Jerry Parker, Founder and
Jerry Parker, Founder and CEO of Chesapeake Capital joins The Felder Report podcast.
"Trend-following rehabilitates assets"
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Jesse Felder (https://twitter.com/jessefelder) of the Felder Report (https://thefelderreport.com/) discusses the hidden risks for US equities.
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I'm launching a new podcast called The Acquirers Podcast.
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market (https://amzn.to/2EJH18v), the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
No mention of bitcoin but gold, no new supply coming in after 21,000,000. Bitcoin hit $6000 today and it could possibly be best investment over next 5 years. All these bums, Romney, Trump, Warren, Stiglitz got rich on cheap debt, bitcoin prevents it. They will destroy the dollar to keep the interest rates low and to them it is good for the economy (which it is not). Profit margins in tech are a sign that wages are high (http://www.henrygeorge.org/pchp1.htm). To increase wages we need to increase corporate profits! It has been easy to beat market by 5% last 20 years focusing on buybacks. Andy Grove is just picking a period 1987 to 1998, the PC computer boom. The performance had ZERO to do with that he was an owner operator, probably more to do that he was an engineer and took his job seriously. If he owned 1% or 30% would it really matter? 27:50 High debt blocks being acquired. 33:00 The only real recession/depression is real estate. Likes insider buying. HLF might have 80% margins, but they are based on MLM and government can destroy that if they want. Nvidia/AMD for bitcoin mining is long gone it is all ASICs now.
Good interview listened to it twice.
This podcast was great! I first heard about you on The Investor's podcast and then picked up your book The Acquirer's Multiple. Great book and great conversation with Jesse!
For this episode of
For this episode of Planet MicroCap Podcast, I spoke with Jesse Felder, Founder and Editor of The Felder Report. Jesse is a well-respected money manager, who began his career at Bear Stearns and later co-founded a multi-billion-dollar hedge fund firm located in Santa Monica. With over 20 years of experience, I reached out to Jesse with the hope of learning his beginnings and how his investing journey has changed (or not) over the years. What I came to learn from this interview, which we talk at length about, is how insider activity affects Jesse’s investing strategy.
For more information about The Felder Report, please visit: https://thefelderreport.com/
You can follow Jesse Felder on Twitter @JesseFelder: https://twitter.com/jessefelder
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