https://www.youtube.com/watch?v=Ry_HO9V4xHI?start=328 During his recent interview with Tobias. Joseph Calandro Jnr discusses how investors can find value in companies with hidden assets. He illustrates the point with the case study of Disney’s purchase of Marvel for $4 Billion. Here’s an excerpt from the interview: Tobias Carlisle: You describe in your paper … Read More
(Ep.8) The Acquirer’s Podcast: Joseph Calandro Jr – Hidden Assets, M&A Dealmaking: Disney And Marvel’s Movies
Summary In this episode of The Acquirer’s Podcast Tobias chats with Joseph Calandro, Jr. During the interview Joseph, who is the author of Applied Value Investing and 50 research publications, provides some great insights into: – Investors Can Find Value In Companies With ‘Hidden Assets’ – Case Study Disney Buys … Read More
Why ‘Covered Calls’ Are A Great Strategy For Enhancing Yield
https://www.youtube.com/watch?v=g45heRGKrpE?start=1492 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses why ‘covered calls’ are a great strategy for enhancing yield, saying: Tim Travis: Sure. So, covered calls we use less frequently, but it’s a great strategy to enhance the yield. So, if you have a dividend … Read More
How ‘Cash Secured Puts’ Can Provide Investors With Downside Price Protection
https://www.youtube.com/watch?v=g45heRGKrpE?start=1294 During his recent interview with Tobias. Tim Travis of T&T Capital Management discusses how ‘cash secured puts’ provide investors with downside price protection, saying: Tim Travis: Yeah. So, a cash secured put just means you’re not necessarily exploiting the margin factor. So, if we’re selling just a stock, let’s … Read More
(Ep.7) The Acquirer’s Podcast: Tim Travis – True Value, Value In Options And Insurance
Summary In this episode of The Acquirer’s Podcast Tobias chats with Tim Travis of T&T Capital Management. During the interview Tim, who is one of the top ranked investors in the TipRanks, provides some great insights into: – His Investments In Assured Guaranty Ltd, Puerto Rico, and Ireland – Managing … Read More
Investors Need A Set Of Written Rules To Follow – Dumb Rules Are Better Than No Rules
https://www.youtube.com/watch?v=zL0oaAO9DD0?start=935 During his recent interview with Tobias, Michael Batnick of Ritholz Weath Management discusses the importance of having written rules to follow in order to be successful in investing, saying: I’m also a big believer in having written rules, and I had no such rules when I was doing it, … Read More
In Investing You Don’t Need To Be Perfect, You Just Need To Be Good Enough
https://www.youtube.com/watch?v=zL0oaAO9DD0?start=2040 During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses just how difficult it is to be an investor. Michael says that the name of the game is not to be perfect, because you’re not going to be. For the average person, it’s pretty easy to … Read More
In Investing Knowing What Not To Do And Not Doing It Are Two Separate Things
https://www.youtube.com/watch?v=zL0oaAO9DD0?start=1324 During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses some of the big mistakes that have been made by successful investors. Michael makes the point that while these investors knew what not to do, knowing what not to do and not doing it are two … Read More
(Ep.6) The Acquirers Podcast: Michael Batnick of Ritholz Wealth Management – Big Mistakes, The Best Investors And Their Worst Trades
Summary In Episode 6 of The Acquirer’s Podcast, Tobias interviews Michael Batnick, the Director of Research at Ritholz Wealth Management and author of Big Mistakes: The Best Investors and Their Worst Investments. During the interview Michael discusses: How He First Met Josh Brown (Author of The Reformed Broker Blog) Some … Read More
Investors Can Use Consumer Satisfaction Surveys To Capture Alpha
https://www.youtube.com/watch?v=FdtGtzUuA3o?start=1187 During his recent interview with Tobias. Phil Bak of Exponential ETFs discusses how investors can use consumer satisfaction surveys to capture alpha. Here’s an excerpt from the interview: Tobias Carlisle: So just to go back to the ACSI, the consumer sentiment … Is it consumer sentiment? Phil Bak: Satisfaction. … Read More
Investors Can Extrapolate The Premium Provided By An Equal Weight Portfolio Versus Market Cap
https://www.youtube.com/watch?v=FdtGtzUuA3o?start=498 During his recent interview with Tobias. Phil Bak of Exponential ETFs discusses how investors can extrapolate the premium which is provided by equal weight portfolio versus market cap, saying: Well, I think it really started and like you said, with equal weights. My background, I was at Ridex Investments, … Read More
How Can Investors Use ‘Reverse Market Cap’ To Generate Excess Returns
https://www.youtube.com/watch?v=FdtGtzUuA3o?start=71 During his recent interview with Tobias, Phil Bak of Exponential ETFs explains how investors can use ‘Reverse Market Cap’ to generate excess returns, saying: So reverse cap is very simple. We take the … In this case it’s on the S&P 500, and we take the index constituents of … Read More
(Ep.5) The Acquirers Podcast: Phil Bak of Exponential ETFs – How Reverse Cap Beats The Market (Cap)
In Episode 5 of the The Acquirers Podcast, Tobias chats with Phil Bak of Exponential ETFs. During the interview Phil, who is an expert in ETF’s, provides some great insights into: How Investors Can Use ‘Reverse Market Cap’ To Generate Excess Returns The Market Doesn’t Care Where You Live – … Read More
Herding In Investing Significantly Impairs An Investor’s Ability To Generate Market Beating Returns
https://www.youtube.com/watch?v=_LNPDU7Pqak?start=3356 During his recent interview with Tobias, Mark Jones of Pragmatic Capital provided some great insights into why ‘herding’ in investing significantly impairs an investor’s ability to generate market-beating returns, saying: Mark Jones: I think there’s a lot of herding in investing and I think that that significantly impairs an … Read More
Smart Investors Use Put and Call Options To Hedge Stock Positions Before An Earnings Call
https://www.youtube.com/watch?v=_LNPDU7Pqak?start=2528 During his recent interview with Tobias, Mark Jones of Pragmatic Capital discusses how investors can use put and call options to hedge their stock positions prior to an earnings call, saying: Mark Jones: Right, so when I’m looking at these derivatives, I’m using them primarily for two reasons. One … Read More
How To Find Contrarian Stocks That Generate Outsized Returns
https://www.youtube.com/watch?v=_LNPDU7Pqak?start=182 During his recent interview with Tobias, Mark Jones of Pragmatic Capital describes his approach to finding contrarian stocks that provide outsized returns, saying: Mark Jones: Right, so I have a four-step research process and this is how I vet or I audit the market’s point of view. I find … Read More
(Ep.4) The Acquirers Podcast: Mark Jones of Pragmatic Capital – How To Find Contrarian Stocks
In Episode 4 of the The Acquirers Podcast, Tobias chats with Mark Jones of Pragmatic Capital. Mark has an unusual approach to picking stocks and it works. It’s made him the top-ranked analyst in SumZero on a last 12 months basis. During the interview Mark discusses: How To Find Contrarian Stocks … Read More
In Investing The Counter To Fooled By Randomness Is Fooled By Narrative
https://www.youtube.com/watch?v=IwkEbI1gKmk?start=3044 During his recent interview with Tobias, Corey Hoffsten provides some great insights into how investors can be fooling themselves by coming up with a narrative and then data-mining the facts to fit that narrative, saying: Corey: Yeah, I think it sounds wonderful and flowery and intuitive to say, “Hey, … Read More
How And When You Rebalance Your Portfolio Can Significantly Impact Performance
https://www.youtube.com/watch?v=IwkEbI1gKmk?start=402 During his recent interview with Tobias, Corey Hoffstein was asked about the how and when of rebalancing a portfolio and the impact that timing can have on results. Here’s the question from Tobias and Corey’s insightful response: Tobias: So I find that particularly interesting, and it’s something that you … Read More
When There’s No Pain, There’s No Premium In Investing
https://www.youtube.com/watch?v=IwkEbI1gKmk?start=3529 In his recent interview with Tobias, Corey Hoffstein discusses his no pain, no premium investing strategy, saying: Corey: So this is one of those, it goes back to the old, “No pain, no gain.” It’s just a play on that, but at the end of the day it goes … Read More