EPISODE · Oct 27, 2019 · 1H 28M
48 - David Flood Interview: Dark Stock Investing ($PLWN, $BVERS, $NTIP, $MIRI, $HMGN)
from The DIY Investing Podcast · host Trey Henninger: Private Investor, Portfolio Manager, Business Strategist, and Value Investing Expert
How to connect with David Flood (Elementary Value) Follow his work on Twitter: @ElementaryValue Check out his website: ElementaryValue Investing Blog The company articles discussed in this podcast: Pinelawn Cemetary (PLWN) Intro Post Follow-up with financials Beaver Coal Co. (BVERS) Network-1 Technologies (NTIP) Mirriad Advertising (LON: MIRI) Intro Post Follow-up Hemagen (HMGN) Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channel: DIY Investing Support the Podcast on Patreon This is a podcast supported by listeners like you. If you'd like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron. You can find out more information by listening to episode 11 of this podcast. Show Outline: Interview with David Flood of ElementaryValue.com The full show notes for this episode are available at https://www.diyinvesting.org/Episode48 Part 1: David Flood's Investing Process How have you developed as an investor over time? David Flood's Investing Process: Basket of Stocks (20-30+ positions - 2.5-5% each) Overlooked stocks (Low liquidity, sub $10 million market cap) Deep Value Price charts to identify stocks at all-time lows and long-term base Investing in Net-Nets vs Nano-Cap Chart-based deep value SEC seeking to ban quotation of Dark Companies Wants to find and own companies no one else has written up Part 2: Example Stocks Pinelawn Cemetary ($PLWN) - Dividend yield of 9-10%, nearly zero liquidity Beaver Coal Co. ($BVERS) - Misunderstood land company 50,000 acres diversified with coal, gas deposits, timberland, log cabins, and mobile home parks Network-1 Technologies ($NTIP) - A net-net with catalyst. Cash bucket patent troll. Mirriad Advertising (LON: $MIRI) - Video insertion tech company partnered with Tencent Hemagen (HMGN) - Market Cap: $155k USD. Dark since 2013.
NOW PLAYING
48 - David Flood Interview: Dark Stock Investing ($PLWN, $BVERS, $NTIP, $MIRI, $HMGN)
No transcript for this episode yet
Similar Episodes
No similar episodes found.