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Passive investing in Ireland, the ETF capital of Europe Dec 05, 2024

Show notes

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).
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Show Notes:
Malone Financial
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Should your long-term goal be to live off dividends? Dec 03, 2024

Show notes

Dividend investing comes in many forms. Why Dividenology 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:
Dividend Investing: Let Compounding Do Its Thing
Not All Dividend ETFs Are Created Equal
Dividenology on YouTube
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Trinity Capital: An asset manager in BDC clothing Nov 26, 2024

Show notes

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
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Finding winners in biotech, probably the riskiest sector Nov 25, 2024

Show notes

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
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The art of being a contrarian with Courage & Conviction Investing Nov 21, 2024

Show notes

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.
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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
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Taking note of market patterns Nov 20, 2024

Show notes

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
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Spirit Airlines bankruptcy and Boeing's long-term picture: it's complicated Nov 18, 2024

Show notes

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
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Not all dividend ETFs are created equal Nov 14, 2024

Show notes

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
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Short + long strategies and what alpha's really all about Nov 13, 2024

Show notes

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
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Dividend investing: let compounding do its thing Nov 12, 2024

Show notes

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).
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Ryne Williams' YouTube channel
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