

Small-Cap Value Opportunities (Guest: Tucker Scott)
Jun 1, 2024
Former Templeton Mutual Fund manager Tucker Scott shares insights on undervalued foreign stocks, emphasizing dirt-cheap picks. Discussion covers his strategies, successes, and criteria for stock selection. Also explores market turmoil, currency movements, small-cap Chinese companies, sector rotation analysis, and casual chat about health and surfing plans.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Navigating Market Turmoil with Confidence and Value Investing
04:18 • 16min
Navigating Currency Movements and Investment Opportunities in Developed and Emerging Markets
20:08 • 21min
Analyzing Investments in Chinese and Singaporean Companies
40:56 • 17min
Economic Data, Jobs Numbers, and Inflation Concerns
58:18 • 5min
Market Trends and Sector Rotation Analysis
01:02:58 • 17min
Online Presence and Beer Rating Banter
01:19:53 • 2min
Casual Chat About Health, Celebrations, and Surfing Plans
01:21:30 • 3min