growth [26:00] Signs of Operating Leverage [50:00] Is it Important to Understand the Technology? [60:00] How to Understand the Software Development Industry? [1:07:00] Valuations [1:20:00] Closing Questions and More from Muji If you liked what you heard, please give Muji a follow on Twitter and check out his website.  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.

Hey guys! After what felt like three years in the making, this week’s guest is Matthew Sweeney, the founder and portfolio manager of Laughing Water Capital. Long story short, Matt was actually the first fund manager that I’ve ever cold email when I was getting into the game and he was kind enough to email me back right away.  Since then we’ve been able to stay in touch and talk about investment ideas. In this conversation, we dove into Matt’s 4 part decision making framework on evaluating investment theses:  Is it a good business?  Who are we partnering with?  What happens when something goes wrong?  Why it might be cheap?  We also discussed his journey as a portfolio manager, delay gratification vs opportunity cost, what is edge, originality, and thinking on what would the drunks in the bar say? [0:30] Introduction   [4:00] Matt’s Framework for Finding Ideas [24:00] Good Co, Bad Co [29:00] Matthew’s Journey as a Portfolio Manager. [45:00] Patience: Nature vs Nurture  [53:00] Delay Gratification vs Opportunity Cost [1:01:00] Models and Valuations  [1:13:00] What is Edge?  [1:17:00] What Would the Drunks in the Bar Say? [1:19:00] The Future of Laughing Water Capital.  [1:25:00] Originality  [1:33:00] Always Looking to Improve  [1:37:00] More from Matthew Sweeney 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

Hey guys! This week we have a special guest: Nikhil Shamapant. Most of you know him as "Squish" on Twitter. Nikhil is an internal medicine intern at the University of Colorado and somehow he has time to both study internal medicine and write 77 page reports on Ethereum and opine on investment and market philosophy. We discussed a lot of things: his investment journey and how his investment process has evolved, learning how to reason, Ethereum and the Crypto space, Web 3.0, investments philosophies, focusing on high convexity investment theses, and the some parallels that exist between internal medicine and investing  [0:00] Who is Nikhil Shamapant? [3:00] Idea generation: Finding 10x Ideas [14:00] What is sequence risk?   [22:00] Investing in Uranium  [30:00] Pattern Recognition: Learning How to Reason [47:00] Receiving Feedback [53:00] Edge: Know the Game You are Playing [1:00:00] Parallels between Medicine and Investing  [1:18:00] Nikhil's day to day routine: Invest in Convexity [1:37:00] Ethereum 101 [1:46:00] How to value Ethereum?  [1:58:00] How would Crypto affect the Healthcare Industry? [2:05:00] More from NIkhil and closing questions. If you like what you heard, please give Nikhil Shamapant a follow on Twitter here. Also, check out his Substack here.  Also 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

Hey guys! I'm stoked to bring you my conversation with Jessica Ablamsky. Jessica is a freelance marketing writer, journalist, growth stock investor and Twitter personality.  Today we dove into the lessons Jessica learned from last year (2020), how to identify companies with good corporate culture, how her investing journey started, switching from a fundamental value approach vs momentum trading strategies and we wrapped up the podcast talking about Dutch Bros ($BROS) a new Starbucks type stock and the future of AD tech platforms such as Pinterest ($PINS) and Snapchat ($SNAP). Here's the time stamp:  [0:00] Who is Jessica Ablamsky? [5:30] How to Identify a Good Corporate Culture?  [13:30] Jessica’s Investment Journey  [19:30] Momentum Investing [27:00] Lessons from Last Year: The Friend is your Trade  [35:00] Lessons from Last Year: Making Money is Better than Being Right  [45:00] What stocks is Jessica Ablamsky interested?  [56:00] What is Dutch Bros Inc. ($BROS)  [1:00:00] Buy Things that People Like!  [1:11:00] AD Tech Platforms: Pinterest ($PINS) vs Snapchat ($SNAP) [1:20:00] Twitter Q&A  [1:23:00] Twitter Q&A: Alibaba ($BABA)?  [1:26:00] More from Jessica and Closing Questions If you like what you heard please give Jessica a follow on Twitter here.  Also 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.

Hey guys! This week’s guest is Steve Gorelik, he is a portfolio manager at Firebird Asset Management. I first met Steve at VALUEx Vail 2019 and today he is going to give us a crash course on Investing Eastern Europe. He shares how his investing journey started, the cultural differences that he notices between the west and Eastern Europe, why you can find world class businesses in Eastern Europe, the future of the Russian Stock Market, the geopolitical differences between Russia vs China and last but not least he introduces us to 5 different companies located in different countries inside Eastern Europe such as Banca Transilvania located in Romania, Kaspi located in Kazakhstan, Georgia Capital based in Georgia, Yandex and Moscow Exchange located in Russia. [0:00] Who is Steve Gorelik? [5:00] Unknown things about investing in Eastern Europe  [14:00] Russia’s Rule of Law  [26:00] The future of the Russian Stock Market [37:00] Moscow Exchange ($MOEX) [48:00] Why you can Find High Quality Businesses in Russia? [54:00] Profitability or Growth? [57:00] Yandex ($YNDX) [1:04:00] The Tech Ecosystem in Russia  [1:09:00] Romania: Banca Transilvania [1:15:00] Kazakhstan: Kaspi [1:20:00] Georgia: Georgia Capital (LSE: CGEO)  [1:26:00] Eastern Europe: Invest in Banks:  [1:28:30] Russia vs China  [1:35:00] More from Steve Gorelik and Closing Questions If you like what you heard please follow Steve on Twitter @stevegorelik and check out his firm Firebird Asset Management Also 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.

Hey guys! Today is all about how to start a Hedge Fund and we have two amazing guests Yaron Naymark founder of 1 Main Capital and the anonymous twitter account @MadThunderdome to tell us all about it. Yaron Natymark shares his experience on bootstrapping a hedge fund while @MadThunderdome shares his experience on launching his hedge fund at an institutional level.  Here is the time-stamp of the conversation: [0:30] Introduction   [2:20] Yaron Naymark founder of 1 Main Capital: Bootstrapping a Hedge-fund  [8:50] Thunderdome Capital: Launching a Hedge Fund at Scale.  [18:20] How to differentiate your fund?   [24:20] Essential costs when bootstrapping a Hedge Fund.  [29:00] Non-Essential costs when launching Hedge Fund at Scale.  [32:00] Twitter Q&A: How to Balance Amount of Capital vs Terms of that Capital?  [43:00] Twitter Q&A: How to find ideas?   [47:38] Twitter Q&A: Differences running your own money and your fund’s money?   [1:00:00] Twitter Spaces Q&A: Biggest mistakes people make?  [1:05:00] Twitter Spaces Q&A: Fund Size is an enemy of returns?  [1:12:00] Twitter Spaces Q&A: Fee Structure and Operating Expenses per annum? Also 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 twelve 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.  MITIMCo also occasionally and opportunistically hires new members for their investment team. To view the job description, please visit