Riches in the Niches Investor Podcast

Richard Sosa
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Riches in the Niches Investor Podcast

A Podcast for Investors from Richard Sosa. This show covers investment opportunities in markets that are relatively unknown to the average investor. Through in-depth conversations, we learn how money managers, company executives and other leaders build an edge one niche at a time.

  1. Institutional and Niche Investing with Marcus Frampton

    EPISODE 1

    Institutional and Niche Investing with Marcus Frampton

    What do Endowment Investing, Real Estate, Hedge Funds, Alternatives, Over-the-Counter (OTC) Stock Investing, Stock Newsletters, Peter Kamin, SunLink Health, Libsyn and Shareholder Board Meetings all have in common you may ask? In this episode of Riches in the Niches, our guest is Marcus Frampton, CIO of Alaska Permanent Fund Corporation, who manages the $71B in assets for the state of Alaska. Outside of his role as CIO, Marcus pursues niche investment opportunities.  To learn more about Marcus you can reach him on Twitter @MarcusFrampton. To learn more about Richard please visit www.thinkaen.com.  To subscribe to Marcus's newsletter please visit www.microcapletter.com. Show Notes: (01:18) About Marcus, Alaska Permanent Fund Corporation, Prudhoe Bay Oil Discovery, Oil Royalties, Private Equity (04:16) Endowment Model at APFC, being CIO, January 2019, Retail Real Estate Ownership, Exposures over the last few years, Fund Rebalance (09:58) Real Estate versus Private Equity versus Hedge Funds, LP versus GP Vehicles (12:15) Backing established managers, don't write Private Equity checks less than $100 million, VC Commitments, Smaller Manager Selection (14:20) Hedge Fund Due Diligence, Infrastructure Deals, Private Credit (17:06) Quarterly Board Meetings at APFCO, Public Equities, Not being Micromanaged (20:00) OTC Stocks, Inefficient Asset Class, No overlap with APFC, Covid, OTC Adventures, Dave Waters (26:16) Speaking with OTC Management Teams, Finding undervalued stocks, why aren't insiders buying stock (29:43) Reading 10Ks, MD&A Section, OTC Stock Letter and how it started (33:48) Marcus's first personal stock investment growing up (36:44) Endowment Board of Directors versus Public Company Board of Directors (41:14) Stock Annual Meetings, Berkshire Hathaway Annual Meeting, going Virtual for Covid (42:40) Calloway's Nursery CLWY, Peter Kamin and the Kamin Heads, stock buybacks and dividends (46:48) The Tile Shop TTSH, Ikan Associates, Tropicana Entertainment (51:43) Lone Star Oil and Gas, Liberated Syndication LSYN, Pink Sheets, El Dorado Resorts

    1h 2m
  2. Convertible Securities Master Class with James Dinsmore

    EPISODE 2

    Convertible Securities Master Class with James Dinsmore

    Today's master class is with James Dinsmore, portfolio manager at GAMCO Asset Management. James is focused on convertible securities. For those of you that don’t know, GAMCO is a large money management firm run by legendary investor, Mario Gabelli. On this episode, James will go over his thoughts on convertibles as well as how GAMCO adds value to clients in this niche asset class. Let’s Niche Down with James Dinsmore.  For more information on our firm please visit www.thinkaen.com. To download the Convertible Securities White Paper please visit this GAMCO link Convertible Primer.

    50 min
  3. Over-the-Counter Pink Sheet Stock Investing with David Waters

    EPISODE 3

    Over-the-Counter Pink Sheet Stock Investing with David Waters

    We explore the wonderful world of Over-the-Counter (OTC) Pink Sheet Stocks with David Waters of Alluvial Capital. In this episode, David talks about his love of obscure and unloved OTC Stocks, which is one of the last truly “niche” investment segments. We also discuss well known capital allocators Mario Gabelli, Peter Kamin and Robert Alpert as well as select portfolio holdings. Let's Niche Down with David Waters. For more information on the host please visit www.thinkaen.com. To learn more about David Waters and Alluvial Capital please visit www.alluvialcapital.com.

    55 min
  4. Winning the Amazon Marketplace with Ethan McAfee

    EPISODE 4

    Winning the Amazon Marketplace with Ethan McAfee

    Ever wonder how things get sold on Amazon? Are the reviews you read even real? How does one brand figure out the Amazon Marketplace where so many others fail? In this episode, we sit down with Ethan McAfee, the founder, and CEO of Amify. Our listeners will hear exactly how Amify grew from a niche PickleBall paddle reseller, what it means to build a brand on Amazon, and so much more. For more information on the host please visit www.thinkaen.com. To learn more about Amify please visit www.goamify.com.

    52 min
  5. Niche E-Commerce Home Furnishings with Andrew Bass

    EPISODE 5

    Niche E-Commerce Home Furnishings with Andrew Bass

    Follow Richard on the wonderful story of FirstTime Design, a niche e-commerce retailer of home furnishings. In this episode, we sit down with Andrew Bass of FirstTime and learn about the company’s transformation from a niche clock retailer into a leader in the Wayfair and Amazon Marketplace. To learn more about the Amazon Marketplace please listen to our Podcast with Ethan McAfee found here. To check out some FirstTime Design products please visit their Amazon site here. To listen to an interview with Andrew and CEO Christopher Bering please click Geo Investing Link.

    51 min
  6. Unloved and Orphan Stocks with Michael Mitchell

    EPISODE 6

    Unloved and Orphan Stocks with Michael Mitchell

    Due to popular demand, Richard sits down with Michael Mitchell to discuss his thoughts on overlooked, unloved and orphan stocks. A self-proclaimed shitco investor, Michael will share his expertise on what differentiates the winners from the losers.  Michael will also discuss well known Capital Allocators, SPACs, Management Incentives and so much more.  To learn more about Richard please visit www.thinkaen.com. To follow Michael on Twitter check out @IgnoreNarrative.

    1h 10m
  7. Riches and Mitches in the Niches with Mitch Ackles

    EPISODE 7

    Riches and Mitches in the Niches with Mitch Ackles

    Follow Richard on a 30-year voyage and hear the evolution of the hedge fund world. From how to market a new hedge fund to crisis management all the way to industry regulation. In this episode, we sit down with Mitch Ackles, President of the Hedge Fund Association and master of the Hedge Fund PR Niche. Social Media, Capitol Hill, Big-time Industry Conferences and more.  “You can’t be constrained by the rules of the past.” - Mitch Ackles To learn more about Richard please visit www.thinkaen.com. To learn more about Mitch please check out linkedin.com/in/mitchackles.

    1h 5m
  8. Emerging and International Stock Investing with Evan Vanderveer

    EPISODE 8

    Emerging and International Stock Investing with Evan Vanderveer

    Quality Businesses. Exceptional Management. Capital Constrained Markets. In this episode, Richard sits down with Evan Vanderveer of Vanshap Capital to talk stock investing in Emerging and International Markets. Topics discussed include a partnership with Markel Corporation, uncovering Great Capital Allocators, a rigorous Due Diligence Process and so much more. Let's Niche Down with Evan Vanderveer.  To learn more about Evan, Vanshap Capital and the Global Value Creators Podcast check out www.vanshapcapital.com.  To learn more about Richard and thinkAEN check out www.thinkaen.com.

    49 min
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4.9
out of 5
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About

A Podcast for Investors from Richard Sosa. This show covers investment opportunities in markets that are relatively unknown to the average investor. Through in-depth conversations, we learn how money managers, company executives and other leaders build an edge one niche at a time.

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