Ben Mizes is a real estate investor based out of St. Louis, Missouri, and co-founder and CEO of Clever Real Estate. Ben shared how he started with a limited capital base to make his first investment in residential property as a so-called house hack. He parlayed that into a real estate portfolio with dozens of units within a few years. At the same time, he shared his parallel journey as an entrepreneur to found Clever Real Estate, a fast-growing company that is changing the structure of the industry.

Soo Chuen Tan is founder and President at Discerene Group, a private partnership based in Stamford, Connecticut, investing globally on behalf of several long-term institutions and families. Soo Chuen is a long-term value investor with a deep commitment to his craft. We talked about Mega Study, a trailblazing South Korean online test prep company that saw its star fade, but that Soo Chuen’s research revealed to have durable long-term value.

Richard Cook is co-founder and portfolio manager at Cook & Bynum based in Birmingham, Alabama. Richard is a pure value investor. The depth and breadth of his thinking shined through in our conversation. Richard detailed a high-level structural analysis of Arca, a Mexican Coca-Cola bottler, while at the same time describing his unique brand of shoe leather research bumping along the roads of Mexico to visit local shops in order to understand the company’s execution and positioning.

Today’s guest is Soren Aandahl, founder and chief investment officer at Blue Orca Capital, based in Austin, Texas. Soren is a short activist investor specializing in deep dive due diligence. He’s a recognized star in the short activist universe and was previously named the 2016 Short Activist of the Year by Activist Insight Magazine. We talked about the colorful tale of Quintis, a one-time high-flying Australian company that his research revealed to be largely worthless.

Interviews with leading investors about the process and work behind their investment decisions.