OM DENNE PODKAST 🔗
Weekly quick take on US stocks from the prospective of a value investor. Brian Frank is a Registered Investment Advisor with over 20 years experience researching small and mid cap stocks. He manages separate accounts and is the portfolio manager of the Frank Value Fund. This podcast shows how a value framework can remove the emotion and guesswork from investing. As an unconstrainted active manager, Brian often finds opportunities in special situations like spinoffs, chapter 11 emergence, non-indexed securities, material stock repurchases, asset sales, and more.
Verter:
Opdateringsfrekvens:
weekly
Gjennomsnittlig lydlængde:
6 minutes
Engelsk
USA
20 episoder
siden 30. mai 2026
episodic
NYESTE EPISODE 🔗
Today is Friday, October 9th 2026. They say every dog has his day, and the value dogs had several good days this week. In fact, on just Thursday and Friday alone, my fund, the Frank Value Fund, outperformed the NASDAQ by a large enough amount to negate the last two plus weeks of pain. Now, a couple…
SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Let's Be Frank.
SISTE EPISODER 🔗
Today is Saturday, October 3rd 2026. The rotation from value to momentum not only continued this week, but accelerated.
What Worked in Value:
Nothing! Nothing worked in value this week. But I am only half joking, as management teams are seeing the same thing I am. Value has become incredibly compe…
Today is Friday, September 25th 2026.
Cash production is one of the major reasons why value investing works over the long-term and doesn't require a bigger fool to purchase your shares. For example, if you bought a company at 100x earnings and it is only growing at 10% per year, it would be decade…
Today is Friday, September 18th 2026. Investors often say "I've seen this movie before" for a series of events that reminds them of years ago. A long career isn't required for this action though, as we saw AI infrastructure relentlessly rally through June 2026, only to plummet in July as leverage u…
Today is Friday, September 11th 2026. Macro events dominated this week with the price of Diesel climbing over $6 per gallon, and the US 10-year bond approaching 5%.
What Worked in Value:
Frank Value Fund just filed its annual report and holdings as of June 30, 2026. We disclosed positions in healt…
Today is Friday September 4th 2026. What is typically a sleepy week before Labor Day weekend had some action.
What Worked in Value:
I have been on the road, marketing my firm's equity strategy to brokers and investment advisors in the northeast. They are impressed that the Frank Value Fund has re…
Today is Friday August 28th 2026. The major stock event of this week was Nvidia's earnings report. Though the company continued to grow at rates unprecedented for large companies and guided revenue growth of 70% next year, the stock failed to move meaningfully higher.
What Worked in Value:
My firm…
An absolute value invesor looks at the risk free rate available in US treasuries, and uses that as a true north to price risk. With US treasuries yielding more than 5%, that means the hurdle to own risk is far greater than a 5% annual return.
This week, Moderna and Merck made an exciting annoucem…
Today is Saturday, August 14th 2026 and I am a day late but not a dollar short.
Before July, in the last runup of momentum stocks, good earnings reports lacked follow through on value stocks.
What Worked in Value:
Frank Value Fund holdings H&R Block had a great week, appreciating over 16% on…
Today is Friday, August 7th 2026 and you wanted a rebound in momentum, you got a rebound in momentum this week.
What Worked in Value:
Defense contractors worked well this week despite the excitement in momentum stocks. Frank Value Fund portfolio holdings Science Applications International ticker …
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Brian Frank, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
PODKAST SØGEMOTOR
Du kan bruke vår nettsted til å søke etter3,822,982podkaster og195,623,193episoder etter personer, steder eller emner.
En investering i kunnskap gir best avkastning, så jeg lytter til podkaster.
‐ Benjamin "Llamacorn" Franklin
SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Let's Be Frank.
GJØR KRAV PÅ DENNE PODKAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post rubrikkannonser for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podkasterintervju...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
den offisielle X-kontoen vår (tidligere Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
REDIG
Takk fordi du hjelper med å holde podkast-databasen oppdatert.
