Albert Meyer – Think Piece

Published on
July 11th, 2016
Topic
Fund Structure, Investment Framework, Research
Duration
37 minutes
Asset class
Equities

Albert Meyer – Think Piece

·
Featuring Albert Meyer

Published on: July 11th, 2016 • Duration: 37 minutes • Asset Class: Equities • Topic: Fund Structure, Investment Framework, Research

Albert Meyer shares how he uncovered the ‘New Era Philanthropy Foundation’ Ponzi scheme, and how he outed Coca-Cola’s actual stock value as being worth only half of its traded market cap.

Comments

  • AA
    Ali A.
    1 August 2016 @ 17:57
    This guy is an absolute gangsta! Great to come across him
  • KB
    Kreso B.
    30 July 2016 @ 19:38
    Management stock compensation is the only thing making capitalism work. Bean counter...
  • tR
    toby R.
    28 July 2016 @ 00:59
    Love, love, love it!
  • GC
    Grant C.
    18 July 2016 @ 11:09
    Nice video, first time I've heard the non consensus view on PE ratios for a while.
  • us
    urska s.
    15 July 2016 @ 13:27
    I really appreciated micro views shared for a change. Since everyone is freaked out about the aggregate growth, individual stock picking is the way to go for small investors IMO. Please add more micro interviews.
  • MZ
    Mike Z.
    15 July 2016 @ 03:08
    Ya, knows his accounting but.....seems like he'll make the mistake of not closing out profits for his clients as he doesn't like how Washington treats money/taxation at a critical time when all his stock holdings' charts are topping out from a price action perspective and will soon capitulate to the downside of a price swing. Long term charts they are, hence the need to stay in the market long term and hold mentality. Time to square positions.
  • JC
    John C.
    14 July 2016 @ 21:01
    great video really enjoyed his stories in particular
  • DW
    David W.
    14 July 2016 @ 18:18
  • NS
    Niek S.
    13 July 2016 @ 12:34
    Great mind!!
  • cg
    christian g.
    13 July 2016 @ 11:45
    Taleb quote came to my mind ''It is easier to macrobullshit than microbullshit'', excellent interview!
  • GJ
    Gareth J.
    13 July 2016 @ 11:35
    Great interview. Lets get him back in 6-12 months for an update. I also enjoyed the deep dive.
  • AG
    Alex G.
    13 July 2016 @ 04:05
    OG right here, for the lack of a better term, loved the accounting part!
  • sb
    sandeep b.
    13 July 2016 @ 02:46
    wow! mind blown!
  • WE
    William E.
    12 July 2016 @ 23:42
    Albert is correct regarding time in the market but forgot to mention other exciting metaphors like buy low, sell high; catch a falling knife on the bounce, etc. Bear markets are still with us and can be especially brutal when one is near the end of their investing career. In the last crash the FED correctly acted as the lender of last resort, the market rebounded and US equity accounts recovered quickly but not all markets have been so fortunate. Time horizon especially for boomers has shortened and like a true "Endowment" will have to make assets go a long way after working income stops. A least a small bit and maybe a good deal of dry powder is not a reckless idea for these individuals.
  • vv
    v v.
    12 July 2016 @ 22:31
    "Amazon is a philanthropic organization for the benefit of consumers" ...bullseye! Really enjoyed this interview.
  • Rv
    Roderick v.
    12 July 2016 @ 19:53
    I like it that this interview is a bit more focused on the micro.
  • SS
    Sam S.
    12 July 2016 @ 19:35
    Let's start an investor service where we pay Albert to get into the numbers before we buy the stock of any company----sorry I was just day dreaming a little----fantastic presentation. Thanks Albert & RV TV
  • GG
    Gerald G.
    12 July 2016 @ 19:32
    So the market is healthy... OK. And was making money during the dot com bubble a validation that all was well during the run up back then? How about focusing some of that accounting expertise on the ponzi scheme being perpetrated by by central bankers around the world as they increase the debt burden of tax payers and shift wealth the top 1%. If I wanted to watch some money manager dirtbag who's livelihood depended on maintaining the status quo I'd watch CNBC.
  • AH
    Andreas H.
    12 July 2016 @ 19:24
    Super, love it!
  • RM
    Robert M.
    12 July 2016 @ 19:19
    This guy is brilliant.
  • RM
    Richard M.
    12 July 2016 @ 18:48
    Boy, now that was "down in the weeds", but extremely fascinating. Albert is one interesting guy - good job all.
  • LA
    Linda A.
    12 July 2016 @ 15:16
    Such valuable insight! Thank you RV and Albert. Albert has saved many investors from his thorough forensic accounting. In addition to company sales & earnings, look at free cash flow, stock issued compensation.
  • CC
    Charnes C.
    12 July 2016 @ 15:11
    Tip of the hat to the few who see thru the charade and actually do something about it.
  • GT
    Graham T.
    12 July 2016 @ 14:03
    I know we are not in this for stock tips but sometimes...... mmmm

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