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

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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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Find me on Substack: https://bogumilbaranowski.substack.com/

Matthew Peterson is the visionary founder and managing partner of Peterson Capital Management who leverages over 25 years of global financial experience, including a decade at Goldman Sachs, Morgan Stanley, and Merrill Lynch, to pioneer "structured value investing" - a sophisticated approach that combines classic value principles with options strategies to achieve superior returns while managing risk.

EPISODE NOTES

3:00 - Matthew shares his Minnesota upbringing and early financial curiosity, shuffling bank CDs for extra returns in the 1980s before understanding compounding

5:30 - Wall Street experience at Goldman Sachs: "everybody was aligned, marching to the same beat" with 104-hour work weeks becoming "second family"

8:15 - Introduction to structured value investing: using options as tools, not speculation, to buy stocks at better prices than traditional investors

10:40 - Core strategy revealed: selling put contracts instead of market orders - "we say, I will commit to buying it for a hundred over the next year, but you have to pay us fifteen dollars"

12:20 - Benefits explained: buying 20% cheaper creates massive IRR advantage over decades of compounding

15:45 - Psychology advantage: options help value investors be more patient during early entry periods

24:15 - Portfolio composition: seven core "infinite compounder" holdings including Berkshire Hathaway, designed to hold forever

41:50 - 13F analysis strategy: monitoring 100+ value investors reduces 6,500 companies to just 400 prospects

54:15 - Introduction to Alpha One AI platform providing comprehensive company analysis in 20 minutes

1:02:25 - Structured dividend capture strategy for cash management

1:11:15 - Success definition: "having the people that you want to love you, love you" - citing Warren Buffett's wisdom

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.