Podcast Episodes
Back to SearchPopping the Hood on Quarterly Earnings Reports
Episode 453
Popping the Hood on Quarterly Earnings Reports
A 10-K or 10-Q looks like just a stack of numbers until you know where the bodies are buried. This epi…
1 month ago
The Massive Small Cap Dividend Disconnect
Episode 452
The Massive Small-Cap Dividend Disconnect
Here's a fact most investors never stop to think about: a company can raise its dividend for 25, 40, even 6…
1 month ago
The 16 Percent Mortgage Dividend Trap
Episode 451
🎙️ The 16% Mortgage Dividend Trap
A 16% dividend yield can look like a dream—but what if that yield is being produced by a financial machine running …
1 month ago
How REITs Report Profit While Buildings rot
Episode 450
How REITs Report Profit While Buildings Rot
What happens when a real estate investment trust reports a profit, but the buildings behind those numbers…
1 month ago
Cattle Drive Logic for Real Estate REITs
Episode 449
🐂 Cattle Drive Logic for Real Estate REITs
What can a cattle drive teach us about investing in Real Estate Investment Trusts? Quite a bit.
In this ep…
1 month ago
Why Profitable Companies run out of Cash
Episode 448
🎙️ Why Profitable Companies Run Out of Cash
A company can report a profit and still run out of money. Why? Because profit is an accounting measure, w…
1 month ago
Beating Wall Street with Small Cap Footnotes
Episode 447
🎙️ Beating Wall Street with Small-Cap Footnotes
Wall Street has analysts, research departments, algorithms, and expensive data services. But the Trai…
1 month ago
Why Small Cap Value Beats Large Caps
Episode 444
Why Small-Cap Value Beats Large Caps
There's a specific corner of the market that's quietly outperformed everything else for decades — and most inves…
1 month ago
Knowing When to React or Wait
Episode 445
Knowing When to React or Wait
The hardest skill in investing isn't picking winners — it's knowing the difference between a moment that demands action…
1 month ago
Why Small Cap Stocks Lose Money Instantly
Episode 443
Why Small-Cap Stocks Lose Money Instantly
There's a hidden tax on small-cap trading that has nothing to do with the company's fundamentals — it's bak…
1 month ago