Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

<p>This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.<br>Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition. He mentions FAR Limited ($FAR.ASX) as another example of Social Activism and touches on commodity investing.</p> <ul> <li>[0:00] Catch Up since Last Podcast</li> <li>[4:00] Lessons on Shorting: Silicon Valley Bank</li> <li>[19:00] Event Driven Inverting: The Hunter Douglass Saga</li> <li>[38:00] Japanese Capitalism</li> <li>[58:00] Idea Generation &lt; Pattern Recognition</li> <li>[1:02:00] FAR Limited ($FAR.ASX)</li> <li>[1:08:00] Commodity Investing</li> <li>[1:35:00] More from Jeremy and Closing Questions</li> </ul> <p>Finally, a big thanks to the following sponsors for making the podcast a reality!</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/">⁠emergingmanagers.org⁠</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You&#39;ll find essays and interviews by successful emerging managers, service providers used by MIT&#39;s own managers, essays MITIMCo has written for emerging managers and more!</p> <p><strong>Tegus</strong></p> <p>Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. T