Second Interview With David Waters Of Alluvial Capital by The MicroCap Conference
In this episode we interview David Waters, Cheif Investment Officer at Alluvial Capital and author of OTC Adventures. Waters touches on everything from where to look for investments to his thoughts on global warming. A lot of good nuggets of information and he even discusses a stock he likes and why.
We discuss:
- Places to find value investments – (management changes and strategy changes)
- Common traps investors fall into
- Gale Pacific (Australian company)
- Investing in a dead industry (cassettes)
- How to think about investing themes
