

Tim Travis: Deep Value, Options, and Distressed Investing
Sep 4, 2024
Tim Travis, CEO of T&T Capital Management, specializes in deep value investing, options, and distressed assets. He shares insights on contrarian investing principles influenced by legends like Warren Buffett and Benjamin Graham. Travis reflects on his experiences during financial crises, including Brexit's market miscalculations. He discusses JP Morgan's strategic strengths, potential tech market bubbles, and attractive real estate opportunities. The conversation delves into distressed investing, emphasizing the importance of capital structures and turnaround strategies for maximizing returns.
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Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Contrarian Investing Insights
02:02 • 14min
Memorable Financial Crises: Lessons from the Past
15:38 • 2min
Navigating Post-Brexit Investment Strategies
17:50 • 9min
Analyzing JP Morgan's Strategic Success and Future Challenges
26:41 • 2min
Market Trends and Tech Valuations
28:51 • 7min
Navigating Real Estate Investment Opportunities
35:22 • 12min
Navigating Distress: Insights on Capital Structures and Investment Strategies
47:44 • 2min