Ian Bezek joins us for the follow-up to his previous interview (An Editor's Pick on Seeking Alpha).
A few highlights:
I hope you enjoy the interview.
How many investing related emails are in your inbox right now?
How many tabs on your browser do you have opened to an investing article that you really want to read?
I have a subscriptions to the WSJ and as a result have a rain forest worth of paper piled on my office floor. Add to that The Economist and Bloomberg/Businessweek. I subscribe to all these because in my opinion they are some of the best sources of news available. But what's the goal?
Pick something you want to become at as investor or pick a classic investing book that you want to read. Then, actually plan the reading into your schedule. Identify quadrant 3 activities in your day and over rule them with life-giving quadrant 2 activities.
I hope you enjoy the rest of the show.
Lynn (aka "Dividend House") has been investing for over 30 years, but more recently began taking a much more hands on approach. In this interview, she dives into all the details of what it means to her to be a Dividend Growth Investor aka "DGI".
Jesse Moore comes out of the oil industry (upstream, midstream, and downstream) and brings with it special insights that help him as an investor.
Recently, he wrote about whether Tesla's autonomous vehicle program is a self-defeating business model and I wanted to sit down learn more about his thesis and thoughts.
I hope you enjoy the interview.
Dana Blankenhorn has been a tech journalist for forty years and knows the industry well. He recently wrote an article about how Apple (AAPL) surprised investors with their capital outlay and success in cloud computing.
In this interview we discus why cloud matters and how Apple is winning.
Of course, talking to Dana about tech is like opening a fire hydrant (in a good way!). He has so much to share and has a unique ability to express it in understandable and enjoyable ways.
Other stocks discussed: Tesla, General Motors
I hope you enjoy the interview.
Joe Springer is a self-taught investor in the line of Joel Greenblatt and Bruce Greenwald. Since he was a kid, he's been fascinated by finance and the stock market.
In today's interview, we discuss the following:
I hope you enjoy today's interview with Joe Springer.
Bret Jensen is one of the most brilliant minds regarding biotech investment, and apparently lots of other sectors as you'll see in this interview.
We start the interview with an onslaught of just about every great opportunity Bret sees in the market right now and end up talking about how he'd invest from a desert island.
Mark Hibben is an electrical engineer and independent iOS developer who actively contributes on Seeking Alpha offering insights from his tech background.
In this interview, we dive deeper into a few of his recent articles on Apple and Tesla.
Ralph Baker is known on Seeking Alpha as "Shock Exchange," a name he derives from his youth mentorship program that teaches investment management skills and competitive basketball skills.
Ralph started learning to invest in the 5th grade when his dad gave him a copy of the WSJ and started quizzing him on it. Since then, he has spent decades in the M&A space. When it came time to teach his kids about investing, he decided to include the community and his youth program was born.
If Ralph can teach kids to invest (who went on to predict the Great Recession), I'm convinced he can teach us as well.
I'm looking for around 15 people who would be interested in reading and discussing The Intelligent Investor book by Benjamin Graham together.
Warren Buffett says that it is, "the best book on investing ever written" and it has remained a classic for decades and decades. Any of us would be foolish to not take it seriously.
So, I'm looking for around 15 people who want to take it seriously with me.
If you want to be one of those 15 fill out this application (no cost) and I will get back to you soon.
Shailesh Kumar is the man behind Value Stock Guide where he runs a portfolio that has returned 208% since inception (compared to 122% by the Russell 2000 and 132% by Warren Buffett over the same time period).
Shailesh is one of the best value investors I know and I sat down with him recently to find out where he is looking for value right now.
I hope you enjoy this time with Shailesh Kumar.
David Trainer is, according to his Seeking Alpha bio, "CEO of New Constructs, an independent research firm that leverages proprietary technology to find key insights from the Financial Footnotes of 10Ks and 10Qs."
That may not sound exciting, but once the impact of what this means is realized it quickly becomes a game changing advantage.
In this interview, we discuss:
I hope you enjoy the interview.
Dana Blankenhorn has been a tech journalist for close to 40 years and an investor for 30. This translates into someone who not only knows tech, but knows how to invest in a way to capitalize on big trends that matter.
Some highlights from the interview:
Trust me, there's plenty more where this came from. I hope you enjoy the interview.
Today’s guest is long-term investment expert, Ian Bezek. Ian has had an interest in the stock market and investment industry since he was a young boy and his passion has driven him to an impressive career. After opening his first brokerage account at the age of 18, he attended college to enhance his knowledge and skills in the investment world. While in college, he began investing his time and money into researching market while growing his portfolio.
After graduating college, Ian was recruited to work as an analyst at a large hedge funds company in New York, where he worked for approximately three years. Today, Ian shares his views on market volatility, long-term investments, short-sales, and options as well as provides valuable words of wisdom for new and experienced investors.
Here’s a recap of today’s episode:
Let’s get personal a little:
Ian Bezek’s Words of Wisdom:
“The strike price hardly matters because volatility is what ultimately drives the price” – Ian Bezek
Adam Aloisi is a former finance and investment journalist, and analyst turned full-time investor in stocks, bonds, options, and real estate. Currently, Adam resides in the beautiful region of South Central Pennsylvania, where he focuses much of his time trading accounts, dabbling in real estate investments, and watching dividend growth.
Before transitioning his portfolio into more long-term investment options, Adam focused heavily on trades. Today, he shares the wisdom and advice he has developed in his 30 years of experience in the trading and investment industry. He explains his approach to growing his portfolio and the tools he uses every day to make his investment decisions, as well as shares valuable insight on why investors – especially new investors – should “remove the emotion factor” from their trading decisions.
Here’s a recap of today’s episode:
“Don’t live life through rose colored glasses – especially with your investments.” – Adam Aloisi
I am joined today with Michael Lumbard, Retired Air Force Colonel and self-proclaimed amateur investor. Despite labeling himself as an amateur, Michael has dabbled in the investment industry since his early 30’ before taking the plunge and getting serious. Michael has been a serious stock market investor for over 10 years.
Before his interest and passion in the market deepened, Michael served over 30 years with the United States Air Force, aspiring to become the “worlds’ greatest fighter pilot.” Although he wasn’t able to achieve this dream – due to a slight case of color-blindness – Michael moved on to graduate from the USAF Academy, attended the Armed Forces Staff College (War College), as well as obtaining his law degree from the University of California. While in the Air Force, Michael served in the JAG and Intelligence departments and in legal offices. Additionally, he was the Vice Commander of an intelligence base in Turkey. After retiring from the military as a Colonel, Michael began working for the California state government, where he became the House Council for Remediation and later retired as the Senior Council for the department in Sacramento.
Please welcome Michael Lumbard to the show!
A Recap of Today’s Episode:
Words of Wisdom:
061 Eric Parnell - Character and Ethics (Special Father's Day Podcast)
In 2005, Eric Parnell founded the highly successful investment research firm, Gerring Capital Partners. Eric holds an M.S. in Finance with a special focus on Investment Management from the Bennett S. LeBow College of Business of Drexel University as well as a Bachelor’s degree in both Mathematics and Economics.
Eric is known throughout the investment industry as an expert investor. He has appeared on several news and media shows including CNBC, CNN, Money Matters TV, and NPR’s Marketplace. Additionally, he has authored numerous articles in major publications including Minyanville and CFA Magazine and is a regular contributing author on Seeking Alpha. Currently, alongside working with clients at his investment firm, Eric also works as a visiting instructor at Ursinus College in the Department of Business and Economics. He has also served as a professor at West Chester University in the Economics Department, where he earned the Outstanding Faculty Honors award for several years.
060 Mike Nadel - How I Build My Portfolio as a Dividend Growth Investor
Former sportswriter turned dedicated investor, Mike Nadel’s career story is a truly fascinating one. Mike lived the life that every writer dreamed of – writing full-time for a newspaper as the paper’s sports writer for 30 years in addition to an 11-year career as a Chicago sportswriter columnist. That is until he was laid off from his ‘dream job’ during the Great Recession.
After losing the job he loved the most, Mike began writing for a variety of financial websites, such as SeekingAlpha.com, as well as investing in Dividend Growth Investments – more specifically in blue-chip companies having long track records of growing dividends. Married to his lovely wife, who currently works as a pediatric nurse, Mike, and his wife are working toward full retirement through their smart investments, as well as Social Security and pension plans. When Mike is not writing or researching investments, he can often be found coaching his local middle-school girls’ basketball team and officiating other youth sports activities in his community.
Please welcome Mike Nadel to the show!
059 David Stein - Money For The Rest Of Us
Retiring by the age of 50, David Stein has been in the personal finance and investment industry for over 20 years – already a millionaire. He has advised and managed corporate assets for institutions and financial planners, working as the Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC. In addition, he has co-founded the firm’s asset management division while perfecting his teaching style as an investment coach and consultant with non-profit organizations.
Although retired, David still enjoys helping people learn about money and how to invest it wisely. Currently, he helps “young investors” improve their portfolio performance through his coaching and consultation services, as well as his podcast and the Money For the Rest of Us Hub – a multimedia investment education platform. When he’s not spending time helping other investors build their portfolios or working on his own, he enjoys spending time with his family, traveling, writing, and trout and fly fishing. David is a strong believer that “the best way to become a millionaire in the United States is to start and own your own business” and to live frugally.
Please welcome David Stein to the show!
058 Simon Constable - Why You Should Want a Strong Dollar
Simon Constable is a brilliant business and economics writer, speaker, and co-author of the award-winning book, The Wall Street Journal Guide to the 50 Economic Indicators That Really Matter. He writes columns for several publications including The Wall Street Journal, TheStreet.com, Forbes, OZY, and No. 3 Magazine. Additionally, he has written several articles for the New York Post, New York Sun, and South China Morning Post newspapers as well as made appearances on BBC, ABC News, and Fox News. Simon has also worked as the former fill-in host on WABC Radio.
Simon obtained his degree in economics from Scotland’s University of St. Andrews and his MBA in general management from the Darden School at the University of Virginia. Additionally, he is a graduate of the Business & Economics Reporting Program at New York University. Before working as a published author and economics columnist, Simon has worked as Delphi’s – as well as General Motors’ – executive compensation consultant. His education and years of experience throughout the economic and financial industry have enabled him to earn the reputation as an expert in the field.
The Wall Street Journal Guide to the 50 Economic Indicators That Really Matter
Harper Collins Publishers: https://www.harpercollins.com/9780062001382/the-wsj-guide-to-the-50-economic-indicators-that-really-matter
Chris DeMuth Jr joins Brian for the first in a Special Father's Days series - How to Raise Your Kids to Become Successful Adults
057 Chris DeMuth Personal Investing Philosophy and Process – PLUS: Teaching Your Kids to Invest
Today’s episode is part one of a three-part series, in honor of Father’s day. During this series, I will be interviewing some of my favorite investors, but instead of talking about the investment industry, they are going to share their thoughts and ideas about investing in the family. My first guest in this series is Chris DeMuth. If you’ve listened to the show for a while, then you already know that we have spoken with Chris on the show before.
For those of you who may be new to the show, I am honored to introduce you to Chris, who is one of my favorite investors in the industry and the founder of the successful investment firm, Rangeley Capital LLC. Rangeley Capital, LLC. specializes in “event-driven, value-oriented investment opportunities.” Before he began the company, Chris worked as a security analyst for hedge funds and propriety trading with a special focus on corporate event risks and timing.
Today, Chris shares his wisdom on being a dad, and why he feels that investing in his family overall is critical to his success as an investor.
Please welcome Chris DeMuth to the show!
Aaron Fifield is a 25-year-old trader determined to learn the skills necessary to become a top earner in the industry. His dream of becoming a market trader began in 2012, first out of curiosity before quickly becoming a passion. Aaron knew that to achieve his dream of becoming an expert in his field, it took hard work and determination. Through extensive study and analysis, he embarked on the journey of learning as much as he could from other experts in the field and sharing their tips, ideas, and suggestions with other new traders.
He is the host of a very popular podcast, Chat With Traders, as well as the author of three highly recommended e-books for new and aspiring traders.
The One Thing I Wish Someone Would’ve Told Me Before I Started Trading: 17 Trading Lessons
Direct (Email Subscription Downloadable): http://chatwithtraders.com/the-one-thing/
The Comprehensive Guide to Trading Mentorship
Direct (Email Subscription Downloadable): http://chatwithtraders.com/how-to-get-a-mentor-free-guide/
Why Most Traders Never Succeed
Successfully established writer, Eli Inkrot, holds a Master’s degree with highest honors in Finance from the University of Tampa as well as an undergraduate degree in both Economics and Business Administration from Otterbein University. Through his educational and professional career, Eli has positioned himself as a financial expert, publishing a book on Amazon and articles in dozens of finance magazines and online websites.
After graduating from college, Eli became the Vice President and Portfolio Manager of the money management firm known as EDMP Incorporated, as well as the Vice President of F.A.S.T. Graphs, a financial software company. His book and articles have helped millions of people around the world make sound financial decisions in their personal and professional lives.
Please welcome Eli Inkrot to the show!
You Don’t Have A Money Problem
Cody Willard is an expert in the stocks and trade industry. The former hedge fund manager currently runs a very successful trading company; Trading with Cody. Additionally, Cody was the TV anchor on Fox Business for several years, providing his expert trading advice and opinions on stock trades.
Currently, Cody invests a lot of his time and experience with helping traders stay current in the trading industry. As the founder of Trading with Cody, an online community of hundreds of investors and traders, Cody shares information regarding market, economy, and individual stock analysis and reports with his community members each week, as well as trade alerts. In addition to the helpful information found on his website and throughout his online community chatroom, Cody has also published several books about trading and investing. His tips and reports have helped hundreds of investors make smarter investment decisions.
Please welcome Cody Willard to the show!
Stocks Wanted for 2016: Cody Willard analyzes 78 of your stock picks
Cody Willard’s Everything You Need to Know About Investing
Everything You Need to Know About Investing in Gold and Silver (Cody Willard’s Everything You Need to Know About Investing Book 2)
Everything You Need to Know About Investing: Straightforward, Irreverent and easy-to-understand strategies and definitions for investors and traders.
Stock Market Events That Mattered (Or Did They?): A Choose-Your-Own-Experience Stock Market Adventure Book (Volume 1)
Stock Events That Mattered