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Stocks-in-Depth

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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Now displaying: 2018
SID 0038 Realty Income Part II 0
Dec 21, 2018

Realty Income has a diversified portfolio by sectors within the single parcel commercial property market.  What are the risks of each sector, and how does management approach each?  

SID 0037 Realty Income (O) - Part 1 0
Nov 21, 2018

Realty Income operates in a commoditized industry, the ownership of standalone real estate parcels used by certain commercial retail enterprises.  In this podcast, we discuss how Realty Income structures its business to provide diversification and attempts to differentiate its offering.

SID 0036 Knowles (KN) Part III 0
Oct 18, 2018

Demand for MEMS microphones increased greatly when Apple put four microphones into the iPhone7.  What might further stimulate the worl's appetite for MEMS microphones?  In this podcast, Stocks in Depth discusses potential for new technologies like the internet of things (think Alexa) and 5G networks (think machine-to-machine communications) that might continue to cause MEMS microphones to proliferate.

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