Marketplace Roundtable

Latest Episodes:

The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge Sep 25, 2019

Show notes

This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor.
Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IMO 2020.
Our excerpt from The Razor's Edge is from the first episode, which covers Disney, Netlfix, and the streaming universe. Daniel Shvartsman asks Akram's Razor about whether Netflix can solve a budding challenge - too much content on the service.
The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and topics, and share insights on how they research new investments.
The first two shows on The Investing Edge are:
Value Investor's Edge Live, hosted by J Mintzmyer of Value Investor's Edge. The show will feature J's conversations with publicly traded shipping company CEOs, sector experts, and fellow deep value investors about their companies and investing approaches.
The Razor's Edge, hosted by SA podcast host Daniel Shvartsman and Seeking Alpha author Akram's Razor of The Razor's Edge.
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Marketplace Roundtable #52: Picking Stocks In Irrational Markets With The Fortune Teller Sep 23, 2019

Show notes

The Fortune Teller joins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the Wheel of Fortune service. TFT's strategy starts with a comprehensive view of the entire market across asset classes. The primary concern is risk. "We think that our first responsibility is assessing and calculating the risk," says TFT. "Risk management lies at the very core and essence of everything we do."
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Marketplace Roundtable #51: The Market's Next Legs Down and Up With Avi Gilburt Sep 16, 2019

Show notes

Avi Gilburt rejoins the Marketplace Roundtable to share his prognosis on the market after a bumpy year. He reviews the basis of his investing style, and its roots in investor sentiment. He sees the potential for both a strong correction and an eventual bigger rally, which leaves him looking for a better entry point. The story is similar in bitcoin and metals as well.
Topics covered:
2:00 minute mark - Description of "Fibonacci Pinball" and "Elliot Wave."4:30 - What do these theories say about today's market?6:30 - How does this affect your investing strategy?9:00 - Lessons learned.10:30 - What to look for when entering into an investment.13:30 - Would your investing strategy be useful in dealing with anything from the past year or so?15:00 - Can central bank action affect Elliot Wave cycle?18:00 - Does anything scare you about the markets or your portfolio?19:15 - What gives you confidence?20:00 - Bitcoin bottom and rally.22:30 - Specific ideas recommendations.
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Marketplace Roundtable #50: CEFs And ETFs For Income, Single Stocks For Growth With Maks F.S. Sep 09, 2019

Show notes

A family office manager explains how he evaluates and builds client portfolios via ETFs, CEFs and single stock positions.
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Marketplace Roundtable #49: A Mathematical Approach with Ruerd Heeg Sep 03, 2019

Show notes

Ruerd Heeg joins the Marketplace Roundtable Podcast to discuss his quantitative methods of investing as reflected in his Global Deep Value service.
Heeg seeks stocks with multiple favorable fundamentals, such as those trading below net current assets or with low price earnings. He diversifies by investing in multiple parts of the world through a variety of strategies. "I export fundamentals for thousands of global stocks, then I rank these stocks in several metrics simultaneously, using a computer program." The metrics are determined by the strategy -- Heeg has seven that are based on academic research.
A simple metric that has improved results is to filter stocks by liquidity. This yielded better companies than before. A statistical approach, "using many small positions," is a good way to hedge out the factor of luck, says Heeg.
Topics Covered
2:10 minute mark - Investing strategy, mathematical models6:45 - Key lesson learned over time8:00 - Anything valuable to take away from how the markets have been behaving?10:15 - What are some sectors you cover?14:00 - Specific picks (OAOFY) (TSLA)20:15 - Concerns about market/portfolio22:30 - What gives you confidence now?24:15 - Talking about the Sanofi Genzyme CVR (GCVRZ) value right.
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Marketplace Roundtable #48: Income Investing In Uncertain Times, With David Alton Clark Aug 26, 2019

Show notes

David Alton Clark of Clark Capital joins the Marketplace Roundtable podcast to discuss his High Yield Income Forum service and how his investing strategy has evolved over the last quarter century.
Having successfully navigated the dot-com collapse in the early 2000s and real estate bubble later that decade, Clark today values capital preservation over capital creation. "You really need to watch out for your nest egg as you're building it up over time," he says.
That includes seemingly simple things like having a plan to "layer in" to a position once a decision has been made to invest.
Topics Covered:
2:00 - Investing strategy4:00 - Key lesson learned in your career6:30 - Lesson learned in the last year8:30 - What are you watching as we head toward the end of the year?10:45 - Concerns about the market/portfolio13:00 - What gives you confidence about your approach?16:45 - Characteristics of bubbles19:00 - Stock pick ideas - AT&T (T)22:45 - Century Link (CTL)27:30 - Iron Mountain (IRM)29:30 - How important is dividend income to your investing thesis?
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Marketplace Roundtable #47: Best Of Breed Investing With Julian Lin Aug 19, 2019

Show notes

Julian Lin joins the Marketplace Roundtable podcast to discuss his "best of breed" approach to investing high probability operators, as plays out on his Marketplace service, High Probability Investments.
Lin aims for high median returns, which requires a focus on increasing the probability of an investment's potential. "What that basically means is I'm not going to choose the cheapest operator in the space," he says. "I'm probably going to pay up for the best of breed operator, even though they might trade at a premium valuation to peers."
One common mistake investors make is to rely on valuation metrics for a margin of safety. A complete investment thesis focuses on the bigger picture, says Lin. "It's not the valuation that tends to ruin an investment thesis, it's really everything else -- bad management, high debt, bad financial results." Focusing on the best of breed operators is a good place to start.
Topics covered:
2:00 minute mark - Description of investment strategy3:15 - How do you choose investments?5:00 - Current view of the market6:00 - Other than valuation, what separates low from high quality?9:30 - Concerns about market/portfolio14:30 - What gives you confidence about your approach?16:00 - Favorite idea (SPG)29:30 - Probably of a Facebook breakup (FB)30:00 - Bullish on Amazon (AMZN)35:00 - Change of heart on Alibaba (BABA)
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Marketplace Roundtable #46: Closed-End Fund Allocations For The Next Recession, With Alpha Gen Capital Aug 12, 2019

Show notes

Alpha Gen Capital joins the Marketplace Roundtable podcast to discuss his approach to investing in closed-end funds, as plays out on his Marketplace service, Yield Hunting. Alpha Gen Capital prefers closed-end funds due to the income flows and strong risk-adjusted returns. It typically looks at "high quality, closed-end bond funds," including taxable and tax-free products but is constantly looking for how to position its portfolio.
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Marketplace Roundtable #45: J Mintzmyer Interviews Michael Boyd About Energy Aug 09, 2019

Show notes

In today's special edition of the Marketplace Roundtable Podcast, we feature a table-turner: J Mintzmyer, author of Value Investor's Edge, is the interviewer this time, as Michael Boyd of the newly renamed Energy Income Authority joins him to discuss the opportunity in the energy sector, why he's focusing on that segment, and what parts he is avoiding or looking for buys in.
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Marketplace Roundtable #44: Biopharma Investing With Avisol Capital Partners Aug 05, 2019

Show notes

Dr. Ashok Dutta of Avisol Capital Partners joins the Marketplace Roundtable podcast to discuss his approach to investing in biopharmaceutical stocks, as plays out on his Marketplace service, The Total Pharma Tracker. Avisol has two styles: On the one hand a long-term buy and hold strategy with active monitoring and profit taking. On the other, a non-algorithmic, short-term momentum trading model supported by fundamental data and catalyst. "We believe in moderate risk taking," says Dutta.
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