Value Hive Podcast
293 episodes - English - Latest episode: 4 days ago - ★★★★★ - 79 ratingsWelcome to The Hive! It's nice in here, isn't it?
The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day.
If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast.
Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing.
Join us as we strive to improve a little bit each day: https://macro-ops.com/
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Episodes
Mid-Caps & More with George Livadas, Upslope Capital (Episode 22)
April 24, 2020 12:27 - 1 hour - 64.3 MBEpisode 22 is live! This week we've got George Livadas on the show. George is the founder and portfolio manager of Upslope Capital. George graduated with a Russian degree, but found his way into investment banking at Citigroup. He worked in IB covering the brokerage and can producer industries (to name a couple). George loves investing, but he didn't start out like many traditional value investors. He didn't read Buffett's letter, he didn't read Graham's doctrine. He developed a passion f...
Episode 21: How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners
April 17, 2020 12:09 - 1 hour - 67.5 MBExcited to share Episode 21 with y'all! What better time to have a turnaround expert on the show, right? Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage this crisis. Jeff's passion is turning around troubled businesses, and he's on...
How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners (Episode 21)
April 17, 2020 12:09 - 1 hour - 67.5 MBExcited to share Episode 21 with y'all! What better time to have a turnaround expert on the show, right? Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage this crisis. Jeff's passion is turning around troubled businesses, and he's on...
Survival of The Permanent w/ Brent Beshore, Permanent Equity (Episode 20)
April 10, 2020 12:00 - 1 hour - 37.1 MBWe've made it to a huge milestone: 20 podcast episodes. We couldn't have done it without you, our listener base. Y'all keep the lights on and help spread the word about what we're doing. For our 20th episode, we chat with Brent Beshore, CEO and Founder of Permanent Equity. We're living in unprecedented times. COVID-19 is wreaking havoc on our day-to-day lives. It's shutting down businesses and entire economies. We don't know when we'll return to "normal". And when we do, we don't know w...
Episode 20: Survival of The Permanent w/ Brent Beshore, Permanent Equity
April 10, 2020 12:00 - 1 hour - 37.1 MBWe've made it to a huge milestone: 20 podcast episodes. We couldn't have done it without you, our listener base. Y'all keep the lights on and help spread the word about what we're doing. For our 20th episode, we chat with Brent Beshore, CEO and Founder of Permanent Equity. We're living in unprecedented times. COVID-19 is wreaking havoc on our day-to-day lives. It's shutting down businesses and entire economies. We don't know when we'll return to "normal". And when we do, we don't know w...
What I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)
April 03, 2020 12:00 - 1 hour - 85.7 MBEpisode 19 is here! I'm excited to bring y'all my conversation with Alex (aka, The Science of Hitting). Alex is a both a writer and investor. When he's not thinking about which businesses to buy, he's writing about them on GuruFocus. Alex has over 600 blog posts on GuruFocus to date, a feat few others can claim. I've enjoyed Alex's content for years and getting the chance to chat with him about investing was a blast. Here's what we cover: [0:00 - 6:00] Introduction [7:00 - 14:00] Qual...
Episode 19: What I Learned From Over 600 Blog Posts, The Science of Hitting
April 03, 2020 12:00 - 1 hour - 85.7 MBEpisode 19 is here! I'm excited to bring y'all my conversation with Alex (aka, The Science of Hitting). Alex is a both a writer and investor. When he's not thinking about which businesses to buy, he's writing about them on GuruFocus. Alex has over 600 blog posts on GuruFocus to date, a feat few others can claim. I've enjoyed Alex's content for years and getting the chance to chat with him about investing was a blast. Here's what we cover: [0:00 - 6:00] Introduction [7:00 - 14:00] Qual...
Lessons in Options Trading, Credit Markets and Balance Sheets w/ Fil Zucchi (Episode 18)
March 28, 2020 16:59 - 1 hour - 37.3 MBBetter late than never, right? On Episode 18 of the Value Hive Podcast I chat with Fil Zucchi. Fil is an independent options trader and former bankruptcy lawyer. I first met Fil at last years ValueX Vail Investors Conference. Fil brings a unique look to equity and credit markets. He expresses his thoughts and opinions through options trading. He's a market veteran with over 30 years of experience. Here's the crazy part: in 30 years of trading, Fil's never seen markets like the one we'r...
Episode 18: Lessons in Options Trading, Credit Markets and Balance Sheets w/ Fil Zucchi
March 28, 2020 16:59 - 1 hour - 37.3 MBBetter late than never, right? On Episode 18 of the Value Hive Podcast I chat with Fil Zucchi. Fil is an independent options trader and former bankruptcy lawyer. I first met Fil at last years ValueX Vail Investors Conference. Fil brings a unique look to equity and credit markets. He expresses his thoughts and opinions through options trading. He's a market veteran with over 30 years of experience. Here's the crazy part: in 30 years of trading, Fil's never seen markets like the one we'r...
Episode 17: The Power of Owner Operators with Chris Mayer, Woodlock House Family Capital
March 20, 2020 12:00 - 1 hour - 34.2 MBChris Mayer is an author and fund manager. He's written three books and in 2018, started managing Woodlock House Family Capital. Many investors have heard of Chris' name from his (now cult-following phenomenon) book, 100-Baggers. In that book, Chris dives into common characteristics of companies that returned 100-to-1 for their investors. Some of those characteristics include: Revenue and earnings growth Founder-led or owner-operator at the helm Tremendous drawdowns in share price Dur...
The Power of Owner Operators with Chris Mayer, Woodlock House Family Capital (Episode 17)
March 20, 2020 12:00 - 1 hour - 34.2 MBChris Mayer is an author and fund manager. He's written three books and in 2018, started managing Woodlock House Family Capital. Many investors have heard of Chris' name from his (now cult-following phenomenon) book, 100-Baggers. In that book, Chris dives into common characteristics of companies that returned 100-to-1 for their investors. Some of those characteristics include: Revenue and earnings growth Founder-led or owner-operator at the helm Tremendous drawdowns in share price Dur...
Episode 16: Reminiscences of a Deep Value Investor, ValueStockGeek
March 13, 2020 13:05 - 1 hour - 41.3 MBValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog. We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up. I'm excited to have ValueStockGeek on the podcast for a few reasons: We share similar investment styles and philosophies His transparency is refreshing He offers unique insights into macro themes as well as micro, company-specific write-ups D...
Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)
March 13, 2020 13:05 - 1 hour - 41.3 MBValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog. We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up. I'm excited to have ValueStockGeek on the podcast for a few reasons: We share similar investment styles and philosophies His transparency is refreshing He offers unique insights into macro themes as well as micro, company-specific write-ups D...
Buying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments (Episode 15)
March 06, 2020 12:00 - 1 hour - 34.3 MBIn this week's episode I chat with Nick Haschka. Nick is the founder of Cub Investments and Co-Owner of The Wright Gardner. He wears many hats, but if you were to ask him what he does, he boils it down to two things: investor and CEO of a plant company. Nick's journey towards small business ownership was a winding road. After graduating from MIT, he went to work for McKinsey. After consulting, he found a passion in clean tech and clean energy with NRG Group, leading their high-tech venture...
Episode 15: Buying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments
March 06, 2020 12:00 - 1 hour - 34.3 MBIn this week's episode I chat with Nick Haschka. Nick is the founder of Cub Investments and Co-Owner of The Wright Gardner. He wears many hats, but if you were to ask him what he does, he boils it down to two things: investor and CEO of a plant company. Nick's journey towards small business ownership was a winding road. After graduating from MIT, he went to work for McKinsey. After consulting, he found a passion in clean tech and clean energy with NRG Group, leading their high-tech venture...
High Growth, High Quality Businesses - Ryan Reeves, InvestingCity.org (Episode 14)
February 28, 2020 13:00 - 1 hour - 36.2 MBRyan Reeves is the founder/CEO of InvestingCity.org. InvestingCity.org was built around one idea: save time and boost returns. Ryan started the business in 2016 after writing a newsletter for his friends, and realizing the gap in solid, financial analysis for the every day investor. Reeves' passion for investing began early, around the age of 12. After graduating Pepperdine, he worked at Morgan Stanley, The Motley Fool and Seeking Alpha. I thoroughly enjoyed my conversation with Ryan. He's...
Episode 14: High Growth, High Quality Businesses - Ryan Reeves, InvestingCity.org
February 28, 2020 13:00 - 1 hour - 36.2 MBRyan Reeves is the founder/CEO of InvestingCity.org. InvestingCity.org was built around one idea: save time and boost returns. Ryan started the business in 2016 after writing a newsletter for his friends, and realizing the gap in solid, financial analysis for the every day investor. Reeves' passion for investing began early, around the age of 12. After graduating Pepperdine, he worked at Morgan Stanley, The Motley Fool and Seeking Alpha. I thoroughly enjoyed my conversation with Ryan. He's...
Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com (Episode 13)
February 22, 2020 00:37 - 1 hour - 78.7 MBI had the privilege to chat with Moses Kagan, founder of Adaptive Realty. I call Moses a Deep Value Investor in LA Real Estate because that's exactly what he does. Moses finds beaten-down, ugly, overlooked buildings in Los Angeles, CA. He buys them, does a complete gut and renovation, and rents them out at attractive rates of return for his investors. While not an investor in public equities, Moses' analysis of cash flows, determination to find great deals, and knowledge of the power of ...
Episode 13: Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com
February 22, 2020 00:37 - 1 hour - 78.7 MBI had the privilege to chat with Moses Kagan, founder of Adaptive Realty. I call Moses a Deep Value Investor in LA Real Estate because that's exactly what he does. Moses finds beaten-down, ugly, overlooked buildings in Los Angeles, CA. He buys them, does a complete gut and renovation, and rents them out at attractive rates of return for his investors. While not an investor in public equities, Moses' analysis of cash flows, determination to find great deals, and knowledge of the power of ...
Building A Great Product w/ Robert Koyfman, Founder of Koyfin.com (Episode 12)
February 14, 2020 13:00 - 1 hour - 64.2 MBRob Koyfman is the founder and CEO of Koyfin.com. Rob has a tremendous background in the world of finance, investment and trading. He's a CFA Charterholder and former Goldman Sachs VP. In 2015 Rob left the corporate world to start Koyfin.com. A one man operation. Rob grew Koyfin into a fast-growing financial analysis website. Rob's vision for Koyfin is simple. He wants to provide better analytics for investors. During the podcast we chat about the following: First 15 minutes ... Rob'...
Episode 12: Building A Great Product w/ Robert Koyfman, Founder of Koyfin.com
February 14, 2020 13:00 - 1 hour - 64.2 MBRob Koyfman is the founder and CEO of Koyfin.com. Rob has a tremendous background in the world of finance, investment and trading. He's a CFA Charterholder and former Goldman Sachs VP. In 2015 Rob left the corporate world to start Koyfin.com. A one man operation. Rob grew Koyfin into a fast-growing financial analysis website. Rob's vision for Koyfin is simple. He wants to provide better analytics for investors. During the podcast we chat about the following: First 15 minutes ... Rob'...
Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 11)
February 07, 2020 13:00 - 2 hours - 120 MBClifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to their future value. Cliff discusses his early days at UBS, the genius of the bankruptcy system, how he finds ideas and mental models. Cliff also reveals how to fix the banking system as we know it. The conversation covers a wide array of topics and was one of our longer episodes. I hope you find Cliff's insights as interesting as I did. ...
Episode 11 - Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners
February 07, 2020 13:00 - 2 hours - 120 MBClifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to their future value. Cliff discusses his early days at UBS, the genius of the bankruptcy system, how he finds ideas and mental models. Cliff also reveals how to fix the banking system as we know it. The conversation covers a wide array of topics and was one of our longer episodes. I hope you find Cliff's insights as interesting as I did. ...
Maj Soueidan, GeoInvesting.com (Episode 10)
January 31, 2020 12:00 - 1 hour - 80.9 MBMaj Soueidan is Co-Founder of GeoInvesting.com. GeoInvesting navigates investment risk by interviewing company management, dissecting conference calls, interacting with our wide network of investors and scouring financial documents for hidden clues. GeoInvesting provides quick, concise and efficient research instead of hundreds of pages of financial jargon. Maj and his team focus on micro cap stocks. If you want to know why, I highly encourage you to read this article. When they're not lo...
Episode 10 - Maj Soueidan, GeoInvesting.com
January 31, 2020 12:00 - 1 hour - 80.9 MBMaj Soueidan is Co-Founder of GeoInvesting.com. GeoInvesting navigates investment risk by interviewing company management, dissecting conference calls, interacting with our wide network of investors and scouring financial documents for hidden clues. GeoInvesting provides quick, concise and efficient research instead of hundreds of pages of financial jargon. Maj and his team focus on micro cap stocks. If you want to know why, I highly encourage you to read this article. When they're not lo...
OTC Adventures with Dave Waters, Alluvial Capital (Episode 9)
January 24, 2020 13:00 - 1 hour - 84.4 MBDave Waters, CFA is Alluvial’s managing member. Since launching Alluvial in 2014, Mr. Waters has focused on delivering exceptional results for Alluvial’s investors. Dave also runs OTCAdventures.com. I first found Dave after reading a write-up from his blog. This led to a Twitter follow, and then frequent, spam-like messaging asking Dave about various OTC stock ideas. Dave is unique in his investment approach. He searches the darkest, most illiquid corners of the markets in his search for...
Episode 9: OTC Adventures with Dave Waters, Alluvial Capital
January 24, 2020 13:00 - 1 hour - 84.4 MBDave Waters, CFA is Alluvial’s managing member. Since launching Alluvial in 2014, Mr. Waters has focused on delivering exceptional results for Alluvial’s investors. Dave also runs OTCAdventures.com. I first found Dave after reading a write-up from his blog. This led to a Twitter follow, and then frequent, spam-like messaging asking Dave about various OTC stock ideas. Dave is unique in his investment approach. He searches the darkest, most illiquid corners of the markets in his search for...
Episode 8 - Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey
January 17, 2020 13:00 - 1 hour - 90.2 MBThanks for tuning into Episode 7 of the Value Hive Podcast. If you like what we're doing, drop us a rating and review on your favorite podcast platform. It goes a long way. While you're at it, make sure to subscribe to our weekly newsletter. We deliver curated, value investing news straight to your inbox. For free. Forever. You can subscribe here! On today's episode I chat with Andrew Kingston and Shawn Shewchuk. Andrew and Shawn are portfolio managers for Gavin Croup, CA. Gavin Group is ...
Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey (Episode 8)
January 17, 2020 13:00 - 1 hour - 90.2 MBThanks for tuning into Episode 7 of the Value Hive Podcast. If you like what we're doing, drop us a rating and review on your favorite podcast platform. It goes a long way. While you're at it, make sure to subscribe to our weekly newsletter. We deliver curated, value investing news straight to your inbox. For free. Forever. You can subscribe here! On today's episode I chat with Andrew Kingston and Shawn Shewchuk. Andrew and Shawn are portfolio managers for Gavin Croup, CA. Gavin Group is ...
Dr. Andrew Wittman: Achieving A Warrior Mindset & Asking Better Questions (Episode 7)
January 10, 2020 15:54 - 1 hour - 56.9 MBDr. Andrew Wittman is the founder of the Mental Toughness Training Center, a leadership consultancy specializing in peak performance, team dynamics, resolving conflict in the workplace and is the author of the book, “Ground Zero Leadership: CEO of You” (2016). A Marine Corps infantry combat veteran and former federal agent, he holds a Doctorate of Philosophy in Theology, is a guest lecturer at Clemson University, and co-hosts the radio call-in show, “Get Warrior Tough.” As a leadership and ...
Episode 7 - Dr. Andrew Wittman: Achieving A Warrior Mindset & Asking Better Questions
January 10, 2020 15:54 - 1 hour - 56.9 MBDr. Andrew Wittman is the founder of the Mental Toughness Training Center, a leadership consultancy specializing in peak performance, team dynamics, resolving conflict in the workplace and is the author of the book, “Ground Zero Leadership: CEO of You” (2016). A Marine Corps infantry combat veteran and former federal agent, he holds a Doctorate of Philosophy in Theology, is a guest lecturer at Clemson University, and co-hosts the radio call-in show, “Get Warrior Tough.” As a leadership and ...
Joe Boskovich and Brian Laks, Old West Capital (Episode 6)
January 06, 2020 13:31 - 1 hour - 64.1 MBJoe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as "A focus on people forms the core of Old West's investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high stock ownership and smart pay." Joe started the company with his father. I chat with the guys about their investment approach, capital allocation and the importance of own...
Episode 6 - Joe Boskovich and Brian Laks, Old West Capital
January 06, 2020 13:31 - 1 hour - 64.1 MBJoe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as "A focus on people forms the core of Old West's investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high stock ownership and smart pay." Joe started the company with his father. I chat with the guys about their investment approach, capital allocation and the importance of own...
Episode 5 - Darren Fong: Everything You Need To Know About Canadian Small-Cap Investing
December 30, 2019 13:00 - 54 minutes - 50.4 MBIn today's episode I chat with Darren Fong. Darren is a portfolio manager at Calgary-based Investment firm Acumen Capital. Since the Fund's inception (March, 11 2016), Darren's outperformed the TSX Small Cap Index by nearly 600bps annually. Darren dives into the nuances of investing in Canadian small-cap companies. Differences in Canadian management teams and how they allocate capital. We then chat about Darren's investment process, how he finds stocks, and what makes his process unique. F...
Darren Fong: Everything You Need To Know About Canadian Small-Cap Investing (Episode 5)
December 30, 2019 13:00 - 54 minutes - 50.3 MBIn today's episode I chat with Darren Fong. Darren is a portfolio manager at Calgary-based Investment firm Acumen Capital. Since the Fund's inception (March, 11 2016), Darren's outperformed the TSX Small Cap Index by nearly 600bps annually. Darren dives into the nuances of investing in Canadian small-cap companies. Differences in Canadian management teams and how they allocate capital. We then chat about Darren's investment process, how he finds stocks, and what makes his process unique. F...
Callum Laing: Business, Brands and Creating a Legacy (Episode 4)
December 27, 2019 13:00 - 1 hour - 81.2 MBCallum Laing joins the Value Hive podcast for what is the most eclectic interview to date. Callum chats about private investing, partnerships, learning from mistakes and investment philosophy. He also revealed how he took down all of Italy's internet in one fell swoop, and how he created one of the most enviable networks in all of Asia. This episode oozes nuggets of wisdom, and it was a privilege to interview such a decorated entrepreneur. Free Book for Value Hive Listeners! Click here to...
Episode 4 - Callum Laing: Business, Brands and Creating a Legacy
December 27, 2019 13:00 - 1 hour - 81.2 MBCallum Laing joins the Value Hive podcast for what is the most eclectic interview to date. Callum chats about private investing, partnerships, learning from mistakes and investment philosophy. He also revealed how he took down all of Italy's internet in one fell swoop, and how he created one of the most enviable networks in all of Asia. This episode oozes nuggets of wisdom, and it was a privilege to interview such a decorated entrepreneur. Free Book for Value Hive Listeners! Click here to...
Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)
December 23, 2019 13:00 - 1 hour - 70.5 MBThomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities. In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories ...
Episode 3 - Thomas Bachrach: Fishing Where They Ain't (Global Micro-Cap Investing)
December 23, 2019 13:00 - 1 hour - 70.5 MBThomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities. In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories ...
Andrew Walker: Sports Rights, Media Investments and Cookies (Episode 2)
December 20, 2019 12:00 - 1 hour - 71.2 MBAndrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog. In this episode, Andrew and I discuss media investments, review his media guide blog posts (here's parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon. Andrew is a media investment savant. This is a must listen for anyone interested in media stocks, sports rights or legacy cable companies. He's also a diehard sports fan. We end up chatting about various sports...
Episode 2 - Andrew Walker: Sports Rights, Media Investments and Cookies
December 20, 2019 12:00 - 1 hour - 70.4 MBAndrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog. In this episode, Andrew and I discuss media investments, review his media guide blog posts (here's parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon. Andrew is a media investment savant. This is a must listen for anyone interested in media stocks, sports rights or legacy cable companies. He's also a diehard sports fan. We end up chatting about various sports...
Episode 1 - Spin-off Investing with Richard Howe
December 16, 2019 17:30 - 1 hour - 90.5 MBThis is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com. Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process. The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward. Show-notes: Richard's website: stockspinoffinvesting.com Richard Howe on Twitter: @stockspinoffss (with two 's')...
Spin-off Investing with Richard Howe (Episode 1)
December 16, 2019 17:30 - 1 hour - 61 MBThis is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com. Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process. The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward. Show-notes: Richard's website: stockspinoffinvesting.com Richard Howe on Twitter: @stockspinoffss (with two 's')...