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Podcast: Think Like an Owner
Episode: Dave Waters - Lessons from Investing in Small Public Companies - Ep. 74
Description: My guest on this episode is Dave Waters. Dave is the founder and CEO of Alluvial Capital, a value based hedge fund focused on the smallest public companies with market caps of $5-100 million, located in Pittsburgh, Pennsylvania. Dave is fascinating to me because he has dedicated his career to investing in similar sized companies as other podcast guests of this show, but through the public markets. I wanted to learn how he views these companies through a public lens, his investment process, and his thoughts for private company owners thinking of investing in comparably sized public companies.Â