These Simple Tips Can Make You a Better Investor - Ep 104
Play • 5 min

Sometimes, simple rules add up to great results. In this podcast, Vitaliy shares some simple, straightforward heuristics which, when applied consistently over time, should help you compound your money in successful investments. They have certainly helped Vitaliy!

You can read this article online here: https://contrarianedge.com/these-simple-tips-can-make-you-a-better-investor/

 

Alpha Trader
Alpha Trader
Seeking Alpha
Focusing on prices, not the news - J.C. Parets joins Alpha Trader
If you’re looking for a tonic to the ceaseless flow of (mostly) disturbing news on any number of fronts, than this week’s Alpha Trader podcast is for you. Host Aaron Task is joined by J.C. Parets, market technician nonpareil and chief market strategist at All Star Charts (co-host Stephen Alpher is out this week) .  His eye always on the price charts and never on the news flow, Parets remains bullish on stocks. To those who say the bull market needs a break, Parets would say there’s already been one, noting leading names like Apple, Microsoft, Amazon, Google, Facebook, and Alibaba are flattish-to-down (in some cases significantly down) since early September - that’s more than four months of lame performance. If you ask him for a price targets, Parets will say 38K, or nearly 25% upside on the Dow (DJI), and 4.5K, or about 20% upside on the S&P 500 (SP500). New information rolls in every day, however, and Parets won’t be afraid to change his opinion if the facts change. For now, he’s keeping his eye on the above-mentioned names, and is looking for those stocks to move to new highs to confirm his bullish case. And what might turn Parets bearish? Price signals of course … Treasury bonds outperforming stocks, a strong relative bid in consumer staples, widening credit spreads, a rollover in the aussie/yen currency cross, a deterioration in market breadth. At the moment, just the opposite of every single one of these bearish omens is happening, so Parets sees little reason not to stay long equities. Want another signal? Take a look at Deutsche Bank (DB). It’s been hitting new 52-week highs. If the world (and the S&P 500) is really about to fall apart, would this most risky and sclerotic of banks be breaking out to the upside? Hardly, says Parets. Turning to bitcoin (BTC-USD), Parets remains bullish, with $46K as his upside target. On the downside, he sees $30K as key support, and a sustained break below that level would be a sign of worse to come. As always, though, Parets is just looking at the charts, and isn’t treating bitcoin analysis any differently from that of stocks. He warns that once one begins buying into the religion status of bitcoin, they can no longer think rationally about the trade. Learn more about your ad choices. Visit megaphone.fm/adchoices
37 min
Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
Ain't Nothing But A 5G Thing: A Deep Dive Into The Top Performing 5G ETF (WUGI)
The focus of a multitude of conspiracy theories across the nether regions of the internet, the returns provided by playing the move to 5G have been anything but fake. According to Esoterica Capital CEO Bruce Liu, the move to 5G is not so much an upgrade to an existing tech cycle as a re-envisioning of the entire tech stack. Investors should take note when Liu discusses anything 5G-related: his firm's flagship ETF, WUGI, has doubled up on peers FIVG and NXTG since launching in late March, returning nearly 100%. Show Notes Show Notes 4:00 - What exactly is 5G? Defining the parameters of the conversation 9:15 - The 5G investing universe: Which sectors stand to benefit the most? 13:15 - "A re-envisioning of the entire tech stack": 5G, the Internet of Things, and autonomous driving 16:15 - Liar, liar, cellphone tower on fire: Why is there so much conspiracy thinking around the move to 5G? 20:00 - WUGI vs. FIVG vs. NXTG: In a space this fluid, does active trump passive? 29:30 - The move to 4G vs. to 5G: All in on the chipmakers (AMD) (QCOM) (TSM) (NVDA); avoiding the handset manufacturers (AAPL) (SSNLF) and networking players (NOK) (ERIC) this time around 38:30 - What's WUGI's research and stock selection process? 43:00 - A word on position sizing 45:15 - How "active" is WUGI? Reviewing annual turnover 50:00 - What are large FAANG type stocks like Netflix (NFLX) and Facebook (FB) doing in the portfolio? 55:00 - A name in the portfolio that will drive performance in the coming year: Meituan (MPNGF) Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 6 min
Money For the Rest of Us
Money For the Rest of Us
J. David Stein
Are You Underweight Chinese Stocks? Pros and Cons of Investing in China
Most global stock ETFs, funds and indices have only about 5% invested in China even though China has the second-largest economy in the world. What are the pros and cons of increasing your allocation to Chinese stocks. Topics covered include: * Why has China's economy rebounded faster than other countries * What are Chinese A-share stocks * How large are China's economy and stock market * What are four threats that could derail the performance of Chinese stocks * How individuals can invest in China's stock market including A-shares Thanks to SmartAsset for sponsoring the episode. Show Notes Chinese shares: should you increase the amount in your portfolio? by Sam Dickens—IG Group China A-Shares Definition by Troy Segal—Investopedia China’s Economy Powers Ahead While the Rest of the World Reels by Stella Yifan Xie, Eun-Young Jeong and Mike Cherney—The Wall Street Journal China Still Grew and Fueled Its Rise as Covid-19 Shook the Global Economy by Jonathan Cheng—The Wall Street Journal With Americans Stuck at Home, Trade With China Roars Back by Ana Swanson—The New York Times Buffett Indicator: China Stock Market Valuations and Expected Future Returns—GuruFocus.com MSCI Deletions Trigger Rush to Sell Chinese Telecom Stocks by Jeanny Yu and Sofia Horta e Costa Executive Order on Addressing the Threat from Securities Investments that Finance Communist Chinese Military Companies—The White House Non-SDN Communist Chinese Military Companies List as of January 08, 2021—U.S. Department of the Treasury MSCI ACWI Index (USD) December 31, 2020—MSCI How China Lost Patience With Jack Ma, Its Loudest Billionaire by Lulu Yilun Chen and Coco Liu—Bloomberg China Clampdown on Big Tech Puts More Billionaires on Notice by Zheping Huang and Coco Liu—Bloomberg China’s College Graduates Can’t Find Jobs. The Solution: Grad School. by Vivian Wang
20 min
Value Investing with Legends
Value Investing with Legends
Columbia Business School
Mohnish Pabrai - The Value of Continuous Learning
There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What’s surprising is that while many people listen to them, hardly anyone puts those lessons into practice. Today’s guest, Mohnish Pabrai, is not one to miss such opportunities and he attributes much of his success to his hunger to learn, improve, and adjust. Mohnish is an author and the Founder and CEO of Pabrai Investment Fund, which he started in 1999 at the peak of the tech bubble. In 1983 he moved to the United States from India, to study computer engineering at South Carolina's Clemson University. After working in research and development, Mohnish launched his own successful IT consulting firm, TransTech, in 1991. One of the most original investors out there, Mohnish arrived relatively late in his professional career to the world of investing but he has made such an impact ever since. Through Pabrai Investments, Mohnish has built one of those records that is the stuff of legends. On this episode, Mohnish and I discuss how his early years alongside his entrepreneurial father have shaped him as an investor, why he decided to make the switch to a career in investing, how he was introduced to the world of value investing through the works of Peter Lynch, his growth as an investor since starting Pabrai Investments as a hobby investor, how you can use cloning to your advantage, and so much more! Key Topics: * The meaning behind the title of Mohnish’s book “The Dhandho Investor” (3:02) * What Mohnish learned from his father’s entrepreneurial ventures (4:20) * Mohnish’s invaluable hands-on business experience as a teenager (8:05) * How an engineering background offers an advantage as an investor (10:40) * Mohnish’s decision to remain in the US after university (11:51) * The importance of looking at the big picture (13:03) * Moving from computer engineering to international marketing (14:36) * How Mohnish’s father changed the path of his career (15:41) * Why Mohnish decided to start his own company (18:17) * The early days of TransTech (20:14) * An introduction to Peter Lynch and Warren Buffet (22:22) * Testing out the Buffet approach to investing (23:48) * Transitioning into asset management (27:35) * The 1999 start of Pabrai Funds as a hobby (30:04) * Starting out as a traditional value investor (32:46) * Our aversion to cloning (34:17) * The significant competitive advantage you can gain by cloning (36:24) * Understanding the patterns of different investors (39:10) * Mohnish’s approach to idea selection (40:51) * Reaching clarity before making investment decisions (44:10) * Examining Fiat Chrysler as a case study for Mohnish’s investment process (47:31) * How Mohnish utilizes guardrails (50:59) * A value investor’s approach to risk management (52:46) * Finding 50 cent dollar bills (54:29) * Focusing on compounders (56:55) * What we can learn from NICE Holdings (59:37) * What you need to know about “spawning” (1:01:43) * Why investors need to think like entrepreneurs (1:05:06) * Why this is an interesting time for value investing (1:07:23) * How Mohnish thinks about the future of value investing (1:09:41) * And much more! Mentioned in this Episode: * Mohnish Pabrai’s Books: * Mosaic: Perspectives on Investing * The Dhandho Investor: The Low-Risk Value Method to High Returns * Peter Lynch’s Book | One Up On Wall Street: How To Use What You Already Know To Make Money In The Market * Young Presidents' Organization (YPO) * Tom Peters’ Book | In Search of Excellence: Lessons from America's Best-Run Companies Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!
1 hr 12 min
Top Traders Unplugged
Top Traders Unplugged
Niels Kaastrup-Larsen
123 Systematic Investor Episode – January 18th, 2021
In today’s show, we discuss the benefits of not taking profits too early during huge price moves, how a Trend Follower might be trading Bitcoin, if March 2020 may have impacted a Trend Follower’s approach to the markets, why the S&P 500 could be considered just as much of an ‘alternative’ market as Iron Ore, our most memorable trades, Bitcoin as a great diversifier in a Trend Following portfolio, and how a retail trader can gain access to managed futures.  Questions we answer this week include: What prompted Moritz to place his Tesla short trade recently, and how did it play out?  What are your views on stop-losses? If you would like to leave us a voicemail to play on the show, you can do so here. Check out our Global Macro series here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels & Moritz on Twitter: @TopTradersLive  & @MoritzSeibert And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆 Episode Summary 0:00 - Intro 1:40 - Macro recap from Niels 5:06 - Weekly review of returns 53:15 - Q1; Carlos: Has March 2020 impacted how you view your Trend Following approach? 59:14 - Q2; James: Why did Moritz place a discretionary short-trade on Tesla last month? Why does Dunn Capital avoid using stop-losses? What are your most memorable trades? 1:12:09 - Q3; Peter: Do you recommend any particular brokers? 1:17:30 - Q4; Craig: What are your thoughts on managed futures ETFs? 1:20:22 - Performance recap 1:21:21 - Recommended listening or reading this week: Macro Voices Podcast ft Art Berman & Danielle Dimartino-Booth on The Felder Report Podcast Subscribe on:
1 hr 25 min
The Intelligent Investing Podcast
The Intelligent Investing Podcast
Eric Schleien
#132: Brian Balbirnie, Founder/CEO of Issuer Direct
Summary In this episode, I sit down with Brian Balbirnie who is the Founder & CEO of one of my favorite microcap companies, Issuer Direct. For those interested, a few years ago, I sat down with Travis Wiedower where we discussed the company. This episode is also available on YouTube. About Eric Schleien Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less. Eric currently resides in Philadelphia, PA. Help Out The Podcast If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page! You can subscribe to the podcast on the following platforms: * Apple Podcasts * Stitcher * TuneIn * Spotify * Podbean * iHeart Radio * YouTube CONTACT ERIC SCHLEIEN Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com
41 min
Sound Investing
Sound Investing
Paul Merriman
2021 ETF & mutual fund recommendations and 8 Q&A
Paul announces Chris Pedersen's Best In Class ETF Recommendations for 2021 and Paul’s updated Mutual Fund recommendations for Vanguard, Fidelity, T. Rowe Price and Schwab. In anticipation of next week’s Zoom call to discuss the new portfolios and fund recommendations, Paul Merriman, Chris Pedersen and Daryl Bahls are soliciting questions from you, our listeners. If you have questions related to this work, please submit them to info@paulmerriman.com with subject line: ETF/MUTUAL FUND QUESTION. They will try to address them in next week’s recording. Paul answers these recent questions from our readers and listeners: * How should I invest $160,000 for my 66-year-old mother who doesn’t need the money to live on? 12:28 * What are the advantages and disadvantages of the Ultimate Buy and Hold Strategy and 2 Funds for Life for a 57 year old? 18:39 * What is the most tax-efficient way to rebalance an All-Equity portfolio? 26:39 * Should I pay off a mortgage or invest in my retirement accounts? 29:45 * Why are your large-cap value index higher than the large-cap value at Vanguard? 33:12 * How is having $300,000 at age 65 a million dollar advantage? 42:55 * Why do you think index funds are better than owning an investment in real estate property? 48:45 * I want to put money into a Roth IRA. Should I use your tax-deferred or taxable portfolio recommendations? 58:54 Don McDonald’s Talking Real Money Minute — “Cryptocurrency: yes or no?" Don McDonald, Co-Founder and co-host of the "Talking Real Money" podcast, produces the “Money Minutes” often featured on “Sound Investing” podcasts. Don also produced the soon-to-be-released audio version for our latest book, We’re Talking Millions!.
1 hr 2 min
More episodes
Search
Clear search
Close search
Google apps
Main menu