The Market Huddle MH+ Ep.23 Kuppy’s Korner
8 snips
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.
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Episode notes
Simple Investing
- Buy cheap assets with a tailwind.
- Focus on simplicity and effectiveness in investing.
Growth and Multiple Expansion
- Look for assets with accelerating growth (second derivative).
- Multiple expansion is key for significant returns, more so than earnings growth.
Managing Volatility
- Accept volatility as part of investing in high-growth assets.
- Develop emotional resilience to market fluctuations.