Stock Picker Joe Besecker’s ABCD’s of Investing

Published on
January 22nd, 2021
Duration
68 minutes

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24

Stock Picker Joe Besecker’s ABCD’s of Investing

The Interview ·
Featuring Joe Besecker and Marc Cohodes

Published on: January 22nd, 2021 • Duration: 68 minutes

Emerald Asset Management founder, president, and CEO Joe Besecker shares his top stock picks for 2021 with famed short-seller Marc Cohodes of Alder Lane Farm. Besecker breaks down his investment research process, his strategy for finding investable assets—what he likes to call the ABCDs—and the two reflect on a decades-long friendship analyzing the markets. Filmed on January 19, 2021. Key Learnings: Besecker highlights the top sectors he is eyeing—from RVs and cryptocurrency to biotech, life sciences, and digital education. He is betting on Camping World (CWH), Silvergate Bank (SI), Bioamerica (BMRA) and Chegg (CHGG).

Comments

Chapters

  1. 00:00:25
    Decades Long Friendship
  2. 00:04:08
    Investment Research Process
  3. 00:10:45
    Top Investment Ideas in 2021
  4. 00:14:51
    Reflecting on XM Convertible Bonds
  5. 00:18:46
    Flashback: The Pokémon Trade
  6. 00:22:14
    Risk and Reward: The RV Business & Camping World
  7. 00:31:30
    Guide to Biotech & Life Sciences Investing
  8. 00:39:47
    Silvergate Bank A Cryptocurrency Bank Stock
  9. 00:45:43
    Overstocked on Overstock
  10. 00:55:36
    Making Sense of Blockchain Voting
  11. 01:00:21
    Chegg: Betting on Digital Education
  12. 01:02:49
    Defining a Stock Picker