E42: Six Skills to Sharpen your Investing Claws
Manage episode 436512652 series 3589623
If you’ve ever wondered about the difference between Badger and Monkey, here it is: Monkey spent his weekend getting a haircut, while Badger was playing poker until 6am in a literal castle on the outskirts of Edinburgh. Whose team are you on now?
In this week's episode, Luke buys Coherus $CHRS January 2026 options on the strength of Krzysztof's sales pitch in episode 41. “Deep Value” seems to have been the magic phrase that made his claws tingle, despite the “likelihood of failure still being high”, a fact rebutted with sound reason, logic and facts. We'll agree to disagree, but it's a high risk investment, however you look at it!
@iancassel, Founder of MicroCapClub.com recently shared an excellent presentation on the "Six Skills of Stock Picking". We discuss all six, brought to life with lessons from our decades of mistakes and successes:
🎯 Identifying Actionable Ideas
🎯 Valuation
🎯 Buying and Sizing
🎯 Holding Due Diligence
🎯 Selling
🎯 Survival!
Krzysztof also reminisces about Jon Stewart’s righteous grilling of Jim Cramer during the Great Financial Crisis of 2008, and Stewart’s current beef with the media spouting economic nonsense about inflation and the politicization of anti-price-gouging policies. Moral: know your sources and make sure you trust their motivations.
We’re getting many more comments and questions from our growing community — keep up the good work, beasties.
Sources mentioned:
https://microcapclub.com/the-skills-of-stock-picking/
Segments:
[00:00:00] Introduction
[00:02:00] Luke Bought Coherus Biosciences As Well!
[00:05:45] The Six Skills of Stock Picking:
[00:08:45] 1. Identifying
[00:12:13] 2. Valuation
[00:20:30] 3. Buying
[00:23:57] 4. Holding
[00:25:36] 5. Selling
[00:28:44] 6. Survival
[00:31:39] Listener Shout Outs!
[00:33:00] The Real Deal on Price Controls and Media Spin
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