Value Hive Podcast

Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan


Listen Later

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.

This week I chat with Tiho Brkan. Tiho is a private investor managing a family office. Tiho provides HNWIs & Family Offices with attractive deal flow from Real Estate (Rehab, Developments, Distressed) & Stock market (Indexes & Sectors) asset buckets.

I'm stoked to bring you this conversation. Tiho is an incredible investor, thinker, and genuinely great human being. Listening to him talk you can feel the excitement he has for his craft. He's a devout student of history, which you'll learn as you listen. Our conversation runs the gambit and includes:

How to find deals Lessons from the family business What it means to invest globally Why you should travel if you want to invest around the world The power of studying history Finding asymmetric and uncorrelated ideas

And more!

Here's the time-stamp:

[4:10] Tiho's Early Life And Background [19:17] Asia's Exploding Middle Class [35:01] Tremendous Opportunity In Europe [51:02] Investment Idea: Litigation Finance [75:05] High Valuations & High Returns ... For How Long [93:42] 50%+ Returns in Luxury Real Estate [111:18] You Can Be Bearish & Long [116:13] Closing Questions

If you enjoyed our conversation please leaving a rating and review! It helps spread the word about our podcast and helps us make it better.

...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

85 ratings


More shows like Value Hive Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

574 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,059 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

923 Listeners

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

Grant’s Current Yield Podcast

669 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

813 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

274 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

172 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

Excess Returns by Excess Returns

Excess Returns

68 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

99 Listeners

The Business Brew by Bill Brewster

The Business Brew

243 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

44 Listeners

Forward Guidance by Blockworks

Forward Guidance

279 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

99 Listeners