MI200: Focus on the Fundamentals w/ David Trainer

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Business, Investing

4.6 • 593 Ratings

🗓️ 28 July 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 03:46 - What economic earnings are and why they matter. 06:59 - Why investors should be mindful of executive compensation for a company. 13:40 - A case study between two stocks: Carmax and Carvana. 26:29 - What zombie companies are and what their effects are on the broader economy. 29:48 - Why David is bearish on Tesla’s stock price. 45:26 - How Disney’s business has performed the past few years. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out David’s research at New Constructs. Related episode: Intrinsic Value Assessment Of Disney w/ David Trainer - TIP277. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with David: Twitter | LinkedIn Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.9	Netflix, clear example of a company that was able to use capital as a weapon or operate at a big negative cash flow loss for a long period of time.
0:10.9	That's difficult on companies like Walt Disney that are more rational.
0:14.3	They don't have that privilege.
0:15.9	Their investors expect them to make money.
0:18.2	It's been tough.
0:19.2	But do I think Disney is going to win the long term?
0:21.0	Absolutely.
0:25.3	On today's episode, I'm joined by David Traynor. David is a Wall Street veteran and corporate finance
0:31.9	expert. As CEO of new constructs, he specializes in reversing accounting distortions on the underlying economics
0:39.1	of business performance and stock valuation. During today's episode, David and I chat about
0:44.6	the fundamentals of investing that hold true for all stock investors. We also cover economic
0:50.3	earnings and why they matter, what to look out for in executive compensation, a case
0:55.9	study between two stocks, CarMax, and Carvana, what zombie companies are and what their effects are
1:02.3	on the broader economy, why David is bearish on Tesla stock price and bullish on Disney, and a whole
1:08.9	lot more. With that, I really hope you enjoyed today's discussion as much as I did with David Traynor.
1:15.6	You're listening to Millennial Investing by the Investors Podcast Network,
1:20.1	where your hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs,
1:24.9	business leaders and investors to help educate and inspire the
1:28.7	millennial generation.
1:34.1	Welcome to the millennial investing podcast. I'm your host, Clay Fink. And today is a great day
1:41.2	because we have David Trayner on the show. David, thanks for joining me.
	...

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