I've really enjoyed doing the Yet Another Value Podcast so far this year (you can find it on YouTube or any of your favorite podcast platforms, and if you like the podcast follows / good ratings / word of mouth recs are always appreciated!). But the podcast can be a bit of a double edged sword: the good side of the sword is the guests are (nearly without exception) smart and extremely compelling, so when they pitch a stock I generally walk away thinking that the stock is interesting and I should, at minimum, do (a lot) more work on it. However, the bad side of that sword is that if and when I pass on something mentioned on the podcast and the stock takes off, I'm going to be kicking myself because I literally had the idea handed to me in significant detail by someone I know and respect and I still passed.
Could $DISCA be $QRTEA 2.0?
Could $DISCA be $QRTEA 2.0?
Could $DISCA be $QRTEA 2.0?
I've really enjoyed doing the Yet Another Value Podcast so far this year (you can find it on YouTube or any of your favorite podcast platforms, and if you like the podcast follows / good ratings / word of mouth recs are always appreciated!). But the podcast can be a bit of a double edged sword: the good side of the sword is the guests are (nearly without exception) smart and extremely compelling, so when they pitch a stock I generally walk away thinking that the stock is interesting and I should, at minimum, do (a lot) more work on it. However, the bad side of that sword is that if and when I pass on something mentioned on the podcast and the stock takes off, I'm going to be kicking myself because I literally had the idea handed to me in significant detail by someone I know and respect and I still passed.