George Livadas's guest appearances

George Livadas

Bespokecast

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George Livadas stopped by The Business Brew to discuss his background, investing framework, and investment strategy.  George is the founder and CIO of Upslope Capital Management.  Bill really likes how George looks at the world.  You can find George's work at https://www.upslopecapital.com/.   George's portfolio tends to be focused on industries he covered in the past.  Bill was curious to discuss how George thinks of his gross exposure (long exposure minus short exposure) and whether shorting has been, and will be, a good idea in the future.  A reason for Bill's interest in long/short strategies is thinking about whether long/short strategies are a better method of diversification relative to the traditional 60/40 stock/bond allocation.   In this conversation George talks about his investment theories, position sizing, how he sees risk/reward, and much more.  The Business Brew is happy to feature him this week.     You can follow Upslope Capital on Twitter at @UpslopeCapital.

George Livadas stopped by The Business Brew to discuss his background, investing framework, and investment strategy.  George is the founder and CIO of Upslope Capital Management.  Bill really likes how George looks at the world.  You can find George's work at <a href="https://www.upslopecapital.com/" rel="nofollow" target="_blank">https://www.upslopecapital.com/</a>.   George's portfolio tends to be focused on industries he covered in the past.  Bill was curious to discuss how George thinks of his gross exposure (long exposure minus short exposure) and whether shorting has been, and will be, a good idea in the future.  A reason for Bill's interest in long/short strategies is thinking about whether long/short strategies are a better method of diversification relative to the traditional 60/40 stock/bond allocation.   In this conversation George talks about his investment theories, position sizing, how he sees risk/reward, and much more.  The Business Brew is happy to feature him this week.     You can follow Upslope Capital on Twitter at @UpslopeCapital.

George Livadas - A Long Short Discussion

Episode 22 is live! 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).  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.  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.  Here's what we cover in the conversation:   [0:00 - 5:00] Who is George Livadas [6:00 - 11:00] What Works For George in Investing [12:00 - 17:00] Why Mid-Caps &amp; The Power of Simplicity  [18:00 - 22:00] What Makes A Good Investment?  [23:00 - 30:00] From Idea Generation To Investment  [31:00 - 42:00] George's Investment Process  [43:00 - 49:00] George's Thoughts on Shorting [50:00 - 55:00] Corporate Governance &amp; COKE [56:00 - 60:00] Knowing Yourself &amp; Being Wrong [63:00 - End] Concluding Questions  If you want to learn more about George, check out these links:   Upslope Capital Website: https://www.upslopecapital.com/ George Livadas Twitter: https://twitter.com/UpslopeCapital  Also, if you're interested in the McKinsey Book on Valuation: https://amzn.to/2VTqHcK--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Episode 22 is live! 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).  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.  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.  Here's what we cover in the conversation:  <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 </li> <li>[18:00 - 22:00] What Makes A Good Investment? </li> <li>[23:00 - 30:00] From Idea Generation To Investment </li> <li>[31:00 - 42:00] George's Investment Process </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> If you want to learn more about George, check out these links:  <ul> <li>Upslope Capital Website: <a href="https://www.upslopecapital.com/" rel="nofollow" target="_blank">https://www.upslopecapital.com/</a></li> <li>George Livadas Twitter: <a href="https://twitter.com/UpslopeCapital" rel="nofollow" target="_blank">https://twitter.com/UpslopeCapital</a></li> </ul> 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" rel="nofollow" target="_blank">https://amzn.to/2VTqHcK</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>

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

In our newest conversation on Bespokecast, we sit down for a conversation with George Livadas, founder of Upslope Capital Management, a Colorado-based concentrated long-short equity manager. George offers insights into his process of stock selection on both the long and short side, as well as background on what led him to start Upslope, the educational and professional background that led him to develop his strategy, and how he practices risk management. We also discuss how he thinks about tax reform, US macro, and a wide range of other topics including some of the material he releases on his website. Below are links to some of notes we mention specifically during our talk. You can also follow George on Twitter @upslopecapital.Salvatore Ferragamo Investment Overview (26 page PDF)Consolidated Learnings (3 page PDF)Q3 2017 Investor Letter (7 page PDF)If you like what you hear today, you can learn more about our firm by visiting our website, bespokepremium.com. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter @bespokeinvest.

In our newest conversation on <a href="https://www.bespokepremium.com/category/podcasts/" rel="nofollow" target="_blank">Bespokecast</a>, we sit down for a conversation with George Livadas, founder of <a href="https://www.upslopecapital.com/" rel="nofollow" target="_blank">Upslope Capital Management</a>, a Colorado-based concentrated long-short equity manager. George offers insights into his process of stock selection on both the long and short side, as well as background on what led him to start Upslope, the educational and professional background that led him to develop his strategy, and how he practices risk management. We also discuss how he thinks about tax reform, US macro, and a wide range of other topics including some of the material he releases on his website. Below are links to some of notes we mention specifically during our talk. You can also follow George on Twitter <a href="https://twitter.com/UpslopeCapital" rel="nofollow" target="_blank">@upslopecapital</a>. <a href="https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/59dd5260cd39c3d0f2051a8b/1507676770907/SFER.IM+Pitch_Upslope+Capital.pdf" rel="nofollow" target="_blank">Salvatore Ferragamo Investment Overview</a> (26 page PDF) <a href="https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/59e7a24390badea8c795b704/1508352580086/Consolidated+Learnings_Oct+2017.pdf" rel="nofollow" target="_blank">Consolidated Learnings</a> (3 page PDF) <a href="https://static1.squarespace.com/static/58f7798829687f53ff30baf8/t/59d7d1026f4ca3f719eb6a76/1507315972056/Upslope+-+2017Q3+Letter.pdf" rel="nofollow" target="_blank">Q3 2017 Investor Letter</a> (7 page PDF) If you like what you hear today, you can learn more about our firm by visiting our website, <a href="http://bespokepremium.com" rel="nofollow" target="_blank">bespokepremium.com</a>. Bespoke offers financial market research and insight to investors of all types, ranging from individuals to large institutions. You can also follow us on Twitter <a href="https://twitter.com/bespokeinvest" rel="nofollow" target="_blank">@bespokeinvest</a>.

Bespokecast Episode 18 – George Livadas