fbpx
Screen Shot 2020-06-04 at 5.37.18 PM

Episode 28: Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.

This week we chat with Brad Hathaway, managing partner of Far View Capital. Far View Capital invests around the globe on the hunt for special situations. Brad graduated from Yale University with a Political Science degree and quickly found his way to the hedge fund/private equity world.

After honing his skills, Brad set off to start Far View Capital Management (website here).

I loved this conversation. You can tell Brad bleeds Investing, business and continual learning.

Here’s the show outline:

  • [4:08] When Brad’s Investment Passion Clicked
  • [11:56] Taking The Leap & Starting Far View Capital
  • [17:04] Personal Psychology As A Differentiator
  • [23:20] Examples of Early Wins & Early Losses
  • [31:05] Keyword-Based Searching To Find Ideas
  • [38:10] Understanding The Few Key Variables
  • [47:43] The Value of Depth vs. Breadth
  • [53:45] Arrogance vs. Humility
  • [70:10] Why Is This Being Sold?
  • [77:54] Global Spin-offs Are Great Hunting Grounds
  • [81:11] US Frameworks on Non-US Companies
  • [90:36] How Brad Likes To Short
  • [95:10] Spending Time Away From Screens
  • [104:05] Who Can Find Brad Hathaway on Twitter!
  • [105:25] Closing Questions

Big thanks again to Brad for coming on the show!

If you find Brad’s Twitter handle please email me brandon@macro-ops.com for verification. I will personally send you the book You Can Be A Stock Market Genius.

Also, check out Broadview’s Investor letter (and reference to Samurai scoring) here.

Make sure to check out Far View Capital’s website here.

Macro-Ops.com is published by Foundation Capital Research. All content on our website, emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information purposes only. None of our content should be considered to be an invitation to buy or sell securities. No content from Macro Ops should be considered individual investment advice. Macro Ops cannot guarantee accuracy of information on the site. Contributors to Macro Ops may have trading or investing positions in the securities mentioned. You should assume that we are likely to take trading positions in the stocks, options, futures or other securities we write about. Macro Ops does not have an obligation to inform readers of a change of opinion on securities mentioned or on a change in our trading positions on securities mentioned. Macro Ops assumes no liability for losses incurred from readers trading securities that are mentioned in any of our content. Copyright © 2016 Foundation Alpha LLC. All rights reserved. - powered by Enfold WordPress Theme