A focus on those areas and stocks in the market market which have the strong growth potential either through innovation, proprietary business methods or market power.

Real Vision Sep 20, 2019
Becoming a "Fool on the Hill"
Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”
INK Videos Sep 18, 2019
Insiders wait for a spark at Luminex Resources
Luminex resources (LR) was spun out of Lumina Gold (LUM) in the summer of 2018. It has three core projects in Ecuador with two farmed out to two different gold majors. Luminex is drilling on the third project and insiders seem to like what they are hitting.
Real Vision Sep 17, 2019
The Splintering of Network Infrastructure
Scott Malcomson of Strategic Insight Group joins Dee Smith to discuss the current challenges that geopolitical tensions pose to the construction of a cohesive 5G network. Malcomson explains his concerns about the usability and security of the technology, and provides his prediction for the future of the industry. This clip is excerpted from a video published on Real Vision on August 3, 2019 entitled “5G and the Deglobalization of Network Infrastructure.”
Real Vision Sep 16, 2019
What Investors Are Missing About China
The news is full of stories about China. Whether it’s trade wars, African Swine Fever, or the Hong Kong protests, AK and the experts drill down on what all the noise is building up to and what the endgame for China might be.
Real Vision Sep 13, 2019
The Endless Hunt for Value
Value investor Whitney Tilson, founder and CEO of Empire Financial Research and the former managing partner of hedge fund Kase Capital, details his transformation from momentum trader to an investor living by Warren Buffett’s dictum that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” In this conversation with Ed Harrison, Tilson explains why he sees WeWork pulling its IPO and eventually going bankrupt, lays out the case for Amazon and Fannie Mae, and speaks to the outlook for beaten-up European financials. Filmed on September 9, 2019 in New York.
INK Videos Sep 12, 2019
Insider buying continues at highly-ranked Converge Technology
Converse Technology Solutions stock is up about 100% this year, but insiders are still buying. In the September 12th INK Morning Report, the firm's growth through acquisition business model is in focus. So far, it seems to be paying off.
INK Videos Sep 11, 2019
Cargojet CEO reports sales as stock flies to record heights
The CEO of Cargojet (CJT) has sold a large amount of his shares. INK Research signals suggest that the stock will fly a bit closer to earth. This is a summary of the September 11th Morning INK report.
Real Vision Sep 11, 2019
The Failure of Predictive Algorithms
Cathy O’Neil, CEO of O’Neil Risk Consulting & Algorithmic Auditing, explains to Dee Smith of the Strategic Insights Group how algorithms actually work. O’Neil reveals the shortcomings of predictive algorithms and explains why the market’s lack of understanding of those shortcomings poses an unseen risk. This clip is excerpted from a video published on Real Vision on August 3, 2019 entitled “The Risks of Relying on Algorithms.”
Real Vision Sep 10, 2019
Bitcoin: The Hidden Value of a "Truth Machine"
Dan Tapiero, co-founder of Gold Bullion International, tells Raoul Pal why he thinks bitcoin’s true value is still misunderstood. He argues that bitcoin’s opaque and unconventional origin and its underlying technological infrastructure are two major reasons that the market has struggled to properly value it. Tapiero says there is an incredible investment opportunity afforded by that misunderstanding. This clip is excerpted from a video published on Real Vision on July 22, 2019 entitled “The Future of Macro Investing.”
Real Vision Sep 09, 2019
Don't Worry, Buy Vol
Wayne Himelsein, CIO of Logica, explains to Mike Green of Thiel Macro why he believes that markets are not prepared for a likely “phase shift” from a low volatility world to one where volatility is dramatically more pronounced for an extended period of time. Himelsein has found a way to be long volatility, and has constructed a portfolio with minimal costs of carry during the bull market, but which is designed protect his clients through the next financial crisis. Filmed on August 27, 2019 in Los Angeles.
Real Vision Sep 06, 2019
The Chinese Mirage
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China, and explain how the debt machine works in the Chinese real estate markets. Filmed on August 27, 2019 in Los Angeles.
Real Vision Sep 05, 2019
Momentum Late in the Cycle
Ari Wald, head of technical analysis at Oppenheimer & Co., makes his Real Vision debut with a bullish call on equities. Wald explains why he thinks the secular bull trend isn’t over yet, and breaks down the historical case for momentum strategies at this point in the cycle. He also highlights recent breakouts in momentum indicators and provides two ETFs to play the setup - $MTUM and $DWAS. Filmed on September 4, 2019 in New York.