MI Rewind: Investing In Commodities w/ David Morgan
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Why I'm Not Trying to Catch a Falling Knife
A lot of new value investors specifically make a big mistake. They think they're trying to catch a falling knife. When you're buying a company, no, you base your investment on earnings. If there's a corporate bond, so that x ihyp o company issues bonds, bond investors actually have rights to the assets of the company. And iave also added a component of momentum investing to my value investing. So i'm not catching those falling knives. I do want be a little bit clear excite. Ni've confused some people, but when i talked about commodity investing and buying under the cost of production, that's a commodity.
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