Stocks-in-Depth

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The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive written assessments of competitive threats and vulnerabilities. GARP's investment philosophy is predicated on discovering opportunity through fundamental assessment via intensive modelling, having a wide ranging curiosity about strategic influences, and engaging in person-to-person contact. GARP looks for long-term growth, but it is cognizant of finding value in contrarian situations and wants valuation to be reasonable relative to potential earnings.

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Title: SID 0037 Realty Income (O) - Part 1

SID 0037 Realty Income (O) - Part 1

November 21st, 2018

Realty Income operates in a commoditized industry, the ownership of standalone real estate parcels used by certain commercial retail enterprises.  In… Go to Episode

SID 0036 Knowles (KN) Part III

October 18th, 2018

Demand for MEMS microphones increased greatly when Apple put four microphones into the iPhone7.  What might further stimulate the worl's appetite for… Go to Episode

SID 0035 Knowles - Part 2

October 12th, 2017

Knowles two most important businesses, MEMS microphones and hearing aid components, share a common theme of eroding market dominance.  But, management… Go to Episode

SID 0034 Knowles (KN) - Part 1

September 10th, 2017

Knowles Corp. has suffered mightily since its spinoff from Dover Corp. in early 2014, mostly from the disastrous acquisition of Sound Solutions.  MEMS… Go to Episode