Episode Summary:

In this captivating episode of "Stock Dirty 2 Me," host Phil Better sits down with veteran investor Jake Feffer, Managing Director at Chek Capital Management. Jake brings a wealth of knowledge with over 23 years of experience in the investment world. Together, they discuss Jake’s journey from the tech boom of the 90s to his current strategies in value investing and his role at Chek Capital. This episode is a treasure trove for anyone looking to deepen their understanding of the stock market and learn proven, long-term investment strategies.

Timestamps:

- [00:00:00] Welcome and Introduction

- [00:01:04] Jake Feffer’s Early Interest in Investing

- [00:02:00] Breaking into the Industry: From Rejections to Morgan Stanley

- [00:03:28] Experience at Charles Schwab and Early Challenges

- [00:04:07] First Stock Investment: Smith Micro Software

- [00:06:05] Key Factors in Evaluating Stocks

- [00:09:31] Importance of Investing for the Long Haul

- [00:14:35] Role and Philosophy at Chek Capital Management

- [00:18:21] Future Vision and Long-Term Goals in Investing

- [00:22:56] Closing Remarks and Contact Information

Guest Bio:

**Jake Feffer** is the Managing Director at Chek Capital Management, a firm that manages over $1.7 billion in assets. With a solid background in environmental studies and a keen eye for financial planning, Jake has over two decades of experience in the stock market. He has filled various roles, from financial advisor to independent investment advisor, and brings insightful perspectives on value investing. His approach is rooted in rigorous analysis and a deep understanding of market dynamics, making him a respected voice in the investment community.

Key Takeaways:

1. **Long-Term Focus**: Understanding the importance of long-term investment and patience.

2. **Value Investing Principles**: How to identify quality stocks and the significance of value-driven investment strategies.

3. **Management Integrity**: The importance of assessing a company’s management for honest communication and reliable leadership.

4. **Continuous Learning**: The necessity of staying informed through reading and market analysis.

5. **Emotional Discipline**: Keeping emotions in check to make rational investment decisions.

Resources and Links:

- **Books Mentioned**:

- *The Intelligent Investor* by Benjamin Graham

- *Snowball* by Alice Schroeder

- *Poor Charlie's Almanac* about Charlie Munger

- *Invent and Wander* by Jeff Bezos

- **Warren Buffett's Shareholder Letters**: [Berkshire Hathaway Shareholder Letters](https://www.berkshirehathaway.com/letters/letters.html)

## Call to Action:

Enjoyed the episode? Make sure to subscribe to "Stock Dirty 2 Me" for more insights from industry experts. Leave us a review on your favorite podcast platform and share this episode with friends who are passionate about investing!

## SEO Keywords:

Investment strategies, value investing, long-term investment, stock market insights, Chek Capital Management, financial advisor, investment management, Warren Buffett, Benjamin Graham, stock brokers, financial planning.

---

• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/

• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/

• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn the ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/

• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/

• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/

• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/

• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn the ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/

• Recommended Book: The Outsiders by William N. Thorndike
• Join our Mailing list here: https://sendfox.com/Stockdirtypod
• Follow us on Instagram:https://www.instagram.com/stockdirtypod/
• Like us on Facebook: https://www.facebook.com/Stock-Dirty-To-Me-102188195363255
• Do You Want to Start Investing? Use Tony’s Acorn Link and Start investing with Acorns today! Get $5 when you use His invite link: https://acorns.com/invite/UWHT8B
• If you want to Upgrade your Financial Literacy when it comes to investing purchase Tony’s course here and learn the ABC of Investing here: https://www.udemy.com/course/financial-literacy-investing-101/?couponCode=4DA40BA1BBEA997BB8C7
• Follow Lloyd on his Instagram to learn how to start planting your Money Trees: https://www.instagram.com/lloydjamesross/
• To Stay Up to date with the Podcast Mogul Follow him on Instagram Here: https://www.instagram.com/podcasterphilbetter/