Hey Guys! Today we have a special guest: Shrubbery Capital. We had a lot to cover on this conversation. We dive into Shrub’s background, working for event driven funds and family offices, his recycling investment thesis, structuring a trade, why we should we use stop losses and technical analysis, and how we can seamlessly transition into new industries and take what we learned before from other places and apply them to new esoteric ideas.


If you like what you heard, please follow Shrub on Twitter @agnostoxxx


You can check out the time-stamp below: 

[0:00] Why Shrubbery Capital?
[9:00] What is Merger Arbitrage? 
[14:00] Becoming a Portfolio Manager 
[18:00] Blowing Up an Account. 
[22:00] Differences between Hedge Funds and Family Offices. 
[24:00] Structuring the Trade 
[31:00] Stop Losses and Technical Analysis
[59:00] ESG  
[1:10:00] Recycling: Purecycle ($PCT) & Digimarc ($DMRC)
[1:30:00] More from Shrubbery and Closing Questions

Also, a big thanks to the following sponsors for making the podcast a reality!


Quartr


Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se


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Tegus


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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 with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order 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 those 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!


TIKR


TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. 


Try them out today at TIKR.com/hive

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