The Burry Edge: Recent Episodes
Burry Edge Community
A Value Investing Podcast where an investing community has Q/A sessions with expert investors. Follow Us on Twitter: @TheBurryEdge
One of our moderators teaches a Corporate Bond lesson to increase Bond education in the group. Please check out the google drive link below for the accompanying presentation.
Presentation Link: https://docs.google.com/presentation/d/1zkXkxnjx1tpxv4Z0ypMVLVZaZAIuzlYK/edit?usp=sharing&ouid=114955592146613879306&rtpof=true&sd=true
DISCLAIMER The content of this Podcast is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law. All opinions expressed by Speakers on this podcast are solely their own opinions. You should not treat any opinion expressed by speakers as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Opinions are based upon information considered reliable, but this does not guarantee the opinions completeness or accuracy, and it should not be relied upon as such. The Burry Edge Podcast is not under any obligation to update or correct any information provided on this website. All statements and opinions are subject to change without notice. Past performance is not indicative of future results. The Burry Edge Podcast does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this podcast. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this podcast may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this website or on the show. Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
One of our moderators teaches a T-Bill Ladder lesson to increase Treasury ladder education in the group. Please check out the google drive link below for the accompanying presentation.
Presentation Link: https://docs.google.com/presentation/d/1rvWTU0CmKF9AW9y9oZJCFukI-IymnEzHAODu4amG7zY/edit?usp=sharing
DISCLAIMER The content of this Podcast is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law. All opinions expressed by Speakers on this podcast are solely their own opinions. You should not treat any opinion expressed by speakers as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Opinions are based upon information considered reliable, but this does not guarantee the opinions completeness or accuracy, and it should not be relied upon as such. The Burry Edge Podcast is not under any obligation to update or correct any information provided on this website. All statements and opinions are subject to change without notice. Past performance is not indicative of future results. The Burry Edge Podcast does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this podcast. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this podcast may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this website or on the show. Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
This week we had a great lesson on Options from our friend Brent Nijs. Brent is a great contributor to our community and runs a substack writing about interesting investments! Please view our subreddit or discord to see the corresponding presentation.
For corresponding presentation go to the following google drive link:
https://docs.google.com/presentation/d/11WFgg5I6CE3fwjvmU9BZhubp41528_tH/edit?usp=sharing&ouid=103334074614449233294&rtpof=true&sd=true
Brents Substack: https://stockinfo.substack.com/
Brents Twitter: Stock_Inf0
DISCLAIMER The content of this Podcast is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law.All opinions expressed by Speakers on this podcast are solely their own opinions. You should not treat any opinion expressed by speakers as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Opinions are based upon information considered reliable, but this does not guarantee the opinions completeness or accuracy, and it should not be relied upon as such. The Burry Edge Podcast is not under any obligation to update or correct any information provided on this website. All statements and opinions are subject to change without notice. Past performance is not indicative of future results. The Burry Edge Podcast does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this podcast. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this podcast may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this website or on the show. Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
We discuss how the financial world is beginning to break down and how we can make money from a macro perspective.
We discuss how we look at risk mitigation, volatility, and what we look at for quality returns while discussing our July Book of the Month, "Safe Haven".
Our August Book of the Month will be "The Little Book that Still Beats the Market".
Join us as we sit down and discuss the macro environment and effects investors! (This conversation took place 08-02-2022)
DISCLAIMER The content of this Podcast is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law. All opinions expressed by Speakers on this podcast are solely their own opinions. You should not treat any opinion expressed by speakers as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Opinions are based upon information considered reliable, but this does not guarantee the opinions completeness or accuracy, and it should not be relied upon as such. The Burry Edge Podcast is not under any obligation to update or correct any information provided on this website. All statements and opinions are subject to change without notice. Past performance is not indicative of future results. The Burry Edge Podcast does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this podcast. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this podcast may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this website or on the show. Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
The Burry Edge Community talks with Shubham Garg regarding the state of the oil industry and his methods for valuing oil companies. You can follow him on Twitter (@WhiteTundraSG) and his website www.whitetundra.ca
Time Stamp
Intro (00:00:00 - 00:03:45)
Macro Oil Environment (00:03:45 - 00:57:00)
How to Value and Identify Oil Companies (00:57:00 - 1:30:20)
Specific Company Analysis (1:30:20 - 1:57:41)
DISCLAIMER The content of this Podcast is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law.All opinions expressed by Speakers on this podcast are solely their own opinions. You should not treat any opinion expressed by speakers as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Opinions are based upon information considered reliable, but this does not guarantee the opinions completeness or accuracy, and it should not be relied upon as such. The Burry Edge Podcast is not under any obligation to update or correct any information provided on this website. All statements and opinions are subject to change without notice.Past performance is not indicative of future results. The Burry Edge Podcast does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this podcast. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this podcast may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this website or on the show. Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.