Why Kirk Spano has been bullish - and successful - with the market and Bitcoin this year (1:05). Bitcoin ETFs, institutional adoption and selling options (13:55). Many economic positives, also many unknowns for 2025 (18:35). Cash secured puts and covered calls. Pfizer as an example (32:15). 

Kirk's Margin of Safety Investing

Show Notes:
Stock Market Euphoria To $100,000 Bitcoin, What I Got Right And Wrong In 2024
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust

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2024 as an investing year, according to Steven Cress (1:15). Scoring top 10 picks of 2024 with Quant methods (7:30). Top performer AppLovin up YTD about 907%. Total return 155.7% (10:00). What happened with the list's underperformer, Dorian? (17:25). Magnificent 7 stocks past and future growth (23:00). (RSP) for 2025 (27:20).

Show Notes:
Top 10 Stocks For 2024
Top 10 Quant Stocks Of 2024: Up Over 120%
AppLovin quant ratings

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Jonathan Faison runs the ROTY Biotech Community. Why he's high on Tarsus Pharmaceuticals and his #1 holding, SpringWorks Therapeutics (0:30). Data risk for Ogsiveo and Mirdametinib (5:50). This is an excerpt from a recent episode.

Show Notes:
Biotech's Hidden Gems: Smart Strategies For A Challenging Market
SpringWorks Therapeutics Q3 2024 Earnings Call Transcript

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Courage & Conviction Investing shares why he finds Cineverse to be one of the most incredible micro-cap setups right now. This is an excerpt from a recent conversation.

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Show Notes:
Cineverse Q3 2024 Earnings Call Transcript
Cineverse Owns 'Terrifier 3' And Few People Have Connected The Dots
Cineverse Virtual Analyst Report

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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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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 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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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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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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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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