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How to Profit from the Bull Market with Peterson Capital Management, LLC. | Value Investor Chatter | #132

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Manage episode 285676035 series 2430352
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Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.
Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.
In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.
Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.

Episode Outline
(0:00) Intro
(1:45) Bull Market Is Just Beginning
(11:20) Recap of Matt's Investment Strategy
(14:50) Daily Journal Investment Thesis
(31:40) Why Has It Not Been Discovered? Risks in Daily Journal
(36:57) Barrier to Entry, Similarities to Healthcare Tech Business
(40:41) Get in Touch with Matthew
Peterson Capital Management: https://www.petersonfunds.com/about-us/
Twitter: https://twitter.com/MattPetersonCFA

Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episodes

Artwork
iconShare
 
Manage episode 285676035 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org 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.

Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.
Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.
In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.
Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.

Episode Outline
(0:00) Intro
(1:45) Bull Market Is Just Beginning
(11:20) Recap of Matt's Investment Strategy
(14:50) Daily Journal Investment Thesis
(31:40) Why Has It Not Been Discovered? Risks in Daily Journal
(36:57) Barrier to Entry, Similarities to Healthcare Tech Business
(40:41) Get in Touch with Matthew
Peterson Capital Management: https://www.petersonfunds.com/about-us/
Twitter: https://twitter.com/MattPetersonCFA

Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support
  continue reading

181 episodes

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