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The Contrarian Investor Podcast Posts

Season 2, Episode 29: Finding Next Generation Growth Stocks, With Liz Hall

Published September 30, 2020

The Fintwit star locates and explores niche subcultures online to spot investment opportunities.

Liz Hall, well known on the Twittersphere as @LizQuidity, joins the podcast to discuss some of her methods for locating the next generation of growth stocks.

Hall doesn’t have an investment process per se. She lets investment ideas find her by exploring niche interest and going down “rabbit holes” on YouTube and Reddit.

Content:

  • How to let the investment idea “come to you” by locating niche areas of interest at their source (2:38);
  • One example from earlier this year: Games Workshop Group (GMWKF), publisher of the Warhammer game (4:34);
  • Some more on her research methods (10:48);
  • What led her to Nintendo (13:16);
  • Background on the guest (17:22);
  • Brief discussion of Tesla (TSLA) and Nikola (NKLA) (23:32).

For more on Hall’s research process, visit her website LizardBrain.Substack.com

Not intended as investment advice.

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Contrarian Calls, Revisited: Value Stock Geek’s Bullish Take on Certain Retail Stocks

Published September 28, 2020

Value Stock Geek, well known by his Twitter handle @ValueStockGeek, was bullish on shares of certain retail companies.

Speaking on the podcast in June 2019, the guest said E-Commerce had not yet destroyed old-fashioned retail commerce. “The retail sector is now a hated and beaten-up sector and it’s mainly because of Amazon and E-commerce,” he said at the time. “But I think the current narrative is overblown…right now, E-Commerce as a percentage of retail sales represents about 10% of all retail sales. That means that 90% of all retail transactions still happen in the store.”

Value Stock Geek’s favorite stocks were Dick’s Sporting Goods (NYSE: DSK) and Urban Outfitters (NASDAQ: URBN).

MoreContrarian Calls, Revisited: Value Stock Geek’s Bullish Take on Certain Retail Stocks
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Season 2, Episode 28: Economic Growth Prospects Are Better Than Advertised

Published September 23, 2020

Alex Chausovsky of ITR Economics discusses the metrics pointing to continued recovery from COVID

Alex Chausovsky of ITR Economics joins the podcast to discuss his view that economic recovery in the U.S. is on firmer footing than widely believed.

Content

  • Downside risks do exist. Flu season is approaching but the data is painting a more encouraging picture (3:37);
  • The top leading indicators are predicting a business cycle rise in 2021, led by the consumer (6:17);
  • Employment is a lagging indicator. Other metrics are more telling about the economy’s future prospects (9:53);
  • The election and how that might impact things (11:50);
  • Background on the guest (18:31);
  • The prospects for commercial real estate. Is the office doomed? (30:34)
  • Current opportunities: Look to the defense sector and export-intensive industries in the U.S. (34:44);
MoreSeason 2, Episode 28: Economic Growth Prospects Are Better Than Advertised
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