Join us for a deep dive with Jason Hirschman, founder of Hudson 215 Capital, who shares how he built a $100,000,000 portfolio by focusing on microcaps, operational nuance, and non-obvious opportunities. From childhood lessons shaped by his family's struggling factory to high-conviction investments like Theon and Nordrest, Jason walks us through his investing philosophy, case studies, and what truly matters when speaking with management. A thoughtful, detail-rich conversation for serious long-term investors.
Connect with Jason:
X - https://x.com/EightTrack180
LinkedIn - https://www.linkedin.com/in/jason-hirschman-b184a933/
Connect with me :)
LinkedIn - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Legal Disclaimer: Not Financial Advice
The information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.
Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.
Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.
Time Stamps:
00:00:00 Intro
00:08:30 Theon International $THEON.AS
00:17:40 Asking Relevant Questions
00:25:20 Nordrest AB $NREST.ST
00:37:00 How to scuttlebutt as a small investor
00:42:00 Selling Early vs Selling Late
00:51:15 Learning from Crashes
01:00:00 What would you do if you had to start from scratch
01:05:00 Shareholder Communication
01:19:30 Managing the Ego
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