meta_pixel
Tapesearch Logo
Log in
Stansberry Investor Hour

Finding Big Disruptive Winners in Small Cap Stocks

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4677 Ratings

🗓️ 1 April 2021

⏱️ 72 minutes

🧾️ Download transcript

Summary

A little-known family investment office made big news this week... 

Archegos Capital Management's risky leveraged bets on ViacomCBS Inc. and Discovery Inc. set off a wave of forced liquidations at a number of Wall Street Banks.

Estimates show Bill Hwang, the man behind Archegos, levered his positions as much as 5X and so far has triggered the liquidations of positions approaching $30 billion in value.

Dan takes a deep look at this story of greed and hubris before leaving listeners with one crystal clear takeaway.

Then Dan invites Tucker Walsh onto the show for a conversation about one of the hottest sectors of the market over the past year – small cap growth stocks.

Tucker is head of the Small Company Growth Team and lead Portfolio Manager at Polen Capital's U.S. Small Company Growth strategy. Prior to joining Polen Capital Tucker spent 10 years as CEO at Copper Rock Capital Partners and 9 years as Managing Director and Head of Small Cap Growth Team at State Street Research.

Tucker and his team look to invest in fast-growing, disruptive businesses that use technology to compete in the digital age.

But he stresses that profitability is important, and discipline is critical when you're investing in this space. Thoroughly researching and investigating each company and objectively looking at both best and worst case scenarios without getting attached is key.

During their conversation, Tucker shares the name of a few stocks he thinks could have massive potential in the coming years and are great buys right now.

Then on the mailbag, listener Peter W. writes in explaining why he was not happy with Dan's interview last week... He argues Dan and Per left out some pretty important details during the conversation about regulations.

Dan listens to Peter's side and gives his rebuttal to this question and many more on this week's episode.

Transcript

Click on a timestamp to play from that location

0:00.0

Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour.

0:11.5

Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour.

0:20.0

Sign up for the free show archive at

0:21.9

Investor Hour.com. Here's your host, Dan Ferris. Hello and welcome to the Stansberry Investor

0:28.6

Hour. I'm your host, Dan Ferris. I'm also the editor of Extreme Value published by

0:33.3

Stansberry Research. Today we'll talk with Tucker Walsh. He's a portfolio manager at Poland Capital,

0:40.5

and we'll talk about his specialty, small-cap growth stock, something everybody loves to talk about

0:45.3

lately. This week in the mailbag, listener Peter W. was not happy with our interview last week,

0:52.3

plus questions about gold and drips. In my opening rant,

0:57.1

I'll talk about the same thing many people are talking about this week, the fiasco at

1:02.8

our Chegos Capital Management. That and more right now on the Stansbury Investor Hour.

1:11.6

So here's the story.

1:13.6

This guy, Bill Wong, is a former employee of Julian Robertson, the famous hedge fund guy,

1:20.6

who had a company called Tiger, like Tiger Investment Management, I think it was called.

1:24.6

And he was like one of the famous, you famous, all-time famous hedge fund guys.

1:30.7

And I know at one point, their strategy was like long, the best 200 companies and short

1:36.2

the worst 200.

1:38.3

And Tiger has sent lots of people out into the world.

1:42.7

They're called Tiger.

1:43.5

They call them Tiger Cubs when somebody leaves Tiger and then, you know, goes out into the world. They're called tiger. They call them tiger cubs.

1:44.6

When somebody leaves tiger and then, you know, goes out on their own. And usually

1:48.7

Robertson is behind them and he stakes them with some money. And one of these tiger

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Stansberry Research, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Stansberry Research and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.