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What Works In Investing..?

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Episodes

Using Twitter to Test My $MPW Investment Thesis

9/20/2017
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​Using Twitter to Test $MPW Investment Thesis, Momentum Trading Realities, 1849 Gold Rush, Scopia Influences $ACOR Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: ​How I used Twitter to test my $MPW investment thesisThis episode is somewhat spontaneous and the topic comes out of a tweet […] The post Using Twitter to Test My $MPW Investment Thesis appeared first on What Works In Investing.

Duration: 00:29:14


Medical Properties Trust, a REIT with a 7.5% Yield and a 30% Margin of Safety

9/13/2017
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Medical Properties Trust, a REIT with a 7.5% Yield and a 30% Margin of Safety, Buffett dumps $GE, Dividend Stocks in Frothy Markets Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Medical Properties Trust is selling at a 7.5% yield and a 30% margin […] The post Medical Properties Trust, a REIT with a 7.5% Yield and a 30% Margin of Safety appeared first on What Works In Investing.

Duration: 00:31:56


$ADNT: A Spin-Off that is Selling for Only Six Times Forward Earnings

9/6/2017
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$ADNT: A Spin-Off that is Selling for only Seven Times Forward Earnings Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: ADNT, the spinoff selling at only seven times forward earnings​Spin-offs are a reach pond for value investors to fish in. For an excellent description […] The post $ADNT: A Spin-Off that is Selling for Only Six Times Forward Earnings appeared first on What Works In Investing.

Duration: 00:33:58


The Best Short-Term Investments

8/30/2017
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The Best Short-Term Investments, Get into the Market or Get Out, Capital Gains and Lots, ValueAct Influenecs Seagate ($STX) Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: The Best Short-Term InvestmentsThe topic in this episode is where to put your short-term money to work. […] The post The Best Short-Term Investments appeared first on What Works In Investing.

Duration: 00:35:42


An Asset Based Valuation of Liberty Ventures ($LVNTA) Shows a 19% Discount to Net Asset Value

8/23/2017
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An Asset Based Valuation of Liberty Ventures ($LVNTA) Shows a 19% Discount to Net Asset Value Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: LVNTA's 19% margin of safety discovered by doing an asset based valuationSome of you may recall the podcast episode I […] The post An Asset Based Valuation of Liberty Ventures ($LVNTA) Shows a 19% Discount to Net Asset Value appeared first on What Works In Investing.

Duration: 00:29:01


Seth Klarman Q2 2017 Investor Letter Review

8/16/2017
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WWII 086: Seth Klarman Q2 2017 Investor Letter Review Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Seth Klarman's Q2 2017 Investor Letter HighlightsSeth Klarman is usually not that outspoken about politics, but in Baupost Group's second quarter investor letter, he lets Trump have […] The post Seth Klarman Q2 2017 Investor Letter Review appeared first on What Works In Investing.

Duration: 00:32:24


Why Warren Buffett is Buying Airlines, Why Companies Go Public, How to Learn Corporate Finance

8/9/2017
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Why Warren Buffett is Buying Airlines, Why Companies Go Public, How to Learn Corporate Finance Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Why is Warren Buffett buying airlines after decades of ignoring them?Buffett once said, “If a capitalist had been present at Kitty […] The post Why Warren Buffett is Buying Airlines, Why Companies Go Public, How to Learn Corporate Finance appeared first on What Works In Investing.

Duration: 00:29:07


How to Manage Correlation in Your Portfolio, Margin Debt worse than Mortgage Debt, Importance of Liquidity: WWII 084

8/2/2017
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How to Manage Correlation in Your Portfolio, Margin Debt worse than Mortgage Debt, Importance of Liquidity: WWII 084 Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Managing correlation in your portfolioManaging correlation doesn't have to be an extensive mathematical exercise for the retail investor. […] The post How to Manage Correlation in Your Portfolio, Margin Debt worse than Mortgage Debt, Importance of Liquidity: WWII 084...

Duration: 00:27:46


WWII 083: How to Allocate Capital to Your Investment Ideas

7/25/2017
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WWII 083: How to Allocate Capital to Your Investment Ideas Main Topic: How to allocate your capital across investment ideasThis podcast episode is part of a series about portfolio management and covers the topic of capital allocation on which I wrote an extensive blog post.The different aspects of capital allocation covered include:​Using Opportunity Cost to […] The post WWII 083: How to Allocate Capital to Your Investment Ideas appeared first on What Works In Investing.

Duration: 00:24:11


WWII 082: Idea Generation for new investors, cost differences between coal and offshore oil drilling, when do options expire

7/18/2017
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WWII 082: Idea Generation for new investors, cost differences between coal and offshore oil drilling, when do options expire Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Idea Generation for New InvestorsI’m a proponent of following a progression when learning how to invest. My […] The post WWII 082: Idea Generation for new investors, cost differences between coal and offshore oil drilling, when do options expire appeared first on...

Duration: 00:40:39


WWII 081: Control Investing Has Changed from 1950’s To Today, Socially Responsible Investing, Non-Dividend Stocks

7/13/2017
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WWII 081: Control Investing Has Changed from 1950's To Today, Socially Responsible Investing, Non-Dividend Stocks Insert WordPress Content Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: How Control Investing Has Changed from 1950's To TodayThis episode was inspired by a listener named Dan C. […] The post WWII 081: Control Investing Has Changed from 1950’s To Today, Socially Responsible Investing, Non-Dividend Stocks appeared first...

Duration: 00:26:54


WWII 080: Buying Programs and Disciplines, Trading a Roth IRA, Investing vs Speculating, Sales of New Homes Fall from Lack of Supply

7/11/2017
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WWII 080: Buying Programs and Disciplines, Trading a Roth IRA, Investing vs Speculating, New Homes Sales Slow Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Buying Programs and DisciplinesThis episode was inspired by a listener of the podcast named Yaokai who has been submitting […] The post WWII 080: Buying Programs and Disciplines, Trading a Roth IRA, Investing vs Speculating, Sales of New Homes Fall from Lack of Supply appeared...

Duration: 00:28:20


WWII 079: Economic Moats Around Great Companies, Reverse Stock Splits, Buying Silver

7/6/2017
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WWII 079: Economic Moats Around Great Companies, Reverse Stock Splits, Buying Silver Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Economic Moats Around Great CompaniesWarren Buffett said “In business, I look for economic castles protected by unbreachable ‘moats’.”This episode is about different kinds of […] The post WWII 079: Economic Moats Around Great Companies, Reverse Stock Splits, Buying Silver appeared first on What Works...

Duration: 00:20:58


Dr. Sven Carlin of Let It Grow Investments on Amira Natural Foods, Ltd. $ANFI

7/4/2017
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Dr. Sven Carlin of Let It Grow Investments on Amira Natural Foods, Ltd. $ANFI In this episode I welcome very special guest Dr. Sven Carlin of Let It Grow Investments on to the podcast to discuss Amira Natural Foods, Ltd (NYSE:$ANFI). Be sure to share this valuable episode with your friends! Dr. Sven Carlin​Owner and […] The post Dr. Sven Carlin of Let It Grow Investments on Amira Natural Foods, Ltd. $ANFI appeared first on What Works In Investing.

Duration: 00:50:29


WWII 078: The Health of the U.S. Consumer, Monthly Dividends, Is a High P/E Ratio Good or Bad

6/29/2017
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WWII 078: The Health of the U.S. Consumer, Monthly Dividends, Is a High P/E Ratio Good or Bad Insert WordPress Content Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: The Health of the U.S. ConsumerIn this episode I discuss another major factor in the […] The post WWII 078: The Health of the U.S. Consumer, Monthly Dividends, Is a High P/E Ratio Good or Bad appeared first on What Works In Investing.

Duration: 00:27:39


WWII 077: My First Real Estate Development Project, Buying Foreign Companies on U.S. Exchanges, Private Sales of Public Stock

6/27/2017
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WWII 077: My First Real Estate Development Project, Buying Foreign Companies on U.S. Exchanges, Private Sales of Public Stock Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: My First Real Estate DevelopmentThere is a gated community in northern California. I have family that live […] The post WWII 077: My First Real Estate Development Project, Buying Foreign Companies on U.S. Exchanges, Private Sales of Public Stock appeared first...

Duration: 00:30:17


WWII 076: David Dreman the Contrarian Investor 13F Review, Retail REITS are Adapting to the New Normal, Corvex Management Influences Energen ($EGN)

6/22/2017
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WWII 076: David Dreman the Contrarian Investor 13F Review, Retail REITS are Adapting to the New Normal, Corvex Management Influences Energen ($EGN) Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: David Dreman the Contrarian Investor 13F ReviewBorn in Winnipeg, Manitoba, Canada in 1936, DavidDreman […] The post WWII 076: David Dreman the Contrarian Investor 13F Review, Retail REITS are Adapting to the New Normal, Corvex Management...

Duration: 00:29:05


WWII 075: Learning Progression for the Accounting Mental Model, If I Buy Below Liquidation Value Will I Profit, Jamie Dimon on Three U.S. Problems

6/20/2017
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WWII 075: Learning Progression for the Accounting Mental Model, If I Buy Below Liquidation Value Will I Profit, How to React to Mutual Fund Mergers Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Learning Progression for the Accounting Mental ModelCharlie Munger has suggested we […] The post WWII 075: Learning Progression for the Accounting Mental Model, If I Buy Below Liquidation Value Will I Profit, Jamie Dimon on Three U.S....

Duration: 00:30:10


WWII 074: What is Happening in Retail is Dead or Not, Playing the Demographic Shift in the U.S.

6/15/2017
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WWII 074: What is Happening in Retail is Dead or Not, Playing the Demographic Shift in the U.S., Cevian Influences $ERIC Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Is Retail Dead or Not?There is no bigger creative destructive force in the world than […] The post WWII 074: What is Happening in Retail is Dead or Not, Playing the Demographic Shift in the U.S. appeared first on What Works In Investing.

Duration: 00:26:50


WWII 073: Idea Management Systems Part 2, What is Discounting, Going All-In on an Arbitrage

6/13/2017
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WWII 073: Idea Management Systems Part 2, What is Discounting, Going All-In on an Arbitrage Have you subscribed to my podcast yet? If not, you can click the buttons below to subscribe: Main Topic: Idea Management Systems Part 2In the last episode, I walked you through the concept of idea management and how it’s an […] The post WWII 073: Idea Management Systems Part 2, What is Discounting, Going All-In on an Arbitrage appeared first on What Works In Investing.

Duration: 00:29:50

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