Episodes
-
In this episode of Value Investing Talks, we explore the evolving landscape of private equity, business acquisitions, and strategic investments. Our guest, Matt Gochman, CEO of O7Capital, shares his expertise on navigating acquisitions and investment opportunities in the U.S. and expanding European markets.Key discussion points include:
The advantages and challenges of acquiring established businesses versus starting new ones. Key insights into the motivations behind why business owners decide to sell successful companies. Current market trends in private equity, including high interest rates and selective investment strategies. Opportunities and risks for investors in the private equity sector. Creative deal structures, including seller financing, and strategies to maximize returns.For more details, including Matt’s presentation on strategic investments, check the links below:
Think & Invest Newsletter: https://www.thinkandinvest.com Eugene Alexeev's LinkedIn: https://www.linkedin.com/in/evgeniyalexeev Matt Gochman's LinkedIn: https://www.linkedin.com/in/mattgochman24Disclaimer:
All information in this episode reflects my own experience and is not financial advice.It is provided for educational and entertainment purposes only. -
In this episode of Value Investing Talks, we dive into the long-term investment potential of Dubai, exploring its ambitious development plan leading up to 2040. Our guest, George Gabriel, an expert in real estate and global investment trends, shares why Dubai continues to stand out as a prime destination for investors, particularly in commercial and residential real estate.
Key discussion points include:
How Dubai compares to global cities like New York, London, Hong Kong, and Monaco in terms of return on investment. Why Dubai remains a lucrative market for real estate investment. Key insights into the future of Dubai's growth and development. Opportunities and risks for investors in Dubai's real estate sector. Current trends and strategies investors can utilize to maximize their returns in this region.For further details, including George’s presentation on Dubai's development, make sure to check the links below:
Think & Invest Newsletter: thinkandinvest.com Eugene Alexeev's LinkedIn: linkedin.com/in/evgeniyalexeev George Gabriel's LinkedIn: linkedin.com/in/george-g-a2a42822 Investor's Kit & Presentation: Download HereDisclaimer:
All information in this episode reflects my own experience and is not financial advice. It is provided for educational and entertainment purposes only. -
Missing episodes?
-
In this episode, we have the pleasure of interviewing Whitney Shepherd, a private investor from Greater Boston, US. Whitney invests in private businesses and has a wealth of knowledge and experience in the field of private equity.
During our conversation, Whitney shares her personal journey into private equity and discusses the benefits of investing in private businesses. She also provides valuable insights into the process of buying a business and how to identify a good investment opportunity.
In addition to her work in private equity, Whitney is also a passionate advocate for entrepreneurship and encourages others to pursue their passions and start their own businesses. She shares her own experiences as an entrepreneur and offers advice for those who are just starting out.
If you're interested in learning more about private equity and investing in private businesses, this episode is a must-listen.
Book recommendations:
HBR guide to buying a small business
Buy then build
Whitney can be reached at:
Email - [email protected] Linkedin - https://www.linkedin.com/in/whitney-sheph/_______
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Today, our guest is William Rassano, the Chief Investment Strategist at Inland Investment Advisors, Inc. We delved deep into his journey into real estate, uncovering the motivations and passions that led him to this dynamic field.
During our conversation, William spoke about:
His personal journey into real estate and the reasons behind his career choices.
The core principles and criteria that underpin Inland's investment decisions.
The significance of macroeconomic indicators in their investment strategy.
His perspective on the cyclical nature of real estate markets, especially in the post-pandemic era.
Valuable insights on identifying opportunities in distressed assets during downturns and recessions.
William also reflected on his most profound life and investment insights and was candid about some of the lessons learned from past mistakes.
Recommended Books:
"Market Wizard Series" by Jack D. Schwager
"The Boock Report" by Peter Boockvar
Works by Joel Greenblatt on Value Investing
"Confidence Game" by Christine S. Richard (Bill Ackman book)
"When the Wolves Bite: Two Billionaires, One Company, and an Epic Wall Street Battle" by Scott Wapner
"Spike Trade (monthly service)" by Dr. Alexander Elder and Kerry Lovvorn
For those eager to connect with William, he can be reached at
Email: [email protected]
Linkedin - link
Join us for a captivating episode filled with real estate insights and value investing wisdom!
_______Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Join us in this riveting episode as we welcome Rahul Ramaswamy, an experienced analyst from Berlin, to discuss the murky world of creative accounting in investments. Rahul illuminates the financial indicators you should keep an eye on when assessing a company's true value.
In addition, Rahul shares his own investing philosophy, providing a unique perspective on making sound investment decisions. He also imparts some key investing insights, delivering practical advice for navigating the complex financial landscape. Don't miss this enriching episode packed with invaluable knowledge from an industry expert.
_____
Indicators which were pointed in the episode:
Profit and loss statement checks
- Cumulative CFO by cumulative EBITDA (5-6 years)
- Volatility of amortisation tools
Balance sheet checks
- Cash yield (investment income / current investments, cash)
- Contingent liabilities as a proportion of net worth
Pilferage check
- Misc expenses as % of revenue
Auditor check
- CAGR auditor remuneration to CAGR consolidated revenue.
_______
Contacts and resources:
https://www.linkedin.com/in/ramaswamy-rahul/
_______
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Embark on an enlightening journey with Ritik Katte, a partner and fund manager at MCD Capital and a private investor, as he shares his expertise and approach to value investing. Discover the depth of his unique strategies, the valuable lessons he's learned from his mistakes, and the books that shape his investment wisdom.
An insight into Ritik's inspiring journey which led him to the world of investing The investment philosophy: unravelling his methodology for evaluating companies Crucial lessons from past: analyzing his investment missteps and the insights gained Ritik's must-read books for those keen to deepen their understanding of investing_______
Contacts and resources:
https://www.linkedin.com/in/ritik-katte
https://www.mcdcapital.net
https://mru.org
_______
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Join us in this episode of Value Investing Talks as we host Steve Rooms, a seasoned private investor specializing in acquiring private accounting businesses. Dive into Steve's journey, learning about:
His path from early beginnings to successful investment career The intricate process of business acquisition and pitfalls to avoid His unique investment strategy for finding the best dealsWhether you're an aspiring investor or a seasoned professional, this episode provides value for everyone interested in private investing and business acquisitions.
_______
Steve's contact details:
Mobile: (07930) 857243
Email Address: [email protected]
Website: steverooms.com
LinkedIn Profile: linkedin.com/in/stephenrooms_______
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Today our guest is Arti. She is a value investor who scans the markets for opportunities with a focus on small caps. She has developed a methodology which has grown her portfolio 20x since she started a decade ago. Her stock ideas come from scanning the daily regulatory news alerts and being aware of upcoming and current macro trends in order to take advantage of undervalued companies.
Her resources include: Vox Markets, London Stock Exchange news service, Twitter, London south east (lse.co.uk), Advfn, Proactive investors and youtube for interviews and knowledge on sectors/resources.
Her LinkedIn - link
_______
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
In this episode a crypto-focused video script writer, Tina, discovers truly useful points for newbies and experienced enthusiasts in the investment world. Here are some highlights:
Tina’s investing journey
Current results in various directions
Goals and aims to be reached
Some advice
To learn more about the guest and get in contact:
Tina Kocharian on LinkedIn
_______
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Today, our guest George Gabriel, a luxury real estate consultant in Dubai, shares valuable insights on various aspects of the real estate market and investments in Dubai. The key topics discussed include:
The appeal of Dubai as an investment destination for investors. ROI and costs: Taxes, fees, and expenses associated with real estate investments. Risk mitigation: Short-term vs. long-term rental strategies. Emerging areas and upcoming trends in the Dubai real estate market. Visa considerations for investors.To learn more about George Gabriel and his services, visit:
Website: George Connects LinkedIn: George Gabriel on LinkedIn_______
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Today our guest is Dmitry - a private value investor from Canada. We spoke about forming and expanding your circle of competence and how to understand your boundaries.
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
In this episode we will speak with Brian Darr - a great guy and a private investor. He will tell his journey to investing world, how he started and achieved great results doing little action. You will also hear investing book recommendations and his biggest investing insights.
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
-
Introduction for the podcast "Value investing Talks"
Explore Numfin.com, a comprehensive stock research tool covering 60,000 companies, 70+ stock exchanges, and available in 25 languages.
Also subscribe to Think and invest newsletter. Sign Up & Get '39 Passive Income Ideas PDF, FREE
