Jay Singh III's guest appearances

Jay Singh III

Value Hive Podcast

Moses Kagan

Andrew Walker

Keith Smith

Lawrence Hamtil

Howard Marks

David Kaye

Michael Batnick

Brent Beshore

Tobias Carlisle

Chris Mayer

Matteo Franceschetti

Kirk Du Plessis

Callum Laing

Brett Winton

Maj Soueidan

OwlTail

Jay Singh

Hey Guys! This week we have Jay Singh III from specialsitsresearch.com. This episode is all about special situation and our guest Jay shares with us his investing journey and how he got to work in Goldman Sachs, why every investment is a factor bet, what is the Church of What is Known, why SPACs are one of the best opportunities to exist for the short side and the long side, what is the risk and reward for investing in the energy sector and how to screen for ideas. If you enjoyed this podcast, check out Jay on Twitter here. And make sure to read his research here. Check out the timestamp below:   [0:00] Every Investment is a Factor Bet [6:00] The Church of What is Working Now. [12:00] TAMs larger than the Gobal Economy [15:00] 33 Fintech SPAC Mergers [21:00] Jay Singh III Investment Journey [30:00] SPACs are One of the Best Opportunities to Exist [1:02:00] Using Screens to Find Idea [1:11:00] Investing in Energy [1:20:00] Closing Question and more from Jay Singh III  Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by 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's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. 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'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Hey Guys! This week we have Jay Singh III from <a href="http://specialsitsresearch.com/" rel="noopener noreferrer nofollow" target="_blank">specialsitsresearch.com</a>. This episode is all about special situation and our guest Jay shares with us his investing journey and how he got to work in Goldman Sachs, why every investment is a factor bet, what is the Church of What is Known, why SPACs are one of the best opportunities to exist for the short side and the long side, what is the risk and reward for investing in the energy sector and how to screen for ideas. If you enjoyed this podcast, check out Jay on Twitter <a href="https://twitter.com/SpecialSitsNews" rel="nofollow" target="_blank">here</a>. And make sure to read his research <a href="//specialsitsresearch.com" rel="nofollow" target="_blank">here.</a> Check out the timestamp below:  <ul> <li>[0:00] Every Investment is a Factor Bet</li> <li>[6:00] The Church of What is Working Now.</li> <li>[12:00] TAMs larger than the Gobal Economy</li> <li>[15:00] 33 Fintech SPAC Mergers</li> <li>[21:00] Jay Singh III Investment Journey</li> <li>[30:00] SPACs are One of the Best Opportunities to Exist</li> <li>[1:02:00] Using Screens to Find Idea</li> <li>[1:11:00] Investing in Energy</li> <li>[1:20:00] Closing Question and more from Jay Singh III</li> </ul> Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by 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's mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer nofollow" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers. 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'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, <a href="https://quartr.se/" rel="ugc noopener noreferrer nofollow" target="_blank">Quartr.se</a> If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to <a href="https://tegus.co/valuehive" rel="ugc noopener noreferrer nofollow" target="_blank">tegus.co/valuehive</a> for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">TIKR.com/hive</a>.--- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities 