MI 32: Interview With Andy Schornack, President of Flagship Bank

In this episode we interview Andy Schornack, the President of Flagship Bank in Minneapolis. He discusses the inner workings of buying and turning around a private bank.

We discuss:
-Andy’s career path into banking
-The Flagship bank turnaround story
-M&A dynamics for small banks
-Banking regulatory issues

 

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 31: Interview With Chris Drose Forbes 30 Under 30 Member and Short Selling Prodigy

Check out our latest interview with investing wiz kid, Chris Drose.  Recently named to the Forbes 30 under 30 list, Drose has built his reputation short selling. His blog Bleeker Street Research often breaks the story well before the street catches on. The interesting part is that Drose does it all from his college dorm room.

Links:

http://bleeckerstreetresearch.com/

http://seekingalpha.com/author/bleecker-street-research/articles

We discuss:

  • How he went from college kid to investing wiz kid
  • Short selling
  • Interviewing employees and finding a catalyst
  • Screening
  • AAC Holdings Inc (AAC)
  • HTC Corp (HTC)

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 30: Interview With Jacob Ma-Weaver of Cable Car Capital on Healthcare Stocks

Check out our latest interview with Jacob Ma-Weaver portfolio manager at Cable Car Capital.  Ma-Weaver gives us an update on Retrophin, a company started by the infamous Martin Shkreli. Later Ma-Weaver, who is knowledgeable on all things healthcare, gives us his stance on drug pricing and a couple other names he likes.

Links:

http://www.cablecarcapital.com/blog/

We discuss:

  • Drug pricing
  • Hedging a portfolio Long/Short
  • Death panels
  • Retrophin Inc. (RTRX)
  • Exact Sciences (EXAS)
  • Pangea Logistics (PANL)

Announcements:

Tim Stabosz, activist investor, returns next week to talk about major changes in his portfolio.

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 29: Interview With Andrew Walker Portfolio Manager At Rangeley Capital And Special Situations Enthusiast

Check out our latest interview with Andrew Walker Portfolio Manager at Rangeley Capital. Walker stopped by the show to chat about finding special situations and a about a deep value investment he likes. In typical Walker fashion he opened up about a lot more and gave us his insight on everything from assessing management to the importance of rights offerings.

Links:

http://www.rangeleycapital.com/

http://seekingalpha.com/author/andrew-walker-cfa?s=andrew-walker-cfa

We discuss:

  • Where to find special situations and value stocks
  • The Pharmaceutical space
  • The value of Net Operating Losses
  • M&A Arbitrage
  • QLT Inc. (QLT)
  • Sears Hometown and Outlet Stores (SHOS)

Announcements:

Return of an old guest next week!

Happy Holidays

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 28: Interview With Thompson Clark Of Microcap Millionaires

Check out our latest interview with Thompson Clark of the popular newsletter Microcap Millionaires. Clark discusses special situations and value investing in addition to touching on a couple of companies that he likes today.

Email Thompson: microcapmil1@gmail.com

http://agorafinancial.com/publications/mil/

We discuss:

  • Where to find special situations and value stocks
  • Investing style and influences
  • Microcap Millionaires
  • HC2 Holdings Inc. (HCHC)
  • Synalloy Corporation (SYNL)

Announcements:

Andrew Walker of Sifting The World and Rangeley Capital is coming on the podcast next week!

Registration is Open: The MicroCap Conference Toronto – April 11th and 12th.

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 27: Interview With Tim Eriksen of Eriksen Capital, Discussing Proxy Battles And Investing In Money Managers

Check out our latest interview with Tim Eriksen of Eriksen Capital. Known for his proxy battle with Solitron Devices and his work with The Value Investing Congress, Eriksen is a traditional value investor. He discusses where he has been investing lately and other thoughts on finding value.

Announcement: Today registration opened for The MicroCap Conference Toronto – April 11th and 12th.

http://www.eriksencapital.com/

We discuss:

  • Launching a successful proxy battle
  • Why Eriksen gravitates towards publicly traded money managers
  • The Walkers Manual
  • Hennessy Advisors (HNNA)
  • Solitron Devices (SODI)

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 26: Interview With Lenny Grover Founder Of Screener.co

Check out our latest interview with Lenny Grover founder of Screener.co and author of Risk/Upside Analysis. Grover created one of the best stock screening tools on the market and he joined us on the podcast to discuss the importance of screening.

We discuss:

  • Screening stocks, Screener.co
  • Importance of historical performance and finding relevant data points
  • Following trends
  • The Internet of Things
  • Control4 Corp. (CTRL)

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 25: Interview With Christian Ryther of Curreen Capital

Check out our latest interview with Christian Ryther founder of Curreen Capital. Ryther details what he looks for in an investment and discusses what makes his value investing style unique.

Check out some his videos on youtube:

http://www.curreencapital.com/

Today we discuss:

  • 3 principles of value investing
  • Good management
  • Evaluating foreign vs. domestic investments
  • Staying disciplined and avoiding style drift
  • Quick recap of The MicroCap Conference

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 24: Discussion on Banks, Sourcing Ideas, and Evaluating Free Cash Flows

Check out our latest podcast. This week we make a change of pace and don’t bring on a guest. We discuss sourcing ideas, investing style, and banks.

Sorry for the delay, we are committed to making this a weekly podcast going forward.

Today we discuss:

  • Sourcing ideas
  • Types of banks
  • What to look for when investing in banks
  • Free Cash Flows
  • Our conference and why we started it – The MicroCap Conference

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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MI 23: Interview With Chris DeMuth Jr. of Rangeley Capital, Discussing Special Opportunities

Check out our latest interview with Chris DeMuth Jr. Founder of Rangeley Capital and Sifting The World. DeMuth is known for looking for value in every corner of the market. He discusses special opportunities including cornering the market in hand towels, I’ll let him explain it in his interview.

http://seekingalpha.com/author/chris-demuth-jr

We discuss:

  • Mutual Conversions
  • Where to look for special opportunities
  • Ocean Shore Holding Company – OSHC
  • Gagfah – GFJ:GR trades in Germany
  • Mispricing in the market, cornering the hand towel market
  • Sifting the World – Seeking Alpha Investing Forum

Tarsier Capital Management, LLC may buy or sell securities mentioned on this blog for client accounts or for the accounts of principals. For a full accounting of Tarsier’s holdings please email, info@tarsiercm.com.

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