Value Investor Chatter

Value Investor Chatter

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Value Investor Chatter episodes

  • An In-Depth Look at Peterson Capital Management, LLC's Investment Strategies | #131

    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.

    (0:00) Intro
    (3:00) Utilizing 13F to Narrow Down Investable Universe
    (10:25)Deep Fundamental Analysis
    (12:30) Using Puts and Calls to Enter Positions
    (16:30) Understanding Capital Allocation Strategy
    (18:10) Summary of Matt's Investment Strategy
    (20:40) More on Using Options to Enter Positions
    (27:04) Is Value Investing Relic of the Past?
    (31:07) Get in Touch with Matthew

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

    Value Investor Chatter

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    Twitter: https://twitter.com/valueinvestor49

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

    Website: https://valueinvestor.org/

    33 min
  • [SRG] Seritage Growth Properties - Part 2 | Value Investor TV - Podcast #130

    The art of copying.. This is a company owned by the greats: Warren, Guy Spier, Mohnish Pabrai, and Phil Town. Seritage Growth Properties (NYSE: SRG) is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico.

    In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor TV Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai,  he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.com

    Introduction & About Abhishek - 0:00
    SRG Thesis Summary - 2:54
    Health of Their Balance Sheet - 4:04
    Owned by the Greats (Warren, Guy Spier, Mohnish Pabrai, and Phil Town) - 7:15
    Poor Cash Flow & Bear Case - 8:50
    Management Incentive Structure - 15:50
    How do they handle excess capital? - 18:09
    Is management open and honest? CEO and CFO Departure -19:06
    SRG Valuation and Valuation Thesis - 22:13
    How to reach out to Abhishek - 29:51

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

    33 min
  • SERITAGE GROWTH PROPERTIES: The Future of Commercial Real Estate? Part 2 | #130

    Seritage Growth Properties is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico. The company has great investors, including Warren Buffett, Guy Spier, Mohnish Pabrai, and Phil Town.


    In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor Chatter Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai, he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.com


    (0:00) Introduction & About Abhishek 

    (2:54) SRG Thesis Summary 

    (4:04) Health of Their Balance Sheet 

    (7:15) Owned by the Greats (Warren, Guy Spier, Mohnish Pabrai, and Phil Town) 

    (8:50) Poor Cash Flow & Bear Case 

    (15:50) Management Incentive Structure

    (18:09) How do they handle excess capital? 

    (19:06) Is management open and honest? CEO and CFO Departure

    (22:13) SRG Valuation and Valuation Thesis 

    (29:51) How to reach out to Abhishek?


    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
  • SERITAGE GROWTH PROPERTIES: The Future of Commercial Real Estate? Part 1 | Value Investor Chatter | #129

    The art of copying.. This is a company owned by the greats: Warren, Guy Spier, Mohnish Pabrai, and Phil Town. Seritage Growth Properties (NYSE: SRG) is a fully integrated REIT and owner of 195 properties totaling over 30 million square feet across 44 states and Puerto Rico.


    In this podcast, we invited Abhishek Shete, who is an active member of the Value Investor TV Slack Community, to discuss SRG. He has been working for a construction company in the US for past 5 years but have always been fond of learning about businesses. Inspired by Charlie Munger, Warren Buffet and Mohnish Pabrai,  he is looking for an opportunity in this field on professional level. He loves constructive feedback so feel free to reach out to him on twitter handle - @abhishekshete15. If you would like to read more on Abhishek's analysis of SRG, here is a link to his blog: https://coffeewithabhishek.wordpress.com

    Episode Outline

    (0:00) Introduction & VI TV Community Engagement
    (2:10) About Abhishek
    (3:35) What does SRG do? What is a REIT?
    (6:40) What is their competitive advantage? Their portfolio breakdown. 
    (10:15) How durable is their competitive advantage?
    (14:44) Short-term and Long-term prospects. Current Risk. Growth Strategy
    (20:20) Does the company require reinvestment short-term and long-term? 
    (23:35) Any relationship red flags?
    (24:32) SRG Thesis Summary & How to get in touch with Abhishek
    (27:32) Amateurs "one up on Wall Street"

    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/

    29 min
  • [EBIX] EBIX - Part 2 | Value Investor TV - Podcast #128

    Ebix is a leading international supplier of On-Demand software and E-commerce services to the insurance, financial and healthcare industries, Ebix, Inc., (NASDAQ: EBIX) provides end-to-end solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry.

    “The digital beast in India is about to awaken” 
    "Digital emergency of 300 million people offer unrivaled opportunity"
    "Last call for e-train to Mumbai, hop on board"

    These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."

    In this podcast, we discuss our $EBIX hypothesis and why it is a 2 bagger opportunity in the short-term, with a 10 bagger potential in the long run. 

    Intro - 0:00
    Balance Sheet Health - 1:16
    EbixCash IPO - 3:54
    China v.s. India and Indian Homegrown Story - 6:17
    Branding Effort, Media and Sports Partnership - 8:08
    The 3rd Act in the Ebix Story - 11:24
    Weak Board of Directors - 14:40
    Seeking Alpha and Sunil Contacts - 15:57

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

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

    21 min
  • Ebix: The Future Of On-Demand Software & E-Commerce Services Part 2 | Value Investor Chatter | #128

    Ebix could be a great stock to invest in if you're looking for growth. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow.

    (0:00) Intro 

    (1:16) Balance Sheet Health 

     (3:54) EbixCash IPO

    (6:17) China v.s. India and Indian Homegrown Story

    (8:08) Branding Effort, Media and Sports Partnership

    (11:24) The 3rd Act in the Ebix Story 

    (14:40) Weak Board of Directors 

    (15:57) Seeking Alpha and Sunil Contacts 


    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/

    21 min
  • Ebix: The Future Of On-Demand Software & E-Commerce Services Part 1 | Value Investor Chatter | #127

    If you're looking for a stock to invest in that's poised for growth, look no further than Ebix. They offer on-demand software and ecommerce services, and their client base is only going to continue to grow. Listen to this episode to learn more about Ebix and why they're a great investment option.


    “The digital beast in India is about to awaken” 
    "Digital emergency of 300 million people offer unrivaled opportunity"
    "Last call for e-train to Mumbai, hop on board"

    These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."

    In this podcast, we discuss our $EBIX hypothesis and why it is a 2 bagger opportunity in the short-term, with a 10 bagger potential in the long run. 

    (0:00) Intro
    (3:40) Ebix Core Legacy Business and Competitive Advantage
    (14:34) EbixCash Indian Operation and Gold Rush
    (18:06) Mistakes and Stock Price Downward Spiral
    (23:45) The Great Comeback and Opportunity for a 2 Bagger
    (29:49) Capital Reinvestment Requirement and Share count
    (35:00) Red Flags with Customers/Regulators/Investors Relationship
    (39:00) How to Connect with Sunil

    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/

    41 min
  • WHY NOW IS THE TIME TO INVEST IN INDIAN STOCKS - macro trends you need to know | Value Investor Chatter| #126

    There are a number of macro trends happening in India right now that make it an attractive place to invest. In this video, In this video, we talked about three of the most important ones. If you're thinking of investing in Indian stocks, this is the video for you!

    Value Investor Chatter

    (0:00) Intro
    (3:00) Investment Mental Schema 
    (10:13) How to Assess Management
    (13:00) Accounting 10K/10Q
    (14:20) Investment as a Story
    (15:48) Segmental Analysis and Profit Margin
    (17:18) Macro-Trends (QE + Interest Rates) and Value vs Growth Investing 
    (23:50) Intro to Indian Market 🇮🇳  & Digitalization of India
    (37:55) Indian Success Stories
    (42:49) Fraud in India
    (45:20) Auditors in India
    (47:53) Don't Give Your Money to Managers
    (48:30) Seeking Alpha

    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/

    50 min
  • What a Biden Presidency Could Mean for the Future of US Trade Relations | Value Investor Chatter | #125

    What would a Biden presidency mean for the future of US trade relationships?

    Joe Biden has been a long-standing advocate for free trade and open markets. His presidency could mean good news for countries that trade with the United States, as he is likely to continue policies that have benefited both American businesses and consumers.

    Episode Outline

    (0:00) Introduction
    (2:00) US and China
    (7:07) US and the Middle East, Africa
    (11:04) US and Mexico, Canada
    (11:40) US and Europe
    (15:40) 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/

    19 min
  • The Reality of the Joe Biden Presidency | Value Investor Chatter | #124

    What would a Joe Biden Presidency mean for the United States' relationships with other countries?   Biden has been outspoken about his beliefs on trade, and his presidency could mean big changes for the US economy. In this video, we take a look at some of the potential implications of a Biden Presidency on US trade relationships.


    Episode Outline

    (0:00) Introduction
    (2:37) Win for the Centrist, Importance of Predictability
    (8:50) Banking Sector Under Biden Presidency
    (13:55) Oil & Gas Under Biden Presidency
    (16:42) Tech Under Biden Presidency
    (22:20) Healthcare Under Biden Presidency
    (25:37) COVID19 Lockdown, Stimulus Package, Income Inequality
    (28:28) Trade challenges and Globalization

    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/

    32 min

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