The Two Theories of Value

$META, a case study

Since November 2022, $META has increased 3.5x. What were the signs this was coming? We're taking a break from our normal scheduled programming and engaging in a 25 minute deep dive into $META, it's challenges, and the investing thought process. As always, we love feedback. A podcast by Hatchet Capital. Our goal is to tell stories, share insights, and have a little fun. Expect randomness!

The Two Theories of Value

A discussion about the two dominant theories of value. If investing is about laying out money today with the expectation of receiving more in the future, how do you determine how much you should lay out? How do you know if you're buying something of value? Any investing philosophy is built on one of two theories. We believe one theory is superior and in this podcast, make our case. Please let us know if you disagree! A podcast by Hatchet Capital. Our goal is to tell stories, share insights, and have a little fun. Expect randomness!

Are You Allowed to Stand Out?

A story about a Nobel Prize winning musician and an exploration into an under explored question: how do you set up the proper conditions to enable long-term outperformance for your clients, and yourself. This is a longer one! We like to keep these at around the 10 minute mark, but this topic deserved more airtime. A podcast by Hatchet Capital. Our goal is to tell stories, share insights, and have a little fun. Expect randomness!

Lucky Salad

A story about luck. We analyze Buffett's famous American Express investment through a *different* lens.

Crazy Is A Blessing

A story about Mark Twain and investing. It's really a story about new perspectives -- if you're confident, you should not only be unconcerned with the crowd, you should be *thankful* for the crowd. A podcast by Hatchet Capital. Our goal is to tell stories, share insights, and have a little fun. Expect randomness!