This week we chat with David Polanksy, co-founder and managing partner at Immersion Investments.

David is a terrific investor, independent thinker, and an all-around great guy. He's also CRIMINALLY under-followed on Twitter with less than 500 followers.

Let's change that, folks.

David and I spend two hours discussing myriad topics, including:

David's Investing Guiding Principles
The Five Types of Investments David Makes
eDreams Odigeo (EDR)
BasicFit (BFIT)

I thoroughly enjoyed this conversation and I know you will too. David drops plenty of knowledge bombs during the podcast and I know you'll be smarter for it.

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR

This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve 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.

Finally, we're proud to announce our newest sponsor, 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.

Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

David Polansky: Babushkas & The Quest For 20% IRRs

Value Hive Podcast