Talking Billions with Bogumil Baranowski

Matthew Peterson: From 6,500 Stocks to 400: What AI Learned Watching Buffett and 99 Other Legends -- How proprietary technology eliminates 95% of research by tracking billion-dollar portfolio moves

25 snips
Sep 29, 2025
Matthew Peterson, founder of Peterson Capital Management, explores the cutting-edge of investing with insights from his 25-year finance career. He shares the concept of 'structured value investing,' emphasizing options as tools for better stock prices. Matthew reveals how AI and 13F analysis trim 6,500 stocks to just 400, honing in on top investors. He discusses patience in investing and the strategic benefits of selling puts. Additionally, he defines success beyond money, focusing on relationships and integrity in personal and professional life.
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INSIGHT

Shrink The Investable Universe

  • Monitoring 100+ top value investors reduces the investable universe dramatically.
  • Matthew Peterson says this shrinks ~6,500 public stocks to ~400 focused ideas for analysis.
ADVICE

Buy Stocks By Selling Cash-Secured Puts

  • Use options as tools to buy equities at better prices instead of market orders.
  • Sell cash-secured puts to receive premium and reduce net purchase cost when you want to own a company.
ADVICE

Create A Buy-Low/Sell-High Option Wedge

  • Combine selling puts to buy and covered calls to exit to widen effective buy/sell spread.
  • This practice boosts long-term IRR by buying lower and selling higher compared with market orders.
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