Today I welcome back Kim Iskyan, editor of International Capitalist. Kim shares his methodology for finding little-known opportunities in emerging markets… including how to travel safely where others fear to tread. Plus, he gives us a preview of the opportunities that could arise if the North Korean market is opened by peace talks.
I know from experience how difficult it is not to let personal feelings impact your investing… but we’ll discuss why it’s critical that you don’t.
And in our education segment, I show you what’s hiding deep inside the numbers from Apple’s recent earnings call.
Download TranscriptSHOWNOTES:
0:33 – The ultimate stock pick and my rant on Comcast
10:58 – Keep your personal feelings out of investing
17:56 – We welcome back Kim Iskyan
18:40 – Kim’s background and how he got to where he is today
25:20 – Kim’s methodology for valuing international markets and companies
29:39 – Understanding the infrastructure challenges of emerging markets like Bangladesh
31:18 – How International Capitalist (his newsletter) gives investors real value
32:01 – How to travel safely in emerging markets
34:41 – What Kim does on these trips to make it possible for him to find the best investment ideas
37:56 – The major misconceptions of visiting international markets
43:45 – Kim shares some of his investment ideas
47:01 – Opportunities to invest in North Korea if peace talks go well
54:07 – Go deeper than the financial headlines for the real story
56:51 – Educational segment: How to read Apple’s earnings results
1:14::26 – Make sure to check out the Curzio Facebook page for live videos, interviews, and more great research
