EPISODE · Oct 23, 2020 · 1H 23M
Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48)
from Value Hive Podcast · host Brandon Beylo
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took us from chicken farms in China to equity trading offices in London. How Will got started in markets is such a fascinating story. It was one blog post, picked up by Bloomberg, that led to a job as an equity analyst. We spend over an hour discussing how Will finds ideas, the opportunity set in Japan and Australia, and why US investors should think twice before passing over an International business because, "A US competitor can do the same thing." Here's the time-stamp for our chat: [0:00] The Chicken Farm [5:30] What led you to become an equity researcher? [20:30] The Beenos Thesis (3328.T) [33:20] Questions that You Want Management to Answer. [35:20] An Ideal Investment [40:40] Nano Cap Investments and Competitive Advantages [54:00] Positioning Sizing [1:01:10] Advance Nano Tek (ASX: $ANO) [1:16:00] More from Will Thrower [1:19:22] Closing Questions If you enjoyed our conversation and want to learn more about Will, check out the following resources: Will's Twitter Will's Personal Investment Blog ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.**
What this episode covers
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took us from chicken farms in China to equity trading offices in London. How Will got started in markets is such a fascinating story. It was one blog post, picked up by Bloomberg, that led to a job as an equity analyst. We spend over an hour discussing how Will finds ideas, the opportunity set in Japan and Australia, and why US investors should think twice before passing over an International business because, "A US competitor can do the same thing." Here's the time-stamp for our chat: [0:00] The Chicken Farm [5:30] What led you to become an equity researcher? [20:30] The Beenos Thesis (3328.T) [33:20] Questions that You Want Management to Answer. [35:20] An Ideal Investment [40:40] Nano Cap Investments and Competitive Advantages [54:00] Positioning Sizing [1:01:10] Advance Nano Tek (ASX: $ANO) [1:16:00] More from Will Thrower [1:19:22] Closing Questions If you enjoyed our conversation and want to learn more about Will, check out the following resources: Will's Twitter Will's Personal Investment Blog ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.**
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Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48)
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