Thomas Bachrach's guest appearances

Thomas Bachrach

Planet MicroCap Podcast | MicroCap Investing Strategies

Value Hive Podcast

Moses Kagan

Andrew Walker

Keith Smith

Lawrence Hamtil

Howard Marks

David Kaye

Michael Batnick

Brent Beshore

Tobias Carlisle

Chris Mayer

Matteo Franceschetti

Kirk Du Plessis

Callum Laing

Brett Winton

Maj Soueidan

OwlTail

I hope you guys enjoy this podcast with Thomas Bachrach, Principal at PFH Capital.   This is Thomas's third time on the show and I always learn something when we chat.   This week, Thomas pitches NRP, discusses how value investors can underwrite mining/commodity stocks, and other interesting ideas in Latin America that have his attention.   If you enjoyed this episode, please follow Thomas on Twitter @PFHCapital and check out his website pfhcapital.com  Finally, a big thanks to the following sponsors for making the podcast a reality. 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!  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. 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.  TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.  ---   Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

I hope you guys enjoy this podcast with Thomas Bachrach, Principal at PFH Capital. This is Thomas's third time on the show and I always learn something when we chat. This week, Thomas pitches NRP, discusses how value investors can underwrite mining/commodity stocks, and other interesting ideas in Latin America that have his attention. If you enjoyed this episode, please follow Thomas on Twitter <a href="https://twitter.com/PFHCapital" rel="noopener noreferer nofollow" target="_blank">@PFHCapital</a> and check out his website<a href="https://www.pfhcapital.com" rel="noopener noreferer nofollow" target="_blank"> pfhcapital.com</a> Finally, a big thanks to the following sponsors for making the podcast a reality. 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 <a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer nofollow" target="_blank">emergingmanagers.org</a>, 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! 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. 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 <a href="https://tegus.co/valuehive" rel="ugc noopener noreferrer nofollow" target="_blank">tegus.co/valuehive</a> for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">TIKR.com/hive</a>. --- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas

This week we have another returning guest, Thomas Bachrach! Thomas Bachrach is PFH Capital’s Principal and an OG Value Hive guest! He focuses on esoteric, off-the-beaten-path micro-cap companies, and on this episode, he shares two of his latest investments: Kaspi ($KSPI), a Kazakhstan fin-tech business, and Allegiance Coal ($AHQ.ASX), an Australian Coal Company. He also shares how he finds, researches, and manages companies located in different countries, and the investment mistakes he made in 2020, and what he learned from those mistakes.  [0:00] Who is Thomas Bachrach? [4:00] What is PFH Capital’s Strategy? [5:30] 2020 Mistakes [13:00] Managing Investments in Different Countries During Covid.  [17:00] Why not invest in China? [23:00] How to Find Companies in Different Countries? [26:00] Investments in Malaysia: $MYEG [32:00] Investment Thesis: Kaspien ($KSPI) [43:00] Kazakhstan: The Asian Geneva  [50:00] Why Kaspien is so cheap? [1:01:00] Investment Thesis: Allegiance Coal ($AHQ) [1:23:00] Closing Questions  If you want to learn more about Thomas or his strategy at PFH Capital, check out these links:   Thomas Bachrach Twitter PFH Capital Website--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

This week we have another returning guest, Thomas Bachrach! Thomas Bachrach is PFH Capital’s Principal and an OG Value Hive guest! He focuses on esoteric, off-the-beaten-path micro-cap companies, and on this episode, he shares two of his latest investments: Kaspi ($KSPI), a Kazakhstan fin-tech business, and Allegiance Coal ($AHQ.ASX), an Australian Coal Company. He also shares how he finds, researches, and manages companies located in different countries, and the investment mistakes he made in 2020, and what he learned from those mistakes. <ul> <li>[0:00] Who is Thomas Bachrach?</li> <li>[4:00] What is PFH Capital’s Strategy?</li> <li>[5:30] 2020 Mistakes</li> <li>[13:00] Managing Investments in Different Countries During Covid. </li> <li>[17:00] Why not invest in China?</li> <li>[23:00] How to Find Companies in Different Countries?</li> <li>[26:00] Investments in Malaysia: $MYEG</li> <li>[32:00] Investment Thesis: Kaspien ($KSPI)</li> <li>[43:00] Kazakhstan: The Asian Geneva </li> <li>[50:00] Why Kaspien is so cheap?</li> <li>[1:01:00] Investment Thesis: Allegiance Coal ($AHQ)</li> <li>[1:23:00] Closing Questions</li> </ul> If you want to learn more about Thomas or his strategy at PFH Capital, check out these links:  <ul> <li><a href="https://twitter.com/PFHCapital" rel="nofollow" target="_blank">Thomas Bachrach Twitter</a></li> <li><a href="https://www.pfhcap.com/" rel="nofollow" target="_blank">PFH Capital Website</a></li></ul>--- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

Thomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic Ideas

Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities. In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories from investments gone bad. Finally, we touch on specific markets that are ripe for investment (hint: it's Poland). You can find Thomas on Twitter @pfhcapital and his website, pfhcapital.com   ---   Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities. In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories from investments gone bad. Finally, we touch on specific markets that are ripe for investment (hint: it's Poland). You can find Thomas on Twitter <a href="https://twitter.com/pfhcapital" rel="nofollow" target="_blank">@pfhcapital</a> and his website, <a href="pfhcapital.com" rel="nofollow" target="_blank">pfhcapital.com</a> --- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>