Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities.

In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories from investments gone bad. Finally, we touch on specific markets that are ripe for investment (hint: it's Poland).

You can find Thomas on Twitter @pfhcapital and his website, pfhcapital.com

Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog. 

In this episode, Andrew and I discuss media investments, review his media guide blog posts (here's parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon. 

Andrew is a media investment savant. This is a must listen for anyone interested in media stocks, sports rights or legacy cable companies. He's also a diehard sports fan. We end up chatting about various sports teams that could use some fresh ownership (Redskins -- I'm looking at you).

If you want to know more about Andrew, check out the following links:

His twitter: @AndrewRangeley

His website: YetAnotherValueBlog.com

His fund: Rangeley Capital

This is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com. Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process.

The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward.

Show-notes:

Richard's website: stockspinoffinvesting.com

Richard Howe on Twitter: @stockspinoffss (with two 's')

Value Hive Newsletter: https://macro-ops.com/value-hive/

Books Mentioned: Tim Ferriss' 4-Hour Work Week, Joel Greenblatt's You Can Be A Stock Market Genius