The Market Huddle
MH+ Ep.23 Kuppy’s Korner
Dec 20, 2023
Kuppie joins Patrick to discuss his investment strategy of buying cheap assets with a tailwind, managing concentrated positions, and the potential of the uranium market. They also talk about the earnings growth and buyback programs of Valeris and Tidewater, the mispricing of Joe's stock, and their profitable Twitter accounts. They tease a special holiday episode and a dinner exclusive to a few lucky listeners.
17:03
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Quick takeaways
- Buying cheap assets with a positive macro trend is a successful investment strategy.
- Despite increased volatility, taking concentrated positions in investments can lead to successful outcomes.
Deep dives
Investment Strategy: Buying Cheap Assets with a Tailwind
The guest, Kuppy, discusses his investment strategy of buying assets that are cheap and have a tailwind. He criticizes the complex investment processes of finance professionals and emphasizes the simplicity of his approach, which involves buying assets that are both cheap and experiencing positive macroeconomic trends. He believes that the growth potential and multiple expansion of these assets outweigh the importance of earnings growth. Kuppy highlights the importance of focusing on the rate of change and acceleration of revenue and earnings growth in determining the strength of a tailwind.
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