In this podcast, hosted by Kyle Grieve of The Investor’s Podcast Network, Matthew Peterson discusses his journey into fund management, tips for new fund managers, using post mortems, the Kelly criterion, options for long-term value investing, and more. See Podcast →
Peterson Capital Management Annual Meeting 2023
Matthew Peterson discusses recent fund performance and core holdings at the Peterson Capital Management Annual Meeting 2023. See Presentation →
Matthew Peterson on New Money
More and more value investors like Warren Buffett, are turning to selling put option contacts in order to generate income, as high quality businesses remain overvalued. Today, Matthew Peterson explains this ingenious options strategy and how the value investor can use both put and call options to their advantage. See Presentation →
Misunderstood Transformation: DJCO | MOI Global
Matthew Peterson of PCM presents his in-depth investment thesis on The Daily Journal Corporation (US: DJCO) at the Manual of Ideas Global Best Ideas Conference. View Article →
Scuttlebutt Analysis
Video series explaining the “Scuttlebutt Method”, a method coined by Phil Fisher in Common Stocks and Uncommon Profits.
Question 1: Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?
Question 2: Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited
Question 3: How effective are a company’s R&D in relation to its size?
Question 4: Does the company have an above average sales organization?
Question 5: Does the company have a worthwhile profit margin?
Question 6: What is the company doing to maintain or improve profit margins?
Question 7: Does the company have outstanding labor relations?
Question 8: Does the company have outstanding executive relations?
Question 9: Does the company have depth to its management?
Question 10: How good are the company’s cost analysis and accounting controls?
Question 11: Are there other aspects of the business, somewhat peculiar to the industry involved, which will give the investor important clues as to how outstanding the company may be in relation to its competition?
Question 12: Does the company have a short range or long range view in relation to profits?
Question 13: In the foreseeable future, will the growth of the company require sufficient equity financing so that the larger number of shares then outstanding will largely cancel the existing stockholders’ benefit from this anticipated growth?
Question 14: Does management talk freely to investors about its affairs when things are going well, but clam up when troubles and disappointments occur?
Question 15: Does the company have a management of unquestionable integrity?
On Hedge Fund Management | UCLA Anderson
In a presentation to the UCLA Anderson School of Management, Matthew Peterson describes the foundation for hedge fund management. View Presentation →