Mid-Caps & More with George Livadas, Upslope Capital (Episode 22)

<p>Episode 22 is live!</p> <p>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).&nbsp;</p> <p>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 for investing by learning about business.&nbsp;</p> <p>George founded Upslope Capital to invest his own way -- a differentiated way. George employs a long and short strategy at Upslope. He prefers to hunt in the mid-cap space for ideas, and has a soft-spot for boring, unloved businesses.&nbsp;</p> <p>Here's what we cover in the conversation:&nbsp;</p> <ul> <li>[0:00 - 5:00] Who is George Livadas</li> <li>[6:00 - 11:00] What Works For George in Investing</li> <li>[12:00 - 17:00] Why Mid-Caps &amp; The Power of Simplicity&nbsp;</li> <li>[18:00 - 22:00] What Makes A Good Investment?&nbsp;</li> <li>[23:00 - 30:00] From Idea Generation To Investment&nbsp;</li> <li>[31:00 - 42:00] George's Investment Process&nbsp;</li> <li>[43:00 - 49:00] George's Thoughts on Shorting</li> <li>[50:00 - 55:00] Corporate Governance &amp; COKE</li> <li>[56:00 - 60:00] Knowing Yourself &amp; Being Wrong</li> <li>[63:00 - End] Concluding Questions</li> </ul> <p>If you want to learn more about George, check out these links:&nbsp;</p> <ul> <li>Upslope Capital Website: <a href="https://www.upslopecapital.com/">https://www.upslopecapital.com/</a></li> <li>George Livadas Twitter: <a href="https://twitter.com/UpslopeCapital">https://twitter.com/UpslopeCapital</a></li> </ul> <p>Also, if you're interested in the McKinsey Book on Valuation: <a href="https://www.amazon.com/Valuation-Measuring-Managing-Companies-Finance-ebook/dp/B0138M3B3O/ref=sr_1_3?dchild=1&amp;keywords=mckinsey+valuation&amp;qid=1587731191&amp;sr=8-3">https