Description
Dan and Corey begin the show by discussing Disney. They cover the company's ongoing
proxy battle with Nelson Peltz, its recent deal with activist investor ValueAct Capital, the
negative impacts of its "wokeism," the new Star Wars director's controversial past
comments, and whether the stock is worth buying today. (0:40)
Next, Jeff Muhlenkamp joins the conversation and gives his reaction to a "surprising" 2023.
Plus, he talks about what's in store for the markets this year, why it's unclear whether we're
headed for a recession or not since, and how you should structure your portfolio to protect
you no matter what happens. (26:23)
Then, Jeff explains what he learned from the great financial crisis in 2008 and how he applies
it to his investing strategy today. He gives investors advice on everything from keeping
some cash on hand to handling stocks that soar quickly. (35:40)
Lastly, Jeff discusses regional banking (44:00), two notable stock buys (46:47), and his
process for picking stocks (51:31). He details which metrics he looks at, why financial
newsletters are good places to look for ideas, and how to know when to exit a stock.
David Daglio, the chief investment officer and global investment strategist of wealth-
advisory firm TwinFocus, joins the show. He kicks things off by describing himself as a
contrarian, and he explains that understanding who you are as a person will lead to the best
investing results. After,...
Published 04/22/24
Gary Mishuris of Silver Ring Value Partners talks about today's market being one of the most challenging periods for bottom-up investing since 2007. In terms of the quality of a business
versus its stock price, there isn't a lot of opportunity right now. But he emphasizes that transparency and...
Published 04/15/24