Episodes

On this week's Stansberry Investor Hour, Dan and Corey welcome Jim Osman back to the show. Jim is the founder and chief vision officer of consulting group The Edge – which helps its clients and investors unlock hidden corporate value from "global special situations."

Jim kicks off the show by detailing his new book that's coming out next month. It's targeted at individual investors, giving them more tools to succeed against Wall Street. Jim also discusses the importance of being yourself on social media, staying objective when it comes to investing, and how he finds special situations to profit from – mainly, spinoffs and insider buying. He explains how everyday investors can gain both an analytical edge and a behavioral edge over the markets. But as he warns, gaining such an edge involves doing your own work...

People don't take the time to look at these things. And I think that's the overall message. I'd say, for investors, if a company is doing something strategically or changes their corporate structure, just look into it. Just take the time, because that can be some real gold in there.

Next, Jim covers what's going on in the markets right now. He says there are a lot of spinoffs happening, but he has found that in the past year, the parent company has provided the best value. Further, he shares how he identifies the best spinoffs, how the future factors into his investment decisions, and why he believes value investing is dead. Jim then names two companies undergoing a spinoff that he finds attractive today, and one that he's keeping on his radar. He notes...

These are great companies but they're trying to get leaner as the market progresses because they have to. That conglomerate thing just doesn't work anymore. And you're going to see this, perhaps, in the tech industry as well.

Finally, Jim discusses a recent Forbes piece he penned about Boeing's current problems. The company is hemorrhaging money and doesn't have a visionary leader to right the ship, but spinoffs could be the solution. Jim says Boeing is "really going to have to do something." After that, he circles back to – and goes further in depth on – insider buying. And he shares his thoughts on initial public offerings and special purpose acquisition companies ("SPACs")...

We'd done this study on SPACs, and we said, "None of these are any good." They're all losing money... It's not a great hunting ground.