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Krzysztof and Luke에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Krzysztof and Luke 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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E42: Six Skills to Sharpen your Investing Claws

40:30
 
공유
 

Manage episode 436512652 series 3589623
Krzysztof and Luke에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Krzysztof and Luke 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.

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

---

A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
X.com/7LukeHallard
X.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

  continue reading

130 에피소드

Artwork
icon공유
 
Manage episode 436512652 series 3589623
Krzysztof and Luke에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Krzysztof and Luke 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.

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

---

A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
X.com/7LukeHallard
X.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

  continue reading

130 에피소드

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