I'm excited to share the replay of my conversation with Nicholas Radice. Nicholas, now gone from Twitter, shares unique insights into his investment process. We dive deep into distressed investing as Nicholas shares his strategy of combining Ian Cumming & Peter Thiel's investment philosophies to create something highly differentiated.

This was my first podcast exploring the corners of distressed investing Twitter, and I know you'll love it.

Hey guys! This week we have Nicholas E. Radice on the podcast. Nicholas is a distressed and real asset investor with a unique approach to markets. Nicholas is from Upstate NY and got his start in distressed investing after growing up in the midst of a manufacturing collapse in his hometown. After graduating from Cornell University, Nicholas worked under famous distressed investor Ian Cumming, before starting his own private investment holding company, backed by Peter Thiel.

This podcast dives into Nicholas's unique investment approach as he combines lessons from Cumming and Thiel into the forgotten corners of the markets like microcaps, dark stocks, and real asset plays.

If you enjoyed this conversation, make sure to follow Nicholas on Twitter @NICKRADICAL4.

Here's a time-stamp of our discussion:

[0:00] Introduction
[6:00] Reducing Complexity
[9:02] Finding What Matters Most
[16:15] Defining Circle of Competence
[28:00] Short Term Skeptic, Long Term Optimist
[35:00] Lessons from Ian Cumming & Peter Thiel
[60:00] Discarding Ideas Quickly
[72:00] Dark Stocks, OTC Stocks, and Microcap Ideas
[74:23] Mistakes of Omission
[80:05] Closing Questions

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

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[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

Value Hive Podcast

[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel