Christian Ryther: Water The Flowers & Cut The Weeds

<p>Hey guys! This week we have value investor Christian Ryther from Curreen Capital. This is a gardening heavy episode. We focused on one of the most iconic Peter Lynch’s quotes: Watering the flowers, cutting the weeds. We discussed when to cut the weeds, what to do if a flower turns into a weed, accidentally cutting a flower, finding a better flower, the bullish thesis for Getbusy ($GETB), Christian’s Ideal Investments and how Christian finds ideas. Enjoy!</p> <ul> <li>[0:00] Watering the flowers, cutting the weeds.</li> <li>[10:00] When flowers turn to Weeds? American Outdoor ($AOUT)</li> <li>[15:00] When to cut the Weeds?</li> <li>[19:00] Accidentally cutting a Flower?</li> <li>[23:00] Possible Problems by Watering the Flowers.</li> <li>[27:00] Upside Downside: Small Asymmetry vs Big Asymmetry</li> <li>[36:20] Ryther’s Best Decisions</li> <li>[39:50] Getbusy ($GETB): Cash Cow, Grower and Moonshot</li> <li>[43:50] When liquidity becomes an issue?</li> <li>[51:50] What to do when you found a better flower?</li> <li>[56:50] Christian's Hunting Ground</li> <li>[58:50] The Ideal Investment</li> <li>[1:04:00] More from Ryther and Closing Questions</li> </ul> <p>If you like what you heard, follow Christian on Twitter (<a href="https://twitter.com/CurreenCR" target="_blank">here</a>) and check out his website (<a href="https://www.curreencapital.com/" target="_blank">here</a>).&nbsp;</p> <p>Finally, a big 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 in support of MIT's mission. To help the emerging manager community more broadly, they created&nbsp;<a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpick