Investing Experts

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Investing Experts

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

  1. 19 HR AGO

    Trinity Capital: An asset manager in BDC clothing

    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 valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15). Show Notes: Trinity Q3 2024 earnings call transcript Fed sees gradual rate cuts Trinity Capital announces stock repurchase program Read the transcript Black Friday sale: 20% off all of Seeking Alpha!

    26 min

  2. 1 DAY AGO

    Finding winners in biotech, probably the riskiest sector

    Jonathan Faison shares his approach 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: ROTY Biotech Community Sutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable? Voyager Therapeutics: CNS Player In Early Stages Of A Turnaround Read the transcripts Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    33 min

  3. 5 DAYS AGO

    The art of being a contrarian with Courage & Conviction Investing

    Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy 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. Subscribe to Second Wind Capital Show Notes: Carvana Co.: Playing Devil's Advocate To The Recent Sell Side Note CuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So Lucrative Airline Turnarounds: Spirit Airlines Vs. Mesa Air Group BuzzFeed, Inc.: The Elephant In The Room Can Pirouette Read the transcript Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    49 min

  4. 6 DAYS AGO

    Taking note of market patterns

    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: Market Misbehavior with David Keller The Mindful Investor w/ David Keller Sectors all up YTD, but Financials and Energy were the only up last week Bitcoin hits all-time high as it surpasses $93,800 Read the transcript Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    29 min

  5. 18 NOV

    Spirit Airlines bankruptcy and Boeing's long-term picture: it's complicated

    Dhierin Bechai delves into Spirit Airlines' complicated story (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: Spirit Airlines Flies Closer To Bankruptcy With Prospective Shareholder Wipeout Boeing: Deliveries Sink, The Turnaround Starts Right Here Intuitive Machines: Misguided Stock Sell Off, Still A Buy Rocket Lab: Top Aerospace Stock Up 350%, But Valuation Looks Stretched Learn more about The Aerospace Forum Read the transcript Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

    17 min

  6. 14 NOV

    Not all dividend ETFs are created equal

    Jake runs a YouTube channel 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: Baby Bonds, Cash Flow, And Portfolio Agnosticism With High Dividend Opportunities Steven Bavaria Takes Investors Inside The Income Factory Markets And Dividend Investing Are Evolving - How To Take Advantage Read the transcript For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    32 min

  7. 13 NOV

    Short + long strategies and what alpha's really all about

    Veteran analyst Edward Schneider 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: Revisiting Illumina NWTN Inc.: The Perfect Fundamental Short CuriosityStream: Too Cheap To Ignore Read the transcript For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    22 min

  8. 12 NOV

    Dividend investing: let compounding do its thing

    Ryne Williams shares why he favors dividend investing (0:20). Sometimes dividend cuts make sense; pay attention to dividend history (2:40). Visa a favorite dividend stock, though some argue its status (5:15). Beware of juicy yield traps (8:20). Read the transcript Ryne Williams' YouTube channel For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

    14 min
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About

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

Information

  • Creator
    Seeking Alpha
  • Years Active
    2022 - 2024
  • Episodes
    221
  • Rating
    Clean
  • Copyright
    © Copyright Seeking Alpha
  • Show Website
    Investing Experts

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