Episode #255: Matt Peterson, Peterson Capital Administration “We’re In A World Pandemic; In A Recession…Folks Are Scared; That Creates Alternative”
Visitor: Matt Peterson is the Managing Associate of Peterson Capital Administration.
Date Recorded: 9/16/2020
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Abstract: In episode 255 we welcome our visitor, Matt Peterson, Managing Associate of Peterson Capital Administration. In as we speak’s episode, we’re stepping into concentrated, deep-value investing. We get into Matt’s long-term worth based mostly framework and a very concentrated portfolio of about 12 names proper now.
We cowl his place entry technique of writing cash-secured places, which has helped the fund during times of heightened volatility like we’ve skilled just lately. We discover some attention-grabbing insights on Charlie Munger’s Day by day Journal Company, and leaping on the chance to buy Berkshire class B shares by writing places as shares got here down in value earlier within the yr.
We get into some excessive degree ideas on the economic system, the danger of holding money and bonds, and the must be ready for some inflation down the highway.
All this and extra in episode 255 with Peterson Capital Administration’s, Matt Peterson.
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Transcript of Episode 255: