[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

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Value Hive Podcast

Brandon Beylo

311 episodes

1 week ago

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/

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[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

Value Hive Podcast

1 hour 19 minutes 41 seconds

3 weeks ago

[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received.

I hope you guys enjoy.

Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast.

I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he covers industries and analyzes stocks, how he thinks about idiosyncratic risk, and his thoughts on brands and retail companies.

This was such a fun episode. Stock junkies will love this one.

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.