Best Anchor Stocks

This week I was lucky enough to be joined by Ulrike Schaede. I came to know Ulrike after reading the two books she has authored on Japanese business (`The Business Reinvention of Japan´ & 'Japan Re-Emerges´) and thought it would be a great idea to have her on the podcast to discuss...The bubble period in JapanHow Japan became Invisible without losing dominanceOther trends in Japan like digitization and the labor market flexibilizationI hope you enjoy my episode with Ulrike and feel free to leave a review if you do!Thank you!Link to Best Anchor Stocks: https://www.bestanchorstocks.com/

This week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and CIO of Crossroads Capital. We updated the Nintendo thesis after our first episode with newer information and tried to unpack what's next for the Japanese video game and IP giant.I hope you enjoy the episode and if you do feel free to leave a 5-star review on the show (it would really help me to get to more people)Listen to our previous episode on Spotify: https://open.spotify.com/episode/18KOvh96MvnMnb2hiUxCix?si=b7de9b5f607c4d72Listen to our previous episode on Apple Podcasts: https://podcasts.apple.com/us/podcast/8-china-risk-to-big-tech-index-investing-vistry-and/id1649955026?i=1000663192995Crossroads capital: https://www.crossroadscap.io/Best Anchor Stocks: https://www.bestanchorstocks.com/Listen to the Chit Chat Stocks podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or Youtube.

If you enjoy this episode feel free to share and rate the podcast, it would help me a lot!Welcome to another episode of the Best Anchor Stocks podcast. This time I was lucky enough to be joined by Jon (aka. Borlaug) and we decided to focus on the profitable niches one can find in the lifesciences industry and what makes them great. We discussed...The distinction between healthcare and lifesciencesThe entire workflow of a drugCROsThe Fill & Finish IndustryAI and healthcare...You can find Jon's work at https://borlaug.substack.com/Related content from Best Anchor Stocks for this episode (both free):Stevanato write up: https://www.bestanchorstocks.com/p/a-high-quality-family-business-swamped?utm_source=publication-searchAI and healthcare: https://www.bestanchorstocks.com/p/why-healthcare-offers-an-asymmetric?utm_source=publication-searchYou can follow my work at Best Anchor Stocks: https://www.bestanchorstocks.com/Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or Youtube.

This week I was lucky to be joined by my good friend Paul Cerro, founder of Cedar Grove Capital Management. We discussed the topic of shorting.I hope you enjoy it!Link to Cedar Grove: https://www.cedargrovecm.com/Link to Best Anchor Stocks: https://www.bestanchorstocks.com/Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

Join Jeremy Kokemor, founder of Right Tail Capital, as he dives deep into the art of quality investing. He unpacks the psychological factors behind investment choices and the significance of understanding management teams. Discover how NVR's innovative land ownership strategy sets it apart in home building, plus insights into the overlooked US convenience store landscape. Kokemor reveals the hidden gems in investment, emphasizing strong management and balance sheets, all while sharing the importance of emotional detachment in portfolio management.

In this engaging conversation, self-directed investor Andy Feldman shares his journey from a buy-side professional to managing his own investments. He emphasizes the importance of reinvestment rates and their impact on returns and valuations, discussing real-world examples from companies like CME and Nasdaq. Feldman also addresses the complexities of selling stocks, balancing intuition with systematic strategies. His insights on long-term investing and personal investment philosophies encourage listeners to embrace unique opportunities and refine their investment approaches.

John Rotonti joined me for the first episode of 2025. We discuss...John's upcoming role as a Portfolio ManagerHow he plans to fight the incentive structure that professional managers faceThe Qualities of industrial assetsThe current state of the marketBest Anchor Stocks: https://www.bestanchorstocks.com/Islamorada: https://www.islainvest.com/Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubeDisclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.

Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com Link to Palantir Bullets, Arny's blog focused on Palantir: https://www.palantirbullets.com/ -------------- This is a first-of-a-kind episode as it’s a deep dive into a specific company: Palantir. Palantir is known today for its hot stock, but not many people understand what the company does or why it’s accelerating its growth as it scales. This podcast aims to touch both sides of the story: the business and the valuation. To help me I was lucky enough to be joined by Arny Trezzi, an individual investor that has done deep research on Palantir and holds it as one of its main positions. We discuss… The concept of asymmetryWhat the company doesIts competitive advantagesAnd valuation among other things I hope you enjoy this episode and feel free to subscribe if you do!Public.com disclosure: Brought to you by Public Investing, member FINRA + SIPC. As of 9/26/24, the average, annualized yield to worst across the Bond Account is greater than 6%. Yield to worst is not guaranteed. Not an investment recommendation. All investing involves risk. Visit public.com slash disclosures slash bond dash account for more info.

In today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment strategy and he explains why he believe this to be a strategy that fits his investment philosophy. We also go over other topics like...The characteristics of a quality companyThoughts on shortingInvestment process Luck and mistakes The current market environment Here's Upslope's website: https://www.upslopecapital.com/ And here's Best Anchor Stocks,' website my investment research service where you'll find plenty of content related to quality investing: https://www.bestanchorstocks.com/Public.com disclosure: Brought to you by Public Investing, member FINRA + SIPC. As of 9/26/24, the average, annualized yield to worst across the Bond Account is greater than 6%.Yield to worst is not guaranteed. Not an investment recommendation. All investing involves risk. Visit public.com slash disclosures slash bond dash account for more info.

In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry.We discuss, among other topics...The healthcare industry in generalThe bioprocessing sub-segmentThe parts of the value chain that can potentially add the most shareholder valueHow AI can impact the value chainMuch moreDon't forget to subscribe to bestanchorstocks.com if you like the content and follow me on X (@invesquotes). I have covered the industry and own one the highest-quality companies in the space.Podcast Disclosure: This podcast is intended with informational purposes only. Do your own due diligence.Public.com Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.7%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [9/05/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule.Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.