Shows
Value Investor ChatterInvesting in Harrow Health, Franchise Group, and Alibaba: Expert Tips and Strategies | Value Investor Chatter | #174In this video, we'll dive into the latest updates on Harrow Health ($HROW), Franchise Group ($FRG), and Alibaba ($BABA). We'll discuss recent news, earnings reports, and market trends affecting these companies. You'll learn about the latest developments and key insights into the performance of these stocks, as well as potential opportunities and risks. Whether you're a seasoned investor or new to the stock market, this video will provide valuable information to help you make informed decisions about your investments. So, sit back, relax, and let's get started!
Episode Outline:
Episode Outline:
2023-03-3030 minValue Investor ChatterExploring the State of the Economy and the Latest Version of OpenAI's ChatGPT 4 | Value Investor Chatter #173In this episode of the Value Investor Chatter Podcast, we dive into the latest state of the economy and how it impacts investments. Join us as we explore the market trends and outlook for the future. We'll also be joined by the latest version of OpenAI's ChatGPT 4, to discuss how artificial intelligence is changing the investment landscape.
Episode Outline
(00:00) "Exploring the Implications of Silicon Valley Bank and the State of the Economy"
(03:00) Impact of Low Interest Rates and Inflation on Banks
(05:00) Impact of Raising Interest Rates on Bond...2023-03-2325 minValue Investor ChatterThe Future of Disney and Roblox with Alex from The Science of Hitting (TSOH) Research | Value Investor Chatter | #172Exclusive Interview with Alex from TSOH Research on Disney and Roblox" - Get an inside look into the research process of one of the industry's most respected investment research firms, as Alex from TSOH Research shares his expert opinions on Disney and Roblox. In this exclusive interview, Alex provides valuable insights and analysis on these two companies, giving you a better understanding of their potential growth prospects.
Episode Outline
(00:00) Value Investor Chatter: Alex Morris on DollarRBLX and DollarDIS
(03:00) "Finding a Job in the Investment Industry: My Experience"
(04:00) "Exploring...2023-03-1642 minValue Investor ChatterAnalyzing Bank Stocks: Three Lessions from the SVB failure | Value Investor Chatter | #171In this episode of the Value Investor Chatter podcast, the hosts analyze the recent troubles at Silicon Valley Bank from a value investor's perspective. They share their insights on what investors should look at when analyzing bank stocks or any company that uses its balance sheet to lend money. They caution listeners that the situation is constantly evolving and offer a disclaimer that they're not financial advisors. They recommend consulting an appropriate advisor before making any investment or tax decisions.
Episode Outline:
(00:00) "Analyzing Bank Stocks: Three Things to Look For"
(03:00...2023-03-1324 minValue Investor ChatterThe Rise of Etsy: How Covid and E-commerce Transformed this Two-Sided Marketplace | Value Investor Chatter | #170In this episode, we're taking a deep dive into Etsy's 2022 earnings report and what it means for the company's future. As a two-sided marketplace, Etsy has been able to capitalize on the e-commerce boom brought on by the Covid-19 pandemic. But what sets them apart is their focus on connecting buyers and sellers in the creative space. We'll explore how this network effect has contributed to Etsy's success and how they're expanding into new markets with their recent acquisitions of Reverb, Depop, and ELO seven. Whether you're an Etsy seller or just curious about the e-commerce industry, this episode...2023-03-0931 minValue Investor ChatterThe Ultimate Guide to Spinoff Investing: Tips and Strategies with Rich Howe | Value Investor Chatter | #169Are you interested in becoming an expert in spinoff investing? Then you won't want to miss this episode of the Value Investor Chatter Podcast. Beko is joined by Rich Howe, a spinoff investing guru, to discuss everything from the basics to advanced strategies. Together, they take you on a journey from novice to expert, providing you with the knowledge and skills you need to succeed in this exciting investment field. So what are you waiting for? Tune in now!
Episode Outline
00:00 "Exploring the Benefits of Stock Spinoff Investing with Rich Howie"
05:00...2023-03-0253 minValue Investor ChatterWhat Went Wrong for Affirm Holdings After Their Successful IPO in 2020? | Value Investor Chatter | #168Affirm Holdings, led by Max Leche, one of the co-founders of PayPal, has been disrupting the financial industry with its innovative products and services. The company's IPO in 2020 was a resounding success, with the timing proving to be spot-on. However, the company has been facing headwinds recently, with the market punishing its stock price and the recent workforce cuts. Nevertheless, the company remains optimistic about its future prospects, given its strong fundamentals and experienced management team. As the fintech industry continues to evolve, Affirm Holdings is poised to remain a key player in the sector.
2023-02-2227 min
Value Investor ChatterUber Dumpster Fire? | Value Investor Chatter | #167Uncover the truth behind the rise and fall of Uber with our latest video! From its humble beginnings as a small start-up to its current status as one of the most talked-about companies in the world, we take a deep dive into the history of Uber. From the controversies surrounding its business practices to the drama surrounding its CEO, this video has it all. Get ready to join us on an epic journey as we examine the "Uber Dumpster Fire" and its impact on the world of technology and business. Hit that subscribe button now for more thought-provoking content!2023-02-0926 min
Value Investor ChatterAMD Earnings Report The Real Story Behind the Numbers | Value Investor Chatter | #166In this episode, we discuss the recent earnings announcement by AMD and delve into the concerns surrounding the company's long-term prospects. With a highly complex supply chain and the threat of commoditization, can AMD maintain its current stock price? We analyze the report and provide our take on the future of the company.
Episode Outline
(00:04) "Exploring AMD's Rise in the Semiconductor Industry"
(05:50) Analysis of AMD's Market Cap and Earnings Report
(08:14) Analysis of AMD's Quarterly Financial Results
(11:41) Analysis of Intel Corporation's Q2 2020 Financial Results
(14:27) Analysis...2023-02-0235 min
Value Investor ChatterSouthwest Airlines' Holiday Chaos: What Does it Mean for the Stock Market? | Value Investor Chatter | #165The holiday season is usually a time of cheer, but for Southwest Airlines, it's been a nightmare. The airline's recent troubles have raised questions about how it will affect the stock market. In this video, we take a closer look at the situation and what it means for investors.
Episode Outline
00:00 "Exploring the Southwest Airlines Meltdown During the Holidays"
03:00 Summary of Southwest Airlines' Corporate Culture and Business Model
05:00 Analysis of Southwest Airlines' Recent Earnings and Impact of Snowstorm Outage
10:00 Analysis of Southwest Airlines' Q1 2021 Earnings Call2023-01-2732 min
Value Investor ChatterDisney's Stock: A Look Behind the Scenes | Value Investor Chatter #164Disney is one of the most iconic companies in the world, and its stock is a favorite among investors. In this video, we'll dive into the numbers and provide an in-depth analysis of Disney's stock performance. From its media and entertainment division to its theme parks and resorts, we'll take a closer look at the various business segments that drive Disney's success on the stock market. This video is perfect for anyone looking to gain a better understanding of Disney's financials and how to invest in the company.
Episode Outline
(00:00) Exploring Disney's...2023-01-2635 min
Value Investor ChatterDarden Restaurants Earnings Report: What This Means for Investors | Value Investor Chatter | #163In this video, we will be discussing a major news story that has recently impacted the business world: Darden Restaurants' earnings report. We will explore the implications of this report and how it may affect the company, employees, and investors. Tune in to stay informed on the latest business news.
Value Investor Chatter
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Value Investor ChatterAcademy Sports and Outdoors Earnings: What This Means for Investors | Value Investor Chatter | #162In this video, we will be discussing a major news story that has recently impacted the business world: Academy Sports and Outdoors' earnings report. We will explore the implications of this report and how it may affect the company, employees, and investors. Tune in to stay informed on the latest business news.
Value Investor Chatter
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Website: https://valueinvestor.org/2022-12-0727 min
Value Investor ChatterThe Lehman Brothers Moment 2.0: Understanding the Implications | Value Investor Chatter | #161The Lehman Brothers moment 2.0 has been used to describe the potential consequences of the current financial crisis. In this video, we examine the events leading up to the original Lehman Brothers bankruptcy and discuss how those events may be playing out in today's economy. We also explore the potential impacts of a major financial collapse on the global economy and what steps can be taken to prevent it.
Value Investor Chatter
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TikTok: https://www.tiktok.com/@valueinvestor492022-12-0634 min
Value Investor ChatterWhat Businesses Should Investors be Looking For? | Value Investor Chatter | #160The economy has been a hot topic recently with discussions about student debt forgiveness, potential investment opportunities, and Nvidia's earnings report. In this video, we will be discussing these events and their potential impacts. We will explore how these developments may affect investors, consumers, and the economy as a whole. Tune in to stay up to date on the latest economic news.
Value Investor Chatter
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Value Investor ChatterIs China on the Verge of Collapse? | Value Investor Chatter | #159Recent developments in the global economy have sparked a lot of conversation. In this video, we will be discussing the potential collapse of China's economy, Davita's stock performance, and Target's earnings report. We will analyze the implications of these events and how they may impact investors, consumers, and the overall economy. Join us as we unpack the latest economic news.
Value Investor Chatter
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Value Investor ChatterIs the Inflation Reduction Act a Threat to Stock Buybacks? | Value Investor Chatter | #158Recent developments in the economy have been making headlines. In this video, we will be discussing the proposed stock buyback tax, Disney's impressive performance in the streaming market, and the possibility of stagflation. We will analyze the implications of these events and how they may impact businesses, investors, and consumers. Join us as we unpack the latest economic news.
Value Investor Chatter
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Value Investor ChatterUber Finally Turns a Profit: What Does it Mean for the Company? | Value Investor Chatter | #157In this video, we will be discussing three major news stories that have recently impacted the business world: Uber's first-ever profit, House Speaker Nancy Pelosi's visit to Taiwan, and Walmart's announcement of layoffs. We will explore the implications of these events and how they may affect the companies, employees, and investors. Tune in to stay informed on the latest business news.
Value Investor Chatter
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Value Investor ChatterFacebook's Meta Dismal Earnings: What Does it Mean for Investors? | Value Investor Chatter | #156In this video, we will be discussing three major events that have recently impacted the economy: Facebook's disappointing earnings, the Federal Reserve's interest rate decision, and the proposed Inflation Reduction Act. We will explore the implications of these events and how they may affect investors, consumers, and the economy as a whole. Tune in to stay informed on the latest economic developments.
Value Investor Chatter
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Value Investor ChatterExploring the Link Between Inflation and Monetary Policy | Value Investor Chatter | #155Are you curious about the connection between inflation and monetary policy? In this video, we will be exploring this important topic and discussing how changes in monetary policy can impact inflation and vice versa. We will also talk about the role of the central bank in managing this relationship. Tune in to learn more about this complex but crucial aspect of economics.
Value Investor Chatter
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LinkedIn...2022-11-3039 min
Value Investor ChatterCan Alibaba Survive the Control CCP? Part 2 | Value Investor Chatter Episode | #154Alibaba is a huge company with many different businesses, and in this video, we're going to talk about the company's risks, valuation, and criticisms. Alibaba is a great investment opportunity, but some risks should be considered before investing. We'll talk about all of that in this video.
Episode Outline
(00:00) Introduction
(00:46) The Thriving Busines of Alibaba
(01:19) Risks Associated with Alibaba
(01:59) China's Economy is controlled by Chinese Government
(03:15) China putting some limitations on Alibaba's Growth
(05:28) The Delisting of Alibaba on United States' Stock Exchange2022-01-0920 min
Value Investor ChatterCan Alibaba Survive the Control CCP? Part 1 | Value Investor Chatter | #153In this episode, we're going to talk about Alibaba. It's a big company, and most of you guys probably know what it is. We're going to do a deep dive into that company today. The short of it is they're basically like the Amazon of China. They operate multiple businesses that sell eCommerce in China, Southeast Asia, and Turkey. They also have a cloud business, just like Amazon's cloud services, that supplies infrastructure for their own business and anybody who wants to be on their network. And they're expanding into other areas like food delivery and entertainment.
2022-01-0818 min
Value Investor ChatterWhat are the biggest investment themes in 2022? | Value Investor Chatter #152In this episode, we are going to talk about the big investment themes for 2022. We'll discuss what we think will be the most important factors driving the markets next year and how you can position yourself to take advantage of them.
Episode Outline
(00:00) Introduction
(04:42) Three Interest Rate Hikes
(07:32) How will the workforce affect the economy?
(08:57) Commercial Real Estate
(12:07) How does everything affect the value investors?
(13:15) Macro Environment
(15:12) The Economy is not performing well
(18:53) Investing in the Overseas Market2022-01-0520 min
Value Investor ChatterThe State of the Supply Chain in 2021 - a Look Back | Value Investment Chatter #151 |It's been a long, strange year for supply chains. From the pandemic to the trade war, there have been plenty of challenges to navigate. So, how did supply chains fare in 2021? Join us as we take a look back at the state of the supply chain this past year.
Episode Outline
(00:00) Introduction
(01:31) Brief Moment of Explanation
(03:07) Covid's Influence on the Market
(10:43) Resilience Supply Chain
(12:31) Principles of Supply and Demand
(17:43) 2022 Big Trends
(18:24) Conclusion
Episode Outline
Faceb...2022-01-0520 min
Value Investor ChatterMaking money from Fantasy Sports: Draft Kings. Is it a good investment? Part 2 | Value Investor Chatter | #150Fantasy sports offer a way to make money by investing in a players performance in a given sport. One popular site for fantasy sports is Draft Kings. But is it a good investment? Fantasy sports are a fun and easy way to make money. You can pick your own players and watch them compete against other people's teams. Draft Kings is one of the most popular sites for fantasy sports. You can make money by playing in fantasy leagues, but you can also make money by investing in players. You can buy shares of players and sell them when...2022-01-0315 min
Value Investor ChatterMaking money from Fantasy Sports: Draft Kings. Is it a good investment? Part 1 | Value Investor Chatter | #149Draft Kings is a Fantasy Sports platform that allows users to compete against each other for prizes. The company has been in business since 2012 and is based in Boston, MA. Draft Kings offers a variety of games and features that give users a competitive edge over other fantasy sports platforms. However, the company has faced scrutiny for its business practices and has been accused of being a "pay-to-win" platform.
Episode Outline
(00:00) Introduction
(01:48) Background of Draft Kings
(05:55) Competitive Advantage
(09:34) Disadvantages of Draft Kings
(11:14) Morality of...2022-01-0216 min
Value Investor ChatterThe Truth About the U.S. Economy and Inflation | Value Investor Chatter | #148Is the U.S. economy headed for a correction? In this video, we discuss the potential headwinds the economy may face in the near future. We also talk about what a correction would mean for the stock market and the overall economy.
Episode Outline
(00:00) Introduction
(01:18) Impact of Inflation
(04:18) A huge gap between open jobs and jobs that need to be fulfilled.
(05:47) Stocks and Bonds
(07:00) The Real Pricing Power has fallen apart.
(08:38) What does it all mean for investors?
(10:34) Making Portfolio...2022-01-0112 min
Value Investor ChatterEvergrande: A Cheat Sheet for Understanding China's Mess & Whether It's Time to Buy | Value Investor Chatter | #147Evergrande is a Chinese conglomerate that has been in the news recently for all the wrong reasons. The company is in the midst of a financial crisis, and its stock has been plummeting. However, Evergrande is still a powerful force in China, and its fate will have a significant impact on the country's economy. In this video, we break down what's going on with Evergrande and what it could mean for China.
Episode Outline
(00:00) Introduction
(00:50) The Evergrande Company
(02:40) The Chinese Economy is heavily focused on Real Estate
(05:04) Evergrande has 300...2021-12-3116 min
Value Investor ChatterMicron Technology, Inc: Dead or Alive? Part 2 | Value Investor Chatter | #146Micron Technology, Inc. is one of the world's leading semiconductor companies. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence. Micron has been a major player in the semiconductor industry for decades, but now faces stiff competition from Chinese companies. Can Micron make a comeback? Watch this video to find out.
Episode Outline
(0:00) Intro
(1:30) Morgan Stanley Micron Report
(10:30) Inventory...2021-09-2147 min
Value Investor ChatterMicron Technology, Inc: Dead or Alive? Part 1 | Value Investor Chatter | #145Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence.
Episode Outline
(0:00) Sunil
(5:04) Investing is storytelling
(6:17) Micron high level
(9:50) Cyclical nature of semiconductor industry
(24:20) Recent drop in share price
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
S...2021-09-2134 min
Value Investor ChatterHow Michaels Became the Largest Provider of Arts & Crafts in America Part 2 | #144Michaels is the largest arts and crafts retailer in America. It all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company. Find out what sets it apart from its competitors. Michaels offers a wide variety of arts and crafts supplies, as well as classes and events for people of all ages and skill levels.
Episode Outline
(00:00) Introduction
(01:46) Does the Company have enough cash to maintain its business?
(07:33) Benefits
(10:21) Cash Flow
(11:36) Does a company...2021-05-2032 min
Value Investor ChatterHow Michaels Became the Largest Provider of Arts & Crafts in America Part 1 | Value Investor Chatter | #143Michaels is the largest arts and crafts retailer in America, and it all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company and find out what sets it apart from its competitors.
Episode Outline
(00:00) Introduction
(01:28) What does Michaels do?
(06:30) The New CEO of Michaels
(09:17) Michaels' Business Model
(09:54) The Competitors of Michaels
(16:07) Michaels' Competitive Advantage
(17:35) Michaels'Biggest Risk
(18:24) Does the company require a lot of capital reinvestments to maintain...2021-05-2022 min
Value Investor ChatterLennar Corporation (LEN) : America's Finest Home Builder Part 2 | Value Investor Chatter | #142Lennar Corporation (LEN) is one of the top-rated home builders in America. With over 60 years of experience, Lennar has a commitment to building quality homes and providing customer satisfaction. This has made Lennar one of the most trusted names in homebuilding. If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!
If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!
Alex Mason is the host of Stock Stories...2021-05-0655 min
Value Investor ChatterLennar Corporation (LEN) : America's Finest Home Builder Part 1 | Value Investor Chatter | #141 |Looking for a top-rated home builder? Look no further than Lennar Corporation (LEN)! For over 60 years, Lennar has been committed to building the best homes in America. With a focus on quality and customer satisfaction, Lennar has become one of the most trusted names in homebuilding.
If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!
Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind...2021-05-0541 min
Value Investor ChatterChat with Alex from Stock Stories Podcast | Value Investor Chatter | #140Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.
(0:00) Intro
(2:17) How did Value Investor Chatter Podcast begin?
(6:06) Value investment philosophy and process
(8:06) What is the focus of Stock Stories Podcast?
(11:30) Importance of diving into stories behind companies
(18:34) What is our full time job? What do we do outside of podcasting?
(24:30) Lessons learned / insights from running our podcasts
(30:00) Our very first st...2021-05-0439 min
Value Investor ChatterDon't Miss Out! The Best Time to Invest in Micron Technology Part 2 | Value Investor Chatter | #139Micron Technology is a leading provider of semiconductor systems worldwide. The company offers a variety of products, including DRAM, flash memory, and CMOS image sensors. Micron has a strong history of financial stability and is well-positioned for future growth.
(0:00) Intro
(1:06) Micron’s Chinese Competitors
(15:44) Is Micron Underpriced?
(22:23) Is it fair to compare Micron with Nvidia?
(31:24) Conclusion
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za
Value Investor Chatte...2021-05-0332 min
Value Investor ChatterDon't Miss Out! The Best Time to Invest in Micron Technology Part 1 | Value Investor Chatter | #138Don't Miss Out! The Best Time to Invest in Micron Technology
If you're looking for a great stock to invest in, look no further than Micron Technology. Founded in 1978, this company is one of the leading providers of semiconductor systems worldwide. And with the stock market on the rise, now is the perfect time to invest!
Episode Outline
(0:00) Intro
(1:19) Who is Sunil
(5:46) 20 Years of Semiconductor Industry
(12:56) Micron’s Inventory Management and Cloud Boom
(21:50) Diversification of Revenue Stream
(29:18) Closing
2021-05-0230 min
Value Investor ChatterHow GameStop Became Worth $6 Billion (And Why Bitcoin is the Future) | Value Investor Chatter | #137What do GameStop and Bitcoin have in common?
Both were once doubted by many, but both have proven themselves to be worth billions. In this video, we explore how GameStop became a powerhouse in the retail industry, and why Bitcoin is set to take over the world economy.
Episode Outline
(00:00) Introduction
(00:53) Rundown of GameStop
(12:48) Bitcoin and Cryptocurrency
(14:15) Blockchain Technology
(20:58) Conclusion
Value Investor Chatter
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Value Investor ChatterWhat Makes Jason Krom, CFO of The Hall of Fame Resort and Entertainment Company, Such a Valuable Leader? | Value Investor Chatter | #136The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated...2021-04-2029 min
Value Investor ChatterHow Jason Krom, CFO of Hall of Fame Resort and Entertainment Company, Turned A Small Business Into A Major Success | Value Investor Chatter | #135Jason Krom, CFO of The Hall of Fame Resort and Entertainment Company, discusses how he achieved success in his career. Hear about the importance of leadership and growth in this insightful interview.
Episode Outline
(0:00) Intro
(1:06)What does $HOFV do? Who is Jason Krom?
(2:08) Career trajectory
(6:19) Day in the life of
(7:55) Impact of COVID
(9:12) Day in the life of... (part 2)
(12:01) Impact of COVID... (part 2)
(15:26) SPAC'ing
(18:05) Who does Jason look up to the most?
(21:20) Get in touch and learn more about $HOFV
Jason Krom
Li...2021-04-1522 min
Value Investor ChatterIs Inflation Threatening the US Economy? Here's What You Need to Know | Value Investor Chatter | #134In this video, we take a look at the current state of inflation and the US economy. We'll explore what's causing inflation to rise, and discuss some potential solutions.
Episode Outline
(00:00) Introduction
(1:14) Inflation
(05:55) Wage Inflation
(08:44) Unemployment
(10:10) Conclusion
Value Investor Chatter
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Website: https://valueinvestor.org/2021-04-1311 min
Value Investor ChatterCash In on the Government's New Stimulus Checks: Here's How | Value Investor Chatter | #133The government has announced a new stimulus check program. Here's how to make sure you get your share!
In this video, it will be explained what the stimulus checks are, and how you can make sure you get your fair share. I'll also talk about the potential benefits of this program, as well as how to protect yourself from inflation. So don't miss it!
Episode Outline
(00:00) Introduction
(03:00) Stimulus Package
(07:28) Big Uptick in Unemployment
(09:23) Uptick in Interest Rates
(12:43) Income Inequality
(13:12) Conclusion2021-04-0213 min
Value Investor ChatterHow to Profit from the Bull Market with Peterson Capital Management, LLC. | Value Investor Chatter | #132Matthew 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, Pe...2021-02-2342 min
Value Investor ChatterAn In-Depth Look at Peterson Capital Management, LLC's Investment Strategies | #131Matthew 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, Pe...2021-02-1632 min
Value Investor ChatterSERITAGE GROWTH PROPERTIES: The Future of Commercial Real Estate? Part 2 | #130Seritage Growth Properties is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico. The company has great investors, including Warren Buffett, Guy Spier, Mohnish Pabrai, and Phil Town.
In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor Chatter Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai, he is looking...2021-01-1932 min
Value Investor ChatterSERITAGE GROWTH PROPERTIES: The Future of Commercial Real Estate? Part 1 | Value Investor Chatter | #129The art of copying.. This is a company owned by the greats: Warren, Guy Spier, Mohnish Pabrai, and Phil Town. Seritage Growth Properties (NYSE: SRG) is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico.
In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor TV Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish...2021-01-1928 min
Value Investor ChatterEbix: The Future Of On-Demand Software & E-Commerce Services Part 2 | Value Investor Chatter | #128Ebix could be a great stock to invest in if you're looking for growth. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow.
(0:00) Intro
(1:16) Balance Sheet Health
(3:54) EbixCash IPO
(6:17) China v.s. India and Indian Homegrown Story
(8:08) Branding Effort, Media and Sports Partnership
(11:24) The 3rd Act in the Ebix Story
(14:40) Weak Board of Directors
(15:57) Seeking Alpha and Sunil Contacts
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Suni...2020-12-3020 min
Value Investor ChatterEbix: The Future Of On-Demand Software & E-Commerce Services Part 1 | Value Investor Chatter | #127If you're looking for a stock to invest in that's poised for growth, look no further than Ebix. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow. Listen to this episode to learn more about Ebix and why they're a great investment option.
“The digital beast in India is about to awaken”
"Digital emergency of 300 million people offer unrivaled opportunity"
"Last call for e-train to Mumbai, hop on board"
These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut h...2020-12-3040 min
Value Investor ChatterWHY NOW IS THE TIME TO INVEST IN INDIAN STOCKS - macro trends you need to know | Value Investor Chatter| #126There are a number of macro trends happening in India right now that make it an attractive place to invest. In this video, In this video, we talked about three of the most important ones. If you're thinking of investing in Indian stocks, this is the video for you!
Value Investor Chatter
(0:00) Intro
(3:00) Investment Mental Schema
(10:13) How to Assess Management
(13:00) Accounting 10K/10Q
(14:20) Investment as a Story
(15:48) Segmental Analysis and Profit Margin
(17:18) Macro-Trends (QE + Interest Rates) and Value vs Growth Investing
(23:50) Intro to Indian Market 🇮🇳 & Digitalization of India
(37:5...2020-12-2349 min
Value Investor ChatterWhat a Biden Presidency Could Mean for the Future of US Trade Relations | Value Investor Chatter | #125What would a Biden presidency mean for the future of US trade relationships?
Joe Biden has been a long-standing advocate for free trade and open markets. His presidency could mean good news for countries that trade with the United States, as he is likely to continue policies that have benefited both American businesses and consumers.
Episode Outline
(0:00) Introduction
(2:00) US and China
(7:07) US and the Middle East, Africa
(11:04) US and Mexico, Canada
(11:40) US and Europe
(15:40) Conclusion
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor492020-12-1518 min
Value Investor ChatterThe Reality of the Joe Biden Presidency | Value Investor Chatter | #124What would a Joe Biden Presidency mean for the United States' relationships with other countries? Biden has been outspoken about his beliefs on trade, and his presidency could mean big changes for the US economy. In this video, we take a look at some of the potential implications of a Biden Presidency on US trade relationships.
Episode Outline
(0:00) Introduction
(2:37) Win for the Centrist, Importance of Predictability
(8:50) Banking Sector Under Biden Presidency
(13:55) Oil & Gas Under Biden Presidency
(16:42) Tech Under Biden Presidency
(22:20) Healthcare Under Biden Presidency
(25:37) COVID19 Lockdown, Stimulus Pa...2020-12-0831 min
Value Investor Chatter3 Reasons to Invest in Emerging Markets Now with EMQQ's Kevin Carter | Value Investor Chatter | #123Are you looking to invest in emerging markets? EMQQ's Kevin Carter gives three great reasons why now is the time to invest in these growing economies. He also offers his advice on how to get started with investing in emerging markets.
Episode Outline
(0:00) Introduction
(1:30) Background & Why Emerging Market
(7:13) Investment Philosophy (Indexing vs Active; Value Investing)
(10:40) Kevin's Checklist (GARP, Recurring Revenue, etc)
(15:04) Is assessing management important?
(18:31) Risks in investing in the emerging market
(21:40) Why focus on the consumer story; internet and e-commerce
Kevin Carter
LinkedIn: https://www.li...2020-11-2430 min
Value Investor ChatterHow To Invest In Emerging Markets - EMQQ Opportunity Investing | Value Chatter | #122Learn how to invest in emerging markets with the EMQQ opportunity investing fund. EMQQ is a global index fund that invests in stocks of companies located in countries that are considered to be "emerging." The EMQQ Emerging Markets Index has outperformed the S&P 500 for the last two years, and offers investors a way to get exposure to some of the world's fastest-growing economies.
Episode Outline
(0:00) Introduction
(1:30) Background & Why Emerging Market
(7:13) Investment Philosophy (Indexing vs Active; Value Investing)
(10:40) Kevin's Checklist (GARP, Recurring Revenue, etc)
(15:04) Is assessing management important?
(18:31) Risks in investing in...2020-11-1928 min
Value Investor Chatter5 KEYS TO SUCCESSFUL OPTIONS TRADING IN A Volatile MARKET | Value Investor Chatter | #121In this video, you will learn the 5 keys to successful options trading in a volatile market. These tips will help you navigate through today's markets and make money while others are losing.
Episode Outline
(0:00) Intro
(1:10) The price of getting into investing or betting/gambling
(2:50) Options market dynamic between institutions and retail investors
(8:27) How to play in the options market as a value investor
(13:09) Conclusion
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www...2020-11-1014 min
Value Investor ChatterMedifast, Inc.: A Better Bet In The Weight Loss Space? Part 2 | Value Investor Chatter | #120Medifast is a leading provider of weight-loss and wellness products and services. The company offers a variety of products and services to help people lose weight and improve their health. Medifast has a strong track record of success in the weight-loss industry. The company is well-positioned to continue its growth in the years to come.
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...2020-10-1519 min
Value Investor ChatterMedifast, Inc.: A Better Bet In The Weight Loss Space? Part 1 | Value Investor Chatter| #119Weight loss is a multi-billion dollar industry, and Medifast, Inc. (NYSE: MED) is one of the leaders in the space. In this video, we take a look at why Medifast might be a better bet than its competitors, and how it plans to stay ahead of the curve.
Episode Outline
(0:00) Introduction
(3:34) Checklist & house keeping items
(5:00) What's the business?
(7:07) Competitive advantages
(13:05) Long-term prospects
(14:13) Capital intensive business?
(15:53) Relationship red flags
(17:22) Business Summary
Value Investor Chatter
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com...2020-10-1519 min
Value Investor ChatterThe Complete Guide to Darden Restaurants, Inc. Stock Analysis Part 2 | Value Investor Chatter | #118In this video, you'll learn about how Sherwin-Williams became a Fortune 500 company. Sherwin-Williams started out in 1866 as a small family-owned business. They were able to grow into one of the largest paint companies in the world through hard work and determination. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years.
Episode Outline
(0:00) Intro
(2:27 ) Part 1 Recap
(3:34) High Returns of Capital
(7:25) Cash Balance
(8:50) Debt Level
(10:38) Cash from Operation
(11:52) Man...2020-09-2921 min
Value Investor ChatterThe Complete Guide to Darden Restaurants, Inc. Stock Analysis Part 1 | Value Investor Chatter | #117Looking to invest in Darden Restaurants, Inc.? In this video, we break down the company's business model, financial performance and future prospects.
We also compare Darden Restaurants to its competitors and offer our opinion on whether or not it would make a good investment.
Episode Outline
(0:00) Intro
(2:24) What Is It?
(5:40) Competitive Advantage
(15:20) Durability
(19:10) Capital Reinvestments
(21:10) Red Flags
(23:50) Recap / Conclusion
Value Investor Chatter:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor492020-09-2924 min
Value Investor ChatterWhy Boeing Is The Multinational Company You Should Invest In Part 2 | Value Investor Chatter | #116In this episode, you'll learn about how Sherwin-Williams became a Fortune 500 company. Sherwin-Williams started out in 1866 as a small family-owned business. They were able to grow into one of the largest paint companies in the world through hard work and determination. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years.
Episode Outline
(0:00) Intro
(1:12) Recap of Part 1
(1:33) Return on Capital
(4:30) Cash on Hand and Debt
(7:25) Excess Cash and Free Cash Flow2020-09-1523 min
Value Investor ChatterWhy Boeing Is The Multinational Company You Should Invest In Part 1 | Value Investor Chatter | #115Looking for a great investment option? Boeing is your best bet! The multinational company has a proven track record of success, and is poised for continued growth in the years to come. Watch this video to learn more about why Boeing is a sound investment choice.
Episode Outline
(0:00) Intro
(1:50) What is it?
(3:15) Competitive Advantage
(14:10) Durability
(19:40) Capital Reinvestment
(23:00) Relation Red Flags
(25:25) Conclusion
Value Investor Chatter:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor492020-09-1526 min
Value Investor ChatterShould You Invest In TikTok Stocks? Here's What You Need To Know | Value Investor Chatter | #114If you're thinking of investing in TikTok stocks, you need to watch this video first. We’ll explain what TikTok is, how it makes money, and whether or not it's a good investment. I'll also give you my opinion on the matter!
Episode Outline
(0:00) Intro
(1:30) What is TikTok? What's this fuss about?
(5:20) Where is the synergy?
(7:10) Operational concerns/constraints of US-based TikTok
(11:47) Why are so many tech companies excited about TikTok?
(16:05) Regulation over big techs
(17:33) For sale and on sale
(21:27) Closing...2020-09-0822 min
Value Investor ChatterHow to spot an EBITDA scam | Value Investor Chatter | #113If you're thinking about investing in a business, it's important to know how to spot an EBITDA scam. In this video, We'll explain what an EBITDA is and how to tell if a company is trying to scam you. Watch now for tips that could save you thousands of dollars!
Episode Outline
(0:00) Intro
(2:15) What is EBITDA?
(8:45) Let's look at an example
(13:40) Counter argument for using EBITDA
(17:30) Why use EBIT?
(20:30) Counter argument for using EBIT
(21:40) Closing
Value Investor Chatter:
Facebook: https://web.facebook.com/valueinvestor49
2020-09-0222 min
Value Investor ChatterHow Sherwin-Williams Became a Fortune 500 Company Part 2 | Value Investor Chatter | #112In this video, you'll learn about how Sherwin-Williams became a Fortune 500 company. Sherwin-Williams started out in 1866 as a small family-owned business. They were able to grow into one of the largest paint companies in the world through hard work and determination. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years.
Episode Outline
(00:00) Introduction
(01:15) Sherwin Williams
(02:28) Sherwin-Williams's Return on Capital
(06:54) Does the company have enough cash to maintain its business?
(11:48) Compensation...2020-08-0526 min
Value Investor ChatterHow Sherwin-Williams Became a Fortune 500 Company Part 1 | Value Investor Chatter | #111In this video, you'll learn about how Sherwin-Williams became a Fortune 500 company.
Sherwin-Williams started out in 1866 as a small family-owned business, and through hard work and determination, they were able to grow into one of the largest paint companies in the world. In this video, you'll learn about their history, their products, and some of the things that have helped them succeed over the years.
Episode Outline
(00:00) Introduction
(02:01) Sherwin-Williams
(04:12) Competitive Advantage of Sherwin Williams
(11:23) Compliance with environmental regulations
(13:38) The Risks with Sherwin-Williams2020-08-0521 min
Value Investor ChatterWhose Side Are You on in This Battles: Coronavirus vs. Bubblicious vs. Government? | Value Investor Chatter | #110It's been a weird few weeks, hasn't it? With the Coronavirus pandemic on one side and the government response on the other, it can be hard to know whose side you're supposed to be on. In this video, I break down each side and try to make sense of it all.
Episode Outline
(00:00) Introduction
(01:34) COVID-19
(02:02) Giant Corporations such as Walt Disney and McDonald's
(02:45) Walt Disney
(07:22) COVID-19 and Government Spending
(10:38) Sears was founded in the twenties
(12:56) Do your due diligence on the financial matters2020-07-3135 min
Value Investor ChatterROI: The Most Important Ratio In Investing | Value Investor Chatter | #109Do you know what the most important ratio in investing is? It's not price to earnings, or dividend yield. It's return on investment, or ROI for short. In this video, we explain what ROI is and how you can use it to make better investment decisions.
Episode Outline
(00:00) Introduction
(03:03) What is Return on Capital?
(09:36) The Rate of Return: The Most Important Metric
(11:21) McDonald's
(14:23) What are some thing to keep in mind when using these metrics?
(16:28) Return on Capital
(20:09) Equity Analysis2020-07-3024 min
Value Investor ChatterIs McDonald's Still a Good Investment? Part 2 | Value Investor Chatter | #108McDonalds is a well-known company with a long history. But is it still a good investment? In this video, we'll take a look at the pros and cons of investing in McDonalds stock and help you decide if it's right for you. McDonalds is a publicly traded company, so anyone can buy and sell its stock. And because it's such a large company, it's pretty stable - you're not going to see the same wild swings in its stock price that you might with a smaller company. On the downside, McDonalds is facing some significant challenges. The rise of...2020-07-0236 min
Value Investor ChatterIs McDonald's Still a Good Investment? Part 1 | Value Investor Chatter | #107McDonalds is a well-known company with a long history. But is it still a good investment? In this video, we'll take a look at the pros and cons of investing in McDonalds stock and help you decide if it's right for you.
Episode Outline
(00:00) Introduction
(01:40) What does McDonald's Do?
(04:46) The Competitive Advantage of McDonald's
(08:26) McDo vs. Competitors
(11:33) Intangible Assets of Mcdo
(16:27) McDo is not a growth company.
(21:14) McDo's CapEx
(24:56) Conclusion
Value Investor Chatter:2020-07-0126 min
Value Investor ChatterWalt Disney Company: A Complete Guide To Investing Part 2 | Value Investor Chatter | #106Looking for a comprehensive guide on investing in the Walt Disney Company? This video has you covered, from an overview of the company and its stock, to why it might be a good investment and how to buy shares. We'll walk you through everything you need to know, so whether you're new to stocks investing or just want to learn more about the Walt Disney Company, this video is for you!
Episode Outline
(00:00) Introduction
(03:17) Financials of Disney
(03:39) Income Statement
(08:59) Disney's Revenue
(13:06) Valuation
(25:32...2020-06-1742 min
Value Investor ChatterWalt Disney Company: A Complete Guide To Investing Part 1 | Value Investor Chatter | #105Looking to invest in Walt Disney Company? In this video, we provide a comprehensive guide on the company, its stock and what investors should be aware of. We'll walk you through everything from what Walt Disney Company does, to why it might be a good investment and how to buy shares in the company. So whether you're completely new to stocks investing or just want to learn more about Walt Disney Company, this video has you covered!
Episode Outline
(00:00) Introduction
(04:54) Disney operates four different business segments
(11:28) Walt Disney' Competitive Advantage...2020-06-1744 min
Value Investor ChatterCummins: The Future Of American Manufacturing & Stocks - Investing Strategies Part 2 | Value Investor Chatter | #104Cummins is a powerhouse of American manufacturing. They produce engines and power systems for a variety of industries including transportation, construction, and more. As the world moves towards more advanced technologies, Cummins is well-positioned to capitalize on this growth. In this video, I take a look at Cummins' stock and offer some investing strategies for those looking to get in on this company's potential growth.
Episode Outline
(00:00) Introduction
(02:02) Cummins' Moat and how does it translate into a return on capital?
(04:47) Does the company have enough cash to maintain...2020-05-2226 min
Value Investor ChatterCummins: The Future Of American Manufacturing & Stocks - Investing Strategies Part 1 | Value Investor Chatter | #103Cummins is a powerhouse of American manufacturing. As the world moves towards more advanced technologies, Cummins is well-positioned to capitalize on this growth. In this video, I take a look at Cummins' stock and offer some investing strategies for those looking to get in on this company's potential growth.
Episode Outline
(00:00) Introduction
(03:45) Cummins Company
(06:53) Competitive Advantage
(11:56) Network Effect
(19:21) Do they have a low cost moat?
(21:22) Intangible Asset of Cummins
(29:40)The relationships that the company has with various parties
(33:00...2020-05-2134 min
Value Investor ChatterWhat's The Future Of Stamps.com (NASDAQ: STMP)? Part 2 | Value Investor Chatter | #102Stamps.com is a company that provides online postage services. It has been around since 1997 and was founded by Jeff Katz, Ken McBride, and Jerry Kaplan. The company went public in 1999 and trades under the symbol STMP on the NASDAQ stock exchange. The company had a rocky start to life as a publicly traded company, but it has turned things around in recent years. In this video I take a look at the financials of Stamps.com and try to answer the question: Is now a good time to invest in Stamps.com stock?
...2020-05-2028 min
Value Investor ChatterWhat's The Future Of Stamps.com (NASDAQ: STMP)? Part 1 | Value Investor Chatter | #101What's the future of Stamps.com?
Stamps.com is a company that provides online postage services. It has been around since 1997 and was founded by Jeff Katz, Ken McBride, and Jerry Kaplan. The company went public in 1999 and trades under the symbol STMP on the NASDAQ stock exchange.
The company had a rocky start to life as a publicly traded company, but it has turned things around in recent years. In this video I take a look at the financials of Stamps.com and try to answer the question: Is now a good time to...2020-05-2033 min
Value Investor ChatterValue Investor Chatter: What Happens from Here? | Value Investor Chatter | #100It is hard to believe that 100 episodes have passed since we started Value Investor Chatter. We recorded our first episode on August 2018, and a lot has happened in the market since then. As we reflect on the past, we can't help but think about what the future holds. We are excited to see what the next 100 episodes bring!
Episode Outline
(00:00) Introduction
(04:09) Welcoming Nick
(06:28) What happened in the past hundred episodes?
(10:00) Nick's Experience
(11:27) Blockchain
(14:35) Principle of Value Investing
(19:14) US and China2020-04-2347 min
Value Investor ChatterThe Great Pause: What does it mean for you? | Value Investor Chatter | #99The market is in a state of flux. The Great Pause has sellers and buyers alike wondering what it all means. In this video, we'll explore the implications of this shift and how you can make the most of it.
Whether you're thinking of buying or selling, now is the time to act! Contact us to learn more about how we can help you take advantage of The Great Pause.
Episode Outline
(00:00) Introduction
(02:19) The Economy
(04:03) US Stimulus Bill
(06:01) Healthcare
(09:14) Hospitality Industry
2020-04-2232 min
Value Investor ChatterWhat Sets Five Below Inc. Apart From Other American Businesses? Part 2 | Value Investor Chatter | #98What sets Five Below Inc. apart from other American businesses? Five Below is a unique company that operates differently than most American businesses. Their focus on offering products for $5 or less has helped them succeed where others have failed. If you're interested in stocks, Five Below is a company you should keep an eye on. Five Below has been able to grow rapidly because of their focus on a niche market. Most American businesses try to be all things to all people, but Five Below has found success by appealing to a specific group of consumers. If you're looking...2020-04-1528 min
Value Investor ChatterWhat Sets Five Below Inc. Apart From Other American Businesses? Part 1 | Value Investor Chatter | #97What sets Five Below Inc. apart from other American businesses?
Five Below is a unique company that operates differently than most American businesses. Their focus on offering products for $5 or less has helped them succeed where others have failed. If you're interested in stocks, Five Below is a company you should keep an eye on.
Episode Outline
(00:00) Introduction
(02:38) Five Below
(05:36) Competitive Advantage of Five Below
(09:46) Network Effects
(15:15) Intangible Assets
(25:18) Profitability
(30:30) Does the business have favorable relationships with the...2020-04-1432 min
Value Investor ChatterWhy Carnival Corporation & plc Stock Could Be a Great Investment Part 2 | Value Investor Chatter | #96Carnival Corporation & plc is a leading cruise operator that has a lot of growth potential. Their cruise ships offer a variety of activities, amenities, and dining options that appeal to a wide range of customers. Carnival Corporation & plc also has a strong financial position and a history of consistent earnings growth. Overall, they are a well-established company with a lot of upside potential.
Episode Outline
(00:00) Introduction
(01:41) Does it translate into a high return on capital?
(05:38) Balance Sheet
(10:45) Depreciation
(17:10) Discounted Cash Flow
(21:51) Equity2020-04-0735 min
Value Investor ChatterWhy Carnival Corporation & plc Stock Could Be a Great Investment Part 1 | Value Investor Chatter | #95Do you want to invest in Carnival Corporation & plc stock?
This company is a leading cruise operator, and it has a lot of growth potential. Watch this video to learn more about why Carnival Corporation & plc stock could be a great investment!
Episode Outline
(00:00) Introduction
(02:34) Carnival Corp.
(05:13) Competitive Advantage
(08:22) Network Effects
(11:10) Competitors
(22:31) Do you think the company's long term prospects are and what is their runway for growth?
(26:13) CapEx
(31:45) Conclusion
Value Investor Chatter:
Facebook: https...2020-04-0732 min
Value Investor ChatterSignet Jewelers Ltd.The World's Largest Retailer of Diamond Jewellery Part 2 | Value Investor Chatter | #94Signet Jewelers is the world's largest retailer of diamond jewelry, with over 1,600 stores in the US, UK, Canada, and Puerto Rico. The company has a market capitalization of over $5 billion and is traded on the New York Stock Exchange under the symbol SIG. In this video, we take a look at Signet's business model, its stock, and its recent performance.
Episode Outline
(00:00) Introduction
(02:08) Can Signet Jewelers translate its moat into higher return on capital?
(08:42) Debt Level
(12:32) Can the company generate a strong amount of free cash...2020-03-2532 min
Value Investor ChatterSignet Jewelers Ltd.: The World's Largest Retailer of Diamond Jewellery Part 1 | Value Investor Chatter | #93Signet Jewelers Ltd. is the world's largest retailer of diamond jewellery with over 1,600 stores in the U.S., U.K., Canada and Puerto Rico. The company has a market cap of over $5 billion and trades on the New York Stock Exchange under the symbol SIG. In this video, we take a look at Signet's business model, its stocks and recent performance.
Episode Outline
(00:00) Introduction
(04:31) Signet Jewelers
(09:20) Signet Jeweler's Competitive Advantage
(14:00) Network Effect
(18:31) Competitors of Signet Jewelers
(19:45) Intangible Assets of Signet Jewelers
2020-03-2536 min
Value Investor ChatterDon't Panic, The Coronavirus Outbreak Is A Lifetime Opportunity For Long Term Investors | Value Investor Chatter | #92The coronavirus pandemic is causing a lot of fear and panic in the world. But don't worry, there's no need to panic. In this video I'll talk about how this outbreak could be a lifetime opportunity for long term investors.
We'll explain how the stock market works, and how you can make money even when the markets are down. So don't panic, the coronavirus outbreak is actually a great time to invest!
Episode Outline
(00:00) Introduction
(02:46) The Impact of Coronavirus
(05:50) Buybacks
(09:20) NVR
(11:09) Alta...2020-03-2016 min
Value Investor ChatterCOVID-19 Update: 3 Industries Hit Hardest By Virus (What You Need To Know) | Value Investor Chatter | #91The coronavirus pandemic is wreaking havoc on businesses and stock markets around the world. In this video, we take a look at three industries that have been hit the hardest by the virus: travel, hospitality, and retail.
We also discuss what you need to know about the impact of COVID-19 on the economy and offer our thoughts on how to protect your investments in these turbulent times.
Episode Outline
(00:00) Introduction
(01:09) What this virus could mean for GDP Growth?
(02:06) Buybacks of bonds
(03:34) China's debt.
2020-03-1826 min
Value Investor ChatterThe Truth About the Covid-19 Virus (Economic Impact) | Value Investor Chatter | #90The Covid-19 virus is causing a lot of concern in the business world. In this video, we break down what's happening with the stock market and talk about the potential economic impact of the virus.
Episode Outline
(00:00) Introduction
(01:45) Coronavirus and China
(04:12) Tourism
(09:04) Mortality Rate
(17:35) Conclusion
Value Investor Chatter:
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LinkedIn: https://www.linkedin.com/company...2020-03-1618 min
Value Investor ChatterMicron Technology, Inc. (MU): 5 Reasons to Stay Bullish Part 2 | Value Investor Chatter | #89Micron Technology, Inc. (MU) is one of the most popular stocks on Wall Street. The company is a leading provider of innovative semiconductor solutions. Micron Technology, Inc. has a strong history of profitability and is a great long-term investment.
Episode Outline
(00:00) Introduction
(03:59) How is Micron doing from a profitability standpoint?
(06:13) Do they have enough cash to maintain the day-to-day operations of the business?
(09:30) Is Management properly incetivized to protect shareholders interests over its own?
(13:12) Has management handled excess capital in a shareholder friendly way?2020-03-0425 min
Value Investor ChatterMicron Technology, Inc. (MU): 5 Reasons to Stay Bullish Part 1 | Value Investor Chatter | #88Micron Technology, Inc. (MU) is one of the most popular stocks on Wall Street. In this video, we’ll give you five reasons to stay bullish on Micron Technology, Inc. business!
Episode Outline
(00:00) Introduction
(02:50) Micron Technology
(09:31) Network Effects
(11:29) Switching Costs
(13:10) Micron's relationship with China
(19:36) Competitive Advantage
(24:38) CapEx
(32:12) Relationships with the Customers
(33:18) Relationships with Suppliers
(35:11) Conclusion
Value Investor Chatter:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: ht...2020-03-0336 min
Value Investor ChatterShould you invest in WEX Inc (WEX)? A complete guide to the company's stock and future prospects Part 2 | Value Investor Chatter | #87WEX Inc is a publicly traded company that provides corporate payment solutions. We take a look at whether or not you should invest in WEX and cover all of the basics, from what the company does to how its stock has performed. We also look at some key risks to consider before investing, and give our opinion on whether or not WEX is a good investment opportunity.
Episode Outline
(00:00) Introduction
(02:31) WEX's Return on Equity and their ability to translate moat into a higher return on capital.
(03:49) Return on...2020-02-2524 min
Value Investor ChatterShould you invest in WEX Inc (WEX) ? A complete guide to the company's stock and future prospects Part 1 | Value Investor Chatter | #86In this video, we take a look at WEX Inc (WEX) and whether or not you should invest in the company.
We cover all of the basics, from what WEX does as a business to how its stock has performed over time. We also look at some key risks to consider before investing. Finally, we give our opinion on whether or not WEX is a good investment opportunity.
Episode Outline
(00:00) Introduction
(02:26) Wex Inc.
(06:18) Competitive Advantage
(07:35) Network Effects
(10:36) Competitors of WEX
(11:49...2020-02-2530 min
Value Investor ChatterCoronavirus Pandemic: What You Need to Know as an Investor | Value Investor Chatter | #85The coronavirus pandemic has everyone on edge. But as an investor, you need to stay calm and take action. In this video, I'll share what you need to know about the virus and how it could impact your investments. We'll also offer some advice on what to do in light of this global crisis. So don't panic - watch this video now and learn how to protect your money!
Episode Outline
(00:00) Introduction
(01:25) Impact of Coronavirus
(10:50) Investment Portfolio
(13:33) Entertainment
(20:14) Tourism
(21:09) China
(37:56) Co...2020-02-2039 min
Value Investor ChatterTesla Motors (TSLA) Hits Record High: Should You Invest? | Value Investor Chatter | #84Tesla (TSLA) hit a record high today. But should you invest in Tesla? Watch this video to find out.
We'll go over the pros and cons of investing in Tesla, and whether or not it's a good investment for you. I'll also give my opinion on what the future holds for Tesla.
Episode Outline
00:00 Introduction
01:49 Tesla
12:00 Liabilities
16:22 Stock Valuation
21:21 Conclusion
Value Investor Chatter:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com...2020-02-1822 min
Value Investor ChatterWeWork: The Company That Fell From Grace | Value Investor Chatter | #83When WeWork first came on the scene, it was seen as a revolutionary company that was going to change the way we worked.
But in recent months, they've come crashing down. What went wrong? Watch this video to find out.
We'll also take a look at what this means for investors and business owners alike.
The Fall of WeWork: How a Startup Darling Came Unglued
https://www.wsj.com/articles/the-fall-of-wework-how-a-startup-darling-came-unglued-11571946003
Episode Outline
00:00 Introduction
01:39 WeWork
07:19 Software Benefits2019-11-0729 min
Value Investor ChatterThe Keys to Warren Buffett's Success as a Chairman and CEO | Value Investor Chatter | #82Warren Buffett is one of the most successful businessmen in the world. He's a chairman and CEO who knows how to make money in any economy. In this video, we'll take a look at three keys to Warren Buffett's success as a chairman and CEO.
Berkshire Hathaway’s Cash Pile Hits a Record
https://www.wsj.com/articles/berkshire-hathaways-earnings-fall-as-unrealized-investment-gains-decline-11572696532?mod=hp_lead_pos2
When Things Get Tough, Companies Split Chairman, CEO Roles
https://www.wsj.com/articles/when-things-get-tough-companies-split-chairman-ceo-roles-11572778801
Episode Outline:
00:00 Introduction
02:57 Berkshire Ha...2019-11-0531 min
Value Investor ChatterShould You Invest In Kraft Heinz? (The Pros and Cons) Part 2 | Value Investor Chatter | #81Kraft Heinz is a food and beverage company with a long history. It's a well-known brand and has a lot of products that are popular with consumers. However, the company has been struggling in recent years. It's been cutting costs and reducing its workforce. This has led to some investors wondering if Kraft Heinz is a good investment. In this video, We'll go over the pros and cons of investing in Kraft Heinz. I'll also give you my opinion on the company.
Episode Outline
(00:00) Introduction
(03:14) Does Kraft Heinz have enough...2019-10-3028 min
Value Investor ChatterShould You Invest In Kraft Heinz? (The Pros and Cons) Part 1 | Value Investor Chatter | #80When it comes to investing, should you invest in Kraft Heinz? In this video I'll go over the pros and cons of investing in the company. I'll also give you my opinion on whether or not it's a good investment.
Episode Outline:
(00:00) Introduction
(01:57) Kraft Heinz
(03:46) Competitive Advantage
(08:07) Brand Advantage
(10:20) Competitors
(24:08) Network Effects
(25:47) What are the risks to the earn a competitive advantage?
(28:15) What are the company's long-term prospects and runway for growth?
(33:52) Does the company require...2019-10-2939 min
Value Investor Chatter10 Reasons to Invest in TransDigm Group Part 2 | Value Investor Chatter | #79TransDigm Group is a leading designer, producer and supplier of highly engineered aerospace components, systems and subsystems for use on nearly all commercial and military aircraft in service today. The Company's products are critical components of aerostructures, engines, and landing gear, and are specified on nearly 11,000 aircraft in service. TransDigm Group's engineered products are often required for aircraft safety and performance, and typically account for a small fraction of the total aircraft cost but a large percentage of the value. The Company has a history of strong and consistent organic growth, driven by its success in providing innovative engineering...2019-10-1834 min
Value Investor Chatter10 Reasons to Invest in TransDigm Group Part 1 | Value Investor Chatter | #78Looking for a strong investment opportunity? Look no further than TransDigm Group. This business is well-positioned for success in the years to come, and here are 10 reasons why you should invest in it today.
Episode Outline
(00:00) Introduction
(02:50) TransDigm Group
(06:34) Competitive Advantage
(08:24) Brand Moat
(10:06) Network Effects
(10:44) Switching Cost
(13:22) Intangible Assets
(19:50) What are their long-term prospects and runway for growth?
(24:30) Pricing Power
(26:12) Competition
(32:15) Conclusion
Value Investor Chatter:
...2019-10-1735 min
Value Investor ChatterShould You Invest in Visa? Here's What You Need to Know Part 2 | Value Investor Chatter | #77Are you thinking about investing in Visa? Here's what you need to know. Visa is a global payments company that processes more than $6 trillion in annual transactions. It has a strong track record of growth and profitability, and its stock has been outperforming the market lately. But before you invest, it's important to do your homework. Watch this video for insights from industry experts on whether or not Visa is a good investment. You'll learn about the company's competitive advantages, potential risks, and more.
Episode Outline
(00:00) Introduction
(02:32) Does Visa have...2019-10-1033 min
Value Investor ChatterShould You Invest in Visa? Here's What You Need to Know Part 1 | Value Investor Chatter | #76Are you thinking about investing in Visa?
Here's what you need to know: Visa is a global payments company that processes more than $6 trillion in annual transactions. It has a strong track record of growth and profitability, and its stock has been outperforming the market lately.
But before you invest, it's important to do your homework. Watch this video for insights from industry experts on whether or not Visa is a good investment. You'll learn about the company's competitive advantages, potential risks, and more.
Episode Outline
(00:00) Introduction
2019-10-1041 min
Value Investor ChatterWhy Invest in Stocks vs. Others (Ie. Real Estate, Gold, Crypto) | Value Investor Chatter | #3Why should you invest in companies? You have other options.. Cryptocurrency, real estate, gold, silver, etc. But why invest in companies??
Book:
100 Baggers: Stocks That Return 100-To-1 and How to Find Them:
https://www.amazon.com/dp/B019978QJQ/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
The Intelligent Investor:
https://www.amazon.com/Intelligent-Investor-Collins-Business-Essentials-ebook/dp/B000FC12C8/ref=sr_1_4?s=digital-text&ie=UTF8&qid=1535575493&sr=1-4&keywords=intelligent+investor
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
https://www...2018-11-0221 min