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David Bastian: Distressed Investing 101 w/ Kingdom Capital
Value Hive Podcast
Generating and Evolving Investment Ideas in Distressed Investing
The process of generating investment ideas in distressed investing evolves over time through collaboration and focused research. Initially starting with tracking 52-week lows, the approach expands by leveraging insights from peers, managers, and analysts within the investment community. Networking plays a crucial role in sourcing valuable recommendations, which leads to an extensive exploration of specific sectors, such as coal stocks, identified for their long-term potential due to low pricing. Retail emerges as another focus area due to its straightforward business models, facilitating easier analysis without complex variables. The speaker emphasizes the importance of maintaining comfort and competence in chosen investment domains, avoiding areas where they lack a competitive edge, such as biomedical startups. This methodical scrutiny of familiar sectors and sharing insights ensures a robust investment strategy grounded in collaboration and clear understanding.
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