Dumpster Diving for Beaten Down Stocks, Ep. #117
What does fantasy football and stocks have in common? Constant managing, risk assessment and always scouting out other teams and players. This week, the guys are scouring the market for beaten down stocks that have a chance to be redeemed. Salvageable stocks won’t pop overnight though, and it takes a willing investor and someone who is patient enough to dive in and wait it through. In Episode #117 of “The Capitalist Investor,” Mark, Derek, and Luke consolidate a collection of beaten down stocks that could eventually turn around and recoup their performance.
Outline of This Episode:
● [1:20] Remember: risk management
● [3:35] Naming the stocks
● [5:40] Invest in what you know: Roku
● [12:05] Paypal and fundamentals
● [15:55] Worthwhile Meta discount
● [20:50] Penn National’s value from online customers
● [23:55] Purely valuation: Vroom
● [24:55 Commonalities: growth names
● [27:35] Doctor visits have changed: Teladoc
● [32:25] Signing off… on Docusign
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