Talking to Dave Waters of Alluvial Capital and OTC Adventures. Dave is a true micro-cap specialist. He talks about his process and how he likes to find ideas. We talk about several specific ideas like underappreciated REITS, an asset play with unique trophy assets, and rural telcos, among other things.  $LICT $NEN $NUVR $WHLR

Talking to Dave Waters of Alluvial Capital and OTC Adventures. Dave is a true micro-cap specialist. He talks about his process and how he likes to find ideas. We talk about several specific ideas like underappreciated REITS, an asset play with unique trophy assets, and rural telcos, among other things. $LICT $NEN $NUVR $WHLR

Talking to Dave Waters of Alluvial Capital and OTC Adventures. Dave is a true micro-cap specialist. He talks about his process and how he likes to find ideas. We talk about several specific ideas like underappreciated REITS, an asset play with unique trophy assets, and rural telcos, among other things.&nbsp; $LICT $NEN $NUVR $WHLR&nbsp;

Dave Waters: I Avoid Markets That Are Thoroughly Picked Over

Discussion of market events and investment ideas with top analysts, portfolio managers, hedge fund managers, experts and other investment professionals primarily revolving special situation, even driven or market neutral investing.

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Dave Waters: I Avoid Markets That Are Thoroughly Picked Over

Dave Waters: I Avoid Markets That Are Thoroughly Picked Over