Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-e...
Trinity Capital CEO Kyle Brown explains how they're an asset manager in BDC clothing (1:40). Dividend stability and growth (7:45). NAV stability and growth, EPS, ROE the metrics most focused on (10:50). TRIN stock valuation and momentum (12:00). Reasons for recent buyback (18:10). Private credit is real and liquidity is important (20:15).Show Notes:Trinity Q3 2024 earnings call transcriptFed sees gradual rate cutsTrinity Capital announces stock repurchase programRead the transcriptBlack Friday sale: 20% off all of Seeking Alpha!
--------
26:29
Finding winners in biotech, probably the riskiest sector
Jonathan Faison shares his approach to investing in biotech, the 'riskiest' sector (1:35). Recent lows and seeing through the volatility (4:10). Sector winners (9:20). Do sector ETFs make sense? (21:00) Updates on Sutro Biopharma and Voyager Therapeutics (24:15).Show Notes:ROTY Biotech CommunitySutro Biopharma: Post ESMO Selloff, Does Their Strategy In FRα Remain Viable?Voyager Therapeutics: CNS Player In Early Stages Of A TurnaroundRead the transcriptsBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
--------
33:15
The art of being a contrarian with Courage & Conviction Investing
Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19.Subscribe to Second Wind CapitalShow Notes:Carvana Co.: Playing Devil's Advocate To The Recent Sell Side NoteCuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So LucrativeAirline Turnarounds: Spirit Airlines Vs. Mesa Air GroupBuzzFeed, Inc.: The Elephant In The Room Can PirouetteRead the transcriptBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
--------
48:42
Taking note of market patterns
David Keller talks investor psychology and taking note of market patterns with technical analysis (1:00). Markets arguably pricing in goldilocks scenario based on YTD returns (12:05). Bullishness on financials and infrastructure (14:30). Earnings season takeaways - beware of lowered expectations (19:10). Bitcoin break out and crypto's excessive volatility (21:55). Recorded on November 12.Show Notes:Market Misbehavior with David KellerThe Mindful Investor w/ David KellerSectors all up YTD, but Financials and Energy were the only up last weekBitcoin hits all-time high as it surpasses $93,800Read the transcriptBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
--------
28:39
Spirit Airlines bankruptcy and Boeing's long-term picture: it's complicated
Dhierin Bechai delves into Spirit Airlines' complicated story (0:35). Boeing valuation and why it still has a lot of work to do (3:50) Lockheed Martin a stock worth looking at now (10:20). Why space is a completely different story (11:55). Cash flow the most important metric in this sector (14:25).Show Notes:Spirit Airlines Flies Closer To Bankruptcy With Prospective Shareholder WipeoutBoeing: Deliveries Sink, The Turnaround Starts Right HereIntuitive Machines: Misguided Stock Sell Off, Still A BuyRocket Lab: Top Aerospace Stock Up 350%, But Valuation Looks StretchedLearn more about The Aerospace ForumRead the transcriptBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast
Italia