Henry Rearden: The Man Behind The Carvana (CVNA) Short - a podcast by Brandon Beylo

from 2022-08-19T11:00:58

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Hey guys! This week we've got anonymous Twitter user Henry Rearden (@Integrity4Mkts) on the podcast. Henry is most-known for his viral short thesis on Carvana $CVNA. You can find his latest thoughts here. 


However, this podcast goes beyond Henry's short CVNA thesis. We uncover an intelligent investor from humble beginnings. Someone on the hunt for mispriced securities with limited downside, wherever that takes him. Throughout the podcast we discuss the following topics: 



  • Where to find ideas

  • How to construct an investment thesis

  • The dangers of overconfidence

  • How Henry found the CVNA short thesis

  • The power (and danger) of taking highly concentrated bets

  • Focus on how much you can lose, not how much you can make


And more!


If you want to learn more about Henry, follow him on Twitter. Thanks again to Henry for offering an hour of his time. 


Finally, a big thanks to the following sponsors for making the podcast a reality.


Mitimco


This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.


For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!


Quartr


Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and conduct research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se


If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.


Tegus


Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.


I spend nearly all my time reading Tegus calls. And I know you will too. If you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.


TIKR


TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.



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