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OTC Adventures with Dave Waters, Alluvial Capital (Episode 9)

OTC Adventures with Dave Waters, Alluvial Capital (Episode 9)

FromValue Hive Podcast


OTC Adventures with Dave Waters, Alluvial Capital (Episode 9)

FromValue Hive Podcast

ratings:
Length:
92 minutes
Released:
Jan 24, 2020
Format:
Podcast episode

Description

Dave Waters, CFA is Alluvial’s managing member. Since launching Alluvial in 2014, Mr. Waters has focused on delivering exceptional results for Alluvial’s investors. Dave also runs OTCAdventures.com. 
I first found Dave after reading a write-up from his blog. This led to a Twitter follow, and then frequent, spam-like messaging asking Dave about various OTC stock ideas. 
Dave is unique in his investment approach. He searches the darkest, most illiquid corners of the markets in his search for great, obscure companies. 
Dave and I cover a lot of ground in this 1 hour 30 minute conversation. Topics include: 

Personal background and blog
Pitching his fund to prospective LPs
Dave's Investment Process
Immediate Red Flags in Companies
Why Illiquid Stocks? 
Weird stories about dark, OTC companies
Why Dave's strategy works for smaller accounts
The benefits of publishing ideas online

and more!
If you like what we're doing, hit that subscribe button and leave a review on Apple Podcasts. It goes a long way in helping spread the word about the Value Hive movement. 
You can find Dave on Twitter: @alluvialcapital
You can also find information on his Fund at his website, alluvialcapital.com
Finally, check out his blog, OTCAdventures.com

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Support this podcast: https://anchor.fm/valuehive/support
Released:
Jan 24, 2020
Format:
Podcast episode

Titles in the series (100)

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/ Support this podcast: https://anchor.fm/valuehive/support