Hayden Capital's performance update for the second quarter ended June 30, 2022. Q2 2021 hedge fund letters, conferences and more Dear Partners and Friends, The markets continued to sell-off in the second quarter, especially for internet-based businesses. This year continues to be the toughest stretch for us, since the Hayden’s inception. Inflation concerns and the Read More
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1:25 – Just curious to start out with a 30,000 foot view where the Acquirer’s Multiple fits into this and what you are adding?
6:32 – Do you think that American Express investment represented the shift in the evolution into Buffet’s style like the first non-Ben Graham style investment?
12:26 – What is the apples to apples outperformance of the Acquirer’s Multiple methodology compared to Greenblatt’s magic formula?
12:56 – Have you had the opportunity to speak with Greenblatt and present your findings to him?
14:19 – The Acquirer’s Multiple methodology?
16:42 – How do you spend most of your day?
22:51 – What are your views on the passive versus active debate?
22:50 – So you start out with the screen and look at each company and then defer back to the screen, how do you does the process work?
26:45 – Did you construct this system yourself?
29:37 – If you had to pick one stock and hold it for the next 30 years?
30:47 – How many factors due you screen on?
32:41 – What advice would you give a young millennial entering the money management business?
34:28 – What is the most important thing people do not know about you?
39:05 – What do you know now that you wish you knew then?
42:37—What do you do for fun?
Enjoy and thanks for the listen!