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[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

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Manage episode 471343501 series 2598893
Content provided by Brandon Beylo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Beylo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This is a replay of our podcast in 2023.

This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case.

The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.

Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition.

He mentions FAR Limited ($FAR.ASX) as another example of Social Activism and touches on commodity investing.

  • [0:00] Catch Up since Last Podcast
  • [4:00] Lessons on Shorting: Silicon Valley Bank
  • [19:00] Event Driven Inverting: The Hunter Douglass Saga
  • [38:00] Japanese Capitalism
  • [58:00] Idea Generation < Pattern Recognition
  • [1:02:00] FAR Limited ($FAR.ASX)
  • [1:08:00] Commodity Investing
  • [1:35:00] More from Jeremy and Closing Questions
  continue reading

284 episodes

Artwork
iconShare
 
Manage episode 471343501 series 2598893
Content provided by Brandon Beylo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Beylo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This is a replay of our podcast in 2023.

This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case.

The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.

Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition.

He mentions FAR Limited ($FAR.ASX) as another example of Social Activism and touches on commodity investing.

  • [0:00] Catch Up since Last Podcast
  • [4:00] Lessons on Shorting: Silicon Valley Bank
  • [19:00] Event Driven Inverting: The Hunter Douglass Saga
  • [38:00] Japanese Capitalism
  • [58:00] Idea Generation < Pattern Recognition
  • [1:02:00] FAR Limited ($FAR.ASX)
  • [1:08:00] Commodity Investing
  • [1:35:00] More from Jeremy and Closing Questions
  continue reading

284 episodes

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