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TDI Episode 69: The Money Show to Go

August 11, 2008

Coming to you from The Money Show in San Francisco. Listen in to the highlights from the Strategy Lab panel. Listen to part of a lecture by Jon Markman of MSN Money and then Andrew sits down with Vad Yazvinski the winner of Strategy Lab 17.

In this episode we have highlights from the Strategy Lab Panel with me and:

LISTEN TO PODCAST | LISTEN @ ZUNE – @ iTUNES

During this Money Show show, the big interest seemed to be in Biotech.  Not surprisingly, that was one of the subtitles of the conference. But, it was interesting how passionate the bio-techies are about the promise of a miracle drug find for the companies they are following and investing in. It appears to me that that is a game of chance with higher odds and lower success rates than traditional investing methods.

Jon Markman was on hand to provide his cadre of followers some great insight into spin-offs, IPOs and reverse splits. I sat in on his lecture entitled, “From worst to first.” He explained how these specialty stock plays actually perform and when is the best time to invest.

** Charts discussed (click for chart) – Adobe (ADBE) and Central European Distributing (CEDC) **

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Stocks Discussed: Adobe (ADBE) Central European Distribution (CEDC) ProShares (SMS) Mosaic (MOS) Potash (POT) Interpid Potash (IPI) Sanderson Farms (SAFM) ITT Education (ESI) Proshares Oil (DUG)

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Written by Andrew Horowitz · Filed Under PODCASTS, Strategy Lab 

Comments

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6 Responses to “TDI Episode 69: The Money Show to Go”

  1. bob on August 12th, 2008 7:16 pm

    gggggggggr

  2. John Davis on August 15th, 2008 12:43 pm

    Thanks for the podcast! It’s very nice.

  3. The Week Ahead: 3 retail stocks poised to move | eStockScreening on August 17th, 2008 12:37 pm

    [...] focus will be able to beat estimates and grow in this environment. Special: MSN Strategy Lab on The Disciplined Investor Podcast: The Money Show on the Go Related [...]

  4. Jon Lawson on August 26th, 2008 8:23 am

    Andrew,
    I was impressed when your panel comment went directly in the face of tradition wisdom, and came immediately after who had the belief of owning a stock with a long time horizon.

    This has not been a market in which a trader who actually wants to grow their acct should be making a 5 year bet on a stock. The time may come again, but it is not here.

    I was impressed you didn’t try to sugar coat the subject.

    Jon

  5. Andrew Horowitz on August 26th, 2008 8:54 am

    Jon:
    Thanks.. Not sure that some on the panel were as impressed…

    :-)

    A

  6. sandrar on September 10th, 2009 5:23 pm

    Hi! I was surfing and found your blog post… nice! I love your blog. :) Cheers! Sandra. R.

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