Dave Waters, CFA is Alluvial’s managing member. Since launching Alluvial in 2014, Mr. Waters has focused on delivering exceptional results for Alluvial’s investors. Dave also runs OTCAdventures.com.
I first found Dave after reading a write-up from his blog. This led to a Twitter follow, and then frequent, spam-like messaging asking Dave about various OTC stock ideas.
Dave is unique in his investment approach. He searches the darkest, most illiquid corners of the markets in his search for great, obscure companies.
Dave and I cover a lot of ground in this 1 hour 30 minute conversation. Topics include:
Personal background and blog Pitching his fund to prospective LPs Dave’s Investment Process Immediate Red Flags in Companies Why Illiquid Stocks? Weird stories about dark, OTC companies Why Dave’s strategy works for smaller accounts The benefits of publishing ideas online
and more!
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You can find Dave on Twitter: @alluvialcapital
You can also find information on his Fund at his website, alluvialcapital.com
Finally, check out his blog, OTCAdventures.com