Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile
Description
Dave Waters returns to The Value Hive Podcast to discuss all things illiquid stocks, dark stocks, the expert market, and lessons learned from past mistakes.
Investing nerds will love this episode.
Dave is one of the sharpest, most unique investors I know. You'll enjoy this conversation.
Finally, a big thanks to our sponsors for making this episode happen.
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 in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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 all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
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Investor Audibles is back, baby!
I hope you enjoy listening to the following Q3 investor letters:
Upslope Capital
Rowan Capital
JDP Capital Management
Let me know if there are other letters you want to hear!
Finally, a big thanks to our sponsors for making this episode...
Published 11/01/24
I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations.
I loved this conversation and always enjoy Alberto's company.
Make sure you follow him on Twitter/X @AAGresearch.
Finally, a big thanks to our sponsors for making...
Published 10/25/24