Afleveringen
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Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15).
Kirk's Margin of Safety Investing
Show Notes:
Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
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2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian? (17:25). Magnificent 7 stocks past and future growth (23:00). (RSP) for 2025 (27:20).
Show Notes:
Top 10 Stocks For 2024
Top 10 Quant Stocks Of 2024: Up Over 120%
AppLovin quant ratings
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Jonathan Faison runs the ROTY Biotech Community. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a recent episode.
Show Notes:
Biotech's Hidden Gems: Smart Strategies For A Challenging Market
SpringWorks Therapeutics Q3 2024 Earnings Call Transcript
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Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation.
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Show Notes:
Cineverse Q3 2024 Earnings Call Transcript
Cineverse Owns 'Terrifier 3' And Few People Have Connected The Dots
Cineverse Virtual Analyst Report
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Dan Malone discusses investing in Ireland, the ETF capital of Europe (1:20). Big belief in passive investing and index funds (4:15). Why asset managers are setting up in Ireland (9:10). Country ETFs and undervalued Irish banks (14:00). Extreme taxation for Irish investors (18:30). Properly preparing for retirement (22:20).
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Show Notes:
Malone Financial
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Dividend investing comes in many forms. Why Dividenology focuses long-term on dividend growth investing (1:00). 5 key metrics, but it really boils down to free cash flow (3:05). Focused on companies drowning in cash like Visa and Meta (5:50). Dispelling myths around sequence risk and tax advantaged accounts (8:15). Contextualizing dividend cuts (11:50).
Show Notes:
Dividend Investing: Let Compounding Do Its Thing
Not All Dividend ETFs Are Created Equal
Dividenology on YouTube
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Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15).
Show Notes:
Trinity Q3 2024 earnings call transcript
Fed sees gradual rate cuts
Trinity Capital announces stock repurchase program
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Jonathan Faison shares his approach to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15).
Show Notes:
ROTY Biotech Community
Sutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable?
Voyager Therapeutics: CNS Player In Early Stages Of A Turnaround
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Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19.
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Show Notes:
Carvana Co.: Playing Devil's Advocate To The Recent Sell Side Note
CuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So Lucrative
Airline Turnarounds: Spirit Airlines Vs. Mesa Air Group
BuzzFeed, Inc.: The Elephant In The Room Can Pirouette
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David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12.
Show Notes:
Market Misbehavior with David Keller
The Mindful Investor w/ David Keller
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
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Dhierin Bechai delves into Spirit Airlines' complicated story (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25).
Show Notes:
Spirit Airlines Flies Closer To Bankruptcy With Prospective Shareholder Wipeout
Boeing: Deliveries Sink, The Turnaround Starts Right Here
Intuitive Machines: Misguided Stock Sell Off, Still A Buy
Rocket Lab: Top Aerospace Stock Up 350%, But Valuation Looks Stretched
Learn more about The Aerospace Forum
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Jake runs a YouTube channel on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25).
Show Notes:
Baby Bonds, Cash Flow, And Portfolio Agnosticism With High Dividend Opportunities
Steven Bavaria Takes Investors Inside The Income Factory
Markets And Dividend Investing Are Evolving - How To Take Advantage
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Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.
Show Notes:
Revisiting Illumina
NWTN Inc.: The Perfect Fundamental Short
CuriosityStream: Too Cheap To Ignore
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Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). Visa a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20).
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Ryne Williams' YouTube channel
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Gary Vaughan from Daily Stock Picks on developing an investing strategy using fundamentals and technical trading (1:00). Tech earnings, why Apple's his largest holding. When valuations don't matter (15:20). Quant rankings, SharkNinja and the most favored metrics (22:50). A few exciting stocks (29:30). Recorded on October 31.
Show Notes:
If You Can Predict Cash Flow You Can Predict Stock Price
Quant Ratings & Factor Grades
Alpha Picks
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Why Brett Ashcroft Green is looking at Japanese stocks and ETFs offering growth and income (1:25). Dividend metrics and investing in 3 major tech stocks (12:50). 3M update - short, long, or hold? (21:00). Avoiding bonds of any type; highlighting waste management stocks (27:00).
Show Notes:
Itochu: Warren Buffett's Top-Performing Japanese Stock With Untapped Value
3M Bull/Bear Thesis With CashFlow Hunter And Brett Ashcroft Green
Google Stock: A Strong Buy For Long-Term Cloud Growth At A Reasonable Price
Don't Be Broke In Your 70s, The Simple Path To Wealth With SCHD
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The macroeconomic roadmap given a Trump or Harris victory, according to Eric Basmajian, Michael Gayed and Chaim Siegel (1:00). Sector opportunities and historical behavior during Democratic and Republican administrations (9:30). How investors should be thinking about geopolitical angles (15:30). Cumulative inflation vs the inflation rate (21:10). If Trump wins and puts in extensive tariffs, which companies could be hurt the most? (25:30) Watch the video here.
Show Notes:
These 3 Indicators Predict Every Recession
FTSL: In Case The Fed Keeps Rates Here
Fed Way Leaning The Wrong Way
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Gold is definitely driven by geopolitics says Florian Grummes, as well as de-dollarization (1:10). Ryan Wilday on Bitcoin's price action (3:25). Silver hasn't shown up to the party (5:45). Why gold bars (11:50)? Ideal ways to get into crypto and precious metals (16:35). Bitcoin ETFs like (BITO) (20:30). Crypto and precious metals - don't overestimate the importance of US elections (24:05). Watch the full interview here.
Show Notes:
Gold: The Rally Is Likely To Continue
Keep Calm And Buy Bitcoin
Ethereum Can't Seem To Catch Bitcoin
Were The Bitcoin Spot ETFs A Big Flop?
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Diving deep into the energy sector with Laura Starks; how the U.S. became a lead energy producer (1:05). Anticipating a Harris or Trump win - what it means for energy (6:15). Will M&A deals continue (11:00)? Nuclear as the future: energy addition, not transition (14:20). Utilities vs independent power producers (22:45). XLE and whether ETFs belong in your energy portfolio (28:40). Watch the video here.
Show Notes:
Coterra Energy's Careful Growth
Why APA Corporation Stock Is A Bargain Now
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What happens when growth numbers for tech names start coming down? (1:50) Tech Cache's Joe Albano and The Financial Prophet, Victor Dergunov, dissect recent news and this week's earnings (6:50). What happens to the tech sector if Trump wins? Harris? (17:50). Top tier tech stocks (21:40). How will the Presidential election affect semiconductors? (28:30). This is from our recent live event.
Show Notes:
AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
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