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This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.
Episodes
Friday Sep 18, 2020
Friday Sep 18, 2020
In this episode, John Mihaljevic hosts a discussion of:
Investing as a generalist -- a manifesto: the advantages (and potential drawbacks) of being a generalist investor and taking a generalist mindset to life; led by Elliot Turner
Employee options and repurchases: the "games" companies play when it comes to doling out stock-based compensation and using buybacks to offset dilution; led by Chris Bloomstran
The golden age of fraud: Jim Chanos has called our time the "golden age" of corporate fraud, and a "fake it till you make it" attitude seems to have become more pervasive; led by Phil Ordway
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
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