A couple weeks ago I was interviewed on the Stansberry Investor Hour Podcast. My episode went live today and you can listen here. They even put up a bio page with my picture, so fancy!
It was a lot of fun. We talked about my investment process, dark stocks, low liquidity, etc. Dove in a little bit on our old friend SIMA.
--Dan
disclosure: long all the stocks I talked about
It was a lot of fun. We talked about my investment process, dark stocks, low liquidity, etc. Dove in a little bit on our old friend SIMA.
--Dan
disclosure: long all the stocks I talked about
I just listened to you on Stansberry and loved it. Your path is very similar to mine. I'm an electrical engineer in Detroit, studied Buffett, 3 kids. I'm going to read thru your site before I ask you any questions. RTFM. But I have many questions. Good job.
ReplyDeleteThank you. Email me any time
DeletePodcast was awesome dude. I have been a big fan for a while. I am also going to revisit some of your ideas. I am a deep value guy so I can wait years for a thesis to play out.
ReplyDeleteI wonder how much these nano stocks have fallen due to the crash. Maybe less than the market as a whole but I could be wrong. However, the future looks rather bleak due to the spread of the virus, flight cancellations, recession fears etc.
ReplyDeleteI think these little stocks are down less, or at least mine are. SP500 is down about 25% over the past few weeks. I'm down maybe 10%. But who knows what'll happen tomorrow
DeleteSTRI is at .15, think it is a buy here?
ReplyDeleteWell now they have de-registered. Normally that's not a big problem for me. My larger concern is what covid-19 does to their $5M/month contract and european food packaging business.
DeleteIt seems that energy stocks totally crashed due to the conflict between Russia and Saudi Arabia, a falling oil price (which is at a 20y low) and covid-19. Many small stocks fall by 80% in the last 12 months. But no economy or high tech company can work without energy and alternative energy sources such as wind/solar/nuclear power are in my opinion not ready yet to replace oil. Have you already looked /considered this sector?
ReplyDeleteI have a couple oil related stocks but no I haven't taken a serious look at it. Oil and commodities are not a place that excites me.
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