Chit Chat Stocks Investing Unscripted: Misfit Alpha
Dec 22, 2023
In this episode, the hosts chat with Tyler Crowe about his research project on obscure, overlooked stocks called 'misfits.' They discuss Tyler's process for finding these winners and highlight examples of massive winners that remain relatively unknown. They also emphasize the importance of understanding management incentives in investing, the realities of investing, and the value of IPOs. Additionally, they discuss the purpose of the podcast and provide information on where listeners can find Tyler's work.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Discussion of Social Media, Marketing Jokes, and Welcoming a Guest
02:29 • 2min
Background and Evolution
04:13 • 26min
Understanding Management Incentives in Investing
29:43 • 9min
Understanding the Realities of Investing and the Value of IPOs
38:39 • 11min
Discussion on Podcast Nature and Content
49:54 • 2min
Importance of Proxy Statements and Where to Find the Speaker's Work
51:26 • 3min