Freakonomics co-author Stephen J. Dubner uncovers the hidden side of everything. Why is it safer to fly in an airplane than drive a car? How do we decide whom to marry? Why is the media so full of bad news? Also: things you never knew you wanted to know about wolves, bananas, pollution, search engines, and the quirks of human behavior. Join the Freakonomics Radio Plus membership program for weekly member-only episodes of Freakonomics Radio. You’ll also get every show in our network without a ...
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Secrets of Small Cap Value Investing | Kyle Mowery
Manage episode 401797357 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
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Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
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Timestamps:
(00:00) Introduction
(00:57) The Small Cap Value Universe
(06:58) Why Did The Value Factor Used To Work, And Why Isn't It Working Now?
(11:27) How To Find Great Small Cap Value Stocks
(14:45) Finding Asymmetric Opportunities
(16:18) VanEck Ad
(17:51) Ferroglobe PLC
(20:50) ACV Auctions
(24:52) I Despise Price / Sales Ratio
(27:38) What Makes Some Investments Work, And Others Not Work?
(31:17) Look At Managements' Incentives
(40:54) Banking Stocks
(43:06) Last Time Small Cap Value Stocks Were "All The Rage": Early 2000s
(45:17) Has The Rise Of Passive Flows Distorted The Small Cap World?
(51:13) Markets Are "Broadly Efficient": Some Value Stocks Are Cheap For A Reason
(53:06) How to Avoid "Value Traps"
(58:42) How To Generate Short Ideas
(01:07:00) The Role of Macro
(01:08:37) U.S. Economy Is "Pretty Strong," European Economy Is "In Shambles"
(01:10:51) Calumet Specialty Products
(01:13:33) Inflation Reduction Act (IRA)
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
381 episodes
Share
Manage episode 401797357 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
__
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
__
Timestamps:
(00:00) Introduction
(00:57) The Small Cap Value Universe
(06:58) Why Did The Value Factor Used To Work, And Why Isn't It Working Now?
(11:27) How To Find Great Small Cap Value Stocks
(14:45) Finding Asymmetric Opportunities
(16:18) VanEck Ad
(17:51) Ferroglobe PLC
(20:50) ACV Auctions
(24:52) I Despise Price / Sales Ratio
(27:38) What Makes Some Investments Work, And Others Not Work?
(31:17) Look At Managements' Incentives
(40:54) Banking Stocks
(43:06) Last Time Small Cap Value Stocks Were "All The Rage": Early 2000s
(45:17) Has The Rise Of Passive Flows Distorted The Small Cap World?
(51:13) Markets Are "Broadly Efficient": Some Value Stocks Are Cheap For A Reason
(53:06) How to Avoid "Value Traps"
(58:42) How To Generate Short Ideas
(01:07:00) The Role of Macro
(01:08:37) U.S. Economy Is "Pretty Strong," European Economy Is "In Shambles"
(01:10:51) Calumet Specialty Products
(01:13:33) Inflation Reduction Act (IRA)
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
381 episodes
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Similar to Forward Guidance
Freakonomics co-author Stephen J. Dubner uncovers the hidden side of everything. Why is it safer to fly in an airplane than drive a car? How do we decide whom to marry? Why is the media so full of bad news? Also: things you never knew you wanted to know about wolves, bananas, pollution, search engines, and the quirks of human behavior. Join the Freakonomics Radio Plus membership program for weekly member-only episodes of Freakonomics Radio. You’ll also get every show in our network without a ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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…
continue reading
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…
continue reading
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continue reading
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…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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continue reading
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