Investing as a Generalist | Options and Repurchases | The Golden Age of Fraud


Manage episode 272397375 series 2773158
By MOI Global. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

62 episodes