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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI308: The Options Advantage For Value Investors w/ Matthew Peterson

Nov 28, 2023
Matthew Peterson, a fund manager in the investment industry, discusses the powerful effects of using post mortems, the benefits of a concentrated portfolio, how to own shares at below-market prices with options, insights into his structured dividend capture system, updates on a recently exited business, and more.
01:06:34

Podcast summary created with Snipd AI

Quick takeaways

  • Looking beyond financial statements is crucial for finding value that others may have overlooked.
  • The importance of understanding separate accounts versus pooled asset vehicles and choosing the right fee structure for fund managers.

Deep dives

The Evolution of Investing Style

Early investors focus on accounting and financial statements, but then start looking for value beyond the statements. Screening stocks based on financial statements can lead to type 1 and type 2 errors. Type 1 errors include firms that shouldn't be in the portfolio, while type 2 errors mean missing great opportunities. Looking beyond financial statements is crucial to find value that others may have overlooked.

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