Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18

26 snips

Jun 2, 2025

Tim Travis, author of 'The Business Mindset Investor' and investment advisor, dives into the world of deep value investing and innovative income strategies. He elaborates on selling puts and covered calls, emphasizing the balance of risk and reward. The conversation touches on market trends, highlighting challenges in identifying worthwhile investments amid soaring valuations and speculative assets. Travis offers insights on psychological factors in client advisement and the impact of geopolitical events on investment decisions, providing a rich perspective on today's financial landscape.

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INSIGHT

Valuations Were Stretched Again

Tim Travis notes valuations are stretched again after a bear market and rapid recovery.
It's tough to find good value broadly but some sectors hit by rates or energy pricing offer opportunity.

ANECDOTE

Client's High-Yield Crypto Bet

Tim shared a client wanting to drop fixed income to buy MicroStrategy for high yield.
The client sought 13% returns despite the risks with leveraged bets in crypto plays.

INSIGHT

Alexandria Realty Is Undervalued

Alexandria Realty, a life science REIT, is deeply undervalued with strong dividend coverage.
Biotech industry's pessimism pushed its valuation down despite favorable fundamentals.

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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor.

Tim's book: The Business Mindset Investor (https://amzn.to/4kCHVVu)

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Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

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ABOUT TOBIAS CARLISLE

Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).