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INVESTOR IN THE FAMILY Radio

The average DIY investor has annual returns of 2.9%. Don't be that guy. Learn to invest with Investor in the Family through our community, training, and education. This podcast exists to help you learn to invest. Whether you've been in the market for years or are just beginning to dip your toes in the water. Our show features interviews with seasoned, professional veterans with the goal of providing an enjoyable and tangible learning opportunity for all of our listeners. Seeking Alpha Certified
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Now displaying: Category: investing
Jun 24, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

 

http://diyinvestingsummit.com

 

The summit is free for a limited time and begins Tuesday, June 27th.

 

http://diyinvestingsummit.com

Jun 24, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

 

http://diyinvestingsummit.com

 

The summit is free for a limited time and begins Tuesday, June 27th.

 

http://diyinvestingsummit.com

Jun 24, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

 

http://diyinvestingsummit.com

 

The summit is free for a limited time and begins Tuesday, June 27th.

 

http://diyinvestingsummit.com

Jun 19, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

http://diyinvestingsummit.com

 

The summit is free for a limited time and begins Tuesday, June 27th.

 

http://diyinvestingsummit.com

Jun 16, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

http://diyinvestingsummit.com

 

The summit is free for a limited time and begins Tuesday, June 27th.

 

http://diyinvestingsummit.com

Jun 16, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Jun 16, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Jun 16, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Jun 16, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Jun 15, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Jun 15, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

Jun 15, 2017

Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

May 19, 2017

Interview with Chris Rawley

 

Not a farmer

Did not grow up in the ag world

Military - Navy

Went to work in real estate

First alt investing was real estate

Worked in different industries

Few years ago became enamored in ag as asset class

Ag is an asset class that is taken for granted

Crowdfunding act of 2012 for investors

  • Pooling small $ together to buy larger assets
  • Allowed retail crowdfunding for non-accredited investors

A number of real estate funds focusing on apt buildings, etc

Created “harvest returns” about a year ago

Put money in private placements of ag

Have investors w existing land and make the opportunity available for investors

Focused on the production side (crops, land, etc)

HR focused on accredited investors

Non-accredited by end of the year

Reasons to invest in ag

  • World population
    • Urbanization - arable land is shrinking
    • Wealthy populations shift from plant protein to animal protein, more ag devoted to protein
  • Returns
    • Farmland has outpaced S&P, reits, gold, since 1970
    • The underlying land
    • Price of crops has increased
    • Operations of the land
  • Tangible
    • Like real estate
    • Real land
    • Returns positively correlated to inflation

Common investment for large institutions

Very challenging to access these investments

There are some farmland and timberland REITs

  • Problem: correlated with greater stock market

There are some funds but have really high minimums ($250K)

Liquidity is a double-edged sword

Allowing on the marketplace:

  • Confidence in management team
  • Location, trends
  • Expected returns

Regulatory environment

  • Act of 2012
  • SEC published rules for
  • Big learning curve regarding regulation

How will you validate yourself to a skeptical market?

  • Why is ag a good investment?
  • Why crowdsourcing a safe/good idea?
  • Learning curve on the farmer side

Looking for people raising $500K-$2M

Sale/leaseback deals

Provide creative financing opportunities

How much of portfolio? ~5-15%

https://www.harvestreturns.com/

http://investorinthefamily.com/

 

May 12, 2017

Welcome to Episode 5 of the "Becoming Buffett" Series!

This week we discuss the 1969 letter to Berkshire Hathaway shareholders.

Buffett's annual letters book: http://amzn.to/2ogVi4U

Some brief notes:

1969

  • Proceeds from funds temporarily utilized in marketable securities were able to fund major purchase of 1969 (The Illinois National Bank and Trust Co.).
    • Used money from stock investments to make an acquisition
    • Perhaps someday we could take money out of an IRA or other account and acquire a company?
  • Allocating capital into securities like this allowed BH to see annual returns of more than 10% as compared to the return in textile operations of only 5%
    • Buffett saw that BH’s core business was struggling and diversified into stronger sectors (insurance, stocks, etc)
    • Do you have a metric or means for measuring the total return on capital for your household, factoring in all data points (ex: your salary, raise, investments, etc.)?
  • “We anticipate no further purchases of marketable securities, but our search for desirable acquisitions continues.”
    • Any such acquisition would be dependent upon obtaining proper financing.
    • BH was open to borrowing in order to take advantage of the right opportunity, how do you feel about that for yourself?
  • Textile business is struggling, slowdown greater than expected and recovery for the sector appears dependent upon Federal Gov intervention
  • Insurance company continues to perform wonderfully
    • New California operation will take a few years before an intelligent verdict can be made about operating results
    • Yet another reminder to be patient with investments when the buy thesis is still intact
    • When was last time you were patient (meaning years) in waiting for an investment to finally materialize?
    • What is your patience threshold? Years? Months? Weeks?
  • Acquired a bank
    • Bank is operating at peak profits and performance
    • BH bought a bank performing at the top of it’s game, did not go into details as to the price of acquisition. Was okay buying at it’s peak because of value it could bring to BH overall and in future.
    • Don’t have to limit ourselves to companies that are struggling (often mindset in value investing)

http://investorinthefamily.com/

 

Apr 28, 2017

Welcome to Episode 4 of the "Becoming Buffett" Series!

This week we discuss the 1968 letter to Berkshire Hathaway shareholders.

Buffett's annual letters book: http://amzn.to/2ogVi4U

Some brief notes:

1968

“Immediately after year end, we purchased all of the stock of Sun Newspapers, Inc. and Blacker Printing Company, Inc., which represents an initial entry into the publishing business.”

  • Working hard to improve operating earnings in textile ares
    • They aren’t just abandoning the investment at the first sign of trouble, willing to be patient to allow thesis to play out.
  • Letter now divided into three sections: textile operation, insurance operations, and marketable securities/acquisitions
    • Could you have one more income stream 3 years from now?
  • Insurance operations going well
    • Investment income increased substantially in 1968
    • Capital gains from common stock investments
    • “The insurance companies continue to seek new areas for expansion”
    • Could you make ONE great investment this year that could reward you for years to come?
  • Marketable securities/acquisitions
    • Funds were held in common stocks as a temporary investment while waiting for acquisition or expansion opportunities
    • Bought Sun Newspapers, Inc. and Blacker Printing Company, Inc. as entries into the publishing industry
    • “This purchase, while small, has the potential for future expansion.”
      • Is there a local, private company you could buy an interest in (or buy outright)?
      • Let’s stretch our thinking in regard to the options available to us as investors
  • Management of insurance and publishing companies continued under existing leadership after acquisition
    • Quality mgmt is a big deal to Buffett
    • Is it for you?
    • Are YOU a quality manager of your business (household)?
    • The benefits of great management is that you now have super talented people working to make you money; work to surround yourself with people smarter than you!

http://investorinthefamily.com/

 

Apr 20, 2017

Welcome to Episode 3 of the "Becoming Buffett" Series!

This week we discuss the 1967 letter to Berkshire Hathaway shareholders.

Buffett's annual letters book: http://amzn.to/2ogVi4U

 

Some brief notes:

“Our goal is to obtain a reasonably stable and substantial level of earning power commensurate with the capital employed in the business.”

  • Negative: Sales were down, sharp drop in prices, sales and profits down substantially, depressed conditions in textile markets, curtailed production 15%
  • Positive: one sector doing well due to “attempting to establish product lines away from areas of direct competition”
  • P8, para1: spending money internally for the purpose of future increased cash flows
  • P8, para4: conducted research and made tough decision to close a quality plant that had lack of demand for product
    • What are we a slave to financially? Your job?
    • What do you need to cut and stop throwing money into?
  • P8, para7: broader investment philosophy (insurance companies)
    • You can have time as an investor if you are focused on the long-term
    • This was BH’s first move toward diversification: textiles and insurance
    • This was a slow process, could you research and add one company per year to your BH?
    • As you acquire more capital, where will you allocate it?
  • P9, para2: mgmt continues to be alert to new opportunities for capital allocation
    • They were poor investors from 1956-66 (pre-Buffett), had basically no ROI on invested capital for 10 year period
    • Can you relate to that?
    • Acknowledged the reality and are learning from it.
    • Keeping liquid money in stocks as they wait for the right capital allocation/investment opportunity
    • Will not hesitate to borrow money to take advantage of attractive opportunities

http://investorinthefamily.com/ 

Apr 13, 2017

Welcome to Episode 2 of the "Becoming Buffett" Series!

This week we discuss the 1966 letter to Berkshire Hathaway shareholders.

Buffett's annual letters book: http://amzn.to/2ogVi4U

 

Some brief notes:

1966

“It has always been among the goals of BH to maintain a strong financial position.”

  • Remember, we are business owners.
  • The management of our family’s finances and investment is a business.
  • We must not make the mistake of degrading our situation with false mindsets that lead us to any other thinking.
  • The term “personal finance” seems almost inane (boring and worthy to be ignored), but the term “corporate finance” has the air of grandeur.
  • We cannot make that mistake.
  • The management of our personal finances is a business endeavor that must be taken seriously
  • In Buffett’s 1966 letter (not signed by Buffett) we see why.
  • This is the letter that plants the seeds for the birth of BH as we now know it
  • The meat of the letter is the company’s intentions to have a strong financial position and be poised to act when acquisition opportunities arise
  • Is the same true for YOU and ME?
  • Another point I want to make is the chart I mentioned last week showing the companies that BH has acquired since 1965.
  • I count 59 companies over 50 years.
  • How does that compare to your portfolio?
  • Why don’t we buy like this?
  • The Entrepreneur to Mutual Fund of Mutual Funds continuum
  • The less info we have, the more diversified we should be
  • Knowledge/understanding = conviction = concentration of assets

http://investorinthefamily.com/ 

Apr 7, 2017

This week we launch our new series "Building Berkshire."

It's time we all make a mindset shift in how we view our investing. 

Buffett's annual letters book: http://amzn.to/2ogVi4U

http://investorinthefamily.com/

 

Mar 29, 2017

Biotech update from Bret Jensen.

http://investorinthefamily.com/ 

  • Outperforming market in 2017 after 18 month bear
  • Big uptick in M&A in Jan
    • 3 big deals
  • Feb and Mar have been fairly flat
  • Lots of resistance technically
    • Need an uptick in MA or earnings to break through
    • Expect the uptick to happen in MA
  • Watch Trump’s actions and not words
    • Has appointed 2 free market minded people (FDA,
    • Proposed to double fees for drug approval
    • Watching repeal and replace of ACA
      • Needs to happen before tax and regulatory reform
      • Expect the repeal to happen by April or May
  • Ocular Therapeutix (OCUL)
    • Trigger event in July, new product for cataract surgery
    • Insider buying
  • Omerisk (OMER)
    • OMS721
    • Priced at just over $10 w PTs in the $30
    • Next trigger event in few years
Mar 23, 2017

I lay out my plan for the next phase of Investor in the Family.

This is possibly the most excited I've been about a project since starting the company, listen in to find out what's up.

http://investorinthefamily.com/

 

Mar 16, 2017

The biggest news and updates from the investing world over the past week, plus some potential big next steps for Investor in the Family Radio.

http://investorinthefamily.com/

 

Mar 8, 2017

An update on the biggest, most relevant investing and economic news for the week of March 6, 2017.

http://investorinthefamily.com/

 

Feb 7, 2017

A run down of major investing and economic news for the week of February 6, 2017.

http://investorinthefamily.com/

http://diyinvestingsummit2017.com/

 

Jan 27, 2017

Chuck Carnevale is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chuck was why he thinks so many DIY investors struggle and what they can do about it. Below is an excerpt from the interview and a summary of his response.

*Chuck's full interview is available for free today.

Chuck's advice on how to avoid investing struggles and failures...

  • A portfolio is like a bar of soap, the more you handle it the smaller it gets.
  • Have the mindset as becoming a shareholder/partner in the business.
  • Doesn’t judge an investment sooner than 3-5 years.
  • Great investments take decades.
  • More...

This is just a small excerpt of what's covered in the interview.

The interview is full of detailed tips on Chuck's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Enjoy the full interview with Chuck and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

Don't like audio/video interviews?

If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

Full list of summit contributors:

Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

Join Chuck at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Companies mentioned in Chuck's interview: BlackBerry (NASDAQ:BBRY), Aflac (NYSE:AFL), Microsoft (NASDAQ:MSFT), Lockheed Martin (NYSE:LMT), Church & Dwight (NYSE:CHD), AbbVie (NYSE:ABBV), Cardinal Health (NYSE:CAH), Target (NYSE:TGT), AT&T (NYSE:T), Medtronic (NYSE:MDT), PPG Industries (NYSE:PPG), Franklin Resources (NYSE:BEN), T. Rowe Price (NASDAQ:TROW), S&P 500 (NYSEARCA:SPY)

Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

Jan 26, 2017

(click to enlarge)

Brad Thomas is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Brad about was his biggest investing victory of 2016 and what his "State of the Markets" address would be going into 2017. Below is an excerpt from the interview and a summary of his response.

*Brad's full interview is available for free today.

Brad's biggest victory and "State of the Markets"...

  • CorEnergy (CORR) is a small-cap, energy focused REIT that was trading at a large discount. Resulted in an ~160% return.
  • Home runs are great, but prefers to hit singles and doubles. Real estate is a long-term investment.
  • Owns real estate for the predictable income and modest price appreciation.
  • Believes Trump will have a big impact on real estate in U.S.
  • Trump will extend the life cycle for U.S. real estate for 5+ years.
  • More...

This is just a small excerpt of what's covered in the interview.

The interview is full of detailed tips on Brad's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Enjoy the full interview with Brad and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

Don't like audio/video interviews?

If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

Full list of summit contributors:

Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

Join Brad at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

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