The Business Brew Keith Smith - Looking At Unique Ideas
Nov 2, 2023
Keith Smith, a guest with over 20 years of business valuation experience, discusses unique ideas and topics such as BDCs, auto dealers, recurring service revenue, and consolidation in car dealerships. The podcast also covers the challenges faced by banks, the importance of understanding recourse in commercial real estate investing, success in automotive dealerships in Japan and Korea, managing dilution and accounting challenges, and strategies for improving ROI through acquisitions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
Understanding the Life Cycles of Companies and Investment Strategy
01:54 • 8min
Banks Investing in Good Loans and Return on Equity
09:48 • 10min
Different Types of Business Development Companies (BDCs)
19:50 • 9min
Opportunities in Recurring Service Revenue and Consolidation in Car Dealerships
29:19 • 13min
Maintaining Equipment and Strategic Partnerships
42:14 • 5min
Investing in Metals and Construction Industries
47:03 • 3min
Analyzing the Importance of Recourse in Commercial Real Estate Investing and the Impact of Squeezed Net Interest Margins on Banks
50:08 • 2min
Net Interest Margins, Stock Buying, and Efficiency at East West Bank
51:41 • 2min
Underwriting and Risks in China
53:13 • 12min
Success of Automotive Dealerships in Japan and Korea
01:04:45 • 3min
Managing Dilution and Accounting Challenges
01:07:51 • 7min
Acquisition as a Strategy for Improving ROI
01:14:30 • 10min
Shortage of Incentives and Impact of Interest Rates on Car Purchases
01:24:25 • 3min
Profitability and Valuation of Dealerships in Automotive and Equipment Industries
01:27:31 • 13min
Differences in Design and Manufacturing and Positive Impressions of the Midwest
01:40:38 • 2min
Rising Homeowners Insurance Rates in Florida
01:42:12 • 3min
Insurance Companies, Tickers, and Potential Issues with Stock Ownership
01:45:24 • 2min
Balancing family responsibilities and managing a portfolio
01:47:01 • 8min
Investing for Long-Term Growth
01:54:44 • 10min
Understanding the True Nature of a Business
02:04:43 • 5min