Industry Focus
Industry Focus
Oct 19, 2020
Financials: Bank Earnings Recap: Who Are the Financial Sector Winners?
29 min

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB). 

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Invest Like the Best
Invest Like the Best
Patrick O'Shaughnessy
Daniel Gross – Finding Undiscovered Talent - [Invest Like the Best, EP.202]
My guest today is Daniel Gross. Daniel is the founder of Pioneer, an extremely unique company which he describes as a “fully remote startup generator” that helps talented people around the world figure out if their idea has legs. You can learn more about it at pioneer.app. Our wide-ranging conversation covers the art of asking great questions, the use of predictive modeling and psychometrics to identify talent, and why psychometrics are probably overrated and not that scientific. We then dive into exciting new frontiers for tech investing ranging from GPT-3 to satellites. I really enjoyed this conversation and I hope you will too. This episode of Invest like the Best is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Square, Snowflake, or almost any company of interest. All you have to do is log in. Visit https://www.tegus.co/patrick to learn more. This episode of Invest Like The Best is also sponsored by Assure. Assure is changing the way investors manage private transactions. With Assure, investors can eliminate nearly all the admin cost of private investment. On top of that, they handle all the backend, legal, taxes, accounting, and compliance. All of it, with a straightforward one-time fee. Learn more and try Assure for yourself at https://www.assure.co/patrick. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes (3:15) – (First question) – His passion for Crank and Whiplash and why movies are great screeners for interviews (6:15) – Overview of Pioneer (7:56) – Defining talent (10:02) – The equivalent page rank when it comes to people (14:10) – Psychometrics and matter to him (18:13) – The importance of persistence (20:23) – The concept of insecure overachievers (22:48) – Fast twitch vs slow twitch capitalism (24:31) – Importance of memes as it relates to human behavior today (26:14) – The landscape of the type of businesses being formed (29:25) – Overview of GPT3 (33:33) - The Power of Ten Playbook (38:08) – Technologies going from a frontier to a utility (42:45) – Why something like a Starlink can’t be regulated (44:58) – Seed vs leech ratio in capital funding (49:10) – Give and Take: Why Helping Others Drives Our Success (49:15) – Dissecting Patrick’s usual closing question and good questions for screening people (52:56) – What questions help him get to the bottom of (55:58) – Kindest thing anyone has done for him Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag
59 min
The Razor's Edge
The Razor's Edge
Shortman Studios
#33: In The Streaming Wars, What Game Does Disney Want To Play?
Famed activist investor Daniel Loeb wrote a letter to Disney management arguing that the time to go all in on streaming is now. We've been following the streaming wars pretty closely, and we decided to break down the letter and then reconsider Disney and Netlfix's positions a year after Disney+'s launch, and 8 months into a pandemic that has accelerated the streaming game. The question came down to 'what battleground do these companies want to actually fight on'? Topics Covered * 2:15 minute mark – The need for capital and Disney’s studio business history | * 10:00 – The SaaS parallel and Disney’s flywheel | * 16:30 – The new bundle, different from the old bundle? | * 24:30 – The 5d Chess around the streaming wars | * 27:00 – How enduring is the event model, theaters or otherwise? | * 30:00 – Costs in the new content world | * 35:45 – the looming presence of the big fish and how much growth is there still out there | * 43:00 – Takeaways for Netflix and Disney | * 53:00 – What sort of game are we playing | Works cited or that are relevant: * Daniel Loeb's letter to Disney - https://www.scribd.com/document/479149667/Third-Point-Letter-to-Disney-October-2020 * Akram's Razor's reaction piece - https://seekingalpha.com/article/4380091-disney-field-of-streams * Doug Shapiro - https://medium.com/swlh/one-clear-casualty-of-the-streaming-wars-profit-683304b3055d * ProPublica - https://www.propublica.org/article/meet-the-customer-service-reps-for-disney-and-airbnb-who-have-to-pay-to-talk-to-you
1 hr 8 min
Alpha Trader
Alpha Trader
Seeking Alpha
Investment choices of the pros - author Brian Portnoy joins Alpha Trader
This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Brian Portnoy, the founder of Shaping Wealth, and co-editor with Josh Brown of the new book, How I Invest My Money. Prior to speaking with Portnoy, the hosts discuss an historic month for equity markets - the S&P posting its best November ever, the Dow posting its best month since 1987, and the Russell 2000 outperforming them both. They remind that while the headlines about growing Covid-19 cases, hospitalizations, and related shutdowns look grim, markets look ahead and - thanks to what appears to be outstanding news on vaccines - are pricing in a better world six-twelve months down the road. And don't forget the election. Markets really appear to be liking the prospects for divided government and - contrary to some pre-election worries - Biden's early cabinet picks show someone who is set on governing roughly from the center. How I Invest My Money explores the investment choices of 25 prominent finance players. The common theme across this spectrum of experts: There is none, says Portnoy, other than the maxim that personal finance is more personal than finance. Even in this age of quantification and robo-advisors, says Portnoy, everyone has different goals they're optimizing, meaning investment choices will remain personal. Adding it up, nearly no one's portfolio is necessarily going to fit into the perfect efficient frontier, and there's nothing wrong with that. So many folks beat themselves up over not being fully invested in the kind of bull market we've seen over the past several months, but Portnoy reminds that we tend to undervalue the optionality and freedom of holding cash. That's not just Portnoy's belief but - in a book of 25 different professionals talking about how they invest their money - the beauty of cash is a common theme. Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit megaphone.fm/adchoices
41 min
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