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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
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Transcripts: seekingalpha.com/author/investing-experts-podcast
11 DEC 2024 · Courage & Conviction Investing shares why he finds https://seekingalpha.com/symbol/CNVS?source=ie_podcast:cineverse_incredible_setup to be one of the most incredible micro-cap setups right now. This is an excerpt from a https://seekingalpha.com/article/4739406-the-art-of-being-a-contrarian-with-courage-and-conviction-investing?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/checkout/mp_1132#hasComeFromMpArticle=false%23source=section%3Amain_content%7Cbutton%3Abody_link?source=ie_podcast:cineverse_incredible_setup
Show Notes:
https://seekingalpha.com/article/4737672-cineverse-corp-cnvs-q3-2024-earnings-call-transcript?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/article/4730825-cineverse-corp-owns-terrifier-3-and-few-people-have-connected-the-dots?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/symbol/CNVS/virtual_analyst_report?source=ie_podcast:cineverse_incredible_setup
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:cineverse_incredible_setup
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:cineverse_incredible_setup
5 DEC 2024 · Dan Malone discusses investing in Ireland, the ETF capital of Europe (1:20). Big belief in passive investing and index funds (4:15). Why asset managers are setting up in Ireland (9:10). Country ETFs and undervalued Irish banks (14:00). Extreme taxation for Irish investors (18:30). Properly preparing for retirement (22:20).
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:passive_investing_ireland
Show Notes:
https://www.youtube.com/@malone_financial?source=ie_podcast:passive_investing_ireland
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:business_cycles_not_whos_president?source=ie_podcast:passive_investing_ireland
3 DEC 2024 · Dividend investing comes in many forms. Why https://seekingalpha.com/author/dividendology?source=ie_podcast:long_term_goal_dividends focuses long-term on dividend growth investing (1:00). 5 key metrics, but it really boils down to free cash flow (3:05). Focused on companies drowning in cash like Visa and Meta (5:50). Dispelling myths around sequence risk and tax advantaged accounts (8:15). Contextualizing dividend cuts (11:50).
Show Notes:
https://seekingalpha.com/article/4736200-dividend-investing-let-compounding-do-its-thing?source=ie_podcast:long_term_goal_dividends
https://seekingalpha.com/article/4737534-not-all-dividend-etfs-are-created-equal?source=ie_podcast:long_term_goal_dividends
https://www.youtube.com/@Dividendology?source=ie_podcast:long_term_goal_dividends
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:long_term_goal_dividends
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:long_term_goal_dividends
26 NOV 2024 · Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock https://seekingalpha.com/symbol/TRIN/valuation/metrics?source=ie_podcast:trinity_capital and https://seekingalpha.com/symbol/TRIN/momentum/performance?source=ie_podcast:trinity_capital (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15).
Show Notes:
https://seekingalpha.com/article/4731094-trinity-capital-inc-trin-q3-2024-earnings-call-transcript?source=ie_podcast:trinity_capital
https://seekingalpha.com/news/4336181-sp500-nasdaq-dow-jones-outlook-stock-market?source=ie_podcast:trinity_capital
https://seekingalpha.com/news/4263330-trinity-capital-announces-stock-repurchase-program?source=ie_podcast:trinity_capital
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:trinity_capital
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:trinity_capital
25 NOV 2024 · Jonathan Faison shares his https://seekingalpha.com/author/jonathan-faison/analysis?source=ie_podcast:finding_winners_biotech to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15).
Show Notes:
https://seekingalpha.com/checkout/mp_1243?avoid_pp=true&source=ie_podcast:finding_winners_biotech
https://seekingalpha.com/article/4726915-sutro-biopharma-post-esmo-selloff-does-their-strategy-remain-viable?source=ie_podcast:finding_winners_biotech
https://seekingalpha.com/article/4717134-voyager-therapeutics-cns-player-in-early-stages-of-a-turnaround?source=ie_podcast:finding_winners_biotech
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:finding_winners_biotech
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:finding_winners_biotech
21 NOV 2024 · Courage & Conviction Investing details why it pays off to stay consistent in his small cap https://seekingalpha.com/author/courage-conviction-investing?source=ie_podcast:art_of_being_contrarian and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19.
https://seekingalpha.com/checkout/mp_1132?source=ie_podcast:art_of_being_contrarian
Show Notes:
https://seekingalpha.com/article/4521026-carvana-co-playing-devils-advocate-to-the-recent-sell-side-note?source=ie_podcast:art_of_being_contrarian
https://seekingalpha.com/article/4680697-curiositystream-inc-surprise-10-percent-dividend-why-micro-caps-so-lucrative?source=ie_podcast:art_of_being_contrarian
https://seekingalpha.com/article/4664875-airlines-turnarounds-spirit-airlines-vs-mesa-air-group?source=ie_podcast:art_of_being_contrarian
https://seekingalpha.com/article/4720395-buzzfeed-inc-the-elephant-in-the-room-can-pirouette?source=ie_podcast:art_of_being_contrarian
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:art_of_being_contrarian
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:art_of_being_contrarian
20 NOV 2024 · David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12.
Show Notes:
https://www.youtube.com/@DKellerCMT?source=ie_podcast:taking_note_market_patterns
https://stockcharts.com/articles/mindfulinvestor/?source=ie_podcast:taking_note_market_patterns
https://seekingalpha.com/news/4303950-sectors-are-all-up-ytd-but-financials-and-energy-were-the-only-up-last-week?source=ie_podcast:taking_note_market_patterns
https://seekingalpha.com/news/4308374-bitcoin-hits-all-time-high-surpasses-93800?source=ie_podcast:taking_note_market_patterns
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:taking_note_market_patterns
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:taking_note_market_patterns
18 NOV 2024 · Dhierin Bechai delves into Spirit Airlines' complicated https://seekingalpha.com/news/4303373-airline-sector-jolted-spirit-airlines-bankruptcy?source=ie_podcast:spirit_airlines_bankruptcy (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25).
Show Notes:
https://seekingalpha.com/article/4738355-spirit-airlines-flies-closer-to-bankruptcy-prospective-shareholder-wipeout?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/article/4738272-boeing-stock-deliveries-sink-turnaround-starts-right-here?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/article/4737457-intuitive-machines-misguided-stock-sell-off-still-a-buy?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/article/4737225-rocket-lab-top-aerospace-stock-up-350-percent-but-valuation-looks-stretched?source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/checkout/mp_1087?avoid_pp=true&source=ie_podcast:spirit_airlines_bankruptcy
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:spirit_airlines_bankruptcy
https://subscriptions.seekingalpha.com/lp_subscriptions_pm-po-ap-ig_black_friday_sale_2024?source=ie_podcast:spirit_airlines_bankruptcy
14 NOV 2024 · Jake runs a https://www.youtube.com/@DividendGrowthInvesting?source=ie_podcast:not_all_dividend_etfs on Dividend Growth Investing and shares why that's his focus (1:20). Is yield worth looking at? (8:20) Unforgiving when it comes to dividend cutters (13:30). Be careful with REITs (17:10). Which dividend ETFs deserve the hype (19:15). Advice for retirees (28:25).
Show Notes:
https://seekingalpha.com/article/4704023-baby-bonds-cash-flow-and-portfolio-agnosticism-with-high-dividend-opportunities?source=ie_podcast:not_all_dividend_etfs
https://seekingalpha.com/article/4702133-steven-bavaria-takes-investors-inside-the-income-factory?source=ie_podcast:not_all_dividend_etfs
https://seekingalpha.com/article/4715679-markets-and-dividend-investing-are-evolving-how-to-take-advantage?source=ie_podcast:not_all_dividend_etfs
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:not_all_dividend_etfs
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:not_all_dividend_etfs
13 NOV 2024 · Veteran analyst https://seekingalpha.com/author/edward-schneider-cfa/analysis?source=ie_podcast:short_long_what_alphas_all_about explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.
Show Notes:
https://seekingalpha.com/article/4725326-revisiting-illumina?source=ie_podcast:short_long_what_alphas_all_about
https://seekingalpha.com/article/4688800-nwtn-inc-the-perfect-fundamental-short?source=ie_podcast:short_long_what_alphas_all_about
https://seekingalpha.com/article/4679104-curiositystream-too-cheap-to-ignore?source=ie_podcast:short_long_what_alphas_all_about
https://seekingalpha.com/author/investing-experts-podcast/analysis?source=ie_podcast:short_long_what_alphas_all_about
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=ie_podcast:short_long_what_alphas_all_about
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:static_link seekingalpha.com/author/investing-experts-podcast
show more
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
Transcripts: seekingalpha.com/author/investing-experts-podcast
show less
Transcripts: seekingalpha.com/author/investing-experts-podcast
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Categories | Investing , Business |
| Website | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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