The Acquirers Podcast

Value Spectrum: Laughing Water's Matt Sweeney on concentrated, event-driven small value with Tobias on The Acquirers Podcast

Informações:

Sinopsis

Matt Sweeney's Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. Laughing Water Capital follows a concentrated approach to equity investing, typically owning 10 - 15 businesses at a time. Sweeney often buys shares in companies that are out of favor on Wall Street due to some sort of operational, optical, or structural problem that we believe is within management’s ability to fix, given enough time. This problem results in a cheap purchase price, and over time Sweeney expects Laughing Water's investments to benefit from both operational improvements and a re-rating as the market’s view shifts from pessimism to optimism.  Twitter: https://twitter.com/laughingh20cap  Website: https://www.laughingwatercapital.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We un