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Secrets to Investing Success in Less Trendy Industries With Misfit Alpha

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Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like 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.

Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enjoy!

00:00 Analyzed 7500 companies, found 675 true alphas

04:58 Real estate as investment, with research appeal.

08:36 Many successful companies with common traits.

10:45 Companies with limited competition can generate wealth.

14:54 Management actions impact company success and returns.

17:19 Companies share wealth with all employees, thriving.

21:18 CEO value, compensation, and management's impact summarized.

25:47 Seek simple, undervalued businesses for better returns.

26:57 Company NBR operates with minimal communication and AI.

32:27 Lived abroad, cautious about tech investments, risks.

33:27 Invest in solid, boring businesses, not trends.

39:14 Limited potential in energy and electricity investments.

40:44 Avoid investing in industries you don't understand.

43:54 Large mergers often lead companies to struggle.

48:50 Mergers and acquisitions may not benefit companies.

50:17 Contract research organizations manage pharmaceutical clinical trials.

53:22 Long-term growth in businesses through reliable distributors.

Learn more about Tyler here:

X: Misfit Alpha

Subtack: Misfitalpha.com

Code mentioned on show: Misfitalpha.com/beginners for 25% a subscription

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

Start learning how to value companies here: DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

473 episodes

Artwork
iconShare
 
Manage episode 430632405 series 3422773
Content provided by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like 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.

Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enjoy!

00:00 Analyzed 7500 companies, found 675 true alphas

04:58 Real estate as investment, with research appeal.

08:36 Many successful companies with common traits.

10:45 Companies with limited competition can generate wealth.

14:54 Management actions impact company success and returns.

17:19 Companies share wealth with all employees, thriving.

21:18 CEO value, compensation, and management's impact summarized.

25:47 Seek simple, undervalued businesses for better returns.

26:57 Company NBR operates with minimal communication and AI.

32:27 Lived abroad, cautious about tech investments, risks.

33:27 Invest in solid, boring businesses, not trends.

39:14 Limited potential in energy and electricity investments.

40:44 Avoid investing in industries you don't understand.

43:54 Large mergers often lead companies to struggle.

48:50 Mergers and acquisitions may not benefit companies.

50:17 Contract research organizations manage pharmaceutical clinical trials.

53:22 Long-term growth in businesses through reliable distributors.

Learn more about Tyler here:

X: Misfit Alpha

Subtack: Misfitalpha.com

Code mentioned on show: Misfitalpha.com/beginners for 25% a subscription

Today's show is sponsored by:

Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

Start learning how to value companies here: DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

473 episodes

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