Value Hive Podcast

Luke Wolgram: AutoPartner $APR & The Hunt For Unique Ideas


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This week’s guest is Luke Wolgram. He is the most accurate investor according to Tip Ranks and during our conversation he shares his investing journey and philosophy, the benefits of Micro Caps, how he finds ideas, managing a portfolio and position sizing. Lastly he shares why Autpartn ($APR) a polish automotive parts distributor is an interesting idea.

  • [0:00] Who is Luke Wolgram
  • [4:00] Luke’s Investing Journey
  • [8:00] Investing Philosophy
  • [12:00] Why invest in Micro Caps?
  • [16:40] Finding Ideas
  • [19:30] Autopartn ($APR)
  • [23:00] APR’s Unit Economics & Distribution Chain
  • [30:00] APR’s Risks
  • [34:00] Position Sizing and selling
  • [38:00] Shorting TTCF
  • [46:00] Options Selling
  • [51:00] Taking the CFA
  • [54:00] Long Term Goals
  • [57:00] Whitehaven Coal ($WHC)
  • [1:00:00] More from Luke and Closing Questions
  • If you like what you heard, go follow Luke on Twitter @LukeWolgram.

    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


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    Value Hive PodcastBy Brandon Beylo

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