Business of Success Podcasts

The Big Money with Frederick Kobrick

BASM is where your investing fortune lies!

In this great BOS interview Alan speaks with Frederick R. Kobrick, "Master" stock picker, mutual fund manager and author of The Big Money: Seven Steps to Picking Great Stocks and Finding Financial Security .  Kobrick shares with us his time proven techniques on how to pick the high performance stocks that can appreciate in value a hundred times plus. Indeed Kobrick (whose friend and competitor Peter Lynch calls him one of the best stock pickers he has ever met), tells us his success formula and explains that by owning just a few "wealth" stocks and following his basic principles you can ultimately become truly rich. 

If you find that the technical aspects of investing and  information overload have  blurred your vision when it comes to picking great stocks, then fear not.  In this packed interview Kobrick unleashes his magic formula; B.A.M.S. and the critical Seven Steps that will help you pick the great stocks before everyone else discovers they're great. This is a gem of an interview; so listen and learn!

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In his wonderfully written book Kobrick describes how he found some of his most successful stocks simply by looking carefully at the products and services that customers and investors love, and recognizing the great business models that create repeatability, the ability to keep producing success. He explains that the average investor should not try to emulate a stock analyst or a technician to find great stocks that will generate great wealth. Instead investors must recognize great companies early -- by understanding their business model, identifying their assumptions, recognizing their business strategy, and evaluating their management. Kobrick calls those four factors BASM, and they are the cornerstone of his investing philosophy. Great managements grow companies and earnings, driving stock prices higher. Kobrick also offers some tried-and-tested ways to know when you have a winner you should hold, and when you should sell. 

The Big Money is a "must read" and according to Peter Lynch, breaks new ground and will help investors improve their skills.

Bio: Frederick R. Kobrick has managed money for more than thirty years. He spent fourteen years as an investment analyst at Wellington Management Company, then joined State Street Research & Management in 1985. He managed the State Street Research Capital Fund, which was one of the five best-performing funds in the country for fifteen years, according to USA Today. Kobrick's Capital Appreciation Fund was included in Money magazine's "Six Funds of the Decade" in 1996, and cited in USA Today as among the five best funds for the entire bull market.

Kobrick left State Street in 1997 to start his own firm, managing three public mutual funds as well as Kobrick Capital, a hedge fund for wealthy individuals and institutions. He was cited by The Boston Globe as one of the top three investors of the 1990s. Kobrick Capital was named USA Today All-Star Fund of the Year in 1998 and 1999, the only mutual fund ever to win twice.

The Well-Timed Strategy with Peter Navarro

If you're an invester in the stock market, a business owner or entrepreneur you'll understand how an economic downturn can impact dramatically on your bottom line.  And if you're very savvy, you'll also know how to navigate your way through the ups and downs of the business cycles, through recessions and expansions.  But if you don't... fear not. We have the answers right here as we explore how you can make money on the downturn of a business cycle, rather than losing your shirt!

Listen in as Alan talks to Peter Navarro, business professor at the University of California, Irvine and author of three great books If It's Raining in Brazil Buy Starbucks and When the Market Moves Will You Be Ready?: How to Profit From Major Market Events. Navarro's thrid and latest book The Well-Timed Strategy: Managing the Business Cycle for Competitive Advantage is the subject matter of this interview and we delve deep into the business cycle risks and opportunities as Navarro reveals why the business cycle is an even more powerful P&L driver that you may realize!

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In this intervew you'll discover a number of contrarian and counter-cyclical strategies and tactics that the smarter investors and executives are using to make money off the business cycle.  Navarro gives us example after example of what the smart ones are doing to profit in the face of oil price spikes, trade wars and other macroeconomic events that have most investors and CEOs running for cover... NOT to be missed!

Exclusive with John C. Bogle - Founder of the Vanguard Group

If you're one of the few people who doesn't know who John C. Bogle is, then let me tell you. According to Fortune Magazine John C. Bogle is designated one of the  four "Giants of the 20th Century" in the investment industry, along side other greats such as, Warren Buffet, Peter Lynch and George Soros and Time Magazine ranks him in the top 100 most influential people in the world. 

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In this exclusive interview with Alan Rothman on the Business of Success we talk to John (Jack) C. Bogle, founder of The Vanguard Group and author of The Battle for the Soul of Capitalism: How the financial system undermined social ideas, damaged trust in the markets, robbed investors of trillions -- and what to do about it as he delivers a hard hitting and entertaining account of how corporate America nearly derailed American capitalism and failed investors. 

This interview is a must hear for anyone involved in the investment arena or has an interest in leadership, business ethics or just the fancinating story of how this "Giant" became a self-made billionaire. This is one of the ultimate business success stories!

 

More Empire of Debt from Agora's Addison Wiggin

Following our previous interview with Addison Wiggin, author of the book Empire of Debt we again speak to the Editorial Director and publisher of the highly successful The Daily Reckoning  as he updates us on a multitude of topics and gives us a great insight into consumer and investor trends for the future. Listen in as he discusses the opportunities arising from slowing house prices and increased mortgage rates; as we shift into a buyers market with new investment opportunities as a result of the increasing number of foreclosures.

Addison also talks about the enormous spending problem in Washington as the Federal debt reaches $9 Trillion and explains how the Administration is engaging in what he calls “Enron style accounting” as they keep the costs of war in Iraq Afganistan “off budget.”

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For such a short interview it’s full of information that will impact on your investment and tax dollars. Therefore we say this one is worth a listen!

Confession of A Wall Street Trader with Dan Reingold

As mounting numbers of once mighty CEOs are paraded in and out of courts, one might be inclined to believe that Wall Street has cleans up its act and is no longer a rigged insiders game.

Not so, according to Dan Reingold, former top-rated telecoms analyst and author of Confessions of a Wall Street Trader: A True Story of Inside Information and Corruption in the Stock Market who in this interview on BOS gives us a real insight into what it's like to be an inside player in this high-stakes game.

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Bo Burlingham on Small Giants

In this fascinating interview we speak to Bo Burlingham, editor at large of INC Magazine and author of a really great book called, Small Giants: Companies that Choose to be Great Instead of Big. Burlingham takes us on a quest to find the best companies (not the biggest!) that were at the crossroads of choice – grow bigger or be the best. The 14 CEOs of the companies that decided to resist the ‘big is best’ model and elected be the best at what they do have made their way into Small Giants and Burlingham recounts in a witty and entertaining style the secrets to their business success and personal fulfillment. What’s interesting about the companies held up as an example of great, instead of big, is that all of the companies have remained private and closely held staying true to their vision and values.

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Outside of size and growth rate, Bo Burlingham's 'Small Giants' also share some interesting characteristics. All have an utter determination to be the best at what they do and most have been recognized for excellence by independent bodies -- both inside and outside of their own industries. All have had the opportunity to raise a lot of capital, grow very fast, do mergers and acquisitions, expand geographically, and generally follow the well-worn route of other successful companies.  The book is one every entrepreneur should read - Click the above link to hear the interview!

Empire of Debt with Agora Financial's Addison Wiggin

Doing justice to this next intervew with maverick financial writer Addison Wiggin, Editorial Director and publisher of highly successful The Daily Reckoning and author of the book Empire of Debt: The Rise of an Epic Financial Crisis will prove difficult.  Not only is it facinating, but it's also pretty alarming as we hear America has abandoned its private virtures of personal liberty, economic freedom, and fiscal restraint as its character shifts to accommodate a new imperial role, favoring instead government control of the economy, unfettered deficit spending, gluttonous consumption, and fearless military adventurism, all of which have ravaged the business environment, devastated personal balance sheets, and led the global economy to the brink of financial crisis.

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Tune in as Addison and Alan discuss the state of the nations finances and how the USA could be headed for financial ruin.  Once you've listened to this inteview you may want to put your credit card away and then start realligning your investment protfolio!

Mapping the Traders Brain

Ever wondered what goes on in a Wall Street trader's brain? Or why, when  presented with the same set of facts, do some traders see gold while others see dross? And what do sex, drugs and buying risky stocks have in common?

Here on BOS we have the answer as talk to Adam Levy, author of the Bloomberg Markets Magazine cover story, Mapping the Trader's Brain - Scientists plumb the secrets of making money, as he explores the mysteries of the traders brain through the science of neurofinance. 

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Don't miss this great interview as Levy gives a highly entertaining and fascinating glimpse into the mind of the trader.

 

Deals From Hell with Robert Bruner

This is a facinating interview borne out a natural curiosity to list the top M&A "Deals from Hell." So who better to talk to than Robert Bruner author of the book Deals from Hell: M&A Deals that Rise Above the Ashes. Bruner is recogniszed as one of the foremost thinkers and educators in the field of Mergers and Acquisitions and he shares with us the real reasons for many of the largest M&A blunders in history. Another great entertaining interview that gives a great insight into the complex world of Mergers and Acquisition.

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Investment Focus With Roland Manarin

Named one of America's top 100 wealth advisors by Barrons Magazine, Roger Manarin of Manarin Investment Counsel shares his secrets to investing and finding  lasting financial security.  Download roland_manarin.mp3 In this interview Manarin gives some sound advice on investing and tells us where his investment focus is for the future.

An Investors Words of Wisdom
"Every wealthy investor I know and every wealth investor you know has either built their wealth through ownership or inherited it from an owner. - Roland Manarin

Roland Manarin, president and founder of the Manarin family of financial companies which currently manages $450 million in assets and clients around the world, arrived in the USA as 15 year old immigrant from northern Italy, armed with little more than a desire to learn. And that he did.  Taking his first job as a stockbroker with one of the major New York firms, Manarin soon got fed up working in what he calls "the red light district" and the dishonesty being preached in the media and started his own investment advisory firm where the client was number one priority.  Manarin is as candid as they come, giving us another great interview that demonstates his no nonesense approach to his investment philosophy. This is a great opportunity to hear Manarin explain where to look for the best investments for 2006.