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

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.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠tegus.co/valuehive⁠ for a free trial to see for yourself.

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