Value Hive Podcast

David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers


Listen Later

David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK).

DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST.

We are free to change our minds and trade in/out of this position after the podcast is released.

I'll say it again, none of this is investment advice. Do your own work. Don't trust two randoms with a microphone.

I think it's a unique situation that reminds me of Kura Sushi (KRUS), which went from $14 to $120 in a few years.

I hope you enjoy the podcast.

Finally, a big thanks to the following sponsors for making the podcast a reality.

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.

For those looking to start a stock-picking fund or 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 managers and more!

Tegus

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.

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.


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.

Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

...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

3,066 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

927 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,283 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

656 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

790 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

417 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

275 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

304 Listeners

Excess Returns by Excess Returns

Excess Returns

71 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

345 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

277 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners