Value Investor Chatter

Value Investor Chatter

By valueinvestor.orgBusinessInvesting
Download on the App Store

Value Investor Chatter episodes

  • Chat with Alex from Stock Stories Podcast | Value Investor Chatter | #140

    Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. 


    (0:00) Intro
    (2:17) How did Value Investor Chatter Podcast begin?
    (6:06) Value  investment philosophy and process
    (8:06) What is the focus of Stock Stories Podcast?
    (11:30) Importance of diving into stories behind companies
    (18:34) What is our full time job? What do we do outside of podcasting?
    (24:30) Lessons learned / insights from running our podcasts
    (30:00) Our very first stock pick
    (32:40) Who do you look up to the most?
    (38:40) Closing

    Value Investor Chatter:

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    40 min
  • Don't Miss Out! The Best Time to Invest in Micron Technology Part 2 | Value Investor Chatter | #139

    Micron Technology is a leading provider of semiconductor systems worldwide. The company offers a variety of products, including DRAM, flash memory, and CMOS image sensors. Micron has a strong history of financial stability and is well-positioned for future growth.


     (0:00) Intro

    (1:06) Micron’s Chinese Competitors 

    (15:44) Is Micron Underpriced? 

    (22:23) Is it fair to compare Micron with Nvidia?

    (31:24) Conclusion 


    Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

    Sunil Shah Email: [email protected]


    Value Investor Chatter

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    33 min
  • Don't Miss Out! The Best Time to Invest in Micron Technology Part 1 | Value Investor Chatter | #138

    Don't Miss Out! The Best Time to Invest in Micron Technology

    If you're looking for a great stock to invest in, look no further than Micron Technology. Founded in 1978, this company is one of the leading providers of semiconductor systems worldwide. And with the stock market on the rise, now is the perfect time to invest!


    Episode Outline

    (0:00) Intro 

    (1:19) Who is Sunil 

    (5:46) 20 Years of Semiconductor Industry 

    (12:56) Micron’s Inventory Management and Cloud Boom

    (21:50) Diversification of Revenue Stream

    (29:18) Closing 


    Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

    Sunil Shah Email: [email protected]


    Value Investor Chatter

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    31 min
  • [MU] Micron Technologies - Part 2 | VITV Podcast #139

    Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia

    Intro - 0:00
    Micron’s Chinese Competitors - 1:06
    Is Micron Underpriced? - 15:44
    Is it fair to compare Micron with Nvidia? - 22:23
    Conclusion - 31:24

    Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
    Sunil Shah Email: [email protected]

    Email: [email protected]
    Twitter: @vitvpodcast
    Instagram: @vitvpodcast
    Facebook: /vitvpodcast
    Database: www.valueinvestor.org

    33 min
  • How GameStop Became Worth $6 Billion (And Why Bitcoin is the Future) | Value Investor Chatter | #137

    What do GameStop and Bitcoin have in common?

    Both were once doubted by many, but both have proven themselves to be worth billions. In this video, we explore how GameStop became a powerhouse in the retail industry, and why Bitcoin is set to take over the world economy.


    Episode Outline

    (00:00) Introduction

    (00:53) Rundown of GameStop

    (12:48) Bitcoin and Cryptocurrency

    (14:15) Blockchain Technology

    (20:58) Conclusion


    Value Investor Chatter

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    24 min
  • What Makes Jason Krom, CFO of The Hall of Fame Resort and Entertainment Company, Such a Valuable Leader? | Value Investor Chatter | #136

    The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated destination resort in Ohio named the Hall of Fame Village powered by Johnson Controls as well as other entertainment and media verticals for some of the most powerful and storied brands in the world.

    Episode Outline

    (0:00) What does the company do? 
    (2:50) Three-phase strategy across three business vertices
    (11:00) What is HOFV competitive advantage?
    (13:50) Growth drivers in '21/2
    (18:13) HOFV NFT strategy
    (21:16) Debt principal due and share dilution
    (27:05) Summary and contact information  

    Jason Krom
    Linkedin: https://www.linkedin.com/in/jason-krom-7b33102
    Twitter: https://twitter.com/jkrom814

    HOFV
    https://www.hofreco.com/

    Value Investor Chatter

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    30 min
  • How Jason Krom, CFO of Hall of Fame Resort and Entertainment Company, Turned A Small Business Into A Major Success | Value Investor Chatter | #135

    Jason Krom, CFO of The Hall of Fame Resort and Entertainment Company, discusses how he achieved success in his career. Hear about the importance of leadership and growth in this insightful interview.

    Episode Outline

    (0:00) Intro
    (1:06)What does $HOFV do? Who is Jason Krom?
    (2:08) Career trajectory
    (6:19) Day in the life of
    (7:55) Impact of COVID
    (9:12) Day in the life of... (part 2) 
    (12:01) Impact of COVID... (part 2) 

    (15:26) SPAC'ing

    (18:05) Who does Jason look up to the most?

    (21:20) Get in touch and learn more about $HOFV

    Jason Krom
    Linkedin: https://www.linkedin.com/in/jason-krom-7b33102
    Twitter: https://twitter.com/jkrom814

    HOFV
    https://www.hofreco.com/

    Value Investor Chatter:

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    23 min
  • Is Inflation Threatening the US Economy? Here's What You Need to Know | Value Investor Chatter | #134

    In this video, we take a look at the current state of inflation and the US economy. We'll explore what's causing inflation to rise, and discuss some potential solutions.


    Episode Outline

    (00:00) Introduction

    (1:14) Inflation

    (05:55) Wage Inflation

    (08:44) Unemployment

    (10:10) Conclusion


    Value Investor Chatter

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    12 min
  • Cash In on the Government's New Stimulus Checks: Here's How | Value Investor Chatter | #133

    The government has announced a new stimulus check program. Here's how to make sure you get your share!

    In this video, it will be explained what the stimulus checks are, and how you can make sure you get your fair share. I'll also talk about the potential benefits of this program, as well as how to protect yourself from inflation. So don't miss it!


    Episode Outline

    (00:00) Introduction

    (03:00) Stimulus Package

    (07:28) Big Uptick in Unemployment

    (09:23) Uptick in Interest Rates

    (12:43) Income Inequality

    (13:12) Conclusion


    Value Investor Chatter

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    14 min
  • How to Profit from the Bull Market with Peterson Capital Management, LLC. | Value Investor Chatter | #132

    Matthew Peterson is the Managing Partner of Peterson Capital Management, LLC. He has been working as a financial professional for two decades. His experience includes working with global financial services firms including Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial.

     
    Prior to forming Peterson Capital Management, Matthew split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants with expertise spanning risk management and derivative processing.
     
    In 2010, Matthew left Wall Street, moved to Los Angeles, and launched Peterson Capital Management and the long term value fund, Peterson Investment Fund I, LP. This year Matthew and his family relocated to Austin, Texas.
     
    Matthew holds a Chartered Financial Analyst (CFA) designation. He earned his Bachelor of Science in economics and minor in mathematics from the University of Puget Sound. Matthew has lived and worked in China, England, and the United States.

    Episode Outline

    (0:00) Intro
    (1:45) Bull Market Is Just Beginning
    (11:20) Recap of Matt's Investment Strategy
    (14:50) Daily Journal Investment Thesis
    (31:40) Why Has It Not Been Discovered? Risks in Daily Journal
    (36:57) Barrier to Entry, Similarities to Healthcare Tech Business
    (40:41) Get in Touch with Matthew

    Peterson Capital Management: https://www.petersonfunds.com/about-us/
    Twitter: https://twitter.com/MattPetersonCFA


    Value Investor Chatter

    Facebook: https://web.facebook.com/valueinvestor49

    Twitter: https://twitter.com/valueinvestor49

    TikTok: https://www.tiktok.com/@valueinvestor49

    LinkedIn: https://www.linkedin.com/company/valueinvestor49/

    Website: https://valueinvestor.org/

    43 min

About Value Investor Chatter

From the publisher's feed

The Official Podcast of VALUEINVESTOR.ORG | Financial Literacy for Financial Freedom. Become Self-Sufficient Investor.