Valuewalk's ValueTalks show

Valuewalk's ValueTalks

Summary: Everything hedge funds and value investing

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Podcasts:

 Jim Osman on special situations | File Type: audio/mpeg | Duration: 00:38:13

Learn more at https://www.valuewalk.com/

 Kristian Finfrock, founder of Retirement Income Strategies | File Type: audio/mpeg | Duration: 00:47:56

Hello Listeners, Today is a very special episode with Kristian Finfrock, founder and financial advisor of Retirement Income Strategies. He hosts the Madison Money guy radio show. Kristian has served 5 years as a military police officer in the United States Arm. He is a master elite IRA member and is a member of the American Tax Planning Institute. In today’s episode we discuss his approach to retirement planning and ways to ways maximize your taxes. Enjoy and thanks for the listen!

 Looking at Tidewater with Small Cap Expert Bob Robotti | File Type: audio/mpeg | Duration: 00:37:41

Hello Listeners, Today is a very special episode with Bob Robotti, president and CIO of Robotti & Company. He founded Robotti & Company since 1983. Before this he was vice president and shareholder of Gabelli & Company, Inc. He is a graduate of Bucknell University and earned his MBA in Accounting from Pace. Bob is also a CPA. In today's episode we discuss his latest idea. Enjoy and thanks for the listen!

 Shareholder Voice with Professor David H. Webber | File Type: audio/mpeg | Duration: 00:48:29

Hello listeners, Today is a very special episode with Professor David H. Webber, Associate Dean for Intellectual Life and Professor of Law at Boston University School of Law. Professor Webber authored "The Rise of Working-Class Shareholder: Labor's Last Best Weapon". He also co-edited "Research Handbook on Representative Shareholder Litigation" . Professor Webber is a graduate of Columbia and NYU Law School. In today's episode we discuss the dynamics of shareholder voice in regards to pension and the dynamics of 401ks and their potential implications. Enjoy and thanks for the listen!

 Real Estate Investing with Aaron Johnson, Founder and CEO of XYZ Group | File Type: audio/mpeg | Duration: 01:06:23

Good morning listeners, Today is a very special episode with Aaron Johnson, founder and CEO of XYZ Group whom specializes in residential single and multi-family real estate. Aaron also serves as CEO of XYZ holdings and Investment Fund Manager of XYZ Enterprises. In today's episode we discuss his approach and where he finds real estate opportunities. You can find him on the upcoming season of Selling Sunset on Netflix. Enjoy and thanks for the listen!

 Hedge Fund Side Letters with Kevin Neubauer, Associate at Seward & Kissel | File Type: audio/mpeg | Duration: 00:26:02

Hello Listeners, Today is a very special episode with Kevin Neubauer, Associate at Seward & Kissel LLP. Kevin works with sponsors and managers of various private investment funds and other pooled investment vehicles, ranging from private equity funds to hedge funds. He is a graduate of Fairfield University and received his J.D. from Boston College Law School. In today's episode we discuss the latest Side Letter study from Seward and Kissel LLP. Enjoy and thanks for the listen!

 Tony Wenzel - Co-Founder and President of Brandometry | File Type: audio/mpeg | Duration: 00:35:40

Hello listeners, Today is a very special episode with Tony Wenzel, Brandometry's Co-Founder and President. He brings over 20 years of experience as a business leader in fast growing technology firms. He founded 2 companies emphasizing the power of Brand as an intangible asset and source of value. In today's episode we discuss the approach of Brandometry and the increasing value of Brands and intangible assets. He holds an MBA with an emphasis in Finance. Enjoy and thanks for the listen!

 David Waters, CFA of Alluvial Capital on micro cap value investing | File Type: audio/mpeg | Duration: 01:01:59

Hello listeners, Today is a very special episode with David Waters, CFA. He is the CIO of Alluvial Capital. Before this he worked at Wilmington Trust and BNY Mellon Wealth Management. In today's episode we discuss his approach, a couple of ideas, and looking into OTC's. Enjoy and and thanks for the listen!

 The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution with Greg Zuckerman | File Type: audio/mpeg | Duration: 00:50:41

Hello listeners, Today is a very special episode with Greg Zuckerman, the author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution". Greg has spent the last 23 years writing for the Wall Street Journal. He authored several books including "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters" and "The Greatest Trade Ever: The Behind-the-scenes Story of How John Paulson Defied Wall Street and Made Financial History". In today's episode we discussed what he learned from writing the story of the greatest hedge fund manager of all time. You can find the book at: https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X Enjoy and thanks for the listen!

 Andrew Stotz, PhD, CFA On How To Value Stocks | File Type: audio/mpeg | Duration: 01:00:26

Hello Listeners, Today is a very special episode with the valuation master, Andrew Stotz. He is Co-Founder and CEO of A. Stotz Investment research and A. Stotz Academy. He is also Co-Founder and Finance Director of CoffeeWORKS Ltd. Lastly, he is the podcast host of My Worst Investment Ever Podcast. He received his Doctor of Philosophy in Finance from University of Science and Technology of China. He received his MBA and BSc from California State University-Long Beach. In today's episode we discuss the state of equity research, valuation mistakes, and some lessons from his podcast. I encourage anyone to check out his podcast https://myworstinvestmentever.com/. I also encourage anyone wanting to learn more on valuation to check out his master class at https://academy.astotz.com. Enjoy and thanks for the listen!

 Dan Pipitone cofounder of TradeZero America | File Type: audio/mpeg | Duration: 00:26:47

Hello listeners, In today's episode I discuss who TradeZero America is and what they are trying to achieve with their Co-Founder, Dan Pipitone. We discuss trade free commissions, their system of finding shorts, and why passive investing is complementary to the brokerage industry. Enjoy and thanks for the listen!

 Compound Mispricings with Keith Smith, CFA, PM of Bonhoeffer Fund | File Type: audio/mpeg | Duration: 01:26:04

Hello Listeners, Today is a very special episode with Keith Smith, Portfolio Manager of Bonhoeffer Fund. Keith brings over 20 years of valuation experience and is a CFA charter holder. Before this, he was Managing Director of a valuation firm and developed an expertise in corporate transactions, distressed loans, derivatives and intangible assets. He is a graduate of UCLA with a MBA. In today's episode we discuss his approach and strategies too investing. Enjoy and thanks for the listen!

 E-Sports with Will Hershey, CEO Roundhill Investments | File Type: audio/mpeg | Duration: 00:46:06

Hello listeners, Today is a very special episode with Will Hershey, Co-Founder and CEO of Roundhill Investments. Before this, he served as head Trader with Yorkville Capital Management and worked with Yorkville ETF advisors. Will is a CFA Charterholder and a member of New York Society of Security Analysts. He is a graduate of Vanderbilt University with a BA in economics. In today's episode we discuss the E-sports industry and why the ETF is a superior structure. Enjoy and thanks for the listen!

 Ponzi Scheme with Philip Moustakis, Seward and Kissel LLP | File Type: audio/mpeg | Duration: 00:23:41

Hello listeners, Today is a very special episode with Philip Moustakis, counsel in the Litigation group at Seward and Kissel LLP. Philip advises companies and individuals on SEC enforcement matters, other regulatory and criminal enforcement investigations, internal investigations, and cryptocurrencies and blockchain technology. In today's episode we discuss Syed Arbab and the alleged Ponzi scheme. Enjoy and thanks for the listen!

 Raoul Pal - CEO and Co-Founder of Real Vision | File Type: audio/mpeg | Duration: 01:05:55

Hello Listeners, Today is a very special episode with Raoul Pal, Co-Founder and CEO of Real Vision. Before founding Real Vision, Raoul previously worked at Goldman Sachs as Head of European Hedge Fund Sales - Equities and equity derivatives and worked as a Portfolio Manager at GLG Partners. In today's episode we discuss his trading approach and the founding of Real Vision. I encourage everyone to check out Real Vision and their Youtube Channel: https://www.realvision.com https://www.youtube.com/channel/UCBH5VZE_Y4F3CMcPIzPEB5A In addition, they will have a Gold vs Bitcoin slate beginning Oct. 14. Enjoy and thanks for the listen!

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