Investing Experts
From growth to value: building a portfolio with Brett Ashcroft Green
Nov 6, 2024
Brett Ashcroft Green, an investing expert from Seeking Alpha, dives into the world of Japanese stocks, showing their potential for growth and income. He discusses dividend metrics and evaluates three major tech stocks. The conversation turns to 3M, where he critiques its stock performance and investment strategy. Green shares his aversion to bonds, instead highlighting the strength of waste management stocks as a reliable option. His insights on strategies for retirees and approaching value investing make for an enlightening listen.
32:52
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Brett Ashcroft Green emphasizes the stability of waste management stocks, which consistently outperform the S&P 500 and provide long-term growth opportunities.
- Investing in Japanese stocks is presented as a strategic move, leveraging unique opportunities within diversified sectors and shareholder-friendly companies.
Deep dives
Resilience of Waste Management Stocks
Waste management stocks have demonstrated remarkable resilience, consistently outperforming the S&P 500 over the past decade. The major players in this sector, including Waste Management, Republic Services, and Waste Connections, form a triopoly that dominates North America. Their stability comes from being a less regulated utility subsegment, making them robust against economic fluctuations and recessionary pressures. As a result, increased investment in these companies is viewed as a strategic move for long-term growth and protection against market volatility.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
