Idea Brunch #2 with Derek Pilecki of Gator Capital: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Derek Pilecki! Derek is currently the portfolio manager of Gator Capital, a Financials sector long/short fund he launched in July 2008. Since inception, Gator Capital has returned ~1,900% compared to ~485% for the S&P 500 and ~260% for the S&P 1500 Financials index. Before launching Gator Capital, Derek was an analys
July 21, 2024, 5:01 p.m.
Idea Brunch with Xin Wu of Banyan Partners: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Xin Wu! Xin is the CEO of Banyan Partners, which he founded in 2010. Out of Shanghai they invest in public Chinese companies with a Value Investing philosophy and a long/short strategy. Xin’s 30+ years career in finance started with investment banking in Silicon Valley and evolved into principal investing that covered all th
July 7, 2024, 5:01 p.m.
Idea Brunch with Alex Bossert of Bossert Capital: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Alex Bossert! Alex is currently the chief investment officer of Bossert Capital, a value-oriented firm he founded in February 2017. Bossert Capital has offices in both Minneapolis, Minnesota and Austin, Texas. Prior to launching Bossert Capital, Alex worked at multiple investment firms, including Milestone Capital Mana
June 16, 2024, 5:01 p.m.
Idea Brunch with Mike10947310: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Mike10947310! Mike10947310 is an anonymous Twitter account focused on microcap investing with a bias towards tech. Mike previously co-founded a bootstrapped fund that traded in response to news stories and press releases and now manages his own capital and shares ideas on his free
June 2, 2024, 5:01 p.m.
Idea Brunch with Roger Fan of RF Capital: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Roger Fan! Roger is currently the chief investment officer of RF Capital, an LA-based fund he founded in 2017. Before launching RF Capital, Roger earned his J.D. from the Texas Tech University School of Law. Roger likes to invest in “obscure, undervalued companies globally across all sectors with an emphasis on micro-cap compa
May 19, 2024, 5:01 p.m.
Idea Brunch with Michael Wright of Kehlet Capital: Welcome to Sunday’s Idea Brunch, your interview series with great off-the-beaten-path investors. We are very excited to interview Michael Wright! Michael is the Founder and Portfolio Manager of Kehlet Capital Management, a concentrated microcap fund focused on finding long-term compounders. Before launching Kehlet Capital, Michael worked as an Equity Research Analyst at Bares Capital Management, served as Portfolio Manager for the MBA Investment
May 5, 2024, 5:01 p.m.
