Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 16 April 2023
⏱️ 16 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Hello and welcome to a special Sunday edition of Wall Street breakfast. |
| 0:03.9 | I'm Rina Sherbal and I had the good fortune of sitting down with Kirk Spano, who runs a seeking |
| 0:08.8 | alpha investing group called Margin of Safety Investing. |
| 0:12.2 | We sat down on Friday, April 14th |
| 0:15.2 | to discuss the Fed rhetoric, what he thinks of it, |
| 0:18.6 | what he thinks about interest rates. |
| 0:20.2 | The recent bank earnings that we saw |
| 0:22.2 | from some of the big banks and the bank earnings that we have coming up, specifically Charles Schwab, and what he thinks about that company and stock and why their absorption of TD Ameritrade is a big deal that nobody's talking about. |
| 0:36.2 | We also get into some energy names and what he likes about that sector, another sector that he thinks is the sector of a lifetime. |
| 0:44.8 | This is an abridged conversation that is up in its entirety over at Investing Experts Podcast, |
| 0:50.8 | so you can listen to this conversation in it's full on Investing Experts |
| 0:55.0 | Podcast you can also read the transcript of the full conversation on Seeking Alpha just |
| 1:00.5 | type in Investing Experts Podcast. |
| 1:03.2 | And if you're looking for margin of safety investing |
| 1:06.0 | and more insights and analysis and direct communication |
| 1:09.8 | with Kirk, check out margin of safety investing on Seeking Alpha. It's an investing group. We have a number of other |
| 1:16.4 | investing groups on Seeking Alpha covering almost every sector you can think of. You can |
| 1:21.1 | explore our investing groups on Seeking Alpha just hit up the home page and |
| 1:25.3 | you can see on the left side explore investing groups and you'll see all the |
| 1:29.4 | different investing groups we have on Seeking Alpha and And for any stocks we covered, check out |
| 1:34.3 | their tickers on Seeking Alpha, just type in the ticker. You're going to see a lot of |
| 1:37.9 | analysis and all our news coverage. And for premium subscribers, you have even more options to dig into when you type in a ticker on seeking alpha. |
... |
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