Dave Waters: I Avoid Markets That Are Thoroughly Picked Over
The Special Situation Cast - A podcast by Bram de Haas
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Talking to Dave Waters of Alluvial Capital and OTC Adventures. Dave is a true micro-cap specialist. He talks about his process and how he likes to find ideas. We talk about several specific ideas like underappreciated REITS, an asset play with unique trophy assets, and rural telcos, among other things. $LICT $NEN $NUVR $WHLR
