Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Mid-Caps & More with George Livadas, Upslope Capital (Episode 22)
1 hour 9 minutes Posted Apr 24, 2020 at 12:27 pm.
5:00] Who is George Livadas
11:00] What Works For George in Investing
17:00] Why Mid-Caps & The Power of Simplicity 
22:00] What Makes A Good Investment? 
30:00] From Idea Generation To Investment 
42:00] George's Investment Process 
49:00] George's Thoughts on Shorting
55:00] Corporate Governance & COKE
60:00] Knowing Yourself & Being Wrong
End] Concluding Questions
0:00
1:09:28
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Show notes
Episode 22 is live!
This week we've got George Livadas on the show. George is the founder and portfolio manager of Upslope Capital. George graduated with a Russian degree, but found his way into investment banking at Citigroup. He worked in IB covering the brokerage and can producer industries (to name a couple). 
George loves investing, but he didn't start out like many traditional value investors. He didn't read Buffett's letter, he didn't read Graham's doctrine. He developed a passion for investing by learning about business. 
George founded Upslope Capital to invest his own way -- a differentiated way. George employs a long and short strategy at Upslope. He prefers to hunt in the mid-cap space for ideas, and has a soft-spot for boring, unloved businesses. 
Here's what we cover in the conversation: 
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If you want to learn more about George, check out these links: 
Upslope Capital Website: https://www.upslopecapital.com/
George Livadas Twitter: https://twitter.com/UpslopeCapital
Also, if you're interested in the McKinsey Book on Valuation: https://amzn.to/2VTqHcK