Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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The Influence Factor by The Influencer Marketing Factory
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The Influence Factor by The Influencer Marketing Factory
The Influencer Marketing Factory
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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stocktalking에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 stocktalking 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Stock Talking
1 Jeffrey Kamys Part 2: Sports Betting & Gaming Q1 Earnings and Industry Update 58:10
58:10 
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좋아요58:10
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좋아요Jeffrey Kamys returns to discuss Q1 earnings, with updates on DKNG, PENN, MGM, BALY and more. We dive into Bally's potential tender offer after rejecting Standard Chartered's $38 per share and the company's transition to being more software-oriented after acquiring Gamesys. Jeffrey overviews opportunities in sports gambling content provider Gambling.com (GAMB) and Australian gambling conglomerate Tabcorp, including a potential divestiture of its lottery business in the near-term. Jeffrey walks through whether we could see sports betting becoming legal in California by Q1 2023. Check out the IBET ETF here https://www.inherentwealthfund.com/etf/ibet and Jeffrey's website here https://www.jeffreykamys.com…
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Stock Talking
My guest today is Jeffrey Kamys, Chief Investment and Portfolio Manager at Baseline Investments and Inherent Wealth Fund, where he manages the iBET Sports Betting & Gaming ETF (IBET). Jeffrey walks through the current landscape in sports betting in the US today and what the path to legalization looks like. I get Jeffrey's takes on disparities in valuations in sports gambling, including discounts in European companies (FLTR), brick and mortar casinos (BYD) and gaming picks-and-shovels names (ex. SGMS, EVO). Jeffrey discusses how customer acquisition costs and strategies to acquire growth are changing, and why sports gambling as a whole can grow at a 15-20% CAGR with operating leverage on top of that. I get Jeffrey's thoughts on companies who haven't traditionally played in sports betting and entertainment who will be heavily involved in the years to come, including AMZN, AAPL and DIS. This conversation really got me thinking on how strong the tailwinds might be for companies that benefit from legalization and growing interest in betting on sports. I highly recommend checking out IBET if you're interested in gaining exposure to the space with an active manager and following Jeffrey's coverage: - IBET ETF - https://www.inherentwealthfund.com/ - Jeffrey's podcast, blog and more - https://www.jeffreykamys.com/…
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Stock Talking
1 J Mintzmyer: Shipping, Capital Allocation and the Cycle 1:04:59
1:04:59 나중에 재생 나중에 재생 리스트 좋아요 좋아요1:04:59
나중에 재생 나중에 재생 리스트 좋아요 좋아요My guest today is J Mintzmyer, Head of Research at Value Investor's Edge and my favorite follow on all things shipping. J discusses where he thinks we are in the shipping cycle and how he gauges risk / reward based on company-specific and industry-specific factors. J uses this risk / reward framework to talk through International Seaways (INSF), Scorpio Tankers (STNG), Danaos (DAC) and more. I get J's thoughts on opportunities in container leasing and why he thinks Textainer (TGH) has higher upside than Triton (TRTN). We close by discussing one of J's newer positions - Diamondback Energy (FANG) - and how the company is approaching capital allocation. I thought this was an awesome conversation and came away excited to do more research on shipping. I highly recommend following J on Twitter and subscribing to Value Investor's Edge: - J's Twitter - https://twitter.com/mintzmyer - Value Investor's Edge - mintzmyer.com…
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Stock Talking
1 Twebs: Finding Non-Economic Sellers, Limited Downside and High Upside 46:28
46:28 나중에 재생 나중에 재생 리스트 좋아요 좋아요46:28
나중에 재생 나중에 재생 리스트 좋아요 좋아요My guest today is Twebs ( https://twitter.com/twebs ). Twebs writes The Asymmetry Infantry (https://twebs.substack.com/) and is host of Single Stock Spaces (RSS feed: https://api.substack.com/feed/podcast/487271/private/05bd0330-8d56-4df0-8ad3-9051293c432a.rss ). He spent 15+ years on the buy side and chats with me on lessons learned there, specifically on what good research looks like. We discuss Twebs' Double Dog Index ( https://twebs.substack.com/p/introducing-the-double-dog-index ) and important differences around capital allocation among the names ( $X v. $STLC v. $ARCH ). Twebs gives an update on $AMPY and how the risk/reward has improved since October (check out his original overview of Amplify here https://twebs.substack.com/p/ampy) . We close out talking about a formative investing experience that shows the value of identifying opportunities with non-economic sellers, limited downside and high upside.…
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Stock Talking
1 Web3, Web2 and the Physical World: Nick Widmer Returns to Talk NFTs of the Future 53:56
53:56 나중에 재생 나중에 재생 리스트 좋아요 좋아요53:56
나중에 재생 나중에 재생 리스트 좋아요 좋아요Nick Widmer discusses how NFTs will figure greatly into our relationship with products and services. We talk about LinksDAO and other projects where NFTs could represent value beyond the aesthetic and unlock physical goods and services in the future. Nick discusses why the current ecosystem is the way it is, including the incentives of influencers, advertisers and exchanges, and how that ecosystem could change in the future. I highly recommend subscribing to Nick's Substack ( https://nickwidmer.substack.com/ ) and LinkedIn ( https://www.linkedin.com/in/nicholaswidmer/ ) for more great takes on this subject.…
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Stock Talking
1 Hanging in the Pit with The Impervious, 2022 Edition 1:01:09
1:01:09 나중에 재생 나중에 재생 리스트 좋아요 좋아요1:01:09
나중에 재생 나중에 재생 리스트 좋아요 좋아요The Impervious is back to talk all things 2022 outlook! We exchange takes on inflation, growth v. value, uranium, SPACs, Chinese stocks, US cannabis and more.
Diligent Dollar ( https://diligent-dollar.com/ ) and I discuss his Value Trap Coffee Can Portfolio (VTCCP). We discuss the five names currently in VTCCP ($STRT, $ALSN, $AXL, $ANF and $CATO) and why opportunities exist specifically in auto suppliers and retail. Diligent also pitches Bath and Bodyworks ($BBWI) and the potential for the stock to be a compounder with strong organic growth and buybacks. We close out with some updates on Triton ($TRTN), 180 Degree Capital Corp. ($TURN) and National CineMedia ($NCMI).…
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Stock Talking
"If we talk in two years, I'll be shocked if Nike isn't issuing NFTs." - Nick Widmer Nick Widmer (https://nickwidmer.substack.com/, https://twitter.com/nfwidmer) returns to the show to talk about non-fungible tokens, Web3 and the next generation of brand building. Nick explains to me why NFTs are a logical vehicle for companies to use to build their brands. I walked away from this conversation with a much better understanding of NFT originators and buyers. Nick has a fascinating perspective and background; I highly recommend this episode! Show notes links: - Nick's article on NFTs (subscribe to his Substack - it's excellent) - https://nickwidmer.substack.com/p/nftsareworthunderstanding -Jack Butcher's Twitter thread on getting started with understanding Web3 and NFTs https://twitter.com/jackbutcher/status/1435299942235615236 - Not Boring (Packy McCormick) newsletter - https://www.notboring.co/…
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Stock Talking
I explain why I think the stock market puck is going to the movie theater industry and how turbo poker tournaments are my mental model for market cycles. I review Cinemark's 2021 quarterly earnings call and why CEO Mark Zoradi's comments demonstrate that 2H 2021 and 2022 are going to be an amazing time for the box office. Book recommendations: - The Biggest Bluff, Maria Konnikova https://www.amazon.com/dp/B082ZQYGSL/ - Thinking in Bets, Annie Duke https://www.amazon.com/Thinking-Bets-Making-Smarter-Decisions-ebook/dp/B074DG9LQF…
I discuss why I'm a big fan of Apple's buyback strategy and think buybacks are a better use of capital than acquisitions, any capex they could do, debt paydown, keeping the cash or raising the dividend. Based on the company's capital allocation strategy and earnings growth, Apple still is a great buy and one of my top holdings. Some links I mention in the show: - Berkshire 2020 letter - https://www.berkshirehathaway.com/letters/2020ltr.pdf - Blog post on capital light compounders by Connor Leonard (thank you Diligent Dollar for recommending) - https://sabercapitalmgt.com/reinvestment-moat-follow-up-capital-light-compounders/…
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Stock Talking
1 Sunday Options (4/25/2021): Hanging in the Pit with The Impervious 56:42
56:42 나중에 재생 나중에 재생 리스트 좋아요 좋아요56:42
나중에 재생 나중에 재생 리스트 좋아요 좋아요The Impervious returns to swap takes on gold + gold miners, Tesla + FAANG upcoming earnings, inflation v. deflation, the crypto lending market and QQQ's year of outperformance versus Berkshire Hathaway.
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Stock Talking
1 Diligent Dollar Part III: Good Companies, Bad Balance Sheets 1:07:02
1:07:02 나중에 재생 나중에 재생 리스트 좋아요 좋아요1:07:02
나중에 재생 나중에 재생 리스트 좋아요 좋아요Diligent Dollar is back to explain how he finds opportunities in levered companies that scare away most equity investors. Diligent talks through several examples including Platform Specialty Products (now Element Solutions) to highlight scenarios where debt to EBITDA multiples don't tell the whole story. We discuss Diligent's Civeo ($CVEO) thesis (lodging and hospitality for mining) and dive into the company's de-leveraging story, potential to produce a 25%+ FCF yield and why CVEO could do well independent of commodity price movement. Diligent shares his experience trying to acquire a marina, his thoughts on the structural disadvantages of REITs, tailwinds for manufactured housing (Cavco - $CVCO, Skyline - $SKY) despite NIMBY concerns and more. I really enjoyed this conversation and highly recommend subscribing to the Diligent Dollar blog (https://diligent-dollar.com).…
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Stock Talking
1 Phil Andrews: The Role of Cathie's Ark in the ARK Investing Community 1:05:11
1:05:11 나중에 재생 나중에 재생 리스트 좋아요 좋아요1:05:11
나중에 재생 나중에 재생 리스트 좋아요 좋아요Phil Andrews of Cathie's Ark returns for an awesome discussion on ARK and how the Cathie's Ark website and trading floor provide valuable data and commentary to the ARK community. Phil responds to the ARK bears and debunks some popular narratives on ARK’s exposure to a sell-off triggered by illiquidity. We discuss the best ARK portfolio holdings to buy during drawdowns and why Phil believes $ARKG is the ETF most well situated to thrive as ARK AUM grows. I ask Phil about the bull case for $TDOC, $BLI and a number of other names. Phil reviews new and upcoming features for the Cathie's Ark website (filters, timelines and plans for upcoming FDA release data). I get Phil’s reactions to ARK’s new positions in $DKNG and $TWTR. We close with some questions from Twitter and Cathie’s Ark’s Trading Floor, including Phil’s takes on $NNDM, $BNGO, $PACB and dollar-cost averaging. Cathie's Ark (https://cathiesark.com/) has been an indispensable resource for me as an investor in $ARKK and I highly recommend checking out the website, joining the Trading Floor community and signing up for email notifications ( https://cathiesark.com/daily-trade-email ).…
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Stock Talking
The Impervious and I come together to talk about the market’s new all-time highs and the crush in implied volatility. For once, we both agree energy is well positioned to benefit from technical (potential short squeeze, high amount of options traded) and fundamental (supply constrained, demand growing) factors. Sean talks about opportunities in uranium, implied volatility, gold miners and more. I discuss recent changes in my own portfolio where the theme was sell low quality businesses and buy more of high quality businesses.…
GameStop! The Impervious and I take stock of extreme volatility in $GME, $AMC and other favorites of the WSB crowd. How long could this phenomenon last? Sean crafts a generalized strategy for trading single digit price stocks with condensed option chains and gives recommendations for $GNUS, $XSPA and $AG.…
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Daily Deals
Stock Talking와 비슷한 콘텐츠
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
T
The Influence Factor by The Influencer Marketing Factory
1
The Influence Factor by The Influencer Marketing Factory
The Influencer Marketing Factory
37k128
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
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Player FM 앱으로 오프라인으로 전환하세요!
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