Value Hive Podcast

Bauncey Chillups (@PrefShares): Court Vision, Financial Models & Video Game/Home Improvement Stocks


Listen Later

This week we've got FinTwit Anon Bauncey Chillups or @PrefShares on Twitter. Bauncey dives deep into a host of topics, including: 

  • Court vision: Bauncey's metaphor of basketball and investing
  • The Dangers of Complex Financial Modeling
  • Home Improvement Stocks
  • Transition Investors
  • Lessons Learned From Investing in Asset Plays 
  • Call Options Embedded in AAA Video Game Stocks
  • I thoroughly enjoyed this podcast. Bauncey is someone I've wanted to get on the podcast for a long time and I'm glad he took the time to do it. I learned a ton and I know you will too. 

    You can check out our time-stamp below: 

    • [4:00] Court Vision
    • [20:00] Financial Modeling and buying businesses that excite you
    • [60:00] Home Depot $HD and Lowe's $LOW
    • [67:00] Investing in Water Rights
    • [73:00] General Dangers of Asset Play Investing
    • [76:00] The Mt. Rushmore of Transition Investors
    • [89:00] Bull Case on AAA Video Game Stocks
    • [101:00] Closing Questions
    • Also big thanks to the following sponsors for making the podcast a reality!

      MIT Investment Company (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 stockpicking 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 stockpickers, and more.

      MITIMCo also occasionally and opportunistically hires new members for their investment team. To view the job description, please visit mitimco.org/global-investor - [that's M-I-T-I-M-C-O dot O-R-G slash global dash investor]. The MITIMCo team spends their time learning about great businesses and investments, working with exceptional investors around the world in order to support generations of MIT innovators.

      Tegus.co

      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.

      Since joining, 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.

      Quartr App

      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,

      ...more
      View all episodesView all episodes
      Download on the App Store

      Value Hive PodcastBy Brandon Beylo

      • 4.8
      • 4.8
      • 4.8
      • 4.8
      • 4.8

      4.8

      87 ratings


      More shows like Value Hive Podcast

      View all
      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,073 Listeners

      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      937 Listeners

      Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

      Capital Allocators – Inside the Institutional Investment Industry

      797 Listeners

      Superinvestors and the Art of Worldly Wisdom by Jesse Felder

      Superinvestors and the Art of Worldly Wisdom

      408 Listeners

      Focused Compounding by Andrew Kuhn and Geoff Gannon

      Focused Compounding

      276 Listeners

      The Market Huddle by Patrick Ceresna & Kevin Muir

      The Market Huddle

      361 Listeners

      The Acquirers Podcast by Tobias Carlisle

      The Acquirers Podcast

      301 Listeners

      Value Investing with Legends by Columbia Business School

      Value Investing with Legends

      211 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      81 Listeners

      Yet Another Value Podcast by Andrew Walker

      Yet Another Value Podcast

      108 Listeners

      The Business Brew by Bill Brewster

      The Business Brew

      248 Listeners

      Business Breakdowns by Colossus | Investing & Business Podcasts

      Business Breakdowns

      349 Listeners

      Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

      Behind the Balance Sheet

      45 Listeners

      Forward Guidance by Blockworks

      Forward Guidance

      274 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      144 Listeners