7investing Team Podcast: Thankfully Improving as Investors
Play • 37 min

In this month’s 7investing Team Podcast, our advisors share how we've improved the most as investors and how it's impacted our returns. Our team also plays a game of "Bullish or Bearish", including a new take this time around!  


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Value Hive Podcast
Value Hive Podcast
Brandon Beylo
KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron "makes concentrated investments in high-quality reasonably valued businesses with long reinvestment runways and in special situations that are experiencing a temporary dislocation or undergoing an element of change that will cause investors to revalue an investment in the near term." This week we dive deep into a few specific companies:  * KKR * RCI Hospitality (RICK)  * Mastercraft (MCFT) * Malibu Boating (MBUU)  We also discuss the two latest minority shareholder sagas penetrating the FinTwit universe:  * Collectors Universe (CLCT) * Enlabs, Inc. (NLAB) I also enjoyed our conversation on position sizing, risk management, and how to analyze errors of omission. Then we ended the podcast dreaming about having dinner with the one and only, Bill Gates.  Here's the time-stamp:  * 1:09 - Yaron’s Background * 11:18 - Selling Too Early: Xpel, Inc. * 27:07 - Robinhood/FinTwit Traders * 37:43 - CLCT & NLAB Buyout Hysteria * 51:42 - The RCI Bull Thesis * 62: 51 - The Future of RICK * 74:35 - Water Sports (MBUU, MCFT) * 81:33 - COVID & Boating Thesis * 86:37 - KKR Bull Thesis * 98:19 - Closing Questions If you like Yaron's philosophy on investing and want to learn more, you can find more information here:  * Yaron's Twitter * 1 Main Capital Website
1 hr 42 min
The Razor's Edge
The Razor's Edge
Shortman Studios
E-Commerce, Chat Commerce, and What's Here To Stay Post-Covid
E-commerce has risen to the point where just about everybody is an e-commerce company, and that goes even beyond retailers of goods. To understand that trend and to see how far it might stretch, we talk about the adoption of chat and social commerce in emerging markets with Ramy Assaf, Ceo of Zbooni, a Dubai-based fintech/commerce startup. He tells us how he came to build Zbooni, what it's like working with Facebook, why Square and Shopify are model companies for his firm, and how consumer behavior is changing amidst everything that's happened in the last year.Topics Covered * 2:30 minute mark - Ramy’s background * 5:30 – The Zbooni origin story and the new way of selling * 12:00 – Working with Facebook * 14:30 - Going from point product to product suite, with Shopify and Square as examples * 18:30 – Facebook’s role in e-commerce * 22:00 – Facebook integration * 30:30 - Chatcommerce vs. e-commerce and the e-commerce myth * 34:00 – The breadth of ‘e-commerce’ in 2020 * 37:00 - COVID environment and the role of cash * 44:30 - COVID reaction and SMB vs. enterprise * 49:30 - COVID reaction and the user behavior * 57:30 - Services vs. goods and changing behavior for services businesses * 1:04:30 – Amazon’s enduring example * 1:14:00 - The post-covid world * 1:20:30 - Fundraising in Covid * 1:24:00 - Customer perspective on pre-paying * 1:34:00 - What’s next for Zbooni
1 hr 36 min
The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
Value: After Hours S03 E2 St Petersburg Paradox, JPM's Wide Value Spread, Risk and Valuation
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
1 hr 2 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Planet MicroCap Podcast | MicroCap Investing Strategies
SNN Network
Ep. 157 - With Poker and Investing, Know the Game Your Playing and Master Your Strategy with Annie Duke, Author of "How to Decide: Simple Tools for Making Better Choices"
I'm very excited for this episode. As you see in the title, my guest today is Annie Duke. One of my earliest memories of watching sports, believe or not, was watching the 2003 and 2004 World Series of Poker. Seeing legends like Chris Moneymaker and Greg Raymer win the title, then all the tournaments in between, was so cool, and all I wanted to do was play poker. Another stand out amongst the greats playing these now televised events was, you guessed it, Annie Duke. Since retiring from the game in 2012, Annie is an author, corporate speaker, and consultant in the decision-making space. Annie’s latest book, How to Decide: Simple Tools for Making Better Choices, was released in the fall of 2020 from Portfolio, a Penguin Random House imprint. Her previous book, Thinking in Bets, is a national bestseller. As a former professional poker player, she has won more than $4 million in tournament poker. During her career, Annie won a World Series of Poker bracelet and is the only woman to have won the World Series of Poker Tournament of Champions and the NBC National Poker Heads-Up Championship. Prior to becoming a professional poker player, Annie was awarded a National Science Foundation Fellowship to study Cognitive Psychology at the University of Pennsylvania. Annie is the co-founder of The Alliance for Decision Education, a non-profit whose mission is to improve lives by empowering students through decision skills education. She is also a member of the National Board of After-School All-Stars and the Board of Directors of the Franklin Institute. In 2020, she joined the board of the Renew Democracy Initiative. Long story short, she's incredible, and I'm still wrapping my head around what I learned from speaking with her. For more information about Annie Duke, please visit: https://www.annieduke.com/ You can Follow Annie Duke on Twitter @AnnieDuke: https://twitter.com/annieduke Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
1 hr 5 min
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