Christian Ryther: Water The Flowers & Cut The Weeds

Hey guys! This week we have value investor Christian Ryther from Curreen Capital. This is a gardening heavy episode. We focused on one of the most iconic Peter Lynch’s quotes: Watering the flowers, cutting the weeds. We discussed when to cut the weeds, what to do if a flower turns into a weed, accidentally cutting a flower, finding a better flower, the bullish thesis for Getbusy ($GETB), Christian’s Ideal Investments and how Christian finds ideas. Enjoy!

[0:00] Watering the flowers, cutting the weeds.

[10:00] When flowers turn to Weeds? American Outdoor ($AOUT)

[15:00] When to cut the Weeds?

[19:00] Accidentally cutting a Flower?

[23:00] Possible Problems by Watering the Flowers.

[27:00] Upside Downside: Small Asymmetry vs Big Asymmetry

[36:20] Ryther’s Best Decisions

[39:50] Getbusy ($GETB): Cash Cow, Grower and Moonshot

[43:50] When liquidity becomes an issue?

[51:50] What to do when you found a better flower?

[56:50] Christian's Hunting Ground

[58:50] The Ideal Investment

[1:04:00] More from Ryther and Closing Questions

If you like what you heard, follow Christian on Twitter (here) and check out his website (here). 

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