MI308: The Options Advantage For Value Investors w/ Matthew Peterson
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 28 November 2023
⏱️ 70 minutes
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Summary
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| 0:00.0 | You're listening to TIP. |
| 0:02.5 | Early investors often invests like a Ben Graham style. |
| 0:06.2 | So they're doing a lot of accounting. |
| 0:07.7 | They're doing a lot of work with the financial statements. |
| 0:11.0 | When that becomes really second nature and ingrained in your process, then I think the |
| 0:16.9 | evolution is quite natural. |
| 0:18.6 | You start looking for, I start looking for things that are |
| 0:21.9 | not on the financial statements. So I'm more looking for value that wouldn't be picked up by a stock |
| 0:29.2 | screen. I'm aware that most investors, retail and even professional, are out there creating |
| 0:35.3 | filters and screening for the stocks that they want to |
| 0:38.8 | research. It seems, it's a slight difference than what we do with our 13Fs, but what happens |
| 0:44.1 | is in statistics, you get type 1 and type 2 errors. So when you screen, the things that are |
| 0:49.7 | on the financial statements actually hurt you. You have type 1 errors when you have a lot of firms that |
| 0:55.7 | shouldn't be in your output that show up in your output as a great opportunity. |
| 1:04.8 | In this episode, I chat with Matthew Peterson about his journey into the fund management industry, |
| 1:09.8 | what potential fund managers |
| 1:10.9 | should consider before starting a new fund, the powerful effects of using post-mortems, |
| 1:16.0 | how he used the Kelly criteria to create his concentrated portfolio, the use for options for |
| 1:21.0 | long-term value investors, why options can be a win-win for investors who want to own shares with |
| 1:25.9 | cheaper entry prices than the market |
| 1:27.7 | offers, the serenage growth property situation, and a whole lot more. My first introduction to Matthew |
| 1:33.2 | Peterson was a few years ago when I was doing some research into options. Although options |
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