Author: evencio.alvarez14@gmail.com
-
Episode 16: Reminiscences of a Deep Value Investor, ValueStockGeek
ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog.We’ve ping-ponged back and forth with times to chat and call, and after a few months we finally synched up.I’m excited to have ValueStockGeek on the podcast for a few reasons:We share similar investment…
-
Five Ideas For Oil & Gas, Magic Formula Reveals Top Five Largest Names
What a wild week in markets. This morning (Monday), the S&P 500 went limit-down and triggered the circuit-breakers. That’s never happened. There will be textbooks written about this week and these trading days. Oh, and did I mention oil futures dropped over 35% at one point?Unreal.For younger traders/investors, things look crazy. And they are. But…
-
Your Monday Dirty Dozen [CHART PACK] #23
The idea that you can’t beat the markets is a frightening prospect. That is why my guiding trading philosophy is playing great defense. If you make a good trade, don’t think it is because you have some uncanny foresight. Always maintain your sense of confidence, but keep it in check. ~ PTJ Good morning!In this…
-
Three Things Equity Investors Can Learn From Real Estate Investors
A couple weeks ago I had the chance to chat with Moses Kagan. Moses is a real estate investor. His niche is hyper-specific: about five-to-six neighborhoods within Los Angeles, CA.Moses is a classic deep-value real estate investor. He buys ugly, forgotten and overlooked apartment buildings. He fixes them up, increases rent and generates handsome returns…
-
Cascade Effects: How the Coronavirus Can Tip The World Into Recession…Or not
***This is an excerpt taken from a note sent to Collective members over the weekend*** Wikipedia describes a cascade effect as “an inevitable and sometimes unforeseen chain of events due to an act affecting a system”.A cascade effect occurs in markets when an event or connection of events kickstarts a positive feedback loop, which then…
-
Episode 15: Buying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments
Nick’s journey towards small business ownership was a winding road. After graduating from MIT, he went to work for McKinsey. After consulting, he found a passion in clean tech and clean energy with NRG Group, leading their high-tech ventures program. It was around this time Nick decided he wanted to own a small business. He…
-
TINA BE TELLING ME TO BUY… A LITTLE
Before we start here’s a link to a coronavirus cheat sheet I put together yesterday. It has all of the key data and resources I’m using to track the spread of the pandemic. I’ll be updating it regularly as new info comes in.There a few main takeaways at this point (1) the situation is evolving…
-
New China Stocks, Private Equity Overview and A Buffet Monologue
Hope you’ve had a great week. We’ve seen the first few cases of COVID-19 in the US. Batten down the hatches and put on your masks. Things could get ugly. While you’re bunkered in your home, check out our latest podcast episodes: Episode 14: Ryan Reeves, InvestingCity.org (NEW) Episode 13: Moses Kagan, Adaptive Realty Also,…
-
Your Monday Dirty Dozen [CHART PACK] #24
When any causes beget a particular inclination or passion, at a certain time and among a certain people, though many individuals may escape the contagion, and be ruled by passions peculiar to themselves; yet the multitude will certainly be seized by the common affection, and be governed by it in all their actions. ~ David…
-
Musings: Soros on Anticipating Prevailing Expectations
Alex here with your latest Friday Macro Musings…As always, if you come across something cool during the week, shoot an email to alex@macro-ops.com and we’ll share it with the group.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — I look at the latest prints of some leading US economic indicators, then talk SPX technicals,…