The Special Situation Cast

Dave Waters: I Avoid Markets That Are Thoroughly Picked Over

July 29, 2020 Bram de Haas
The Special Situation Cast
Dave Waters: I Avoid Markets That Are Thoroughly Picked Over
Show Notes

Talking to Dave Waters of Alluvial Capital and OTC Adventures. Dave is a true micro-cap specialist. He talks about his process and how he likes to find ideas.

We talk about several specific ideas like underappreciated REITS, an asset play with unique trophy assets, and rural telcos, among other things.  $LICT $NEN $NUVR $WHLR