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.
http://investorinthefamily.com/
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.
Interview highlights:
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.
Links:
Should You Pay $1000 for an Investing Newsletter?
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.
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.
Links:
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!
Links:
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.
Links:
Books:
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!
Links:
http://www.rangeleycapital.com/
https://www.linkedin.com/in/chrisdemuthjr
https://twitter.com/ChrisDeMuthJr?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
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.
Links:
Books:
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!
Links:
Books:
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!
Links:
Books:
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.
Amazon: http://www.amazon.com/Everything-About-Investing-easy---understand/dp/1478381817/ref=asap_bc?ie=UTF8
Stock Market Events That Mattered (Or Did They?): A Choose-Your-Own-Experience Stock Market Adventure Book (Volume 1)
Stock Events That Mattered
Sunflower
Stitcher | SoundCloud | Podcast Feed
Richard Berger is a dividend investment expert who transformed his life from sitting in board room meetings in the oil and gas investment industry to becoming the creator and developer of one of the most used screening and monitoring tools in the industry: the YDP screening tool. This tool has helped thousands of dividend investors screen and monitor their dividend income equity investments.
Richard attributes much of his success to the experiences and skills he has established while working in the oil and gas investment industry, making corporate deals. Now retired and living in Brazil, the former COO, Director, Vice President, and General Manager of Oil and Gas for Southern Pacific’s Oil and Gas Operations enjoys helping other dividend investors boost their income and while reducing market risk through his tools and services. When he is not analyzing, screening, and monitoring his income dividends or helping other investors through his Premium Research subscription service, he can often be found enjoying a game of cribbage or writing authoritative articles for Seeking Alpha.
Please welcome Richard Berger to the show!
Links:
Jefferson Lilly
Jefferson Lilly has a long history in the real estate investment and acquisition industry. In 2007, Jefferson established one of the most well-known, highly respected real estate investment firms in Oklahoma City. Before forming Lilly and Company, Jefferson worked with several companies throughout the United States, including Verisign, Viacom, and Openwave in sales and consultant positions. He has been featured in countless publications including the New York Times, and Bloomberg Magazine as well as interviewed on dozens of podcasts across the country.
Jefferson obtained his Bachelor’s degree from the University of Pennsylvania, later receiving his MBA from the Wharton School of Business. His experience and expert advice throughout the real estate industry has helped improved the lives of thousands, from enriching local communities to helping investors make better decisions for their businesses.
Links:
Founder and Director of Research of Insider Insights, an online newsletter dedicated to delivering valuable insider data and analytics in real-time to investors, Jonathan Moreland has gained the reputation of becoming an industry leader throughout the trade industry. Moreland has over 20 years of experience identifying and analyzing insider data and has written hundreds of articles in dozens of trade magazines, newspapers, and other publications. He has been featured and interviewed on countless podcasts about stocks, trades, and investments.
In addition to his work with Insider Insights, Jonathan is also the principal of Insider Asset Management, where he works as a registered investment advisor. He has earned his MBA in finance and is the author of the paperback book: Profit from Legal Insider Trading: Invest Today on Tomorrow’s News. The information he shares in his articles, book, and podcast listeners has proven to be invaluable time and time again.
Links:
Books:
Profit from Legal Insider Trading: Invest Today on Tomorrow’s News
Matt Giovanisci is a fun-loving, energetic marketing and personal finance guru as well as an expert in pool and spa care. He is the Founder and owner of Swim University, a company based in Williamstown, New Jersey dedicated to teaching people across the country and around the world how to simplify cleaning and caring for swimming pools, spas, and hot tubs. Matt’s financial history is an interesting one. It first started when he was fired from a good paying marketing job, then later laid off from a marketing director position at a restoration company. Once he was laid off, he decided that the only way he will be successful – on his terms – would be to go into business for himself, so he founded “SwimU.”
While building Swim University to the highly successful business that it is today, he became fast friends with several people in the personal finance industry. He learned many valuable tips that have helped him budget his money, and later, became one of the voices of one of the most talked about, listened to personal finance podcasts on the internet: Listen Money Matters. When Matt is not helping people learn how to make cleaning and caring for their pools easy, he can be found blogging about one of the tastiest drinks ever created: coffee!
Please welcome Matt Giovanisci to the show!
John The Traveling Investor
John is a traveling investor, research analyst, and author of dozens of articles on Seeking Alpha. His articles share his thoughts on the ever-changing stock market, touching on topics such as the V20 Portfolio – an investment portfolio that he created. He shares his opinions and projections and discusses current news circulating around the investment industry with other investors throughout the market.
Please welcome John The Traveling Investor to the show!
Links:
http://seekingalpha.com/author/the-traveling-investor/articles
Jon F. Peterson
With a long history in the finance industry, Jon F. Peterson has one very valuable lesson: “learning doesn’t end once you get a degree.” Like many things in life, the finance industry has evolved over time; some may say it has become even better in the past ten to twenty years as new tools, theories, and approaches have been adopted. According to Jon, one thing remains consistent: the need to continue learning and growing in the ever changing market. This is why he created the Novel Investor website: to take note and share the many things that he has learned – and relearned – over the years to not only help himself become a better investor but also to help others become a smarter investor.
His website, the Novel Investor, is packed with tools, tips, and learning experiences that Jon has learned throughout the course of his financial career. He shares with his readers many valuable tools and information that he currently uses on a regular basis, and helps other investors understand complex financial topics by explaining it in simple terms that virtually anyone can understand. His website has helped thousands of investors in the industry make more money by making smarter investments.
Please welcome Jon F. Peterson to the show!
Links:
https://twitter.com/novelinvestor
https://www.facebook.com/NovelInvestor/
https://plus.google.com/+Novelinvestor
Stefanie Kammerman
Stefanie Kammerman has a uniquely diverse background in the trading industry. Her vast experience in the trade industry has earned her recognition, and the nickname “The Stock Whisperer.” She is recognized for spotting the last nine social media corrections long before they happened. Currently, Stefanie teaches new and veteran traders the ways of day trading and swing trading through her online trading room, The Java Pit. Additionally, Stefanie produces free video tutorials for anyone interested in learning more about day trading and swing trading. Her videos have helped thousands of traders improve their portfolios by using the simple tips and techniques outlined in each video. The videos have achieved over a 93% success rate for her viewers.
Residing in busy New York City, Stefanie has become a highly sought-after public speaker and trading coach. She has delivered powerful speeches at countless trade shows, expos, and webinars across the country. In addition to her extensive experience in the trade industry, in 2003 she became an established singer/songwriter with BMI, having written over 100 songs in less than a decade, several of which have been produced on well-known television shows such as America’s Got Talent and American Idol. Her unique way of looking at the world around her has helped her become such a major success in the trading industry, and her passion for helping others is the driving force behind her e-courses and founding The Java Pit.
Please welcome Stefanie Kammerman to the show!
Links:
http://www.thestockwhisperer.com/Home
https://www.linkedin.com/in/stefanie-kammerman-352a2181
https://www.facebook.com/thestockwhispererstefaniekammerman
https://twitter.com/VolumePrintcess
https://www.youtube.com/user/thestockwhisperer
https://www.quora.com/profile/Stefanie-Kammerman
Entrepreneur Avi Gilburt is a finance and trade analyst with several years of experience in this field. He is the founder of the ElliotWaveTrader, an online trading room where he shares market analysis reports, alerts, Stock Waves, and other valuable information to the members of his community, to help them succeed in their careers. He has been featured numerous times in several finance publications including MarketWatch, The Street, and SeekingAlpha. In addition to his online Trading Room, which has thousands of members across the country, he also provides live coaching and webinars to new traders and members. He has helped thousands of people through his online community, articles, and webinars learn how the market is behaving and how to make a profit in virtually any market.
Please welcome Avi Gilburt to the show!
Links:
https://www.elliottwavetrader.net/
https://www.linkedin.com/in/avi-gilburt-17004578
http://www.gold-eagle.com/authors/avi-gilburt
https://www.facebook.com/elliottwavetrader/
https://twitter.com/avigilburt
Trade King special offer for Investor In The Family Listeners:
$50 towards your investment account with Trade King
http://www.investorinthefamily.com/tradeking
Or text the word TradeKing to 44222
To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222
To get the Purchase Filter
Sign up at http://www.investorinthefamily.com/
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Reach Brian
Timothy Sykes
By the time he turned 21 years old, Timothy Sykes had become a self-made millionaire. While attending college, he turned a little over $12,000 in Bar Mitzvah money into over $4-Million by trading penny stocks. Penny stocks are often viewed by traders as one of the hardest exchanges to receive a good return from, as well as one that many traders just do not want to spend their time dealing with penny stocks. However, Timothy has made national headlines with his story about how he turned just a few thousand dollars into millions, all while attending college.
Today, Timothy still enjoys trading on the penny stock exchange while coaching others on how to duplicate his system and achieve similar success. Shortly after graduating college, he founded two online communities, currently consisting of over 80,000 traders who share their experiences, performances, and trades openly with community members as well as share tips and strategies that have worked for them to help others grow and succeed. Timothy’s success has allowed him to become featured in several major business and finance publications including Forbes and Bloomberg, interviewed by many television producers and podcasters, and has even led him to become the star of five out of six “Wall Street Warriors” episodes. His online communities, video tutorials, blog posts and other training materials have helped thousands of penny stock investors in the industry increase their wealth and improve their lives.
Please welcome Timothy Sykes to the show!
Links:
https://www.linkedin.com/in/timothysykes
https://twitter.com/investimonials
https://twitter.com/timothysykes
https://www.facebook.com/timsykesfans/
https://www.youtube.com/user/timothysykesdotcom
https://www.instagram.com/timothysykes/
Books:
An American Hedge Fund: How I Made $2 Million as a Stock Operator & Created a Hedge Fund
Amazon: http://www.amazon.com/American-Hedge-Fund-Million-Operator/dp/0979549701/ref=asap_bc?ie=UTF8
Michael Gayed is the Chief Investment Strategist and Portfolio Manager of Pension Partners, LLC. He has been featured in countless, nationally-recognized publications such as CNBC, and has contributed articles for Marketwatch, Seeking Alpha, and the Gloom, Boom, and Doom Report. He has written the foreword to his father’s book, Intermarket Analysis and Investing, 2nd Edition and has received numerous awards including the 2015 Wagner Award and the 2014 Charles H. Down Award.
Michael specializes in portfolio management, systems development, and model building. He also has vast experience in trading, equity analysis, and asset allocation. As the Chief Investment Strategist at Pension Partners, LLC., he oversees the development of investment strategies, monitors existing client asset allocations and provides portfolio recommendations.
Please welcome Michael Gayed to the show!
Links:
https://www.linkedin.com/in/michael-a-gayed-cfa-6081ba5
https://www.linkedin.com/company/pension-partners-llc
https://twitter.com/pensionpartners
https://www.youtube.com/user/PensionPartners
Books:
Intermarket Analysis and Investing: Integrating Economic, Fundamental, and Technical Trends
Amazon: http://www.amazon.com/Intermarket-Analysis-Investing-Integrating-Fundamental-ebook/dp/B00D6ZU1NC
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Trade King special offer for Investor In The Family Listeners:
$50 towards your investment account with Trade King
http://www.investorinthefamily.com/tradeking
Or text the word TradeKing to 44222
To receive the 10 part series ‘Building A Strong Portfolio”
Text the word Portfolio to 44222