ValuePlays: Recent Episodes

valueplays

A weekly podcast on markets and value investing

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Answering your questions and talking about Glass House, IIPR, cannabis, oil, inflation and more…..

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Talking cannabis stocks, the GSE decision, energy and BAC

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Answering listener questions

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We are back, post having COVID we chat about the portfolio, review 2020 and talk about what we expect in 2021

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We are back, post having COVID we chat about the portfolio, review 2020 and talk about what we expect in 2021

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GSE’s

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Talking about the shutdowns and the potential affects on the economy going forward

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A Value Investing podcast by Todd Sullivan 

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TALKING ABOUT KMI, WMB, NAT GAS, POLITICS, COVID, SHUTDOWNS, THE ECONOMY ETC.....

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Talking about the GSE’s, CHK, OIL, HHC, COVID, lockdowns and my outlook for the rest of 2020

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Talking about KMI, WMB, protests/riots, BAC, AIG, retail, restaurants and an investing, landscape no investor has been through.

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Talking about oil, earnings, COVID, AIG, the GE's and more...

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Talking about COVID, the economy, bac, wmb, kmi, oil, the stock market, stimulus and a whole bunch more 

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Chatting about HHC, KMI, WMB, CHK, HHC, AIG, BAc, AAPL, VPG, IIPR, CODI, "the virus" and more 

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More ‘Rona talk as well as stocks and markets

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Coronavirus panic Version 2. Talking GSE, HHC, TPL, CHK, BAC, AIG, ELY and why KMI and WMB cannot be shut down no matter what happens

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CORONAVIRUS HYSTERIA!!!!!!!!!!! ...also, FNMA, FHFA, OIL, KMI, WBMB. AAPL, AIG, HOUSING

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Coronavirus, HHC, AIG, TPL, CHK, GSE

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Talking about SRG, FNMA, XOM, TPL, OIL, CHK and more......

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A couple of theoretical questions this week

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2019 review and what I‘m thinking about for 2020....

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2019 review and what I‘m thinking about for 2020....

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Chatting about the Sweeney decision, SCOTUS, CHK and oil

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Talking GSE, SCOTUS, 2020 and behavioral investing

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Talking GSE’s, Thanksgiving Football, CHK nat gas, housing and Black Friday

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More GSE, the economy, oil, CHK, IIPR and the chances of a recession

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Talking GSE’s and CHK

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Chatting about IIPR, CHK, FNMA and cannabis

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Talking about FNMA, TPL, WMB, KMI, Cannabis

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Talking HHC, TPL, GE, FNMA, IIPR

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Talking about the GSE’s, CHK, Financials in 2009-12, Energy, Cannabis and PCG

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Chatting about GSE’s, PG&E, GGP, IIRP, OIL

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GSE, HHC, TPL and LL

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Chatting GSE, VPG, GME, and Stocktoberfest

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Talking about LL< CNK, TPL, Cannabis and oil

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Talking about the GSE’s, LL, IIPR and Cannabis

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Talking about Treasury’s GSE PLAN, LL and the economy

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Talking about the GSE plan released today

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Talking about SRG, EYL, TopGolf, GSE, FNMA, GME, TPL, MO, Cronos and Cannabis

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Talking GSE’s , OCN, HHC, BAC, Recession risk, trade and investing in private cannabis companies

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Talking GE, HHC, IIPR, CHK, HLF, Buffett, Ackman , GSE’s and private cannabis investing

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Talking about TPL, CHK, GSE’s and a post Mortimer on an old investment in American Apparel

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Talking about the GSE’s. TPL, ACAS, GGP and OXY

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Talking about the GSE’s, IIPR, “Security Analysis” and general investing thoughts

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Talking about CHK, GSE’s, Oil, management and research

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Answering questions on the GSE’s, IIPR, SEAC and the sketchy Bloomberg article that came out today.

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Talking about idea generation, scans, GSE’s, CHK, GE, TPL and FHFA

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Talking about the GSE’s, CHK, HHC buyout rumors, “price targets” and the current market’s valuation.

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Talking about GSE’s, IIPR, OIL, the Middle East, BAC, the Fed, PRIM, Beyond Burger and CHK

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Talking investing metrics, the GSE’s, HHC, OIL and the Middle East

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Talking FNMA,CHK,TPL, reinvesting dividends, housing and the Stanley Cup Finals

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Clarifying GSE position

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Talking about chk, trade war, trading vs investing and my new trade in the GSE stocks

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ValuePlays inaugural podcast !!