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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI239: Deep Dive into Apple and Google Stocks w/ Logan Kane

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6592 Ratings

🗓️ 6 December 2022

⏱️ 63 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:   03:01 - Why Logan went from being a value investor to a quantitative investor.  06:56 - What his quantitative investing strategy looks like and the pros of this strategy.  11:55 - Logan’s current outlook of the stock market and his price target for the end of 2023.  15:25 - His long term outlook for the US market, and why he thinks international markets and small cap value sectors of the market will perform the best over the next decade.  25:29 - Deep dive into Apple stock and why Logan put a sell rating on Apple.  39:31 - His valuation analysis behind Google, why he thinks Google is the most undervalued tech stock and a buy.  48:30 - His thoughts on Meta, and Amazon at today’s valuations.  53:05 - What’s happening with Bitcoin, where he sees it going in the near term and over the long term.  61:01 - His preferred way to invest in Bitcoin.  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 Logan’s articles on: Seeking Alpha.  Related Episode: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts - MI230. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Logan:  Seeking Alpha Connect with Rebecca: Twitter | Instagram 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP.

0:02.7

And as a result, Apple stock is probably the most overvalued large-cap stock, borrowing Amazon

0:08.5

or Tesla right now.

0:12.8

On today's episode, I'm joined by Logan Kane, who's an author and entrepreneur and

0:18.5

currently a writer for Seeking Alpha, where he covers

0:21.4

macroeconomic trends, portfolio strategy, value investing, and behavioral finance topics. During this

0:28.1

episode, Logan talks about why he went from being a value investor to a quantitative investor,

0:34.4

his current outlook for the U.S. stock market, and some of the major risks he

0:38.4

sees. He also shares his analysis on Apple stock and why he put a sell rating on the company,

0:44.3

along with his valuation analysis behind Google, why he thinks Google is the most undervalued

0:49.6

tech stock. He also talks about Bitcoin, where he sees it going over the long term, and so much more.

0:56.9

I really enjoyed this conversation with Logan. We covered so many great topics and deep dives into

1:03.0

stocks. I want to note just one thing before we jump into the episode, and that this was recorded

1:09.4

before everything happened with FTX. So I just

1:12.7

wanted to add that in because there have been some major developments that would probably

1:16.7

change his outlook. But with that all said, I really hope you enjoy today's episode.

1:24.2

You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, Robert

1:30.1

Leonard and Rebecca Hotsko, interview successful entrepreneurs, business leaders and investors

1:35.3

to help educate and inspire the millennial generation.

1:49.3

Welcome to the Millennial Investing Podcast.

1:54.5

I'm your host, Rebecca Hotsko, and on today's episode, I am joined by Logan Kane.

1:56.2

Logan, welcome to the show.

...

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