Value Hive Podcast
Value Hive Podcast
Brandon Beylo
More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital (Episode 24)
1 hour 26 minutes Posted May 8, 2020 at 12:00 pm.
4:00] Kuppy's First Dip in The Stock Market
10:00] Charts and Value Investing
20:00] Downside Protection & Why People Love Cheap
32:00] An Example of Kuppy's Investment Process
39:00] How Kuppy Thinks About Valuation
46:00] Breathe-Right Example
50:00] Cap-Ex Disguises Earnings Power
54:00] Operating Leverage 
58:00] Kuppy's Ideal Investment Situations
65:00] The Importance of Gut Feeling
76:00] Investing in Frontier Markets
end] Kuppy's Travel Adventures
0:00
1:26:45
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Show notes
I'm thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of Praetorian Capital. Kuppy is known for his views on all things tankers and shipping stocks. 
But he's more than that. Way more than that. Our conversation dives deep into Kuppy's overall investment philosophy, how he stumbled upon investing, his love for travel and some crazy adventure stories. 
If you're looking for the latest opinion on tankers, this isn't your podcast. But if you're looking for actionable, timeless investment thought and wisdom, you're in the right place. 
Here's the podcast outline: 
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If you like what we're doing, please leave a rating and review on Apple Podcasts!
Also, if you want to learn more about Kuppy, check him out on Twitter @hkuppy