Episode 30

Navigating Value, Small Caps, and Market Mechanics - 07/19/2025

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July 19th, 2025

52 mins 50 secs

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investment research company management diversification p/e ratio price-earnings multiple thinly traded issues peter lynch wall street journal article financial advisor asset allocation retirement accounts taxable accounts portfolio management market volatility pce cpi unemployment rate yield curve federal reserve sarbanes-oxley initial public offering ipo market makers market orders limit orders bid and ask price market mechanics stock market bargain small caps small company stocks value investing value stocks growth stocks market dynamics

About this Episode

This episode features John, Greg, and Todd discussing market dynamics, comparing growth versus value stocks and high P/E ratios. They examine small company stocks as a bargain, noting their historical outperformance post-bear markets and how Sarbanes-Oxley impacted IPOs. The team also clarifies market mechanics like bid/ask prices and limit orders, emphasizing their agile, value-based approach to investing.