Secrets of Small Cap Value Investing

What this episode covers

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:57) The Small Cap Value Universe (06:58) Why Did The Value Factor Used To Work, And Why Isn't It Working Now? (11:27) How To Find Great Small Cap Value Stocks (14:45) Finding Asymmetric Opportunities (16:18) VanEck Ad (17:51) Ferroglobe PLC (20:50) ACV Auctions (24:52) I Despise Price / Sales Ratio (27:38) What Makes Some Investments Work, And Others Not Work? (31:17) Look At Managements' Incentives (40:54) Banking Stocks (43:06) Last Time Small Cap Value Stocks Were "All The Rage": Early 2000s (45:17) Has The Rise Of Passive Flows Distorted The Small Cap World? (51:13) Markets Are "Broadly Efficient": Some Value Stocks Are Cheap For A Reason (53:06) How to Avoid "Value Traps" (58:42) How To Generate Short Ideas (01:07:00) The Role of Macro (01:08:37) U.S. Economy Is "Pretty Strong," European Economy Is "In Shambles" (01:10:51) Calumet Specialty Products (01:13:33) Inflation Reduction Act (IRA) __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Frequently Asked Questions

How long is this episode of Forward Guidance?

This episode is 1 hour and 17 minutes long.

When was this Forward Guidance episode published?

This episode was published on February 19, 2024.

What is this episode about?

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow VanEck on Twitter...

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