INVESTOR IN THE FAMILY Radio

INVESTOR IN THE FAMILY Radio

By Brian Bain | Learn to invest | Seeking Alpha | Barrons | Kiplinger | WSJ |BusinessInvesting
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INVESTOR IN THE FAMILY Radio episodes

  • 079 Mark Hibben - How Boring Is The New iPhone 7 Going To Be?

    Mark Hibben is one of my favorite tech experts when it comes to investing. Especially when it comes to Apple.

    In this interview we dive in to the upcoming September 7th Apple event and what we should expect out of the new iPhone 7.

    We also spend a few minutes addressing the EU tax decision and whether it really makes any difference to Apple.

    A few highlights:

    • Is Apple the bad guy when it comes to the tax decision?
    • Is there any chance Apple will actually ever pay anything as a result of the decision?
    • What changes should we expect in regard to the iPhone 7 case and antennas?
    • What kind of screen upgrade will we most likely see?
    • What big changes are planned regarding the headphone jack and why should anyone care?
    • Thoughts on a late breaking rumor related to the mechanical buttons on the phone?
    • What Apple patents tell us to expect about future iPhone finger print technology.
    • Why a faster processor really matters.
    • How Apple has responded to recent zero day exploits regarding the iPhone.
    • How the iPhone camera will likely be upgraded on the Plus model phone.
    • Should we expect any big surprises?
    • Could Apple have an augmented reality accessory ready to reveal?

    Companies mentioned: Qualcomm, LG, Samsung, Facebook

    Find more work from Mark on Seeking Alpha.

    I hope you enjoy the interview.

    http://investorinthefamily.com/

    http://onlineinvestingconference.com/

     

    48 min
  • 078 Ian Bezek - Getting Rich Finding 100 Baggers

    Ian Bezek joins us for the follow-up to his previous interview (An Editor's Pick on Seeking Alpha).

    A few highlights:

    • The book that best represents his portfolio strategy.
    • Why 70% price declines in your holdings don't have to be a bad thing.
    • Which company makes up more than 10% of Ian's portfolio and why.
    • Why he doesn't like Gilead and Apple as investments.
    • How Ian uses stock screeners and what specifically he looks for.
    • What specifically he looks for when reading Annual Reports.
    • Why he reads the "Risk Factors" sections first on the 10-K.
    • What tool he uses to study company income statements.
    • What three filters every investment must pass through before he's willing to buy.
    • Parting advice for new (and old) investors.

    I hope you enjoy the interview.

    http://investorinthefamily.com/

    http://onlineinvestingconference.com/

    100 Baggers Book

     

    31 min
  • 077 - Trying to Keep Up with Investing News and Articles is a Mistake

    How many investing related emails are in your inbox right now?

    How many tabs on your browser do you have opened to an investing article that you really want to read?

    I have a subscriptions to the WSJ and as a result have a rain forest worth of paper piled on my office floor. Add to that The Economist and Bloomberg/Businessweek. I subscribe to all these because in my opinion they are some of the best sources of news available. But what's the goal?

    Pick something you want to become at as investor or pick a classic investing book that you want to read. Then, actually plan the reading into your schedule. Identify quadrant 3 activities in your day and over rule them with life-giving quadrant 2 activities.

    I hope you enjoy the rest of the show.

    http://onlineinvestingconference.com/

    http://investorinthefamily.com/

    15 min
  • 076 Dividend House - Build A Profitable Dividend Growth Investing Portfolio From Scratch

    Lynn (aka "Dividend House") has been investing for over 30 years, but more recently began taking a much more hands on approach. In this interview, she dives into all the details of what it means to her to be a Dividend Growth Investor aka "DGI".

    • How she built her investing approach
    • How she went from little investing experience to teacher of others
    • Why Seeking Alpha has such a rich and engaged DGI community
    • How she builds her portfolio like a house (foundation, walls, roof, garden, and even a dog house)
    • Why she holds 65 stocks in her portfolio
    • Her 9-part criteria for selecting investments
    • How dividend stocks are like rental properties
    • Diworsification
    • Wisdom for new investors

    http://investorinthefamily.com/

    http://onlineinvestingconference.com/

    39 min
  • 075 Jesse Moore - Tesla, Asteroid Mining, And Space Elevators

    Jesse Moore comes out of the oil industry (upstream, midstream, and downstream) and brings with it special insights that help him as an investor.

    Recently, he wrote about whether Tesla's autonomous vehicle program is a self-defeating business model and I wanted to sit down learn more about his thesis and thoughts.

    He also wrote about how the first trillionaire will make their money and how space elevators will help. We talk about that as well.

    Some hightlights:

    • Is Tesla's autonomous car program a self-defeating business model?
    • Do we really understand the mechanics of vehicle utilization rates?
    • Google versus Tesla and the safety of autonomous cars.
    • How significant of a role will autonomous vehicles really play?
    • How long will it take for them to take hold (assuming they do)?
    • Why teenagers don't want to drive.
    • What will happen to gas prices if electric vehicles significantly impact oil demand?
    • Does $30 oil make electric cars a losing proposition?
    • How close are we to asteroid mining and why should anyone care?

    I hope you enjoy the interview.

    http://investorinthefamily.com/

    32 min
  • 074 Dana Blankenhorn - What We Got Wrong About Apple

    Dana Blankenhorn has been a tech journalist for forty years and knows the industry well. He recently wrote an article about how Apple (AAPL) surprised investors with their capital outlay and success in cloud computing.

    In this interview we discus why cloud matters and how Apple is winning.

    Of course, talking to Dana about tech is like opening a fire hydrant (in a good way!). He has so much to share and has a unique ability to express it in understandable and enjoyable ways.

    Some highlights:

    • Why everyone expected bad earnings for Apple, and were wrong.
    • What it takes to succeed in cloud and why Apple is doing so well.
    • What Apple needs to do next to stay on top.
    • Is Apple insane to try to build a car?
    • Why cloud is so important and who is dominating the market.
    • Conversely, we discussed who has lost with cloud.
    • We also discuss how the way things change, is changing.
    • Will IBM and General Electric be the next "sexy" stocks?
    • What the "Cancer Moonshot" teaches us about the great public works of the future (and how China is beating the U.S.).
    • How small companies are so good at disruption, but it takes large companies to do great things.

    Other stocks discussed: Tesla, General Motors

    http://investorinthefamily.com/

    I hope you enjoy the interview.

    32 min
  • 073 Joe Springer - Why We Are Not on the Cusp of a Major Market Crash

    Joe Springer is a self-taught investor in the line of Joel Greenblatt and Bruce Greenwald. Since he was a kid, he's been fascinated by finance and the stock market.

    In today's interview, we discuss the following:

    • How a subscription to "Penny Power" as a kid helped set his course in life.
    • Which resources were most helpful in his stock market training.
    • Why we are not on the cusp of a major market crash.
    • How the market today differs from 2007.
    • In the event of a market correction, how he plans to position his portfolio.
    • Why small caps are his preferred hunting ground and what specifically he looks for when screening for investments.
    • What small cap sectors offer the greatest value right now.
    • How he researches and decides on the companies he ultimately puts in his portfolio.
    • Parting wisdom for self-directed investors managing their own portfolios.

    I hope you enjoy today's interview with Joe Springer.

    http://investorinthefamily.com/

    39 min
  • 072 Bret Jensen - Everything You Need To Know About Biotech Right Now

    Bret Jensen is one of the most brilliant minds regarding biotech investment, and apparently lots of other sectors as you'll see in this interview.

    We start the interview with an onslaught of just about every great opportunity Bret sees in the market right now and end up talking about how he'd invest from a desert island.

    Some highlights:

    • Bret's overall view of the markets and Central Bank action.
    • How YouTube is beating Netflix.
    • How Gilead is like Apple a few years ago and still a great opportunity.
    • After the success of his Relypsa investment being acquired a few weeks ago, Bret shares what two companies he's looking to for a repeat performance.
    • What he sees as the two best sectors offering value and opportunity in the market right now.
    • Why he's avoiding emerging markets.
    • What he would buy if oil drops below $40 and market volatility returns.
    • Why he thinks typical defensive plays are a bad move.
    • The five companies Bret would want to own if he was stranded on a desert island (I told you we went there).

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    26 min
  • 071 Mark Hibben - How the Market Doesn't Understand Tech

    Mark Hibben is an electrical engineer and independent iOS developer who actively contributes on Seeking Alpha offering insights from his tech background.

    In this interview, we dive deeper into a few of his recent articles on Apple and Tesla.

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    45 min
  • 070 Ralph Baker - The Kids that Predicted the Great Recession

    Ralph Baker is known on Seeking Alpha as "Shock Exchange," a name he derives from his youth mentorship program that teaches investment management skills and competitive basketball skills.

    Ralph started learning to invest in the 5th grade when his dad gave him a copy of the WSJ and started quizzing him on it. Since then, he has spent decades in the M&A space. When it came time to teach his kids about investing, he decided to include the community and his youth program was born.

    If Ralph can teach kids to invest (who went on to predict the Great Recession), I'm convinced he can teach us as well.

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    http://seekingalpha.com/author/shock-exchange/articles#view=regular_articles

    44 min

About INVESTOR IN THE FAMILY Radio

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This podcast exists to help you learn to invest and better provide financially for you and your family.

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