Hey guys! I'm thrilled to have Yaron Naymark of 1 Main Capital back on the podcast. Technically this is his third time. But it's his second one-on-one interview.

In this episode, Yaron reflects on the six years he's spent building 1 Main Capital. We discuss the good, the bad, and the ugly of being an emerging, one-man shop manager.

Yaron also dissects lessons learned from wins and losses, as well as one current idea: Dental Corp (DNTL).

Disclosure: Yaron may own a position in DNTL at the time of this podcast. Nothing is investment advice so please do your own due diligence.

Also, we couldn't do this show without our sponsors!

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!

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Yaron Naymark: Reflecting On Six Years At 1 Main Capital

Value Hive Podcast