Investing Unscripted: Misfit Alpha
Chit Chat Stocks22 Des 2023

Investing Unscripted: Misfit Alpha

Investing Unscripted is a podcast that asks the questions that matter to investors. You can listen to it wherever you get your podcasts. Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 YouTube: https://www.youtube.com/@InvestingUnscripted/featured Below, you'll find the show notes from a recent episode. ************************************************************* Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, who many of you may know from his regular appearances on our YouTube channel with Jason, has made it his mission to share those winners with the world.This week, Jeff and Jason chat with Tyler about the multi-year research project he's been on that led him to these obscure, overlooked winners that Tyler calls "misfits," and the creation of his newsletter, Misfit Alpha. We talk through Tyler's process for finding them, what he's learned, and some examples of massive winners that have compounded for decades, yet remain relatively unknown.Looking for more of Tyler's work? Find him at:https://www.misfitalpha.com/Threads & Twitter: @misfitalphaInterested in joining Misfit Alpha? Tyler is offering Investing Unscripted listeners a 20% discount: https://www.misfitalpha.com/unscriptedCompanies mentioned: AJG, BCPC, COST, DHR, GOOG, GOOGL, ITIC, JMIA, TSLAWe would love feedback on the show. Share with us at:Email: thesmatteringshow@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content:https://www.youtube.com/@InvestingUnscriptedFind the 2023 Smattering Portfolio here:https://tinyurl.com/Smatterfolio2023 Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(816)

Nu Bank's Territorial Expansion; LVMH + Stocks At Cheapest Valuations Ever; Fed Hikes Interest Rates

Nu Bank's Territorial Expansion; LVMH + Stocks At Cheapest Valuations Ever; Fed Hikes Interest Rates

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:23) NuBank's US Market Ent...

18 Sep 1h 8min

Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America

Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America

On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover: (00:00) Introduction (03:51) The Brazilian Lending Marke...

16 Sep 54min

Stocks At 52-Week Lows; Meta's Agentic AI Push; 2 Under-Followed Small Caps

Stocks At 52-Week Lows; Meta's Agentic AI Push; 2 Under-Followed Small Caps

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:14) Robinhood's Stock Tok...

11 Sep 1h 5min

BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)

BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)

On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics: (...

9 Sep 1h 4min

Lululemon's Continued Collapse; Broadcom and Cybersecurity Earnings; An Intriguing Small Cap $LULU

Lululemon's Continued Collapse; Broadcom and Cybersecurity Earnings; An Intriguing Small Cap $LULU

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 0:00 – Introduction 5:10 – Lululemon Earnings 16:2...

4 Sep 1h 1min

10 Stocks Up More Than 100% This Year (Analyzing Winners)

10 Stocks Up More Than 100% This Year (Analyzing Winners)

On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss: (00:00) Introduction (05:05) Virtu Financial: Market making and hi...

2 Sep 1h 9min

Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback

Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (0:00) Introduction (02:04) NVIDIA's Revenue Growth...

28 Aug 1h 7min

Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn)

Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn)

On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss: (00:00) Introduction (02:28) Initial thoughts and biases about the sector (11:53) Marrio...

26 Aug 1h 12min

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