Ep 282 Andrew Horowitz Unplugged

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 4 February 2015

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Andrew Horowitz, founder of Horowitz & Company and The Disciplined Investor, talks about the negative implications of bailing out Greece, why taxing offshore assets will never happen, and why it's time to buy select oil stocks. Andrew also shares his favorite stocks to buy and one popular company he's looking to short. Frank then shows you how to buy stocks like Netflix, Apple and Celgene early in their growth phase. These stocks traded at expensive valuations 10-years ago. That's why most value investors ignored them. Today, these companies are industry leaders. They also provided early investors with life-changing returns. In this classic educational segment, Frank will show you how identify the next industry leaders. These methods include ignoring classic valuation metrics like price-to-sales, book value and price-to-earnings.

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.1	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.8	right to you on Main Street.
0:14.0	How's it going out there?
0:18.0	It's Wednesday, February 4th.
0:19.0	I'm Frank Curzier, a host of the Wall Street Unplugged
0:22.0	podcast where I break down the headlines and tell you what's really moving these markets.
0:28.0	Man, what is Super Bowl? Actually entertaining this year.
0:32.0	Thought Seattle's going to run away with it, right?
0:35.0	Up 10 in the fourth quarter, nine minutes left. They sack Brady, got a third and 14, and what does he do?
0:40.0	He makes it, converts it.
0:42.0	The pass score a T.
0:44.0	Seattle gets the ball back and says,
0:45.0	we're just going to get right back to the Pat's,
0:46.0	go down the field, they score a touchdown,
0:48.0	and then of course the last play of the game,
0:50.0	which, man, I don't want to jump on a bandwagon,
0:52.0	but how terrible is that call?
0:54.0	You look at Pete Carroll saying he was trying to waste a play, kill time and then, you know, I just don't
0:59.2	understand the logic behind it. If you're looking to kill time you can still hand the ball
1:02.3	off even if the
1:03.0	pads had their goal line D and worst case scenario what lynch runs for no
	...

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