The Alpha Algorithm

In this episode Andy & Tyler discuss the competitive advantage of viewing businesses through a long term lens and using conviction to capitalize on short-term volatility for long-term results.

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In this episode Andy & Tyler discuss filing through companies, value traps, and the power of management incentives.

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This episode is brought to you buy Augury Research (https://www.auguryresearch.com/)

In this Episode Tyler & Andy discuss their research process when diving through new ideas. This episode depicts the similarities and differences between a short sellers process and a long-bias bottoms-up fundamental investor.

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In this episode, I sat down with Yaron Naymark, the sole portfolio manager at 1 Main Capital. Prior to founding 1 Main Capital, Yaron accumulated more than a decade of investing experience at multi-billion-dollar value-oriented public and private equity firms. Yaron is a South Florida native, a lover of the outdoors, and currently lives in New York City.

Read more from Yaron:
https://www.1maincapital.com/
https://twitter.com/1MainCapital

In today's episode we have fun chat on everything market-related. From specific company research to talks on the current macro-environment. Enjoy!

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In this episode, I sat down with Adam Wilk the sole portfolio manager of Greystone Capital. Before launching Greystone, Adam worked in management for the San Antonio Spurs. He has an interesting and differentiated background that led him into the investing world.

For company-specific research, info on Greystone, and more from Adam visit the links below.

Blog: https://poundtherockinvesting.wordpress.com/
Greystone: https://www.greystonevalue.com/
Twitter: https://twitter.com/AKWilk

In this episode, we dive into the topic of behavior psychology, habit stacking, and the mindset as an athlete in the stock market.

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In today's episode, we discuss developing an investment strategy, building a watchlist, and the importance of note-taking and documenting past investments/trades to uncover where it went wrong or where it went right.

Pain (bad trade) + Reflection (Documenting) = Progress

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This episode dives deep into the core principles of value investing. The topics covered include:

•  Measuring downside risk
• Margin of safety
• Importance of upcoming catalysts
• Thinking like a business owner

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In this episode, Tyler and I discuss knowing what you own, in which we directly apply to real-time scenarios within some of our current holdings. We also touch on planning for differentiated outcomes (scenario analysis) to be able to react with limited emotion.

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