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Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enjoy!
00:00 Analyzed 7500 companies, found 675 true alphas
04:58 Real estate as investment, with research appeal.
08:36 Many successful companies with common traits.
10:45 Companies with limited competition can generate wealth.
14:54 Management actions impact company success and returns.
17:19 Companies share wealth with all employees, thriving.
21:18 CEO value, compensation, and management's impact summarized.
25:47 Seek simple, undervalued businesses for better returns.
26:57 Company NBR operates with minimal communication and AI.
32:27 Lived abroad, cautious about tech investments, risks.
33:27 Invest in solid, boring businesses, not trends.
39:14 Limited potential in energy and electricity investments.
40:44 Avoid investing in industries you don't understand.
43:54 Large mergers often lead companies to struggle.
48:50 Mergers and acquisitions may not benefit companies.
50:17 Contract research organizations manage pharmaceutical clinical trials.
53:22 Long-term growth in businesses through reliable distributors.
Learn more about Tyler here:
X: Misfit Alpha
Subtack: Misfitalpha.com
Code mentioned on show: Misfitalpha.com/beginners for 25% a subscription
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
4.1
13621,362 ratings
Welcome to The Investing For Beginners Podcast! I'm Dave, and today, special guest Tyler Crowe from Misfit Alpha shares his insights on undervalued stocks. We'll explore investing in less trendy industries like electrical contracting, AI, and more. Tyler also discusses management incentives, mergers, and opportunities in AI and cloud computing. Enjoy!
00:00 Analyzed 7500 companies, found 675 true alphas
04:58 Real estate as investment, with research appeal.
08:36 Many successful companies with common traits.
10:45 Companies with limited competition can generate wealth.
14:54 Management actions impact company success and returns.
17:19 Companies share wealth with all employees, thriving.
21:18 CEO value, compensation, and management's impact summarized.
25:47 Seek simple, undervalued businesses for better returns.
26:57 Company NBR operates with minimal communication and AI.
32:27 Lived abroad, cautious about tech investments, risks.
33:27 Invest in solid, boring businesses, not trends.
39:14 Limited potential in energy and electricity investments.
40:44 Avoid investing in industries you don't understand.
43:54 Large mergers often lead companies to struggle.
48:50 Mergers and acquisitions may not benefit companies.
50:17 Contract research organizations manage pharmaceutical clinical trials.
53:22 Long-term growth in businesses through reliable distributors.
Learn more about Tyler here:
X: Misfit Alpha
Subtack: Misfitalpha.com
Code mentioned on show: Misfitalpha.com/beginners for 25% a subscription
Today's show is sponsored by:
Go to shipstation.com and use code INVESTING to sign up for your FREE 60-day trial.
Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!
Find great investments at Value Spotlight
Have questions? Send them to [email protected]
Start learning how to value companies here: DCF Demystified Link
SUBSCRIBE TO THE SHOW
Apple | Spotify | Google | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
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