

Navigating Deep Value Microcaps and Altisource Asset Management (Ticker: AAMC) with Jeff Moore
Jan 19, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
AAMC or All-to-Source Asset Management?
02:08 • 3min
2020 Luxor vs Wellington Partners - What Happened?
05:35 • 2min
What's the Biggest Loss in AAMC's Case?
07:05 • 5min
How to Get a High Yielding Loan With a Small Balance Sheet
12:00 • 2min
Is There Anything You Shouldn't Know About Crypto ATM?
14:09 • 3min
The DSCR Side of Real Estate, Right?
16:47 • 5min
Do You Have Any Takeaways From a and C?
21:52 • 2min
What I Learned Through DSCR Processes
24:10 • 2min
How Large Is Your Lending Business Going to Be?
26:26 • 5min
Is There a Holdup on the Stock?
31:47 • 4min
Is There Investor Fatigue?
35:37 • 3min
Is Jason the New CEO of Morgan Stanley?
38:30 • 2min
Is This a Tax Structure Benefit?
40:15 • 5min
Is the Company in the Market Buying Right Now?
44:47 • 2min
Is There a Risk of Leverage in a Buyback?
47:10 • 4min
Is There Any Risk That Upstart FinTech Lending Is Taking?
50:45 • 3min
Are There Any Other Catalysts Near Term?
53:32 • 5min
Chit Chat - Money Is Not Formal Advice
58:23 • 2min
Stratosphere Podcast - What Is It All About?
01:00:15 • 2min
CCM Platform - What Do Free Users Get?
01:02:04 • 3min