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Is Abacus Global Management the next great S.T.A.R. business? Richard Koch may like this one. Abacus Global Management is a niche leader in a new, fast-growing market, but surprisingly, it’s not priced for perfection. In this interview, I talk to Stephen Farrington, who lays out the case for Abacus. We discuss the new market for life insurance policy resettlements, the speed at which Abacus is growing, the runway ahead for the business, the market competition that Abacus faces, recent acquisitions and whether this should be seen as “deworsification” or not, the firm’s current valuation and what is should be trading at, plus management competence, insider buys, and recent share buybacks. www.netnethunter.com
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Last year Buffett announced a blockbuster move -- selling Japanese investors at rock bottom rates and then turning around to pick up two of their best trading houses. But did you know that a similar arbitrage opportunity is open to smaller investors? In this interview, I sit down with Oliver, ak ...
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In this conversation, Evan Bleker and Bryan Shealy discuss the intricacies of investing in the Japanese market, focusing on the Tokyo Stock Exchange (TSE) and the opportunities it presents. Bryan shares his personal investing journey, emphasizing the importance of investing in profitable compani ...
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