Value Investor Chatter

In this video, we'll dive into the latest updates on Harrow Health ($HROW), Franchise Group ($FRG), and Alibaba ($BABA). We'll discuss recent news, earnings reports, and market trends affecting these companies. You'll learn about the latest developments and key insights into the performance of these stocks, as well as potential opportunities and risks. Whether you're a seasoned investor or new to the stock market, this video will provide valuable information to help you make informed decisions about your investments. So, sit back, relax, and let's get started!

Episode Outline:

Episode Outline:

(00:00) Our Recommendations for Alibaba

(03:00) Overview of Franchise Group and its Potential for Growth

(05:00) Evaluating a Three Bagger Opportunity

(08:00) Analysis of Harrow Health and CEO Ownership of Companies

(10:00) The Benefits of a Distribution Network for Drug Monetization

(11:00) Exploring the Benefits of Distribution Channels for Hero Health

(15:00) Exploring an Asymmetric Bet in the Ophthalmology Market

(17:00) Alibaba's Reorganization and China's Economic Challenges

(20:00) Discussion on the Impact of China's Population Collapse on the Tech Sector and Alibaba's Shareholders

(22:00) Analyzing the Risk of Investing in Alibaba

(26:00) Portfolio Allocation and Growth Potential for Investing

(28:00)  Evaluating Investment Opportunities in Chinese and Korean Companies

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In this episode of the Value Investor Chatter Podcast, we dive into the latest state of the economy and how it impacts investments. Join us as we explore the market trends and outlook for the future. We'll also be joined by the latest version of OpenAI's ChatGPT 4, to discuss how artificial intelligence is changing the investment landscape.

Episode Outline

(00:00) "Exploring the Implications of Silicon Valley Bank and the State of the Economy"

(03:00) Impact of Low Interest Rates and Inflation on Banks

(05:00) Impact of Raising Interest Rates on Bond Prices and the Risk of Stagflation

(07:00) Discussion on the Impact of Economic Uncertainty on Investment Strategies

(08:00) Heading: Value Investing During a Recession

(10:00) Discussion on Value Investing in a Down Market

(13:00) Conversation on Investing and AI Impact on the Economy

(15:00) Discussion on the Impact of AI on Productivity and Regulated Industries

(21:00) Discussion on the Impact of Technology on Business Efficiency and Innovation

(22:00) "Exploring the Benefits of Automated Content Creation"

(24:00) Discussion on the Impact of the Gig Economy and AI on the Economy

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Exclusive Interview with Alex from TSOH Research on Disney and Roblox" - Get an inside look into the research process of one of the industry's most respected investment research firms, as Alex from TSOH Research shares his expert opinions on Disney and Roblox. In this exclusive interview, Alex provides valuable insights and analysis on these two companies, giving you a better understanding of their potential growth prospects.

Episode Outline

(00:00) Value Investor Chatter: Alex Morris on DollarRBLX and DollarDIS

(03:00) "Finding a Job in the Investment Industry: My Experience"

(04:00) "Exploring Alex's Investment Philosophy and Research Service"

(06:00) Exploring Warren Buffett's Long-Term Investment Strategy

(09:00) Investing as Finding a Co-Founder: Examining the Trade-Offs of Value Investing

(10:00) Discussion on Long-Term Investing and Disney's Risk Profile

(12:00) Analysis of Disney's Management Challenges and Long-Term Value Sustainability

(14:00) Discussion on Disney's Streaming Business and Fox Asset Acquisitions

(16:00) Analysis of Linear TV and Streaming Services in the US Media Landscape

(21:00) Discussion on Disney's Content Strategy and Investment Decisions

(25:00) Exploring the Impact of Streaming Services on Sports Leagues

(27:00) Discussion on Disney's D2C Strategy and Ad-Supported Model

(28:00) Exploring Monetization Strategies for Public Companies

(31:00) Analysis of Roblox's Path to Profitability

(33:00) Exploring Roblox's Path to Profitability and Its Impact on the Gaming Industry

(37:00) Conversation on Roblox's Business Model and Revenue Streams

(39:00) Roblox's Expense Structure and Growth Potential

(41:00) Discussion on Disney+ and Roblox with Alex Rodriguez

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In this episode of the Value Investor Chatter podcast, the hosts analyze the recent troubles at Silicon Valley Bank from a value investor's perspective. They share their insights on what investors should look at when analyzing bank stocks or any company that uses its balance sheet to lend money. They caution listeners that the situation is constantly evolving and offer a disclaimer that they're not financial advisors. They recommend consulting an appropriate advisor before making any investment or tax decisions.

Episode Outline:

(00:00) "Analyzing Bank Stocks: Three Things to Look For"

(03:00) Analysis of Silicon Valley Bank's Financial Situation Following FDIC Intervention

(07:00) Analysis of Silicon Valley Bank's Impact on the Innovation Economy

(08:00) Analysis of Silicon Valley Bank's Annual Report

(10:00) Analysis of Silicon Valley Bank and Regional Banks in the Financial Sector

(15:00) Conversation on Bank Regulations and Loan Writing

(16:00) Exploring the Risks of Banking and Insurance Companies

(18:00) Conversation on Risk Management for Insurance Companies in Florida

(20:00) Discussion on Insurance Industry and its Impact on the Economy

(23:00) Discussion on the Impact of Silicon Valley Bank's Insolvency on the Economy

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In this episode, we're taking a deep dive into Etsy's 2022 earnings report and what it means for the company's future. As a two-sided marketplace, Etsy has been able to capitalize on the e-commerce boom brought on by the Covid-19 pandemic. But what sets them apart is their focus on connecting buyers and sellers in the creative space. We'll explore how this network effect has contributed to Etsy's success and how they're expanding into new markets with their recent acquisitions of Reverb, Depop, and ELO seven. Whether you're an Etsy seller or just curious about the e-commerce industry, this episode will provide valuable insights into one of the most successful online marketplaces.

Episode Outline

(00:00) "Exploring Value Investing with Etsy: A Discussion on the Company's Earnings and Membership Benefits"

(03:00) Analysis of Etsy's Performance in 2021

(06:00) Overview of Etsy's Performance During the Pandemic

(08:00) Analysis of Etsy's Revenue Growth During the Pandemic

(13:00) Exploring Etsy's Growth Narrative: A Discussion on Acquisitions and Revenue Trends

(15:00) Exploring the Write-Down of Depop, ELO Seven, and Other Acquisitions

(17:00) Analysis of Etsy's 2021 and 2022 Financial Performance

(23:00) Analysis of eCommerce Giant's Acquisition Strategy and Valuation

(25:00) Discussion on Etsy's Growth Potential and Capital Allocation Strategies

(29:00) Discussion on Etsy's Capital Allocation Strategies and Incentive Structures

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Are you interested in becoming an expert in spinoff investing? Then you won't want to miss this episode of the Value Investor Chatter Podcast. Beko is joined by Rich Howe, a spinoff investing guru, to discuss everything from the basics to advanced strategies. Together, they take you on a journey from novice to expert, providing you with the knowledge and skills you need to succeed in this exciting investment field. So what are you waiting for? Tune in now!

Episode Outline

00:00 "Exploring the Benefits of Stock Spinoff Investing with Rich Howie"

05:00 Exploring the Benefits of Stock Spinoff Strategies

06:00 Exploring Spinoff Investing Opportunities: A Discussion with Beko

08:00 "Exploring Spinoff Opportunities: The Benefits of Forced Selling"

12:00 Analysis of Spinoff Investing Opportunities

14:00 Exploring Spinoff Management Strategies

16:00 Discussion on Spinoff Incentives for Management Teams

19:00 Exploring Factors to Consider When Investing in Spinoffs: A Discussion with Beko and Rich

22:00 Analysis of Spin-Offs: Examining Management Strategies and Historical Performance

23:00 Heading: Analyzing Corepoint and Timing Considerations for Stock Selling

25:00 "Exploring Spinoff Investing with Rich: A Discussion on IC Inc."

27:00 Analysis of IAC Spinoff Strategies and Value Unlocking Potential

31:00 Analysis of IAC's Potential Value for Investors

33:00 Heading: Overview of Match Group's Two-Sided Marketplace Businesses and Investments

35:00 Analysis of Turro, Angie, and IAC's Portfolio Companies

38:00 Analysis of IAC's Investment in People Magazine and Dash Meredith Business

00:39:00 Heading: Value Capture Mechanism for Publicly Traded Companies - Match Case Study

41:00 Discussion of IAC and MGM's Investment Strategies

44:00 Oil and Gas Investment Opportunities: A Discussion on ESG Concerns and Decarbonizing the World

46:00 Investment Recommendation: Unit Corp.

50:00 Conversation Summary: Analyzing the Quarterly Dividend of a Special Situation Oil and Gas Company

52:00 Interview with Rich How, Founder of Stock Spinoff Investing.com

Rich's Website: www.stockspinoffinvesting.com

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Affirm Holdings, led by Max Leche, one of the co-founders of PayPal, has been disrupting the financial industry with its innovative products and services. The company's IPO in 2020 was a resounding success, with the timing proving to be spot-on. However, the company has been facing headwinds recently, with the market punishing its stock price and the recent workforce cuts. Nevertheless, the company remains optimistic about its future prospects, given its strong fundamentals and experienced management team. As the fintech industry continues to evolve, Affirm Holdings is poised to remain a key player in the sector.

Episode Outline

(00:00) Value Investor Chatter: A Discussion on Affirm Pay Now and Pay Never

(05:00) Analysis of Q2 Earnings for Walmart: Examining Gross Merchandise Volume and Revenue Growth

(07:00) Analysis of FinTech Company's Revenue Growth

(11:00) Discussion of 0% Interest Loans and Payment Terms for Businesses and Consumers

(12:00) Discussion of the Impact of Interest Rates on Default Rates and Capital Allocation

(14:00) Analysis of Transaction Costs and Operating Expenses of a Non-Profitable Business

(16:00) Analysis of Affirm's Business Model and Impact of Macro Environment on Credit Delinquency Rates

(20:00) Conversation Summary: Value Investing and FinTech Company Analysis

(22:00) Discussion on Amazon, Walmart, and Peloton's Credit Card Business Model

(24:00) Conversation on Analyzing Companies from an Investment Perspective

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Uncover the truth behind the rise and fall of Uber with our latest video! From its humble beginnings as a small start-up to its current status as one of the most talked-about companies in the world, we take a deep dive into the history of Uber. From the controversies surrounding its business practices to the drama surrounding its CEO, this video has it all. Get ready to join us on an epic journey as we examine the "Uber Dumpster Fire" and its impact on the world of technology and business. Hit that subscribe button now for more thought-provoking content!

Episode Outline

(00:00) "Exploring Uber's Business Model: A Value Investor Chatter Podcast"

(04:00) Analysis of Uber's Financial Performance and Growth Potential

(07:00) Analysis of Uber's Financial Performance During the Pandemic

(08:00) Analysis of Uber's Q4 2020 Earnings Report

(14:00) "Understanding Uber's Financial Performance: A Closer Look at Business Model Changes"

(16:00) Investment Thesis for Uber: Examining Delivery and Freight Footnotes

(18:00) Discussion on Uber's Financial Struggles and the Impact of Low Interest Rates

(21:00) Investment Analysis of Uber: Understanding the Risks and Opportunities

(23:00) Heading: Analyzing the Risks of Ride-Sharing Companies

(25:00) Discussion on Uber's Investment Potential

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In this episode, we discuss the recent earnings announcement by AMD and delve into the concerns surrounding the company's long-term prospects. With a highly complex supply chain and the threat of commoditization, can AMD maintain its current stock price? We analyze the report and provide our take on the future of the company.

Episode Outline

(00:04) "Exploring AMD's Rise in the Semiconductor Industry"

(05:50) Analysis of AMD's Market Cap and Earnings Report

(08:14) Analysis of AMD's Quarterly Financial Results

(11:41) Analysis of Intel Corporation's Q2 2020 Financial Results

(14:27) Analysis of PC Sales and Data Center Revenues in 2021

(16:07) Analysis of Data Centers and Chip Companies in the Cloud Computing Industry

(18:01) Discussion on the Impact of AMD on the Data Center and Cloud Computing Landscape

(23:33) Discussion on AMD's Cloud Infrastructure and the Impact of Nvidia

(25:51) Analysis of the Chip Manufacturing Industry: Challenges and Opportunities

(27:40) Discussion on the Challenges of the Semiconductor Industry

(29:55) Analysis of Carp Company's Financials and Valuation

(32:18) Heading: Discussion on AMD's Free Cash Flow and Potential Disruption from Apple and Amazon

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The holiday season is usually a time of cheer, but for Southwest Airlines, it's been a nightmare. The airline's recent troubles have raised questions about how it will affect the stock market. In this video, we take a closer look at the situation and what it means for investors.

Episode Outline

00:00 "Exploring the Southwest Airlines Meltdown During the Holidays"

03:00 Summary of Southwest Airlines' Corporate Culture and Business Model

05:00 Analysis of Southwest Airlines' Recent Earnings and Impact of Snowstorm Outage

10:00 Analysis of Southwest Airlines' Q1 2021 Earnings Call

12:00 Discussion of Southwest Airlines' Liability and Technical Issues

17:00 Exploring the Challenges of Legacy Technology in the Digital Age

19:00 Analysis of Southwest Airlines Financial Statements (1992-2019)

21:00 "Analysis of Southwest Airlines' Share Buyback Strategy"

23:00 Discussion on Capital Allocation and Buybacks During Covid Times

26:00 Discussion on Southwest Airlines' Buyback Strategy Post-COVID

28:00 Discussion on Southwest Airlines: Analyzing the Company's Performance and Prospects

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In this video, we will be discussing a major news story that has recently impacted the business world: Darden Restaurants' earnings report. We will explore the implications of this report and how it may affect the company, employees, and investors. Tune in to stay informed on the latest business news.

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In this video, we will be discussing a major news story that has recently impacted the business world: Academy Sports and Outdoors' earnings report. We will explore the implications of this report and how it may affect the company, employees, and investors. Tune in to stay informed on the latest business news.

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The Lehman Brothers moment 2.0 has been used to describe the potential consequences of the current financial crisis. In this video, we examine the events leading up to the original Lehman Brothers bankruptcy and discuss how those events may be playing out in today's economy. We also explore the potential impacts of a major financial collapse on the global economy and what steps can be taken to prevent it.

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The economy has been a hot topic recently with discussions about student debt forgiveness, potential investment opportunities, and Nvidia's earnings report. In this video, we will be discussing these events and their potential impacts. We will explore how these developments may affect investors, consumers, and the economy as a whole. Tune in to stay up to date on the latest economic news.

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Recent developments in the global economy have sparked a lot of conversation. In this video, we will be discussing the potential collapse of China's economy, Davita's stock performance, and Target's earnings report. We will analyze the implications of these events and how they may impact investors, consumers, and the overall economy. Join us as we unpack the latest economic news.

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Recent developments in the economy have been making headlines. In this video, we will be discussing the proposed stock buyback tax, Disney's impressive performance in the streaming market, and the possibility of stagflation. We will analyze the implications of these events and how they may impact businesses, investors, and consumers. Join us as we unpack the latest economic news.

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In this video, we will be discussing three major news stories that have recently impacted the business world: Uber's first-ever profit, House Speaker Nancy Pelosi's visit to Taiwan, and Walmart's announcement of layoffs. We will explore the implications of these events and how they may affect the companies, employees, and investors. Tune in to stay informed on the latest business news.

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In this video, we will be discussing three major events that have recently impacted the economy: Facebook's disappointing earnings, the Federal Reserve's interest rate decision, and the proposed Inflation Reduction Act. We will explore the implications of these events and how they may affect investors, consumers, and the economy as a whole. Tune in to stay informed on the latest economic developments.

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Are you curious about the connection between inflation and monetary policy? In this video, we will be exploring this important topic and discussing how changes in monetary policy can impact inflation and vice versa. We will also talk about the role of the central bank in managing this relationship. Tune in to learn more about this complex but crucial aspect of economics.

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In this episode, we're going to talk about Alibaba. It's a big company, and most of you guys probably know what it is. We're going to do a deep dive into that company today.  The short of it is they're basically like the Amazon of China. They operate multiple businesses that sell eCommerce in China, Southeast Asia, and Turkey. They also have a cloud business, just like Amazon's cloud services, that supplies infrastructure for their own business and anybody who wants to be on their network. And they're expanding into other areas like food delivery and entertainment.

Episode Outline: 

(00:00) Introduction 

(01:23)What is Alibaba? 

(03:05)Alibaba's Competitive Advantages 

(06:12) Alibaba's Revenue 

(09:00) Alibaba's Long-Term Prospect 

(10:46) Alibaba's Cloud Business 

(13:04) Alibaba is now under the control of the Chinese Government

(13:47) Alibaba's Founder: Jack Ma 

(16:32) Read Annual Report

(17:36) Conclusion

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In this episode, we are going to talk about the big investment themes for 2022. We'll discuss what we think will be the most important factors driving the markets next year and how you can position yourself to take advantage of them.

Episode Outline

(00:00) Introduction

(04:42) Three Interest Rate Hikes

(07:32) How will the workforce affect the economy?

(08:57) Commercial Real Estate

(12:07) How does everything affect the value investors?

(13:15) Macro Environment

(15:12) The Economy is not performing well

(18:53) Investing in the Overseas Market

(19:31) Conclusion

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It's been a long, strange year for supply chains. From the pandemic to the trade war, there have been plenty of challenges to navigate. So, how did supply chains fare in 2021? Join us as we take a look back at the state of the supply chain this past year.  

Episode Outline

(00:00) Introduction 

(01:31) Brief Moment of Explanation 

(03:07) Covid's Influence on the Market 

(10:43) Resilience Supply Chain  

(12:31) Principles of Supply and Demand

(17:43) 2022 Big Trends 

(18:24) Conclusion 

Episode Outline

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Fantasy sports offer a way to make money by investing in a players performance in a given sport. One popular site for fantasy sports is Draft Kings. But is it a good investment? Fantasy sports are a fun and easy way to make money. You can pick your own players and watch them compete against other people's teams. Draft Kings is one of the most popular sites for fantasy sports. You can make money by playing in fantasy leagues, but you can also make money by investing in players. You can buy shares of players and sell them when they do well. Draft Kings is a great place to invest in players because it is easy to use and there is a lot of information about the players. So, is Draft Kings a good investment? Listen to the episode to find out!

Episode Outline

00:00 Introduction

00:31 What do Draft Kings do?

05:10 The Valuation of this Company

09:33 Competitive Advantage

12:23 Dealing with the Regulatory World

14:03 Conclusion

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Draft Kings is a Fantasy Sports platform that allows users to compete against each other for prizes. The company has been in business since 2012 and is based in Boston, MA. Draft Kings offers a variety of games and features that give users a competitive edge over other fantasy sports platforms. However, the company has faced scrutiny for its business practices and has been accused of being a "pay-to-win" platform.

Episode Outline

(00:00) Introduction

(01:48) Background of Draft Kings

(05:55) Competitive Advantage

(09:34) Disadvantages of Draft Kings

(11:14) Morality of Gambling

(13:37) Does the business have a favorable relationship with everybody?

(16:19) Conclusion

Episode Outline

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Is the U.S. economy headed for a correction? In this video, we discuss the potential headwinds the economy may face in the near future. We also talk about what a correction would mean for the stock market and the overall economy.

Episode Outline

(00:00) Introduction

(01:18) Impact of Inflation

(04:18) A huge gap between open jobs and jobs that need to be fulfilled.

(05:47) Stocks and Bonds

(07:00) The Real Pricing Power has fallen apart.

(08:38) What does it all mean for investors?

(10:34) Making Portfolio Decisions

(11:06) Conclusion

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Evergrande is a Chinese conglomerate that has been in the news recently for all the wrong reasons. The company is in the midst of a financial crisis, and its stock has been plummeting. However, Evergrande is still a powerful force in China, and its fate will have a significant impact on the country's economy. In this video, we break down what's going on with Evergrande and what it could mean for China.

Episode Outline

(00:00) Introduction

(00:50) The Evergrande Company

(02:40) The Chinese Economy is heavily focused on Real Estate

(05:04) Evergrande has 300 Billion Debt

(07:56) The Layman Brothers in 2008

(09:54) The Trump Presidency levy tariffs on Chinese goods

(10:19) The tension between China and Taiwan

(11:44) Energy Prices are increasing significantly

(13:28) Evergrande's value long term

(14:53) Conclusion

Episode Outline

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Micron Technology, Inc. is one of the world's leading semiconductor companies. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence. Micron has been a major player in the semiconductor industry for decades, but now faces stiff competition from Chinese companies. Can Micron make a comeback? Watch this video to find out.

Episode Outline

(0:00) Intro

(1:30) Morgan Stanley Micron Report

(10:30) Inventory in the market & spot price of PC DRAM

(24:15) PC DRAM spot price prediction

(28:45) PC DRAM corporate market & Window 11 update

(33:00) Long-term prospects for the spot price

(37:50) PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs

(43:10) Price prediction prior to COVID

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

Value Investor Chatter

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Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence.

Episode Outline

(0:00) Sunil

(5:04)  Investing is storytelling

(6:17) Micron high level

(9:50) Cyclical nature of semiconductor industry

(24:20) Recent drop in share price

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

Value Investor Chatter

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Michaels is the largest arts and crafts retailer in America. It all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company. Find out what sets it apart from its competitors. Michaels offers a wide variety of arts and crafts supplies, as well as classes and events for people of all ages and skill levels.

Episode Outline

(00:00) Introduction

(01:46) Does the Company have enough cash to maintain its business?

(07:33) Benefits

(10:21) Cash Flow

(11:36) Does a company have a reasonable debt level?

(12:28) How does the management handle excess capital and what's their buyback strategy?

(25:49) Margin Safety

(26:50) Buyback and Debt.

(30:25) Conclusion

Value Investor Chatter

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Michaels is the largest arts and crafts retailer in America, and it all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company and find out what sets it apart from its competitors.

Episode Outline

(00:00) Introduction

(01:28) What does Michaels do?

(06:30) The New CEO of Michaels

(09:17) Michaels' Business Model

(09:54) The Competitors of Michaels

(16:07) Michaels' Competitive Advantage

(17:35) Michaels'Biggest Risk

(18:24) Does the company require a lot of capital reinvestments to maintain its business?

(20:52) Conclusion

Value Investor Chatter

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Lennar Corporation (LEN) is one of the top-rated home builders in America. With over 60 years of experience, Lennar has a commitment to building quality homes and providing customer satisfaction. This has made Lennar one of the most trusted names in homebuilding. If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.

Episode Outline

(0:00) How does their top line and bottom line look? 

 (16:37) Debt load and overall balance sheet health.

(21:05) Return on capital 

(28:50) Excess cash management (ie. dividend, buyback) 

(38:30) Management incentives

(43:30) Valuation 

(53:05) Conclusion

Value Investor Chatter

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Looking for a top-rated home builder? Look no further than Lennar Corporation (LEN)! For over 60 years, Lennar has been committed to building the best homes in America. With a focus on quality and customer satisfaction, Lennar has become one of the most trusted names in homebuilding.

If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen.

Episode Outline

(0:00) How does their top line and bottom line look? 

(16:37) Debt load and overall balance sheet health.

(21:05) Return on capital 

(28:50) Excess cash management (ie. dividend, buyback)

(38:30) Management incentives 

(43:30) Valuation

(53:05) Conclusion

Value Investor Chatter

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Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. 

(0:00) Intro
(2:17) How did Value Investor Chatter Podcast begin?
(6:06) Value  investment philosophy and process
(8:06) What is the focus of Stock Stories Podcast?
(11:30) Importance of diving into stories behind companies
(18:34) What is our full time job? What do we do outside of podcasting?
(24:30) Lessons learned / insights from running our podcasts
(30:00) Our very first stock pick
(32:40) Who do you look up to the most?
(38:40) Closing

Value Investor Chatter:

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Micron Technology is a leading provider of semiconductor systems worldwide. The company offers a variety of products, including DRAM, flash memory, and CMOS image sensors. Micron has a strong history of financial stability and is well-positioned for future growth.

 (0:00) Intro

(1:06) Micron’s Chinese Competitors 

(15:44) Is Micron Underpriced? 

(22:23) Is it fair to compare Micron with Nvidia?

(31:24) Conclusion 

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

Value Investor Chatter

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Don't Miss Out! The Best Time to Invest in Micron Technology

If you're looking for a great stock to invest in, look no further than Micron Technology. Founded in 1978, this company is one of the leading providers of semiconductor systems worldwide. And with the stock market on the rise, now is the perfect time to invest!

Episode Outline

(0:00) Intro 

(1:19) Who is Sunil 

(5:46) 20 Years of Semiconductor Industry 

(12:56) Micron’s Inventory Management and Cloud Boom

(21:50) Diversification of Revenue Stream

(29:18) Closing 

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

Value Investor Chatter

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What do GameStop and Bitcoin have in common?

Both were once doubted by many, but both have proven themselves to be worth billions. In this video, we explore how GameStop became a powerhouse in the retail industry, and why Bitcoin is set to take over the world economy.

Episode Outline

(00:00) Introduction

(00:53) Rundown of GameStop

(12:48) Bitcoin and Cryptocurrency

(14:15) Blockchain Technology

(20:58) Conclusion

Value Investor Chatter

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The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated destination resort in Ohio named the Hall of Fame Village powered by Johnson Controls as well as other entertainment and media verticals for some of the most powerful and storied brands in the world.

Episode Outline
(0:00) What does the company do? 
(2:50) Three-phase strategy across three business vertices
(11:00) What is HOFV competitive advantage?
(13:50) Growth drivers in '21/2
(18:13) HOFV NFT strategy
(21:16) Debt principal due and share dilution
(27:05) Summary and contact information  

Jason Krom
Linkedin: https://www.linkedin.com/in/jason-krom-7b33102
Twitter: https://twitter.com/jkrom814

HOFV
https://www.hofreco.com/

Value Investor Chatter
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Jason Krom, CFO of The Hall of Fame Resort and Entertainment Company, discusses how he achieved success in his career. Hear about the importance of leadership and growth in this insightful interview.

Episode Outline
(0:00) Intro
(1:06)What does $HOFV do? Who is Jason Krom?
(2:08) Career trajectory
(6:19) Day in the life of
(7:55) Impact of COVID
(9:12) Day in the life of... (part 2) 
(12:01) Impact of COVID... (part 2) 

(15:26) SPAC'ing

(18:05) Who does Jason look up to the most?
(21:20) Get in touch and learn more about $HOFV

Jason Krom
Linkedin: https://www.linkedin.com/in/jason-krom-7b33102
Twitter: https://twitter.com/jkrom814

HOFV
https://www.hofreco.com/

Value Investor Chatter:

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In this video, we take a look at the current state of inflation and the US economy. We'll explore what's causing inflation to rise, and discuss some potential solutions.

Episode Outline

(00:00) Introduction

(1:14) Inflation

(05:55) Wage Inflation

(08:44) Unemployment

(10:10) Conclusion

Value Investor Chatter

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The government has announced a new stimulus check program. Here's how to make sure you get your share!

In this video, it will be explained what the stimulus checks are, and how you can make sure you get your fair share. I'll also talk about the potential benefits of this program, as well as how to protect yourself from inflation. So don't miss it!

Episode Outline

(00:00) Introduction

(03:00) Stimulus Package

(07:28) Big Uptick in Unemployment

(09:23) Uptick in Interest Rates

(12:43) Income Inequality

(13:12) Conclusion

Value Investor Chatter

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Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.
 
Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.
 
In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.
 
Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.

Episode Outline
(0:00) Intro
(1:45) Bull Market Is Just Beginning
(11:20) Recap of Matt's Investment Strategy
(14:50) Daily Journal Investment Thesis
(31:40) Why Has It Not Been Discovered? Risks in Daily Journal
(36:57) Barrier to Entry, Similarities to Healthcare Tech Business
(40:41) Get in Touch with Matthew

Peterson Capital Management: https://www.petersonfunds.com/about-us/
Twitter: https://twitter.com/MattPetersonCFA

Value Investor Chatter
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Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.
 
Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.
 
In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.
 
Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.

(0:00) Intro
(3:00) Utilizing 13F to Narrow Down Investable Universe
(10:25)Deep Fundamental Analysis
(12:30) Using Puts and Calls to Enter Positions
(16:30) Understanding Capital Allocation Strategy
(18:10) Summary of Matt's Investment Strategy
(20:40) More on Using Options to Enter Positions
(27:04) Is Value Investing Relic of the Past?
(31:07) Get in Touch with Matthew

Peterson Capital Management: https://www.petersonfunds.com/about-us/
Twitter: https://twitter.com/MattPetersonCFA

Value Investor Chatter

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Seritage Growth Properties is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico. The company has great investors, including Warren Buffett, Guy Spier, Mohnish Pabrai, and Phil Town.

In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor Chatter Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai, he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.com

(0:00) Introduction & About Abhishek 

(2:54) SRG Thesis Summary 

(4:04) Health of Their Balance Sheet 

(7:15) Owned by the Greats (Warren, Guy Spier, Mohnish Pabrai, and Phil Town) 

(8:50) Poor Cash Flow & Bear Case 

(15:50) Management Incentive Structure

(18:09) How do they handle excess capital? 

(19:06) Is management open and honest? CEO and CFO Departure

(22:13) SRG Valuation and Valuation Thesis 

(29:51) How to reach out to Abhishek?

Value Investor Chatter

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The art of copying.. This is a company owned by the greats: Warren, Guy Spier, Mohnish Pabrai, and Phil Town. Seritage Growth Properties (NYSE: SRG) is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico.

In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor TV Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai,  he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.com

Episode Outline
(0:00) Introduction & VI TV Community Engagement
(2:10) About Abhishek
(3:35) What does SRG do? What is a REIT?
(6:40) What is their competitive advantage? Their portfolio breakdown. 
(10:15) How durable is their competitive advantage?
(14:44) Short-term and Long-term prospects. Current Risk. Growth Strategy
(20:20) Does the company require reinvestment short-term and long-term? 
(23:35) Any relationship red flags?
(24:32) SRG Thesis Summary & How to get in touch with Abhishek
(27:32) Amateurs "one up on Wall Street"

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Ebix could be a great stock to invest in if you're looking for growth. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow.

(0:00) Intro 

(1:16) Balance Sheet Health 

 (3:54) EbixCash IPO

(6:17) China v.s. India and Indian Homegrown Story

(8:08) Branding Effort, Media and Sports Partnership

(11:24) The 3rd Act in the Ebix Story 

(14:40) Weak Board of Directors 

(15:57) Seeking Alpha and Sunil Contacts 

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: shah@icon.co.za

Value Investor Chatter

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