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...
According to Julian Lin, we're absolutely in a bubble once again. Why valuation is essential to any investment thesis (1:20). Palantir soaring this week, but valuation matters (7:15). Analyzing Palantir's stock-based compensation (16:30). Failing valuation grade and fairly valued price target (22:00).Subscribe to Julian's Best of Breed Growth StocksShow Notes:Not A Bubble! Julian Lin On Tech's Profitability And Reasonable ValuationsJulian Lin On Palantir, Google, Meta And AppleReddit: Julian Lin's Top Conviction IdeaPalantir Q4: Nvidia Moment Is Here, But Something's Not RightRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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30:46
Claudia Sahm on U.S. economic effects - the details matter
Claudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).Subscribe to Sungarden YARP PortfolioShow Notes:Fed's preferred inflation gauge rises as expectedThat Was Fast - U.S. Tariffs On Mexico DelayedFed Chillin'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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34:21
Arbutus, Burford Capital, and Cadiz with Chris DeMuth Jr.
Chris DeMuth Jr. shares what's special about Arbutus (2:00). Burford Capital - other than litigation, it's a great business (8:15). Why regulators shouldn't block Capital One/Discover deal (14:25). Cadiz, Chris' current top pick (21:30). This is an excerpt of a recent webinar.Show Notes:Sifting The WorldCapital One, Discover Financial upgraded to BuyArbutus expects to significantly reduce its net cash burn in 2025Burford Capital virtual analyst reportRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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28:56
Steven Cress' top 10 dividend stocks for 2025
Steven Cress talks to Kim Khan about his top dividend picks for the year. How dividend stocks may fare in 2025 (1:25). Highlighting Quant dividend grades (5:05). Why NewLake Capital Partners is a hold but still recommended (7:20). John Wiley & Sons' great safety grade; Clorox's diversification and profitability (8:45). CareTrust REIT's strong valuation (11:45). Northrop Grumman's record backlog (13:30). Philip Morris for diversified yields, comparing it to Altria (16:10). VICI Properties' great profitability (20:30).Show Notes:Top Dividend Stocks For 2025Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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25:05
Grant Cardone on real estate, private equity and bitcoin
Grant Cardone joins Rob Isbitts to talk real estate, private equity and crypto. How he created his own wealth (3:45). Real estate investing and why he doesn't believe in diversification (7:35) Advantages of crowd sourced research (10:45). Memecoin explosion (13:35). Residential real estate is not an investment (16:25). Grant's new Bitcoin fund (22:55). Recorded on January 20.Subscribe to Sungarden YARP PortfolioShow Notes:The 10X Rule BookThe democratization of investment research and the informativeness of retail investor tradingTrump-tied crypto project buys over $100M in ether, other tokensBusting Today's Market MythsRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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
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