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The Contrarian Investor Podcast Posts

Season 1, Episode 9: Reports of Retail’s Death Have Been Greatly Exaggerated, With ValueStockGeek

Published June 11, 2019

Retail is dead. Brick and mortars shopping has been replaced by E-commerce. Amazon is triumphant, the victor over all goods that can reasonably be bought and sold. The experience of in-person shopping, whether for clothes or food or electronics or anything else, is going the way of the horse and buggy. 

This is the conventional wisdom. It would take a very wise (and contrarian) individual to want to oppose it. But that’s exactly what this week’s guest is all about. @ValueStockGeek has spotted some opportunities in retail stocks. Yes, really.

Content:
Finding mispriced securities (3:00), more about ValueStockGeek and his process (12:54), stock ideas (15:23).

The guest was kind enough to share some reports that factor into his view:

https://fred.stlouisfed.org/series/ECOMPCTSA

https://www.theatlantic.com/business/archive/2017/09/sears-predicts-amazon/540888/

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Season 1, Episode 7: Governance Arbitrage, With Henry D. Wolfe

Published June 4, 2019

Wolfe’s thesis: it’s time to admit the public company governance model is broken

The general assumption that management and governance of public companies are efficient, is false. So says Henry D. Wolfe in his recently-released book, “Governance Arbitrage: Blowing up the public company governance model to maximize long-term shareholder value.”

Content:
The underlying thesis (3:00), what needs to replace it (5:30), why institutional investors have to play a key role (7:44), the advantages of the private equity model (8:45), Wolfe’s contrarian investing priority (16:26), Costco the optimal model (21:30).

For more information: https://governancearbitrage.com/

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