Episódios
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Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com
Link to Palantir Bullets, Arny's blog focused on Palantir: https://www.palantirbullets.com/
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This is a first-of-a-kind episode as it’s a deep dive into a specific company: Palantir. Palantir is known today for its hot stock, but not many people understand what the company does or why it’s accelerating its growth as it scales. This podcast aims to touch both sides of the story: the business and the valuation.
To help me I was lucky enough to be joined by Arny Trezzi, an individual investor that has done deep research on Palantir and holds it as one of its main positions. We discuss…
The concept of asymmetryWhat the company doesIts competitive advantagesAnd valuation among other thingsI hope you enjoy this episode and feel free to subscribe if you do!
Public.com disclosure: Brought to you by Public Investing, member FINRA + SIPC. As of 9/26/24, the average, annualized yield to worst across the Bond Account is greater than 6%. Yield to worst is not guaranteed. Not an investment recommendation. All investing involves risk. Visit public.com slash disclosures slash bond dash account for more info.
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In today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment strategy and he explains why he believe this to be a strategy that fits his investment philosophy.
We also go over other topics like...
The characteristics of a quality companyThoughts on shortingInvestment process Luck and mistakes The current market environmentHere's Upslope's website: https://www.upslopecapital.com/
And here's Best Anchor Stocks,' website my investment research service where you'll find plenty of content related to quality investing: https://www.bestanchorstocks.com/
Public.com disclosure: Brought to you by Public Investing, member FINRA + SIPC. As of 9/26/24, the average, annualized yield to worst across the Bond Account is greater than 6%.Yield to worst is not guaranteed. Not an investment recommendation. All investing involves risk. Visit public.com slash disclosures slash bond dash account for more info.
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In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry.
We discuss, among other topics...
The healthcare industry in generalThe bioprocessing sub-segmentThe parts of the value chain that can potentially add the most shareholder valueHow AI can impact the value chainMuch moreDon't forget to subscribe to bestanchorstocks.com if you like the content and follow me on X (@invesquotes). I have covered the industry and own one the highest-quality companies in the space.
Podcast Disclosure: This podcast is intended with informational purposes only. Do your own due diligence.
Public.com Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.7%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [9/05/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.
Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.
Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.
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Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry, and we go over all the relevant topics like...
What the industry is and its historyGrowth driversCompetitive dynamicsMain playersChallenges and headwindsThe current state of the industryIf you are looking for an introduction to the industry, this podcast is for you. I also wrote a primer on the industry a while ago which you can find here: https://www.bestanchorstocks.com/p/a-resilient-growth-industry-but-not?r=1sqo5u&utm_campaign=post&utm_medium=web
Don't forget to subscribe to bestanchorstocks.com if you like the content and follow me on X (@invesquotes)
Podcast Disclosure: This podcast is intended with informational purposes only. Do your own due diligence.
Public.com Disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.
See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.
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Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US.
They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this trend. Here it is: https://andvariassociates.com/wp-content/uploads/2024/06/2024-06-Andvari-Fortune-Southern-migration.pdf
Lawrence and Doug also host (together with Devin Lasarre) an excellent and atypical podcast called 'Preferred Shares', which I definitely recommend following: https://open.spotify.com/show/0eAZkSKXiEhqT7o2nNplrO?si=172375d7111d498c
You can also listen to this podcast on Spotify: https://open.spotify.com/show/3IXMPlrhB3VOPTfTKBWJ2i?si=e40ad66bd0c14f8b
I'll also leave here a link to a webpage through which you can follow my writing: https://www.bestanchorstocks.com/ Don't forget to like the video and subscribe to the channel if you enjoy the episode. More to come!
All relevant links about me are here: https://t.co/d3PTtIpLbw
Podcast disclosure: Nothing said here is investing advice, the information is shared with educational purposes only. Do your own due diligence.
Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.
See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.
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Link to Best Anchor Stocks: https://www.bestanchorstocks.com/
Link to Crossroads Capital: https://www.crossroadscap.io/
Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023
Don't forget to follow the show and leave a review if you enjoy it!
Topics covered...
What Ryan considers a high-quality companyHow Ryan applies the past to his processThoughts on Big Tech and competition from ChinaThoughts on Index ConcentrationAre markets efficient?The importance of a catalyst when investing in small capThe investment case on Vistry and thoughts on the UK stock marketNintendo and how the thesis is playing outDisclosure: Nothing shared here is investment advice, participants might have positions in the securities discussed. Do your own due diligence.
Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.
See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.
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In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as...
How Ernest got hired at Baskin (comes with good advice for people who might be starting out)Why today is different to the dotcom eraDisruption for tech companies and why we tend to overestimate itAdobe and generative AICharacteristics of a high quality companyDividend investingThe advantages and disadvantages of leverageCapex of the big techsHow they think about sellingMistakesTheir favorite investment booksAs you can see, we covered a lot.
I highly recommend going over Baskin Wealths' web page (https://baskinwealth.com/) and following their podcast (https://open.spotify.com/show/3ntwlj9GW7U1zcHbdgGP6F?si=5255de4333f44d4b)
As always, don't forget you can follow my writing at bestanchorstocks.com and my X account (@invesquotes).
Lastly, feel free to leave a follow and a review if you liked the content!
Disclaimer: As of the moment of this episode, participants might have positions in the securities discussed. The article is intended with information purposes only, do your own due diligence.
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Hi again!
It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've ever researched.
Drew and I have also written some articles related to this topic, here they are...
My article: https://www.bestanchorstocks.com/p/the-traits-of-a-high-quality-company
Drew's article: https://t.co/IB7BWV8ErA
I also recommend checking our investment research services out. You can find mine at bestanchorstocks.com and Drew's in https://speedwellresearch.com/.
As always, don't forget to follow the podcast and leave a review if you enjoy the content.
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Link to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you enjoy these types of episodes be sure to follow and leave a review! ---------------------------------------------------------------- Hello! I had the chance of speaking to Todd Wenning this week, founder of Flyover Stocks. We discussed stock picking in general and important topics such as portfolio sizing, volatility...and we also touched on Nintendo and a Flyover Stock that was recently discovered by Todd. Todd was a great guest and I enjoyed our conversation :) I hope you enjoy this one!
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Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great companies in detail, Copart (CPRT) and HEICO (HEI), focusing on the main risks for each.
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Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics.
For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/
For more information about Best Anchor Stocks, visit our landing page: https://seekingalpha.com/mp/1399-best-anchor-stocks/articles
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Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden.
I decided to contact Christian after listening to him speak about quality investing, as I believe the investment style of Billinger Forvaltning is pretty similar to that of Best Anchor Stocks. We focused the conversation on quality investing and on the concept of “hiding in plain sight.”
I have prepared a transcript of the conversation in case you prefer reading it. You can find it in my Substack.
Disclaimer: Nothing said in this conversation should be considered investment advice of any kind. Do your own due diligence. The participants may or may not have positions in the securities discussed.
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In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)
