Artwork

المحتوى المقدم من Aznaur Midov. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Aznaur Midov أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !

AccentWealth: Carlo Cannell on investing in Small-Caps, Short Selling and Activist Investing

1:08:52
 
مشاركة
 

Manage episode 375409597 series 2615910
المحتوى المقدم من Aznaur Midov. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Aznaur Midov أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Carlo Cannell started Cannell Capital in 1992 with just $600k, and the fund grew over time to over $1 Billion. Unlike most fund managers, Carlo returned a portion of the assets back to investors, even though it meant less management fees. But that is not what Carlo is known for. Carlo has a superb track record investing in small-cap stocks, which he tends to hold for many years. Besides investing "long," his repertoire includes short-selling and occasional activist campaigns, which he discusses in this interview in detail.

Disclaimer: No Investment Advice. The information shared in this episode has no regard to the specific investment objective, financial situation or particular needs of any specific recipient.

The Book Carlo mentioned:

A Money Mind at Ninety by Philip Carret: https://amzn.to/3D6uCZK

Be the first to support The Accent at Patreon: https://www.patreon.com/theaccentpodcast

TIMESTAMPS

01:55 Carlo on Carlo

05:00 Carlo’s investment style

13:05 Investment Process

16:00 Favored industries

19:20 Due Diligence

25:50 Investment Activism

28:45 Common Mistakes that Boards and Managements make

33:55 Valuing companies

35:45 Exiting positions

40:35 Shorting stocks

52:05 Sizing of Short Positions

55:40 Role of LPs

01:01:10 Returning half a billion to investors

01:05:35 Investment Management business is unique

01:08:15 Advice for individual investors

  continue reading

47 حلقات

Artwork
iconمشاركة
 
Manage episode 375409597 series 2615910
المحتوى المقدم من Aznaur Midov. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Aznaur Midov أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Carlo Cannell started Cannell Capital in 1992 with just $600k, and the fund grew over time to over $1 Billion. Unlike most fund managers, Carlo returned a portion of the assets back to investors, even though it meant less management fees. But that is not what Carlo is known for. Carlo has a superb track record investing in small-cap stocks, which he tends to hold for many years. Besides investing "long," his repertoire includes short-selling and occasional activist campaigns, which he discusses in this interview in detail.

Disclaimer: No Investment Advice. The information shared in this episode has no regard to the specific investment objective, financial situation or particular needs of any specific recipient.

The Book Carlo mentioned:

A Money Mind at Ninety by Philip Carret: https://amzn.to/3D6uCZK

Be the first to support The Accent at Patreon: https://www.patreon.com/theaccentpodcast

TIMESTAMPS

01:55 Carlo on Carlo

05:00 Carlo’s investment style

13:05 Investment Process

16:00 Favored industries

19:20 Due Diligence

25:50 Investment Activism

28:45 Common Mistakes that Boards and Managements make

33:55 Valuing companies

35:45 Exiting positions

40:35 Shorting stocks

52:05 Sizing of Short Positions

55:40 Role of LPs

01:01:10 Returning half a billion to investors

01:05:35 Investment Management business is unique

01:08:15 Advice for individual investors

  continue reading

47 حلقات

Semua episode

×
 
Loading …

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

 

دليل مرجعي سريع