Dave Waters - Lessons from Investing in Small Public Companies - Ep. 74

<p><span style="font-weight: 400;">My guest on this episode is Dave Waters. Dave is the founder and CEO of Alluvial Capital, a value based hedge fund focused on the smallest public companies with market caps of $5-100 million, located in Pittsburgh, Pennsylvania. Dave is fascinating to me because he has dedicated his career to investing in similar sized companies as other podcast guests of this show, but through the public markets. I wanted to learn how he views these companies through a public lens, his investment process, and his thoughts for private company owners thinking of investing in comparably sized public companies. </span></p> <p> </p> <p><span style="font-weight: 400;">We also talk about how his business-owner LPs view their investment in his firm, the most unique companies he’s come across, and how he evaluates managers of these small public companies. This was a super interesting discussion that I’m positive you’ll enjoy.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full episode transcript and more, visit</span> <a href= "https://alexbridgeman.com/podcast/"><span style= "font-weight: 400;">alexbridgeman.com/podcast</span></a><span style="font-weight: 400;">.</span></p>