Invest Like a Boss Sam Marks Johnny FD Derek Spartz

In this episode, we are discussing merger arbitrage opportunities, specifically on a stock that Sam & Derek personally own. We've been talking about Matterport since the metaverse series in 2021, and finally the stock had some life pumped back into it after a takeover offer from CoStar Group in April. Is this a good opportunity to jump in on the deal? We discuss with guest Collin Brantmeyer from the Motely Fool. Then Sam and Derek put in place plans on how they'll try and take advantage of this potential win from a stock that's been a major dog in the portfolio.

Discussed: 


Collin Brantmeyer's Article on Matterport Arbitrage in the Motley Fool
Matterport Press Release on CoStar Buyout Offer
Death of a Car Salesman Novel by Collin Brantmeyer

Where we are:


Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
Sam Marks - Barcelona, Spain / IG @sammarks12
Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:



ShopifyShopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab


ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:


00:20 - Sam & Derek Intro
07:50 - Interview with Collin Begins
15:14 - Structure of the Matterport Deal
20:30 - Merger Tax Implications for the Investor
38:50 - How Sam & Derek will move on Matterport



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Copyright 2024. All rights reserved. Read our disclaimer here.

Kicking it back to basics for this episode, Sam and Derek do a complete review of the S&P 500. What is it, how did it began, how has it historically tracked, and how do you invest in it. The guys go over all these points and gameplan how they'll further invest in the index going further.

Discussed: 


ILAB 25: Paul Merriman on Investment Decisions That Will Change Your Financial Future
S&P 500 Historical Returns
Index Funds Mentioned:
$VTI Vanguard Total Index
$VOO Vanguard S&P 500 Index
$SPY SPDR S&P 500 Chart
$SWPPX Schwab S&P 500 Index
$FNILX Fidelity Zero Large Cap Index

Where we are:


Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
Sam Marks - Barcelona, Spain / IG @sammarks12
Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:


ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:


03:13 - What is the S&P 500?
14:20 - Largest Companies in the S&P
22:09 - S&P Sector Breakdown
45:30 - Dividends in the S&P
50:00 - Low Fee S&P Index Funds



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Copyright 2024. All rights reserved. Read our disclaimer here.

Our first episode ever on the topic of whisk(e)y features guest Oliver Court, Managing Director of London Cask Traders. There are many parallels to our previous episodes on investing in wine and we find out how it differs in the spirits space. After the interview, Derek and Johnny discuss why they think whisky may be the better investment choice of the two.

Discussed: 


London Cask Traders official site
Email Oliver Court at Oliver@londoncasktraders.com and mention ILAB for $250 off your first cask investment
Rare Whisky 101 Index
Sour Grapes Documentary
Oliver's Whisky Picks:
Bargain: Achentaschen 3 Wood ($60-80)
Elite: Macallan Quest ($300-500)

Where we are:


Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
Sam Marks - Bangkok, Thailand / IG @sammarks12
Derek – Los Angeles, US / IG @DerekRadio

Sponsor:


ShopifySign up for a $1 per month trial period at Shopify.com/ilab
ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:


00:21 - Derek/Johnny Intro
04:56 - Interview with Oliver Begins
24:23 - Where is the Whisky Stored?
34:04 - What are the fees?
42:03 - Johnny/Derek Discuss Whisky Advantages



If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

Derek and Johnny kick off the first in a series of side hustle episodes to help you earn quick cash to invest or just pay the bills! The guys start out with the easiest way to get started with a side hustle - the driver apps. Almost every country in the World has apps that let you drive people, food or other items and also have a low barrier to entry. Derek and Johnny go over the best tips to help you maximize earnings on these platforms and help you make some extra income fast!

Discussed: 


Sign Up To Be An Instacart Shopper
Sign Up For Uber
Sign Up For Lyft

Where we are:


Johnny FD – Athens, Greece / IG @johnnyfdj
Sam Marks - Bangkok, Thailand / IG @sammarks12
Derek – Los Angeles, US / IG @DerekRadio

Sponsor:


ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:


01:50 - Derek/Johnny Intro
05:52 - Derek's Experience Using Apps
14:24 - What You Need to Start
25:14 - Who Tips Best?
39:20 - Future Side Hustle Topics



If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

Quarterly Update time! Sam and Johnny sit down to talk about what they've been up to the last 3 months and what's the plan for the next 3. Johnny talks visiting family, being in the worst shape of his life while on the opposite end Sam discusses living essentially alone but in the best shape of his life. Afterwards, the guys go Patreon only for financial updates, portfolio shares and Derek even gives life updates on his Patreon exclusive as well. Sign up for ILAB Patreon now for as low as $5/month to get full access to the entire queartely update and so much more!

Discussed: 


Pokhara, Nepal
Stem Cell Institute Panama
ILAB Patreon

Where we are:


Johnny FD – Athens, Greece / IG @johnnyfdj
Sam Marks - Bangkok, Thailand / IG @sammarks12
Derek – Los Angeles, US / IG @DerekRadio

Sponsor:


ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:


01:25 - Sam/Johnny Intro
08:32 - Johnny's Travel Plans
19:15 - Sam's Travel Plans
21:40 - Sam's Enlightenment
34:06 - Sneak Peek into Patreon Discussion



If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

Matthew 'Whiz' Buckley of Top Gun Options & No Fallen Heroes Foundation speaks with Sam about his many interesting lives! Buckley served in the U.S. Navy's elite "Top Gun" flight program (including on 9/11), then left the military to work in the financial markets. He really found his niche in options and made enough in the 2020 downturn to be independently wealthy. Around the same time as finding financial success, Matthew also discovered the healing power of psychedelics and their potential to help struggling first responders - this gave way to his No Fallen Heroes Foundation. Enjoy this interesting conversation on flying, drugs and trading options! Afterwards, Sam & Derek opine on why they haven't dug into options trading until just now thanks to a nudge from Buckley.
About Matthew 'Whiz' Buckley:
Decorated F/A-18 Hornet fighter pilot, TOPGUN Graduate, and Wall Street CEO. He’s taking his experience going supersonic and applying it to Options Trading.
Wall Street CEO
Served as the Managing Director of Strategy for a multi billion dollar volatility arbitrage firm and later became the CEO of a financial media company that rivaled CNBC

Decorated F/A-18 Hornet fighter pilot,
Graduate of the Navy Fighter Weapons School (TOPGUN).

Served during Operations Southern Watch, Noble Eagle, and Enduring Freedom, flying combat sorties over Iraq from USS Abraham Lincoln and USS Kitty Hawk.

Founder of the No Fallen Heroes Foundation
Whiz works with Veterans and First Responders to help them find healing with Psychedelic and entheogenic medicine.

Discussed: 


Psychedelic Stocks mentioned: MindMed $MNMD, Cybin $CYBN, Atai Life Sciences $ATAI, Compass Pathways $CMPS, Advisorshares Pyschedelics ETF $PSIL
Top Gun Options Starter Course
No Fallen Heroes Foundation
ILAB 64: Trading Options Full-Time with Kirk Du Plessis

Where we are:


Johnny FD – Bangkok, Thailand / IG @johnnyfdj
Sam Marks - Bangkok, Thailand / IG @sammarks12
Derek – Los Angeles, US / IG @DerekRadio

Sponsor:


ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:


00:20 - Sam/Derek Intro
04:47 - Interview with Buckley Begins
16:00 - Why Trade Options?
31:04 - The Impact of Psychedelics
52:00 - Companies to Trade in Psychedelics
58:25 - Sam/Derek Recap & Talk Getting into Options

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.