Wall Street Unplugged
Episode: 616May 3, 2018

A Sneak Preview of North Korea’s Market Opportunities

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.
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SHOWNOTES:

0:33 –  The ultimate stock pick and my rant on Comcast 10:58 – Keep your personal feelings out of investing17:56 – We welcome back Kim Iskyan18:40 – Kim’s background and how he got to where he is today25:20 – Kim’s methodology for valuing international markets and companies29:39 – Understanding the infrastructure challenges of emerging markets like Bangladesh31:18 – How International Capitalist (his newsletter) gives investors real value32:01 – How to travel safely in emerging markets34:41 – 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 well54:07 – Go deeper than the financial headlines for the real story56:51 – Educational segment: How to read Apple’s earnings results1:14::26 – Make sure to check out the Curzio Facebook page for live videos, interviews, and more great research

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