Listen to CEOs and CFOs from public companies describe their business and the investment case for their stock. For professional investors, the chance to sit down with senior management is called corporate access and institutional money mangers pay huge sums for this service. The Stock Podcast is the only investing podcast that gives corporate access to everyone.
Final Episode with Nate Abercrombie – The Stock Podcast, Ep.49
As the title indicates, the stock podcast is coming to a close, at least for the time being. As for me, I'm leaving the world of podcasting to return to investing. There are a number of reasons why I had to make this tough decision, but the primary reason is that I have an opportunity to work with Kris Kelley at Legacy Ridge Capital.
For the past two years, I've poured my heart and soul into this program in an attempt to level the playing field for all investors. I still believe in the mission and I hope someone can pick up where I've left off, either with a new podcast or with this one! So reach out if you're interested in the platform.
Take care and good luck with your portfolio!
The Current State of Midstream – Follow-up Interview with Chris Sighinolfi
The post The Current State of Midstream – Follow-up Interview with Chris Sighinolfi appeared first on The Stock Podcast | CEO & CFO Interviews.
The State of Midstream – Follow-Up Interview with Chris Sighinolfi – Jefferies Research Managing Director – The Stock Podcast, Ep. 48
Chris Sighinolfi rejoins The Stock Podcast for a follow-up interview where he talks about the current state of midstream. Tune in to hear Chris talk about investor sentiment, the role of ESG (environmental, social, and governance) mandates in the midstream space, and his perspectives on distribution cuts in the sector.
EnLink Midstream (ENLC) CEO Barry Davis – The Stock Podcast, Ep.47
Barry Davis is the CEO of EnLink Midstream, LLC (NYSE: ENLC), an integrated midstream company serving the oil and gas industry. ENLC operates gathering, processing, compression, transportation, and fractionation assets. Tune in to hear Barry describe ENLC's operations and to hear him talk about current investor sentiment in the oil and gas space, the benefits of the c-corp structure for midstream, and his thoughts around the distribution.
NRG Energy (NRG) CFO Kirk Andrews – Follow-Up Interview – The Stock Podcast, Ep.46
NRG Energy's CFO Kirk Andrews rejoins The Stock Podcast to provide a business update. Tune in to hear Kirk describe NRG's path to investment grade and what that could mean for the equity value of the company.
NRG is an integrated power producer. The company owns generation assets that primarily sell power at wholesale prices. NRG also operates a large portfolio of retail electricity companies. The integrated nature of NRG's asset portfolio provides investors with stable cashflows. When power prices are high, the generation business benefits. When power prices are low, the retail business benefits. It's an impressive mousetrap with high barriers to entry.
Kris Kelley – Legacy Ridge Capital Management – The Stock Podcast, Ep.45
Kris Kelley is the founder and managing partner of Legacy Ridge Capital Management, a private investment firm that Kris started in 2018, shortly after he left Janus Henderson Investors. Kris has some strong views when it comes to the money management industry, views I personally agree with and ones I think every investor should hear. Kris is a value-focused, contrarian investor who believes the best way for active managers to serve their investors is through highly concentrated portfolios.
Now, if you were to ask a hundred value investors who had the greatest impact on their investment philosophy and principles, I'm sure you'd hear a lot of the same names - Warren Buffett, Charlie Munger, Ben Graham, Seth Klarman, and Stanley Drukenmiller. These investors have most certainly had an impact on me, but Kris has hands-down had the greatest impact on my investing philosophy….and that's because Kris was my mentor during my six years at Janus. He's one of, if not the greatest investors I know personally, he lives and breaths value-investing, and the perspectives he shares in this interview should open everyone's eyes to a flawed industry.
Awesome stem cell episode
Nate the stem cell episode was incredibly informative. I was looking into stem cell treatment and this definitely debunked many of the concerns I had regarding this treatment! Thank you!
No other podcast like it!
I stumbled across The Stock Podcast a while back. I haven't been the least bit disappointed. It's a fantastic podcast for anyone interested in hearing compelling investment stories straight from management. I don't think there's another podcast like this out there. Well worth your time!
Really enjoy the show. Thanks for taking the time and effort to put together. I’d suggest putting the interviewees background and profile in the intro to the show instead of using precious time during questions.