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(802)

Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up

Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up

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 (02:31) AI Hedge Fund 'Situati...

31 Jul 1h 5min

David Tepper: The Bounce Back King (Hedge Fund Legend)

David Tepper: The Bounce Back King (Hedge Fund Legend)

On this episode of Chit Chat Stocks, Brett and Ryan continue their study of super investors by looking at David Tepper. We discuss: (00:00) Introduction (07:40) Founding of Appaloosa and initial i...

29 Jul 55min

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

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 (01:23) Google's Earnings (16...

24 Jul 1h 6min

6 Hidden AI Winners

6 Hidden AI Winners

On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today. ***************************************************** Subscribe...

22 Jul 54min

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

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 (01:55) ASML's Earnings (04:5...

17 Jul 1h 4min

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss: (00:00) I...

15 Jul 1h 12min

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI

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 (01:02) Terry Smith's letter ...

10 Jul 1h 4min

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)

On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss: (00:00) Introduction (05:52) Understanding Copart's Business Model (14:32) Competition in the ...

8 Jul 1h

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