Avi Fisher's guest appearances

Avi Fisher

Planet MicroCap Podcast | MicroCap Investing Strategies

Value Hive Podcast

Yet Another Value Podcast

Capital Employed FM

OwlTail

This week our guest is Avram (or Avi) Fisher. Avi discusses his Perfect Investment Hypothesis, highlighting key factors that make an investment ideal. The conversation then delves into the topic of the industrials supercycle, exploring trends and dynamics in the industrial sector. Avi also discusses construction accounting and its complexities. Additionally, Avi highlights Matrix Service ($MTRX) as an investment opportunity.  [0:00] Who is Avi Fisher? [9:00] The Perfect Investment Hypothesis [13:00] Industrials Supercycle [18:00] Construction Accounting [33:00] Matrix Service ($MTRX) [1:00:00] More from Avram Fisher and Closing Questions  Finally, a big thanks to the following sponsors for making the podcast a reality! Mitimco 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'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! 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. Marhelm  Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out here.--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

This week our guest is Avram (or Avi) Fisher. Avi discusses his Perfect Investment Hypothesis, highlighting key factors that make an investment ideal. The conversation then delves into the topic of the industrials supercycle, exploring trends and dynamics in the industrial sector. Avi also discusses construction accounting and its complexities. Additionally, Avi highlights Matrix Service ($MTRX) as an investment opportunity. <ul> <li>[0:00] Who is Avi Fisher?</li> <li>[9:00] The Perfect Investment Hypothesis</li> <li>[13:00] Industrials Supercycle</li> <li>[18:00] Construction Accounting</li> <li>[33:00] Matrix Service ($MTRX)</li> <li>[1:00:00] More from Avram Fisher and Closing Questions</li> </ul> Finally, a big thanks to the following sponsors for making the podcast a reality! Mitimco 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's mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/" rel="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! 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="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="nofollow" target="_blank">⁠TIKR.com/hive⁠</a>. Marhelm Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out <a href="https://marhelm.com/" rel="noopener noreferer nofollow" target="_blank">here</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>

Avi Fisher: Industrials, Construction, and Matrix Services $MTRX

For this episode we have the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors.Long Cast Advisers, based in New York, is a boutique investment manager catering to select investors. The aim of the fund is to generate uncorrelated returns via long term concentrated ownership of under followed and undervalued securities.In this episode Avi talks about his investing style, process, and two microcaps he's bullish on.Hosted by Jon Kingstonhttps://twitter.com/equitybaron---&gt;NEWSLETTERJoin the newsletter for more investment ideas -&gt;https://capitalemployed.substack.com---&gt;SUPPORTIf you enjoy the podcast you can help support the show by doing the following:Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.---&gt;FOLLOWYou can follow the podcast on:WebsiteTwitterLinkedInYouTube---&gt;DISCLAIMERPlease note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.#investing #stocks #finance #business #smallcaps #entrepreneurs---Produced by kingsizemetrics.com

For this episode we have the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors.Long Cast Advisers, based in New York, is a boutique investment manager catering to select investors. The aim of the fund is to generate uncorrelated returns via long term concentrated ownership of under followed and undervalued securities.In this episode Avi talks about his investing style, process, and two microcaps he's bullish on.Hosted by Jon Kingston <a href="https://twitter.com/equitybaron" rel="nofollow" target="_blank">https://twitter.com/equitybaron</a>---&gt;NEWSLETTERJoin the newsletter for more investment ideas -&gt; <a href="https://capitalemployed.substack.com/" rel="nofollow" target="_blank">https://capitalemployed.substack.com</a>---&gt;SUPPORTIf you enjoy the podcast you can help support the show by doing the following:Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). <a href="https://www.buymeacoffee.com/capitalemployed" rel="nofollow" target="_blank">https://www.buymeacoffee.com/capitalemployed</a>Leave a review on your podcast player.Or simply share the episode with your investing friends.Thanks for listening.---&gt;FOLLOWYou can follow the podcast on:<a href="https://capitalemployed.fm/" rel="nofollow" target="_blank">Website</a> <a href="https://twitter.com/capitalemployed" rel="nofollow" target="_blank">Twitter</a> <a href="https://www.linkedin.com/company/capital-employed-podcast/" rel="nofollow" target="_blank">LinkedIn</a> <a href="https://www.youtube.com/c/CapitalEmployedFM/" rel="nofollow" target="_blank">YouTube</a>---&gt;DISCLAIMERPlease note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.#investing #stocks #finance #business #smallcaps #entrepreneurs---Produced by <a href="https://kingsizemetrics.com/" rel="nofollow" target="_blank">kingsizemetrics.com</a>