Richard Sosa's guest appearances

Richard Sosa

Planet MicroCap Podcast | MicroCap Investing Strategies

Bagels And Shade Show

Yet Another Value Podcast

OwlTail

For Episode 205 of the Planet MicroCap Podcast, I spoke with Richard Sosa, Host of the "Riches in the Niches Podcast." I've been following Richard for a while now, and wanted to get to know the man beyond his famous food takes. He is a passionate investor and it shows when we dive deep into what Richard calls, "Sosa's Five Forces." I really enjoyed our conversation about his investing style as we turned the mic around on a fellow colleague in the field. For more information about the "Riches in the Niches" Podcast, please visit: https://richesintheniches.libsyn.com/website  You can Dave Barr on Twitter @RichesNichesPod: https://twitter.com/RichesNichesPod  Today's episode is sponsored by: Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

For Episode 205 of the Planet MicroCap Podcast, I spoke with Richard Sosa, Host of the "Riches in the Niches Podcast." I've been following Richard for a while now, and wanted to get to know the man beyond his famous food takes. He is a passionate investor and it shows when we dive deep into what Richard calls, "Sosa's Five Forces." I really enjoyed our conversation about his investing style as we turned the mic around on a fellow colleague in the field. For more information about the "Riches in the Niches" Podcast, please visit: <a href="https://richesintheniches.libsyn.com/website" rel="nofollow" target="_blank">https://richesintheniches.libsyn.com/website</a> You can Dave Barr on Twitter @RichesNichesPod: <a href="https://twitter.com/RichesNichesPod" rel="nofollow" target="_blank">https://twitter.com/RichesNichesPod</a> Today's episode is sponsored by: Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at <a href="https://www.streamrg.com/stream-trial1620164741610" rel="nofollow" target="_blank">https://www.streamrg.com/stream-trial1620164741610</a> using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: <a href="https://quartr.com/" rel="nofollow" target="_blank">https://quartr.com/</a> Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the <a href="https://www.youtube.com/user/SNNWire" rel="nofollow" target="_blank">SNN Network YouTube channel</a>. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: <a href="https://www.youtube.com/redirect?q=http%3A%2F%2Fbit.ly%2F1Q5Yfym&amp;redir_token=KM-Hq0C5IQrdTA4S7U1Ev9MzTOV8MTU1Nzk1NTY1NUAxNTU3ODY5MjU1" rel="nofollow" target="_blank">http://bit.ly/1Q5Yfym</a> <a href="https://itunes.apple.com/us/podcast/planet-microcap-podcast/id1024217659?mt=2" rel="nofollow" target="_blank">Click here to rate and review the Planet MicroCap Podcast</a> The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of <a href="http://stocknewsnow.com/" rel="nofollow" target="_blank">StockNewsNow.com</a>, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter <a href="https://twitter.com/BobbyKKraft" rel="nofollow" target="_blank">@BobbyKKraft</a>

Ep. 205 - ”Five Forces” Principles for Researching Stock Ideas with Richard Sosa, Host of ”Riches in the Niches” Podcast

Richard Sosa, host of the Riches in Niches podcast, discusses his thesis on Donnelly Financial (DFIN). Despite a strong recent run, DFIN trades at a value multiple, and Richard breaks down all the reasons why he thinks the stock is too cheap and why DFIN is a huge beneficiary of the current SPAC / IPO boom.My twitter background thread on DFIN: https://twitter.com/AndrewRangeley/status/1460661067395305479?s=20Riches in Niches podcast twitter: @RichesNichesPodChapters0:00 Intro1:40 Some background on Richard4:10 Why Richard likes niches5:10 DFIN overview10:45 DFIN's classic spin dynamics14:35 DFIN's public to private headwinds before the SPAC boom18:30 Regulatory headwinds in the print business21:55 More DFIN background29:30 What the capital markets business does and how it benefits from the M&amp;A / SPAC boom37:00 Comping DFIN to Workiva39:40 How sticky is DFIN?43:20 Breaking down DFIN's valuation46:30 Is DFIN's shifting segment disclosure concerning?50:15 Why is the market trading DFIN at such a low multiple?53:25 Is management and the board fully aligned here?57:00 DFIN's history of capital returns1:02:25 More on DFIN's multiple1:04:55 Closing thoughts

Richard Sosa, host of the Riches in Niches podcast, discusses his thesis on Donnelly Financial (DFIN). Despite a strong recent run, DFIN trades at a value multiple, and Richard breaks down all the reasons why he thinks the stock is too cheap and why DFIN is a huge beneficiary of the current SPAC / IPO boom. My twitter background thread on DFIN: <a href="https://twitter.com/AndrewRangeley/status/1460661067395305479?s=20" rel="nofollow" target="_blank">https://twitter.com/AndrewRangeley/status/1460661067395305479?s=20</a> Riches in Niches podcast twitter: @RichesNichesPod Chapters 0:00 Intro 1:40 Some background on Richard 4:10 Why Richard likes niches 5:10 DFIN overview 10:45 DFIN's classic spin dynamics 14:35 DFIN's public to private headwinds before the SPAC boom 18:30 Regulatory headwinds in the print business 21:55 More DFIN background 29:30 What the capital markets business does and how it benefits from the M&amp;A / SPAC boom 37:00 Comping DFIN to Workiva 39:40 How sticky is DFIN? 43:20 Breaking down DFIN's valuation 46:30 Is DFIN's shifting segment disclosure concerning? 50:15 Why is the market trading DFIN at such a low multiple? 53:25 Is management and the board fully aligned here? 57:00 DFIN's history of capital returns 1:02:25 More on DFIN's multiple 1:04:55 Closing thoughts

Richard Sosa sees value in DFIN's niche

"Loyalty or Betrayal" Premiering at The 2018 Cosmic Film Fest! LIVE with Richard Sosa &amp; Kenny "MagChop" Ruiz! Tune In For This Family Friendly Show!