Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Equity Investing Through a Creditor's Lens w/ Jeremy Raper, Raper Capital (Episode 27)
2 hour 2 minutes Posted May 29, 2020 at 12:00 pm.
] Lessons From Playing Tennis
] How Jeremy Got Started In Markets
] Lessons From The Buy & Sell Side
] Jeremy's First Taste in Credit Instruments
] Jeremy's Four Pillars of Investing
] Portfolio Construction and Allocation
] How To Extract Value From Net Nets
] The Pendulum of Shareholder vs. Customer Focus
] Returns ON Capital vs. Return OF Capital 
] How To Avoid Value Traps
] Sustainable Free Cash Flow Definitions
] Jeremy's Three Buckets of Idea 
] How To Prioritize New Investment Ideas
] Kill Your Ideas Quickly
] If The Price Is Right, Look Deeper (CLMT)
] Real-Time Example of Credit Analysis (361 Degrees)
] Finding The Main Drivers of an Investment
] Raper Capital Premium -What To Expect 
] Closing Questions
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This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive
Today's guest is Jeremy Raper. Jeremy runs RaperCapital.com and recently launched a premium investment research service. 
Jeremy looks at public markets through the eyes of a credit analyst. This gives him a unique perception on markets, companies and capital structure situations. He's not afraid to invest all along the capital structure, and often writes about unique long/short bond opportunities. 
Before launching his premium research service, Jeremy worked over a decade on both the buy and sell side research departments. He even spent time in Japan doing equity/credit analysis. 
During our chat we talk about Jeremy's investment process, the edges gained while living/working in Japan, how he finds ideas and how he thinks about valuation/risk. 
Here's the podcast outline: 
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If you want to learn more about Jeremy's research, head over to his site RaperCapital.com. Also make sure to follow him on Twitter @puppyeh1