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My guest on this episode is Dave Waters. Dave is the founder and CEO of Alluvial Capital, a value based hedge fund focused on the smallest public companies with market caps of $5-100 million, located in Pittsburgh, Pennsylvania. Dave is fascinating to me because he has dedicated his career to investing in similar sized companies as other podcast guests of this show, but through the public markets. I wanted to learn how he views these companies through a public lens, his investment process, and his thoughts for private company owners thinking of investing in comparably sized public companies.\xa0\n\xa0\nWe also talk about how his business-owner LPs view their investment in his firm, the most unique companies he\u2019s come across, and how he evaluates managers of these small public companies. This was a super interesting discussion that I\u2019m positive you\u2019ll enjoy.\n\xa0\nFor the full episode transcript and more, visit alexbridgeman.com/podcast.\nI\u2019m also the founder of The Operator\u2019s Handbook, a print publication where small company operators share their insights and ideas for building more effective and profitable companies. Articles focus on process improvement, sales, hiring and training, managing culture, and all responsibilities within operating a small company. If you run a small business and are looking for new ways to grow and improve, subscribe today and join your peers in the endless pursuit of better at theoperatorshandbook.com.