Trung - DTF Capital / Sleep Well Investments (substack) (October 2023)

Michael R. Levin - The Activist Investor (writer) (December 2023)

“Activist investing is applied law and economics.” (06:00 Michael R. Levin is the man behind The Activist Investor (https://theactivistinvestor.com) and Universal Proxy Card (https://www.universalproxycard.com). Michael is a well-respected voice in the world of activist investing, with nearly thirty years’ experience in investing, corporate finance, strategy, and risk management.  Tune in to hear - how Michael’s time at UChicago and as a consultant shaped his view on investing - Michael’s first activist investment, which was in McDonald’s ($MCD) - thoughts on the rise and power of retail investors - how content makes its way into The Activist Investor newsletter - (some of) Michael’s best and worst investments  The Activist Investor: https://theactivistinvestor.com  Universal Proxy Card: https://www.universalproxycard.com Twitter: https://x.com/activistinvestr  --------------------------- Time in the Market is presented to you by Shareholder Vote Exchange, a platform that helps investors make money from their shareholder voting rights. Shareholder votes are inherently valuable, yet nearly 80% of retail investors do not vote in any given corporate meeting. Shareholder Vote Exchange allows investors to generate additional returns by monetizing their shareholder votes. Selling shareholder voting rights in a stock does not affect one’s economic ownership. Learn more about Shareholder Vote Exchange at http://svegroup.com/ Time in the Market: Investors Profiles and Journeys is a podcast for conversations with preeminent voices in the investment community about their investment approach, methodology, and journey. We profile independent writers, podcasters, and YouTubers — people who have built their following and reputation brick by brick. If you manage your own assets, and especially if you like to pick your own stocks, this podcast is for you. Spotify: https://open.spotify.com/show/3CXYeyvBdVIJ3wzx6HPczs Apple: https://podcasts.apple.com/us/podcast/time-in-the-market-investor-profiles-and-journeys/id1708364573 RSS: https://feeds.zencastr.com/f/jFcfF32P.rss

Eric Brotman - Don't Retire… Graduate (podcast, author) (November 2023)

Eric Brotman is the host of the “Don’t Retire… Graduate” podcast and the CEO of BFG Financial Advisors (a RIA based in suburban Maryland). Eric generously shared insights from his 20+ years of financial planning experience, and later even flipped the script on us. Tune in to hear from a man with more financial credentials than you knew existed: CFP, AEP, CPWA, and possibly more.  BFG Financial Advisors: https://bfgfa.com/ All of their links: https://linktr.ee/bfgfa Facebook: https://www.facebook.com/BFGFinancialAdvisors --------------------------- Time in the Market is presented to you by Shareholder Vote Exchange, a platform that helps investors make money from their shareholder voting rights. Shareholder votes are inherently valuable, yet nearly 80% of retail investors do not vote in any given corporate meeting. Shareholder Vote Exchange allows investors to generate additional returns by monetizing their shareholder votes. Selling shareholder voting rights in a stock does not affect one’s economic ownership. Learn more about Shareholder Vote Exchange at http://svegroup.com/ Time in the Market: Investors Profiles and Journeys is a podcast for conversations with preeminent voices in the investment community about their investment approach, methodology, and journey. We profile independent writers, podcasters, and YouTubers — people who have built their following and reputation brick by brick. If you manage your own assets, and especially if you like to pick your own stocks, this podcast is for you. Spotify: https://open.spotify.com/show/3CXYeyvBdVIJ3wzx6HPczs Apple: https://podcasts.apple.com/us/podcast/time-in-the-market-investor-profiles-and-journeys/id1708364573 RSS: https://feeds.zencastr.com/f/jFcfF32P.rss

Cody Berman - The Financial Independence Show (podcast) (November 2023)

Co-hosted by Cody Berman and Justin Taylor, The Financial Independence Show is a podcast that tells the stories of people who’ve reached financial independence. As they put it on their website, they “cover topics like building wealth, entrepreneurship, investing, money mindset, small business, frugality, geoarbitrage, side hustles, real estate, productivity, travel, and so much more.” Time in The Market is typically about profiling people who do stock market due diligence, but Preston and I met Cody at FinCon 2023 in New Orleans. After we saw his enthusiasm and heard about his impressive FI journey, we knew we had get an interview with him before he becomes the next superstar financial influcer.  The FI show’s links: Website: https://thefishow.com/ Spotify: https://open.spotify.com/show/7u5sIWphBaTA0J56A5o4Rb?si=tDYsK7dlQcWTJuYcItOEyw Apple: https://podcasts.apple.com/us/podcast/the-fi-show/id1434155196 Cody’s links: Instagram: https://www.instagram.com/codydberman Twitter: https://www.twitter.com/@codydberman LinkedIn: https://linkedin.com/in/codydberman Cody’s Website: https://codydberman.com  --------------------------- Time in the Market is presented to you by Shareholder Vote Exchange, a platform that helps investors make money from their shareholder voting rights. Shareholder votes are inherently valuable, yet nearly 80% of retail investors do not vote in any given corporate meeting. Shareholder Vote Exchange allows investors to generate additional returns by monetizing their shareholder votes. Selling shareholder voting rights in a stock does not affect one’s economic ownership. Learn more about Shareholder Vote Exchange at http://svegroup.com/ Time in the Market: Investors Profiles and Journeys is a podcast for conversations with preeminent voices in the investment community about their investment approach, methodology, and journey. We specifically profile independent writers, podcasters, and youtubers — people who have built their following and reputation brick by brick. If you manage your own assets, and especially if you like to pick your own stocks, this podcast is for you. Spotify: https://open.spotify.com/show/3CXYeyvBdVIJ3wzx6HPczs Apple: https://podcasts.apple.com/us/podcast/time-in-the-market-investor-profiles-and-journeys/id1708364573 RSS: https://feeds.zencastr.com/f/jFcfF32P.rss

Trung - DTF Capital / Sleep Well Investments (substack) (October 2023)

Trung is the author of Sleep Well Investments, a substack newsletter about time-tested businesses with the ingredients to become or remain market leaders. His investing style is long-term focused and filled with purpose as he documents his investing decisions for his 4-year-old daughter's portfolio, which she will take over in 2037 upon turning 18. Trung’s links: Substack: https://www.sleepwellinvestments.com/ Twitter: https://twitter.com/DTF_Capital LinkedIn: https://www.linkedin.com/in/drtrungnguyen/ A bit more about Trung: I started writing on Seeking Alpha about 7 years ago and on private blogs before that, mostly to hear investors' opinions about my investment process. I was a bad investor, blindly picking stock initially and going into deep value investing because it seemed all businesses were investable if the price was right. I even co-hosted a value investing meetup in London for several years pre-covid. And I thought I had investing figured out, but now I know it was because the timing was right; we were in the middle of a strong bull market between 2013-2019. Then growth stocks came to the fore, and I got sucked in the FOMO; soon later, I went through the post-mortem analysis of my mistakes. I started Sleep Well Investing because I wanted to start fresh. I wanted to form an investing style that lasts. So, I refined my framework to address all the mistakes I have made from value to growth investing and that the stock I pick should bring me joy whenever I read about the business—this time, I want to own the business, not just buy the shares. You can see that most of my picks so far have been about businesses that serve people when they are in nature and doing things by hand. For example, Shimano and MIPS are in the bike component market, and FND and NVR are in the DIY and homebuilding segment. Also, this time, I wanted to do it with a purpose, which is to invest in my children's future and invest in businesses that would add value to their future. In combination, the marriage of joy, purpose, and elimination of mistakes in my value and growth stock days have led me to Sleep Well Investments. I hope to last as long as the businesses I write about and own. --------------------------- Time in the Market is presented to you by Shareholder Vote Exchange, a platform that helps investors make money from their shareholder voting rights. Shareholder votes are inherently valuable, yet nearly 80% of retail investors do not vote in any given corporate meeting. Shareholder Vote Exchange allows investors to generate additional returns by monetizing their shareholder votes. Selling shareholder voting rights in a stock does not affect one’s economic ownership. Learn more about Shareholder Vote Exchange at http://svegroup.com/ Time in the Market: Investors Profiles and Journeys is a podcast for conversations with preeminent voices in the investment community about their investment approach, methodology, and journey. We specifically profile independent writers, podcasters, and youtubers — people who have built their following and reputation brick by brick. If you manage your own assets, and especially if you like to pick your own stocks, this podcast is for you. Spotify: https://open.spotify.com/show/3CXYeyvBdVIJ3wzx6HPczs Apple: https://podcasts.apple.com/us/podcast/time-in-the-market-investor-profiles-and-journeys/id1708364573 RSS: https://feeds.zencastr.com/f/jFcfF32P.rss

Andrew Sather - The Investing for Beginners Podcast (September 2023)

Andrew Sather and David Ahern are co-hosts of “The Investing for Beginners Podcast - Your Path to Financial Freedom”. At FinCon23 in New Orleans, we had the good fortune of meeting Andrew and sitting down with him to talk shop. Andrew talks about the podcast he co-hosts, his current largest stock position ($CCI), and brief thoughts on the state of homebuilders. Andrew’s links: Podcast (Apple): https://podcasts.apple.com/us/podcast/investing-for-beginners-podcast-your-path-to-financial/id1210741497 Podcast (Spotify): https://open.spotify.com/show/3sIN6k0aT6cCWP2AJRvHEK Monthly Newsletter: https://valuespotlight.com/landing/plans/320778 Twitter: https://twitter.com/ValueTrapBlog Webite: https://einvestingforbeginners.com/ --------------------------- Time in the Market is presented to you by Shareholder Vote Exchange, a platform that helps investors make money from their shareholder voting rights. Shareholder votes are inherently valuable, yet nearly 80% of retail investors do not vote in any given corporate meeting. Shareholder Vote Exchange allows investors to generate additional returns by monetizing their shareholder votes. Selling shareholder voting rights in a stock does not affect one’s economic ownership. Learn more about Shareholder Vote Exchange at http://svegroup.com/ Time in the Market: Investors Profiles and Journeys is a podcast for conversations with preeminent voices in the investment community about their investment approach, methodology, and journey. We specifically profile independent writers, podcasters, and youtubers — people who have built their following and reputation brick by brick. If you manage your own assets, and especially if you like to pick your own stocks, this podcast is for you. Spotify: https://open.spotify.com/show/3CXYeyvBdVIJ3wzx6HPczs Apple: https://podcasts.apple.com/us/podcast/time-in-the-market-investor-profiles-and-journeys/id1708364573 RSS: https://feeds.zencastr.com/f/jFcfF32P.rss