Hey Guys! This week we are back for a second round with the anonymous account @agnostoxxx aka The Shrub. 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.

Check out the time stamp below:

[0:00] What has changed the last time we talked?
[5:00] From Inflationary Environment to a Recessionary Environment
[18:00] Idea Generation: Betting on Farfetch
[32:00] Bayer ($BAYN): Bull Thesis
[55:00] Learning about the Energy Industry
[1:07:00] Tik Tok Investing
[1:12:00] More from Shrub Capital and Closing Questions

If you like what you heard, go follow Shrub on Twitter @agnostoxx.

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

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

Value Hive Podcast

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