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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: The Options Advantage For Value Investors w/ Matthew Peterson
Description: Kyle Grieve chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, the powerful effects of using post mortems, how he used the Kelly criterion to create his concentrated portfolio, the use case for options for long-term value investors, why options can be a win-win for investors who want to own shares with cheaper entry prices than the market offers, the Seritage Growth Properties situation, and a whole lot more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro...