Kyle Mowery's guest appearances

Kyle Mowery

Tearsheet Podcast: The Business of Finance

The Business Brew

OwlTail

Kyle Mowery, Founder &amp; Portfolio Manager at GrizzlyRock Capital stops by The Business Brew to discuss his investment philosophy.  Kyle is a traditional value investor that tends to focus on smaller, cyclical companies.  In this episode he talks about why he fishes in that pond, where he has found his biggest winners, how he thinks about investing, and much more.  GrizzlyRock does very deep due diligence and Bill thinks highly of their work. We hope you enjoy the conversation! You can find Kyle’s Orion Engineered Carbons conversation with Andrew Walker at https://open.spotify.com/episode/7xmapUv85wtAoHpGlcMxmP?si=3wZXGogJT5-zbU5aJxv1NA or https://yetanothervalueblog.com/podcast Thank you to @mathewpassy (on Twitter) for the show production. Please leave us a rating in your favorite podcast player! Detailed Show Notes: 4:30 – Kyle’s view on the macro environment 7:00 – What Kyle learned in 2008 8:00 – What working in mezzanine debt did for Kyle’s career 10:50 – A case against microcaps 12:00 – Due diligence 14:50 – What was interesting about Darling International? 19:50 – What GrizzlyRock sees in OEC 26:05 – The merits of running a long/short strategy 29:15 – Chicago chit chat 35:15 – Back to investment discussion 36:30 – Why Kyle prefers more of a deep value philosophy 40:57 – What got Kyle interested in Orion Engineered Carbons? 51:14 – What is CoVest Select 1:01:10 – Thoughts on starting a fund

Kyle Mowery, Founder &amp; Portfolio Manager at GrizzlyRock Capital stops by The Business Brew to discuss his investment philosophy.  Kyle is a traditional value investor that tends to focus on smaller, cyclical companies.  In this episode he talks about why he fishes in that pond, where he has found his biggest winners, how he thinks about investing, and much more.  GrizzlyRock does very deep due diligence and Bill thinks highly of their work. We hope you enjoy the conversation! You can find Kyle’s Orion Engineered Carbons conversation with Andrew Walker at <a href="https://open.spotify.com/episode/7xmapUv85wtAoHpGlcMxmP?si=3wZXGogJT5-zbU5aJxv1NA" rel="nofollow" target="_blank">https://open.spotify.com/episode/7xmapUv85wtAoHpGlcMxmP?si=3wZXGogJT5-zbU5aJxv1NA</a> or <a href="https://yetanothervalueblog.com/podcast" rel="nofollow" target="_blank">https://yetanothervalueblog.com/podcast</a> Thank you to @mathewpassy (on Twitter) for the show production. Please leave us a rating in your favorite podcast player! Detailed Show Notes: 4:30 – Kyle’s view on the macro environment 7:00 – What Kyle learned in 2008 8:00 – What working in mezzanine debt did for Kyle’s career 10:50 – A case against microcaps 12:00 – Due diligence 14:50 – What was interesting about Darling International? 19:50 – What GrizzlyRock sees in OEC 26:05 – The merits of running a long/short strategy 29:15 – Chicago chit chat 35:15 – Back to investment discussion 36:30 – Why Kyle prefers more of a deep value philosophy 40:57 – What got Kyle interested in Orion Engineered Carbons? 51:14 – What is CoVest Select 1:01:10 – Thoughts on starting a fund