All Episodes
Value Investing in Special Situations and Esoteric Opportunities
Uncover undervalued assets in niche markets and special situations by focusing on regulatory shifts and asset-backed opportunities, moving beyond fully priced mega-caps.
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IIPR's Undervaluation: Low Leverage and Cannabis Rescheduling Catalysts
Innovative Industrial Properties is undervalued, offering a 15% dividend yield despite minimal bankruptcy risk and significant upside from tenant credit quality improvements due to cannabis rescheduling.
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Quant System Drives Stock Outperformance Through Disciplined Metrics
Translate financial metrics into simple letter grades to instantly assess stock strength, guiding strategic investment and risk management with data-driven insights.
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