Analyzing the Financial Situation and Investment Strategy of a Company

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This chapter explores the financial situation of a company, including its cash reserves and potential dividend payouts. The hosts discuss their investment experience and provide a strategy involving writing puts and covered calls for high yields. They also share information on how listeners can connect with the guest and learn more about his fund.

Kyle Grieve chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, the powerful effects of using post mortems, how he used the Kelly criterion to create his concentrated portfolio, the use case for options for long-term value investors, why options can be a win-win for investors who want to own shares with cheaper entry prices than the market offers, the Seritage Growth Properties situation, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:12 - Matthew’s origin story for the fund with limited assets.

05:41 - The importance of a good fee structure.

19:25 - The benefits of a concentrated portfolio.

31:35 - How to own shares at below-market prices with options.

43:29 - Insights into his structured dividend capture system.

57:33 - Updates on a recently exited business.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Read Matthew Peterson’s fund letters here.
Watch Matthew Peterson on YouTube here.

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