Get your winners to pay for your losers with Chris DeMuth and Kirk Spano
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Chris DeMuth Jr. talks value investing and why he looks for mispriced securities (1:10). Lessons from playing poker, M&A and the hyper aggressive FTC and DOJ (5:30). Undervalued opportunities (11:20). Fannie and Freddie - an election bet (29:45). This was originally published on September 6.Episode transcriptsShow Notes:Investing Lessons From The World Series Of PokerFannie And Freddie: My Favorite Trump StocksIs Enhabit Dead? Not Quite YetUS Steel gains after arbitration panel rules in its favor in a dispute with union For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Get your winners to pay for your losers with Chris DeMuth and Kirk Spano