stocks – Page 43 – The Contrarian Investor Podcast

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.

Season 2, Episode 27: The ‘Weird Portfolio’ With Value Stock Geek

Published September 16, 2020

Adding gold and real estate exposure to the traditional portfolio construction mix.

Value Stock Geek, well known on the Twittersphere as @ValueStockGeek, joins the podcast to discuss his concept of the “weird portfolio.”

This portfolio allocates to gold and real estate as well as stocks and Treasuries.

The guest also revisits his prediction from his first visit to the podcast last year, when he said retail stocks were undervalued.

The paper explaining this concept in more detail can be read in its entirety here.

S2E23 Transcribed: The COVID Disconnect and the Coming ‘Melt Up’ in Markets

Published September 8, 2020

With Enrique Abeyta, Empire Financial Research

Moderator 0:02
Welcome to the Contrarian Investor Podcast. We give voice to those who challenge a prevailing sentiment in global financial markets. This podcast is for informational purposes only. Nothing on this podcast should be taken as investment advice. guests were not compensated for the appearance, nor do they supply payment in order to appear. Individuals on this podcast may hold positions in the securities that are discussed. Listeners are urged to educate themselves and make their own decisions. Now, here’s your host, Mr. Nathaniel E. Baker.

Nathaniel E. Baker 2:48
Enrique Abeyta, editor at Empire Fnancial Research, which is a publication house put together by Whitney Tilson last year, if I’m not I’m mistaken. But you have a lot of experience in investing, including managing your own hedge fund. And you have a lot of views that are quite outspoken and in many ways quite contrarian, which is why I wanted to have you on the podcast. And so thank you for having for taking the time. So I’m not sure where we should start because we did a previous call and I learned that you are very contrarian on a wide range of issues. So maybe let’s try this. What do you think is the market getting the most wrong at this time?

Tag: stocks