Dec 1, 2025
On this week's Stansberry Investor Hour, Dan welcomes Rob
Spivey back to the show. Rob is the director of research at our
corporate affiliate Altimetry. He and his team utilize their
proprietary Uniform Accounting strategy to dig through the
as-reported numbers in company reports to find their true
value.
Rob kicks
things off by posing a topic of debate with Dan regarding the
Federal Reserve cutting interest rates. The two follow up by
sharing their thoughts on the long-running AI narrative. Rob
expresses how the talk of an AI bubble is producing a "fear of
getting in," which keeps people from buying stocks. And he shares
his team's thoughts on several market areas where government
regulation could provide opportunities. (0:00)
Next, Rob
reflects on how 22 companies recommended by Altimetry publications
were acquired over the past six years. He then lists the catalysts
that are key targets for company acquisitions. In the midst of
opinions and market fear, Rob stresses the importance of trusting
the data. And he says that even though the market is currently
weak, it was due for a cooldown based on history. (21:45)
Finally, Rob
shares three steps to picking a great stock according to some of
the greatest investors. He says that these three things can help
provide consistent wins in the market. This leads to Dan and Rob
discussing the benefit of finding a stock with consistent dividends
that an investor would hold on to, whether the price goes up or
down. And Rob reiterates the importance of not staying out of the
market. (35:36)