Kontrarian Korner #9 - Andy (Finding Value Finance)

Late last week I had Andy from Finding Value Finance on the podcast to discuss his thoughts on markets, commodities, and where some of the best opportunities in the market are. He has great daily updates on what is going with the market, commodities, and other sectors of interest. You can also find him on Twitter. He looks at fundamentals as well as technicals, and is a part of why I have started to include some technical analysis in my process. I have included the video below, but you can also watch it on YouTube.

Podcast Summary

We covered a bunch of different investing topics on the podcast, including:

* The long term supply and demand picture for oil, and the demand destruction price being higher than most people expect.

* Natural gas being cheap on a relative basis, and how some of the Canadian energy companies might be an interesting way to play the commodity.

* Why coal isn’t a dying industry, and his thoughts on thermal vs. met coal.

* Precious metals, and why the miners are very cheap relative to the metal.

* How platinum is cheap compared to all of the other metals, and how it is a concentrated sector.

* His thoughts on emerging markets, position sizing, time horizon, asymmetry, and buying calls/LEAPS to speculate on different assets.

* Why steel, iron, and fertilizers are interesting sectors to look at today.

* Book Recommendations: One Up On Wall Street by Peter Lynch, and Reminiscences of a Stock Operator by Jesse Livermore.

* The reasons you can’t just develop investing skills from reading books, and the importance of controlling your emotions.

Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe