Calvin Froedge: An Unconventional Path To Common Sense Investing

<p>I&#39;m stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I&#39;ve encountered in four years of the podcast. He didn&#39;t graduate high school. Instead, he spent his late teen years working for his dad&#39;s machinery business. He explored other business ventures in his early twenties before moving to Panama. </p> <p>Today, Calvin spends his time researching new investments and running his Shipping Data company, Marhelm. </p> <p>I thoroughly enjoyed this conversation. Calvin is a breath of fresh air. He brings a common sense approach to real asset investing. There&#39;s no fancy math or excel work. Calvin can explain all his investments on the back of a napkin. You will enjoy his insights. </p> <p>We spend the hour discussing Petrobras $PBR, Ecopetrol $EC, and other ideas on Calvin&#39;s radar. </p> <p>If you enjoyed this podcast, check out Calvin on Twitter <a href="https://twitter.com/calvinfroedge" target="_blank" rel="noopener noreferer">@CalvinFroedge</a>. </p> <p>Also, Value Hive listeners get 20% off Calvin&#39;s Shipping Data service <a href="https://marhelm.com/" target="_blank" rel="noopener noreferer">Marhelm</a>. Just enter the code &quot;Value&quot; at checkout. </p> <p>Finally, thanks to the following sponsors for making the podcast a reality!</p> <p><strong>Mitimco</strong></p> <p>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 to support MIT&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/" target="_blank" rel="ugc noopener noreferrer">emergingmanagers.org</a>, a website for emerging manager stockpickers.</p> <p>I highly recommend the site for those looking to start a stock-picking fund or learn how others have done it. You&#39;ll find essays and interviews by successful emer