Description
On this week's Stansberry Investor Hour, Dan and Corey welcome Edwin Dorsey to the show. Edwin conducts deep, investigative analyses of public companies in his newsletter, The Bear Cave. By prioritizing customer relations and common-sense logic over financial data, he can gain an edge and find troubled companies for his subscribers before Wall Street does.
Edwin kicks off the show by explaining how he got his start doing short-selling research and how he identifies prime opportunities for shorting. Rather than focusing on the financials, he hunts for $1 billion to $10 billion companies in the technology or consumer sector with bad customer relationships. Edwin shares case studies of how he discovered safety issues at two child-focused companies. The first was caregiver platform Care.com, which wasn't properly vetting its caregivers. The second is Roblox, which has ongoing issues with child predators and gambling. (0:39)
Next, Edwin talks about why candy maker Hershey could face long-term issues now that trendy competitor Feastables is steadily stealing market share and doing a better job of appealing to the younger generation. As he points out, most investors tend to be older and male, so there are often blind spots for companies catering to youth and female demographics. Edwin also makes his bearish case for the predatory fitness-center company Planet Fitness. With the Federal Trade Commission working to make canceling memberships easier, this is bound to hurt the stock. (24:12)
Finally, Edwin names several companies that are doomed thanks to the rise of artificial-intelligence technology. He highlights call-center businesses and tax-service providers in particular, but also warns of downstream effects. After, Edwin talks more about how he first got interested in the financial world, how he learned that the numbers don't matter if the underlying business is not sustainable, and how he picks which stocks to go long. (40:23)
On this week's Stansberry Investor Hour, Dan and Corey are joined by Dr. John Sviokla. John is an author, executive fellow at Harvard Business School, and co-founder of GAI Insights – the world's leading generative artificial-intelligence ("AI") analyst firm. He joins the podcast to talk all...
Published 11/18/24
On this week's Stansberry Investor Hour, Dan and Corey welcome Martin "Marty" Fridson
back to the show. Marty is an author and expert in the field of high-yield bond investing. He
is also a senior analyst at Porter & Co.'s Distressed Investing newsletter.
Marty kicks off the show by...
Published 11/11/24