[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

<p>Hey all! I am on vacation with my wife&#39;s family this week and do not have a new episode! Instead, I&#39;m replaying one of my most popular podcasts, &quot;Shrubbery Capital Pt. 2.&quot; </p> <p>The podcast has grown since that original airing and new Value Hive listeners should learn a ton from The Shrub! </p> <p>This episode was all about idea generation, what happens when we go from an Inflationary Environment to Recessionary Environment, why he is bullish on Bayer ($BAYN) and how at the end of the day most analyst in the industry are Tik Tok investors.</p> <p>Check out the time stamp below:</p> <ul> <li>[0:00] What has changed the last time we talked?</li> <li>[5:00] From Inflationary Environment to a Recessionary Environment</li> <li>[18:00] Idea Generation: Betting on Farfetch</li> <li>[32:00] Bayer ($BAYN): Bull Thesis</li> <li>[55:00] Learning about the Energy Industry</li> <li>[1:07:00] Tik Tok Investing</li> <li>[1:12:00] More from Shrub Capital and Closing Questions</li> </ul> <p>If you like what you heard, go follow Shrub on Twitter <a href="https://twitter.com/agnostoxx" target="_blank">@agnostoxx</a>. </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&#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>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&#39;ll find essays and interviews by successful emerging managers, service providers used by MIT&#39;s own managers, essays MI