Episodes
Tuesday Oct 25, 2022
Tuesday Oct 25, 2022
For this episode of the Planet MicroCap Podcast, I spoke with Fadi Diab @TheGladiatorHC on Twitter and Billy Duberstein from Stone Oak Capital. We recently published the Q3 2022 issue of the Planet MicroCap Review magazine, which is now available on SCRIBD, ISSUU and Substack. The theme for this issue is "Time to Look for “Fallen Angels” Stocks?". According to the Planet MicroCap Index, from Jan 2022 to the end of Q3, MicroCaps are down 34.74%, not too far off from all major indices. Almost every MicroCap company you look at is down at least 30%-50% on average. As my friend and colleague, Rick Rule, loves to remind me, "Bear Markets are the Authors of Bull Markets", thus I sought after a few authors to help me answer if now is the time to look at some of the most beaten up names out there.
Special thank you to Ben Claremon and Tim Travis, who although couldn't join our chat today, contributed great pieces discussing Fallen Angels as well. Fadi and Billy jumped on to talk more about "Fallen Angels", what that phrase means to them, and more. My favorite part of our conversation today that I think you should all pay attention to is when we discuss how to determine whether a particular stock that's down 30-40-50-80 percent is deserved because it's a dog, or whether it's a quality business whose valuation is more of an overreaction - I thought Billy and Fadi made some excellent points and suggestions here on what they look for here.
Check out the latest issue of the Planet MicroCap Review here: https://www.scribd.com/document/601442193/Planet-MicroCap-Review-Q3-2022
For more information about Stone Oak Capital, please visit: https://stoneoakcapitalllc.com/
You can Follow Billy Duberstein on Twitter @BDubes82 : https://twitter.com/BDubes82
You can Follow Fadi Diab on Twitter @TheGladiatorHC: https://twitter.com/TheGladiatorHC
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