TDI Episode 50: The Analysts are Wrong (DUH!)

March 30, 2008

Guests: Adam Warner, Professor Woolridge and Gal Arav. In this episode, we explore three topics of interest. First we get the lowdown on options with Adam Warner. Then we find out from Professor Woolridge that stock analysts usually predict earnings to be higher than they actually are. Finally, Gal Arav introduces his newest technology wonder, Newsflashr.

Guest Info and Bios:

Adam WarnerAdam Warner is a proprietary option trader
with Addormar Co, Inc. He traded as a member of the American Stock Exchange from 1988-2001, and in several off-floor locations since then. He co-wrote the options column on Street Insight from spring 2003 to spring 2005, and currently writes a blog - The Daily Options Report - dedicated primarily to education about options. In addition, he is a “Professor” at Minyanville, writing a regular roundup column. Adam graduated Johns Hopkins University with a degree in Economics.

Gal AravGal Arav is the founder and creator of InstantBull and Newsflashr. Gal’s developing faster ways to monitor huge amounts of news data. Following a successful run of investing in the stock markets, in 2006, Gal invested in his own startup company to create InstantBull.com, a time-saving stock research and message board aggregator. This came after several years of R&D at an MIT spin-off that develops eye-tracking devices where Gal was Product Manager. In 2008, Gal is once again striving to turbo-charge the Web with his latest news aggregator, newsflashr. Gal holds an Engineering degree from The Technion, Israel and a Master’s degree in Operations Research and Decision Theory from Tel Aviv University, Israel.

Randall WoolridgeDr. J. Randall Woolridge is a Professor of Finance at the Penn State, Smeal College of Business. He is a Goldman Sachs and Co. and Frank P. Smeal Endowed University Fellow and President of the Nittany Lion Fund, LLC. With expertise in investing and capital markets, he has published numerous books and articles including the popular stock valuation book, The StreetSmart Guide to Valuing a Stock. His research has been highlighted extensively in the financial media. Recently, he published a study: Wall Street Analysts Still Exuberant In Their Earnings Projections that we discuss in this episode.

Future Episode Guests: John Byrne, Business Week - Jordan Goodman, America’s Money Answers Man - Robert Reich, former U.S. Secretary of Labor

Andrew’s Book
The Disciplined Investor

Stocks Mentioned: (COF) (AAPL) (LEH) (SPY) (GOOG) (BSC) (SAFM) (SKF) (WM) (VM) (CROX)

 
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Written by Andrew Horowitz · Filed Under PODCASTS 

Comments

3 Responses to “TDI Episode 50: The Analysts are Wrong (DUH!)”

  1. Gal, founder of newsflashr.com on March 30th, 2008 10:12 am

    Andrew –- kind thanks for interviewing me! Guess I should spend more time working on my interviews and less time coding :)

    GOOD NEWS: This week’s Barron’s just did a big thing on us (p41) - went as far as to call us a “must-have tool for investors” drawing comparisons with Google News and Yahoo! News:

    http://online.barrons.com/article/SB120674482507973049.html
    - Barron’s Electronic Investor

  2. Timothy Sykes on March 30th, 2008 7:44 pm

    ANALysts, never forget capslock!

  3. Monday links: opening day delusions « Abnormal Returns on March 31st, 2008 12:39 pm

    [...] Adam Warner Live! On the Disciplined Investor podcast. (Disciplined Investor) [...]

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