Christian Ryther: Water The Flowers & Cut The Weeds
Publisher |
Brandon Beylo
Media Type |
audio
Podknife tags |
Business
Interview
Investing
Categories Via RSS |
Business
Investing
Publication Date |
Jul 22, 2022
Episode Duration |
01:12:47

Hey guys! This week we have value investor Christian Ryther from Curreen Capital. This is a gardening heavy episode. We focused on one of the most iconic Peter Lynch’s quotes: Watering the flowers, cutting the weeds. We discussed when to cut the weeds, what to do if a flower turns into a weed, accidentally cutting a flower, finding a better flower, the bullish thesis for Getbusy ($GETB), Christian’s Ideal Investments and how Christian finds ideas. Enjoy!

  • [0:00] Watering the flowers, cutting the weeds.
  • [10:00] When flowers turn to Weeds? American Outdoor ($AOUT)
  • [15:00] When to cut the Weeds?
  • [19:00] Accidentally cutting a Flower?
  • [23:00] Possible Problems by Watering the Flowers.
  • [27:00] Upside Downside: Small Asymmetry vs Big Asymmetry
  • [36:20] Ryther’s Best Decisions
  • [39:50] Getbusy ($GETB): Cash Cow, Grower and Moonshot
  • [43:50] When liquidity becomes an issue?
  • [51:50] What to do when you found a better flower?
  • [56:50] Christian's Hunting Ground
  • [58:50] The Ideal Investment
  • [1:04:00] More from Ryther and Closing Questions

If you like what you heard, follow Christian on Twitter (here) and check out his website (here). 

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

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