The Sure Investing Podcast

Today's conversation is with Bernard George and Patrick Aber, the co-founders of NVSTR. NVSTR is an online broker that provides institutional-level investment tools for use by individual investors.

Bernard and Patrick met at Harvard and have worked at some of Wall Street's most sophisticated financial institutions. Our conversation covers their history prior to NVSTR, the platform's current capabilities, and how investors can best use it for their own investment success.

Please enjoy this conversation with Bernard and Patrick of NVSTR. 

Today’s conversation is with Tobias Carlisle, a professional investor and the author of The Acquirer’s Multiple, Deep Value, Concentrated Investing, and Quantitative Value – which happens to be one of my favorite books on investing. Tobias is a Co-Founder and Managing Partner at Carbon Beach Asset Management, a value investing firm that manages portfolios for high net-worth individuals, endowments, and institutions.

Our conversation is wide-ranging and discusses everything from special situations to portfolio construction and the Kelly criterion to an interesting concept called “The Broken Leg” phenomenon. Please enjoy this conversation with Tobias Carlisle.

You can view full show notes from this episode here: http://sureinvesting.co/tobias-carlisle-deep-value-special-situations/ 

Today’s conversation is with Dan Rasmussen and Nick Schmitz from Verdad Advisers.

Verdad is an investment firm that seeks to capture private equity-like returns in the public markets by quantitatively capturing the most important drivers of private equity returns. Surprisingly, these aren’t the operational improvements that many private equity firms claim, but more fundamental factors like size, value, leverage, and the willingness to pay down debt.

This conversation also includes a detailed discussion of Verdad’s favorite international market, and why capital allocation differences there make their strategy even more powerful. The first voice you’ll hear is Dan, followed by Nick. Please enjoy this conversation with Dan and Nick from Verdad Advisers.

You can sign up for Verdad's email list - where they publish truly excellent research - here.

You can view full show notes from this episode of Sure Investing here. 

Returning from episode 3 of the podcast is Charles Fournier, a retired financial services executive who left the workforce early thanks to a high-quality portfolio of dividend growth stocks. My last conversation with Charles on the podcast provided a high-level overview of his investment philosophy. Today's conversation is a bit different. We spend our time talking in detail about each of his ten largest portfolio holdings. Please enjoy this conversation with Charles Fournier. 

For full show notes, visit our website here: http://sureinvesting.co/sip012-charles-fournier-on-what-the-future-holds-for-his-ten-largest-holdings/

Today’s conversation is with Eddie Lorin, the Founder of Strategic Realty Holdings & Impact Housing REIT, and the co-founder of the HAPI Foundation. During his 30-year career, Eddie has been responsible for the acquisition of more than $3.7 billion in office, industrial, and apartment community assets nationwide. Since 2001, he has successfully purchased and transformed more than $3 billion worth of multifamily real estate amount to more than 180 thriving communities with approximately 40,000 apartment units nationwide. 

In this conversation, we talk about the merits of socially responsible investing, the workforce housing crisis in the United States, and how Impact Housing REIT is different from the major real estate players. Please enjoy this conversation with Eddie Lorin.

Today’s conversation is with Sean Iddings, the co-author of the book Intelligent Fanatics: How Great Leaders Build Sustainable Businesses. Sean’s research is focused on finding leaders (both in business and other domains) who have achieved remarkable success through unconventional methods.

Sean (and his co-author Ian Cassel) have now published a second book called Intelligent Fanatics: Standing on the Shoulders of Giants. They write extensively about their research at www.IntelligentFanatics.com.  Outside of his work with the Intelligent Fanatics research team, Sean is also the founder of Unconventional Capital Wisdom, a registered investment advisor in New York State seeking to invest in high-quality companies led by intelligent fanatics.

In this episode, we discuss a number of interesting concepts that are applicable to both business and to general life, including how to identify intelligent fanatics, what investors should do when an intelligent fanatic leaves the company they founded, and how to take the principles used by intelligent fanatics to drive personal growth. Please enjoy this wide-ranging discussion with Sean Iddings.

Today’s conversation is with Jack Vogel, the CFO and CIO of Alpha Architect – a quantitative factor-based investing firm that invests client money using empirically-verified strategies like the value effect and the momentum effect.  

Jack has a PhD from Drexel University and has an interesting mix of an academic’s knowledge and a practitioner’s experience. What really stands out about this conversation is his intellectual curiosity and his commitment to do the right thing for his customers – which means compounding capital at high rates on an after-tax basis over long periods of time.

Our conversation is wide-ranging and discusses everything from behavioral finance to security analysis to his firm’s research methodology. Please enjoy my conversation with Jack Vogel.

Interested in more episodes of the podcast? Check out the Sure Investing Podcast website. Alternatively, check out the Sure Dividend website to learn more about my firm's research efforts. 

Today’s conversation is with David Kim, a venture technology portfolio manager and Assistant Vice President at Square 1 Bank. David spends his time working with small private companies in the technology sector to assess their growth prospects and determine whether his firm should extend debt financing to them.

I’m really excited about this interview for three reasons: one, David is our first guest with experience investing in private businesses; two, David is also our first guest whose expertise is on the debt side of the balance sheet, and three, David is a thoroughly interesting person an excellent conversationalist. Please enjoy this conversation with David Kim.  

Today’s episode is an insightful conversation with Brad Thomas, the editor of the Forbes Real Estate Investor publication and a Senior Research Analyst for iREIT. Brad researches and writes on a variety of real estate-based fixed-income alternatives including publicly-listed real estate investment trusts. Brad is the co-author of The Intelligent REIT Investor: How To Build Wealth With Real Estate Investment Trusts. His investment universe includes approximately 100 U.S. equity REITs, mutual funds, and REIT ETFs.

In this interview, we discuss Brad’s due diligence process for REIT investing, the differences between equity REITs and mortgage REITs, and Brad’s new book The Trump Factor: Unlocking the Secrets Behind the Trump Empire. Please enjoy this unique conversation with Brad Thomas.

In today's episode, I’m thrilled to be interviewing Bob Ciura, a Senior Vice President at Sure Dividend, the company that backs the Sure Investing Podcast. Bob has an MBA from the University of Notre Dame and spends his time performing fundamental, bottom-up equity research on dividend stocks for Sure Dividend’s website, publication partners, and premium investing newsletters.

In this interview, we discuss Bob’s investment due diligence process, his thoughts on why dividend stocks outperform, and the characteristics that he believes make an outstanding long-term investment. Please enjoy my conversation with Bob Ciura.