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How to find hidden value in an efficient market (Ep. 61)

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Manage episode 234124910 series 2084503
Content provided by Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curzio Research 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.

Finding hidden value in the equity markets isn’t easy. Most sectors are fairly valued... most of the markets are efficient... and most stock prices reflect that.

The keyword here is “most.”

Because if you know what to look for (and where)... you’d be amazed at what you can find. You just need a sound process for evaluating companies and sectors.

My guest on today’s episode is Jason Gould, portfolio manager at Lifetime Wealth Management. Jason loves to scour to market’s underbelly to find asymmetrical risk/reward setups and stupid cheap stocks [9:50].

And today he shows us how he does it.

-----------------------

The Mike Alkin Show is available at:

--iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2

--Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show

--Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/

Twitter: https://twitter.com/footnotesfirst

Facebook: https://www.facebook.com/CurzioResearch/

Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/

Website: https://www.curzioresearch.com

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 234124910 series 2084503
Content provided by Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Curzio Research 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.

Finding hidden value in the equity markets isn’t easy. Most sectors are fairly valued... most of the markets are efficient... and most stock prices reflect that.

The keyword here is “most.”

Because if you know what to look for (and where)... you’d be amazed at what you can find. You just need a sound process for evaluating companies and sectors.

My guest on today’s episode is Jason Gould, portfolio manager at Lifetime Wealth Management. Jason loves to scour to market’s underbelly to find asymmetrical risk/reward setups and stupid cheap stocks [9:50].

And today he shows us how he does it.

-----------------------

The Mike Alkin Show is available at:

--iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2

--Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show

--Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/

Twitter: https://twitter.com/footnotesfirst

Facebook: https://www.facebook.com/CurzioResearch/

Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/

Website: https://www.curzioresearch.com

  continue reading

75 episodes

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