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A Podcast for Investors from Richard Sosa. This show covers investment opportunities in markets that are relatively unknown to the average investor. Through in-depth conversations, we learn how money managers, company executives and other leaders build an edge one niche at a time.
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Hosts Richard Mullen and Luis Sosa discuss measures electricity users can take to make the transition from fossil fuels to renewable energy sources. The Go Green Consortium is a grassroots organization dedicated to promoting the use of green energy through information and education.
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show series
 
Ben Claremon is a Principal and Portfolio Manager at Cove Street Capital, a value-oriented investment advisor based in Los Angeles. In this episode, we learn Ben’s background from growing up in real estate to catching the Value Bug. We also talk about his in-depth research process that focuses on business, fundamentals and people. In addition, we d…
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Collin McLelland is the Co-Founder and CEO of Digital Wildcatters, which is a content platform transforming the Oil and Gas Industry. In this episode, Richard talks to Collin about his journey starting off as a roughneck in the West Texas oil patch to becoming FracSlap, King of Energy Content. Collin also discusses some of the changes occurring in …
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Maj Soueidan is the Co-Founder of GeoInvesting, a leader in microcap stock research. GeoInvesting’s bullish focus centers around three major themes. Growth + Value; Information Arbitrage and inflection point investing. On this episode, we will learn Maj’s backstory, how GeoInvesting adds value to clients, the power of Research Collaboration, some s…
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We are happy to welcome back Michael Lee, Jr. In this episode, we talk to Michael and Call Participants about NFTs. As an alumnus of the Riches in the Niches Investor Podcast, Michael was the perfect guest to walk us through NFTs and the Metaverse. Michael is the Founder and CEO of Gondola Capital a firm focused on the Alternative Asset Space. *Thi…
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On April 26th, 2017 Robert Alpert and Clark Webb invested a combined $4.654mm of cash in exchange for a 48% interest in a prepackaged reorganization of Active Power, Inc. As of October 22, 2021, that stake is worth much more. In today’s episode, we speak with David Waters of Alluvial Capital and open it up to podcast listeners to go over this incre…
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Srivatsan (Sri) Prakash is the host of the popular podcast ‘Market Champions’, which is a show dedicated to interviewing some of the biggest names in Finance and Economics. On this episode, Sri talks to us about his journey from India to Singapore to Toronto; his love of the markets; thoughts on cryptocurrency as well as some of the biggest things …
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Jeff Gramm is the Founder and Portfolio Manager at Bandera Partners, an investment firm focused on special situation and activist investing. Jeff is also the author of Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism. This episode includes a deep dive into capital allocation, shareholder governance and activist investing. It al…
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Yaron Naymark is the Founder and Portfolio Manager at 1 Main Capital, a boutique investment firm that makes concentrated investments in high-quality, reasonably-valued businesses with long reinvestment runways. The firm also invests in special situations with asymmetric risk return profiles. Richard talks to Yaron about how he entered the investmen…
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Bonus Podcast Recap for Episode 28: Principles of Restaurant Franchising with Cheryl Bachelder. Cheryl's Book - Check it Out https://amzn.to/3zQgUpR Click Here for YouTube Video Link. Cheryl Bachelder is a legend in the Restaurant Franchising Space. She is currently on the Board of Chick-fil-a and US Foods. She has held senior positions at Domino’s…
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Keith Smith is the Founder and Portfolio Manager at Bonhoeffer Capital Management. Bonhoeffer is a value-oriented investment partnership that seeks to grow capital at a faster rate than market indices over full market cycles and provide minimal exposure to permanent loss. Richard talks to Keith about his electrical engineering background and his tr…
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Cheryl Bachelder is a legend in the Restaurant Franchising Space. She is currently on the Board of Chick-fil-a and US Foods. She has held senior positions at Domino’s Pizza and KFC. Most notably, Cheryl was the CEO of Popeyes Louisiana Kitchen where she launched a franchise driven turnaround that drove the stock from $11 to its ultimate sale of $79…
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Jamie Vrijhof-Droese is a Managing Partner at WHVP LTd. Based in Zurich, Switzerland, WHVP is a full-service Financial Advisor that specializes in helping US clients internationally diversify their money and add a layer of asset protection to their wealth. Jamie and Richard talk about Currency Alternatives to the US dollar, busting myths around Off…
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Denise Shull is a World-Renowned Performance Coach at The ReThink Group, a consulting firm that revitalizes professional investors, invigorates professional athletes and inspires CEOs. Through her signature framework The Shull Method™, Denise leverages the latest brain research on how humans perceive constantly, but subconsciously, predicting futur…
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For this milestone 25th podcast episode, The Frugal Banker is the ideal guest. Listen in as he talks to Richard about growing up in the South, a promising Radio Talk Show Career as well as an innovative "bucket" framework for philanthropy. He also talks to Richard about Atlanta FinTwit, his love of Breakfast Cereal and his $1,000 Donation Hurdle. T…
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Saira Rahman is the VP of Finance at HMBradley, a Fintech Company looking to shakeup the Financial Services industry by helping customers turn into better savers through powerful tools and incentives that encourage them to save more of what they earn. Saira also hosts the popular Podcast: Girls Just Wanna Have Funds, a show about Financial Literacy…
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Jason Greenwald is a real estate investor focused on Maryland Housing Foreclosures. A lifelong Washington DC Sports Fan, Jason finished college right as the 2008 housing collapse dominated headlines. With perseverance, some bar mitzvah money and a basic understanding of real estate, Jason was able to take advantage of the bargain basement home pric…
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Mike Cagney is the CEO of Figure Technologies, a powerhouse FinTech company looking to transform the Payments, Stock Exchange and Lending Industries. Through its Provenance Blockchain, Figure is able to build products that offer unprecedented speed and ease to its customers. Listen in as Mike talks to Richard about the Genesis of Figure, the format…
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Benn Eifert is the managing member and CIO of QVR Advisors, a quantitatively-driven, options-and volatility-focused investment manager. QVR helps institutional investors navigate the highly complex derivatives market. Listen in as Benn talks to Richard about the Genesis of QVR, the evolution of the Derivatives Markets as well as how his firm adds v…
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Rudi van Niekerk is the Founder and CIO of Desert Lion Capital, a specialist stock fund investing in the unfrequented market of South Africa. Rudi is a fundamental, value-oriented investor that has been able to generate stellar returns with a contrarian, opportunistic and concentrated approach. The frontier of the South African equity market is sti…
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Peter Hans is the Head of Business Development at Arca Funds, a full-service investment management firm focused on Digital Assets. Peter is also the Host of Between2Chains, a podcast formed in partnership with Real Vision. Richard and Peter discuss the future of Digital Assets, Bitcoin, Ethereum and more. They also delve into Prominent Blockchain A…
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Michael Lee, Jr. is the Founder and CEO of Gondola Capital, a firm that focuses on the Alternatives Investing Space. Michael is passionate about Bitcoin and talks to Richard about why he thinks it is the most disruptive Technology of our lifetime. Michael also delves into how he got his first job out of college, a story that cannot be missed. This …
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Jeff Moore is a distressed real estate investor that buys properties in Opportunity Zones. He is also an avid reader of Annual Reports and a stock investor. Richard started talking to Jeff in April of 2020 as the stock market crashed during the Covid-19 crisis. Over the next few months, Richard and Jeff shared stock ideas and learned from one anoth…
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Haydar Acun is the Founder and CIO of Marmara Capital, an Istanbul-based asset management firm. Marmara is a value-oriented fund focused entirely on Turkish Equities. As a long-only stock picker, Haydar has been able to generate remarkable returns despite the unprecedented volatility in the Turkish Lira. In this episode, Haydar talks about his deep…
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Dominique Mielle spent twenty years as a partner and senior portfolio manager at Canyon Capital, a $25 billion hedge fund at the time of her retirement. Led by former Michael Milken disciples, Canyon established itself as a leader in distressed debt investing. As one of the firms' early employees, Dominique was at the epicenter of the Golden Age of…
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Stacy Havener is the Founder and CEO of Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow investment funds. Today, Stacy and I dive into her remarkable backstory as well as her quest to raise $100B for emerging and boutique investment managers over the next decade. If you are boutique m…
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Liz Simmie is the Co-Founder and CIO of Honeytree Investment Management, a Toronto-based asset management firm focused on responsible growth investing. The firm takes a unique approach to ESG investing by focusing on stakeholder governed; purpose driven companies. Today, we will dive into Honeytree’s differentiated perspective on ESG, its portfolio…
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Savneet Singh is the CEO of PAR Technology. PAR enables restaurants to improve operational efficiency by combining its cloud-based POS software with the world’s leading restaurant technology platform. The restaurant industry experiences little inflation mostly due to companies like PAR and other Food Tech Innovations. Today, we learn the wonderful …
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Penny Phillips, Founder of Thrivos Consulting and President of Journey Strategic Wealth joins us to discuss how you can improve your brand by changing behavior and marketing yourself to the next generation. I’ve followed Penny since April of 2020, when at the peak of the Covid-19 pandemic, she took the financial world by storm through her inspiring…
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Shannon Saccocia, CIO at Boston Private, joins us to talk all things asset allocation and manager selection. With $16 billion of AUM at her firm, Shannon has been at the forefront of big changes in the RIA industry, which have helped Boston Private become one of the premier wealth management firms in the country. Today, we learn her story, talk val…
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Richard sits down with Julia Carreon. Julia has been a major advocate for innovation and technology in the financial services industry. Today, Julia provides us with a detailed roadmap for Banks or other companies looking to stay relevant via technology investment. We will also learn Julia’s story, hear about how haptics influence our decision maki…
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Quality Businesses. Exceptional Management. Capital Constrained Markets. In this episode, Richard sits down with Evan Vanderveer of Vanshap Capital to talk stock investing in Emerging and International Markets. Topics discussed include a partnership with Markel Corporation, uncovering Great Capital Allocators, a rigorous Due Diligence Process and s…
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Follow Richard on a 30-year voyage and hear the evolution of the hedge fund world. From how to market a new hedge fund to crisis management all the way to industry regulation. In this episode, we sit down with Mitch Ackles, President of the Hedge Fund Association and master of the Hedge Fund PR Niche. Social Media, Capitol Hill, Big-time Industry C…
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Due to popular demand, Richard sits down with Michael Mitchell to discuss his thoughts on overlooked, unloved and orphan stocks. A self-proclaimed shitco investor, Michael will share his expertise on what differentiates the winners from the losers. Michael will also discuss well known Capital Allocators, SPACs, Management Incentives and so much mor…
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Follow Richard on the wonderful story of FirstTime Design, a niche e-commerce retailer of home furnishings. In this episode, we sit down with Andrew Bass of FirstTime and learn about the company’s transformation from a niche clock retailer into a leader in the Wayfair and Amazon Marketplace. To learn more about the Amazon Marketplace please listen …
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Ever wonder how things get sold on Amazon? Are the reviews you read even real? How does one brand figure out the Amazon Marketplace where so many others fail? In this episode, we sit down with Ethan McAfee, the founder, and CEO of Amify. Our listeners will hear exactly how Amify grew from a niche PickleBall paddle reseller, what it means to build a…
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We explore the wonderful world of Over-the-Counter (OTC) Pink Sheet Stocks with David Waters of Alluvial Capital. In this episode, David talks about his love of obscure and unloved OTC Stocks, which is one of the last truly “niche” investment segments. We also discuss well known capital allocators Mario Gabelli, Peter Kamin and Robert Alpert as wel…
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Today's master class is with James Dinsmore, portfolio manager at GAMCO Asset Management. James is focused on convertible securities. For those of you that don’t know, GAMCO is a large money management firm run by legendary investor, Mario Gabelli. On this episode, James will go over his thoughts on convertibles as well as how GAMCO adds value to c…
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What do Endowment Investing, Real Estate, Hedge Funds, Alternatives, Over-the-Counter (OTC) Stock Investing, Stock Newsletters, Peter Kamin, SunLink Health, Libsyn and Shareholder Board Meetings all have in common you may ask? In this episode of Riches in the Niches, our guest is Marcus Frampton, CIO of Alaska Permanent Fund Corporation, who manage…
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