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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.
ผู้จัด:
ความถี่ในการอัพเดต:
weekly
ความยาวเสียงโดยเฉลี่ย:
6 minutes
ภาษาอังกฤษ
สหรัฐอเมริกา
20 ตอน
ตั้งแต่ 30 พฤษภาคม 2026
episodic
ตอนล่าสุด 🔗
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…
ตอนก่อนหน้านี้ 🔗
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 …
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