Value Bridge
Value Bridge
Sebastian Krog: Full-Time Investing, The Lie of Insider Ownership, Turnarounds Turn? | ValueHunt #34
0:00
-58:48

Sebastian Krog: Full-Time Investing, The Lie of Insider Ownership, Turnarounds Turn? | ValueHunt #34

🔹 The Path to Becoming a Private Investor – How Sebastian started & his top advice for aspiring investors.

🔹 Daily Structure & Challenges – A look into the routine of a full-time investor and the downsides of the job.

🔹 Idea Generation Strategies – A deep dive into finding high-potential investments.

🔹 Analyzing Financial Filings – What to look for & how to spot hidden gems.

🔹 Risk vs. Reward in Micro-Caps – Balancing opportunities with long-term growth.

🔹 Position Sizing & Exit Strategies – Knowing when to sell and maximize returns.

🔹 Future Plans & Perspectives – Thoughts on launching a fund & evolving as an investor.

🚀 Whether you're a beginner or a seasoned investor, this interview is packed with valuable insights!

Connect with Seb :)

Substack - https://treasure-hunting.co/

X - https://x.com/SebKrog

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

Time Stamps

00:00 Intro

01:08 Becoming a Full-Time Investor

04:40 Lessons From Founding a Business

08:12 Drawbacks of Being Self-Employed

16:45 Turn Arounds

21:00 Seb's Investment Style

25:00 Idea Generation Process

30:40 Tools for Tracking Ideas

34:30 Balancing Portfolio Turnover and IRR

42:14 Selling

48:45 The Art of Position Sizing

53:00 Future

55:20 Where to Learn

Discussion about this episode

User's avatar