Investing Experts

This is an abridged version of our recent conversation, It's All About Liquidity - David Trainer.(1:10) - Zombie stock list: limited runway, bad business models.(3:35) - Uber burning too much cash(6:00) - Micro bubbles and David's wide variety of longsTranscripts available on Seeking Alpha3 Stocks David Trainer Recommends Based On His Direct Cash Flow ValuationsUber: Falling Knife You Don't Want To CatchValvoline's Transition Story Is A Growth Story

Marc Chandler and James Foord discuss international markets, economies and currencies. This episode was originally published June 20, 2023 on The Pragmatic Investor.(1:00) - What's coming at next Fed meeting?(4:50) - Has the Fed conquered inflation?(16:20) - China's economy and global liquidity(22:00) - Marc's outlook on the US dollar(28:50) - Is gold a viable alternative to USD?Free trial to James Foord's Pragmatic InvestorTranscripts available on Seeking AlphaFed Day: Skip = Hawkish Pause, But Market Says FinitoFool Me Once, Shame On Fed, Fool Me Twice, Shame On Markets

Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market.(2:30) S&P 500, Dow and Nasdaq, 'Price is all that matters in the end'(11:40) Why investors should focus on forward looking due diligence(19:45) Problematic small caps(24:40) Risk management; short selling not a bad thing(30:35) Yield curve creepTranscripts available on Seeking AlphaThe Magnificent Seven Or The Mediocre Seven?Forward-Looking Due DiligenceSPY: Recent Gains Distract From Weakening Long-Term Price TrendQQQ Outperforms DIA: Time To Be Cautious... And FlexibleNasdaq 100 Meltup Makes FDN A Near-Term Winner (Technical Analysis)It's Springtime For Active Bond Investors: Finally, A Tactical Opportunity, Including AGGS&P 500 Could Slide To 3,000, SPXT An Escape HatchQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEREK: With REITs Looking Awful, This Little ETF Is A Hidden Gem

David Trainer discusses sectors, stocks and investing strategies.(2:05) For near-term, it's really all about liquidity(9:10) Looking at the market from a sector level(15:40) Uber's valuation still extremely expensive(18:35) David's long stock picksTranscripts available on Seeking Alpha3 Stocks David Trainer Recommends Based On His Direct Cash Flow Valuations

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