Wall Street's Blind Spots - Jose Mayora

Shares for Beginners by Philip Muscatello

Jun 5, 202645:44Business

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street’s Blind Spots . Jose explains why a great company is not always a great investment, why cash flows matter more than r...

Related Episodes

Continue listening to more episodes from Shares for Beginners.

The Wealth Effect, Retail Risks & Uranium: Richard Hemming on Reporting Season

Sep 9, 2026 - 32:04

Richard Hemming from Under the Radar Report returns to unpack the wealth effect, slowing property momentu...

AI for Smarter Investing: Nathan Hood on Red Flags, Sentiment & Better Research

Aug 19, 2026 - 45:31

Artificial intelligence is reshaping how investors research companies, and ASA educator Nathan Hood has b...

A Simple, Repeatable Investing Process for Beginners Sebastian Evans NAOS Asset Management

Aug 10, 2026 - 42:52

Beginners don’t need predictions, complex models, or fancy tools. They need a calm, repeatable process fo...

Bradesco Bank BBDO & The City of God

Aug 7, 2026 - 25:49

Bradesco (BBDO) is one of Brazil’s largest and oldest banks. In this episode, Cameron Reilly walks throug...

Catalogues STILL Winning and Argentina’s Wild Economics and Telecom Opportunity

Jul 21, 2026 - 50:37

Cameron Reillu joins me to analyse two very different businesses: IVE Group, Australia’s largest commerci...

Stop Losing Sleep Over Your Portfolio

Jul 10, 2026 - 31:03

Inflation is sticky. Valuations are stretched. Sentiment is nervous. In this episode, Richard Hemming fro...

The Tiny Bank, the Senator & the Billionaire Brawl

Jun 29, 2026 - 46:28

QAV is a rules‑based, checklist‑driven approach to value investing that removes emotion and focuses on fu...

Magna’s Billion‑Dollar EV Fumble… And the Comeback!

May 29, 2026 - 31:41

Discover how to spot undervalued stocks like Magna International (MGA) using the proven QAV (Quality at V...