MI308: The Options Advantage For Value Investors w/ Matthew Peterson

<p>Kyle Grieve chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, the powerful effects of using post mortems, how he used the Kelly criterion to create his concentrated portfolio, the use case for options for long-term value investors, why options can be a win-win for investors who want to own shares with cheaper entry prices than the market offers, the Seritage Growth Properties situation, and a whole lot more!</p><p><br></p><p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p>00:00 - Intro</p><p>03:12 - Matthew’s origin story for the fund with limited assets.</p><p>05:41 - The importance of a good fee structure.</p><p>19:25 - The benefits of a concentrated portfolio.</p><p>31:35 - How to own shares at below-market prices with options.</p><p>43:29 - Insights into his structured dividend capture system.</p><p>57:33 - Updates on a recently exited business.</p><p>And much, much more!</p><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Read Matthew Peterson’s fund letters <a href="https://www.petersonfunds.com/partner-letters/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Watch Matthew Peterson on YouTube <a href="https://www.youtube.com/@PetersonCapitalManagement/videos" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Join the exclusive&nbsp;<a href="https://www.theinvestorspodcast.com/mastermind" rel="noopener noreferrer" target="_blank"><strong>TIP Mastermind Community</strong></a>&nbsp;to engage in meaningful stock investing discussions with Kyle and the other community members.</li><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Millennial Investing Starter Packs<