Investing Experts

Cameron Fen talks to James Foord about artificial intelligence and its implications for businesses today. (2:40) AI, large language models and commercial implications for big tech(12:40) Is Nvidia in a class of its own?Full episode originally published June 15, 2023 on The Pragmatic Investor.Free trial for James Foord's The Pragmatic InvestorEpisode transcripts on Seeking AlphaA Data Scientist Explains Large Language Models And Implications For BusinessesNvidia Bulls Are Way Overestimating AI GPU Demand

Romil Patel and Julian Lin lay out their investment views on ZIM Integrated (ZIM).(1:00) Pay attention to why shareholders buy into a stock(7:00) Freight rates have plummeted and ZIM has turned from a cash flow monster to generating zero profits(23:00) Is management aligned with shareholders?(32:00) Shipping sector - why macro drives everythingWhy I Sold ZIM Integrated: What's Next After Dividend Elimination And Upcoming StormZIM: The Value Trap Has Finally Been ExposedFree 14 day trial for Julian Lin's Best Of Breed Growth StocksEpisode transcripts on Seeking Alpha

Seeking Alpha analysts Anton Wahlman and James Foord discuss their bear and bull thesis on Tesla.(2:00) - Can't value Tesla (TSLA) like a regular auto company(6:45) - Evolution of Tesla's charging networks(18:20) - Does Tesla's competitive advantage still exist?(36:40) - Investing for the future - is Tesla a good investment?Investing Experts episodes with transcripts on Seeking AlphaTesla: Supercharging Revenues, But At What Cost?Tesla Has Surrendered Its Key Competitive AdvantageFree 14 day trial with James Foord's The Pragmatic Investor

Callum Turcan shares his bullish take on Exxon Mobil (0:30) and David Alton Clark shares his bearish thesis (1:50).This is an abridged version of our recent conversation, Exxon Mobil - Is Good News Priced In? Bull/Bear Thesis With David Alton Clark And Callum TurcanWhy Exxon Mobil Is A Stellar Dividend Growth IdeaExxon Mobil: Trees Don't Grow To The SkyTranscripts found on Seeking AlphaFree 14 day trial for David Alton Clark's Winter Warrior Investor

Brad Thomas talks to Kirk Spano about REITs and real estate investing.(6:00) - REITs for insulation and income generation during potential recession(15:40) - Are industrial REITs underappreciated and which US regions look the best?(22:10) - Concerns about the sun belt region, primarily Florida(37:00) - STAG Industrial's consistent earnings and dividend growth(44:20) - VICI and gaming REITs Subscribe for free! 14 day trials to Kirk Spano's Margin of Safety Investing and Brad Thomas' iREIT on AlphaAll Investing Experts episodes with transcripts on Seeking AlphaWhat My 30+ Years As A Real Estate Investor Taught MeAgree Realty: From Ugly REIT Duckling To Super SWANW.P. Carey: 'Built For A Recession'Prologis Vs. STAG Industrial: Big Or Small? (I Own Them All)VICI Properties: Doubling Down

Is good news already priced into Exxon Mobil (XOM)? David Alton Clark explains why he's bearish and Callum Turcan lays out his bullish case on Exxon Mobil - the stock appears to be moderately undervalued using discounted free cash flow analysis.Free 14 day trial for David Alton Clark's Winter Warrior InvestorWhy Exxon Mobil Is A Stellar Dividend Growth IdeaExxon Mobil Has Ample Upside In Current EnvironmentExxon Mobil: Take The Money And RunExxon Mobil: Trees Don't Grow To The SkyAll Investing Experts episodes with transcripts

CashFlow Hunter runs Catalyst Hedge Investing and is bearish on 3M (MMM). Brett Ashcroft Green is bullish on the stock. Today they discuss their investment thesis. Sign-up for free 14 day trial with Catalyst Hedge InvestingInvesting Experts episodes with transcripts on Seeking Alpha3M: Positive Lawsuit Developments For This Cheap Dividend King3M: Catalysts For A Potential BankruptcyCashFlow Hunter On Coinbase, 3M, Schwab, UBS And Catalyst Hedge InvestingTake full advantage of Seeking Alpha's features with a Premium subscription

Crypto Waves Founder Ryan Wilday joins James Foord, The Pragmatic Investor, to discuss the evolution of his Bitcoin thesis (0:30), why he prefers BITO to GBTC (2:00) and how he uses Elliott Wave analysis (8:05). Full episode originally published May 4, 2023 on The Pragmatic Investor.Sign-up for free 14 day trials with Crypto Waves or The Pragmatic InvestorInvesting Experts episodes with transcripts on Seeking AlphaTake full advantage of Seeking Alpha's features with a Premium subscriptionRyan Wilday's Twitter

Victor Dergunov, The Financial Prophet, talks to James Foord, The Pragmatic Investor about tech earnings, options strategies and his favorite long-term picks.Full episode originally published April 27, 2023 on The Pragmatic Investor.(3:45) Investing strategy - turning covered calls into collar plays(15:30) Why Palantir (PLTR) is cheap(25:15) Long-term bull on Bitcoin and certain altcoinsFree 14 day trials with The Financial Prophet and The Pragmatic InvestorInvesting Expert episodes with transcripts on Seeking AlphaTake full advantage of Seeking Alpha's features with a Premium subscription.

Margin of Safety Investing's Kirk Spano talks to Ramy Taraboulsi about why AI can't be slowed (1:30) and which stocks make sense given AI's lack of computing power (6:40).This is an abridged version of our past conversation, AI cannot be slowed down - with Ramy Taraboulsi and Kirk Spano.View this episode's transcript on Seeking AlphaSubscribe to Margin of Safety InvestingFollow Ramy Taraboulsi, CFA