Andy Walker & Tyler Dupont
The Alpha Algorithm
Welcome to The Alpha Algorithm, a podcast where the hosts Andy Walker and Tyler Dupont talk about their experience building businesses, acquiring new skills, and spitball business ideas where we see trends in the market.
Be sure to visit the podcast's website and support the creator: Auguryresearch.com
Author
Andy Walker & Tyler Dupont
Category
Podcast website
Latest episode
Aug 24, 2023
Where to listen?
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Episodes
Antifragile Investing (EP:22) 23.06.2021 38:29
In this episode of Not Your Father's stocks, Andy and Tyler dive into the topic of antifragility. What makes an antifragile investor? Andy defines an antifragile investor as being able to adapt and make money through all markets. For more content from Augury please view below. Youtube: https://www.youtube.com/channel/UCiss8j4luxq0hi1PJG5qHrQ Investing Journal: https://www.auguryresearch.com/s...
Measuring Risk/Reward (EP:21) 10.06.2021 54:00
FREE COURSE: https://www.auguryresearch.com/freeco... AUGURY JOURNAL AMAZON: https://www.amazon.com/stores/page/34... AUGURY INVESTING JOURNAL: https://www.auguryresearch.com/shop/a... BECOME A MEMBER: https://www.auguryresearch.com/join Building the best investing community on the web at Auguryresearch.com join today and start realizing alpha with our team. --- About Augury. Our goal is to provi...
Portfolio Management (EP:20) 20.05.2021 37:35
Augury Pro Research: https://www.auguryresearch.com/join Augury Investment Journal: https://www.auguryresearch.com/shop Augury Fundamental Analysis + Options Course: TBA
Wine & Stocks (EP:19) 29.04.2021 46:13
In this episode Tyler & Andy discuss some current ideas they're researching. Companies include SRAX, SMSI, VTSI, TSLA, and DGLY.
Avoiding Burnout & Optimizing Performance (EP:18) 11.04.2021 40:13
Join The Team: https://www.auguryresearch.com/join
Behavior: The Hardest Part of Investing (EP:16) 27.02.2021 1:14:35
Augury Pro Research: https://www.auguryresearch.com/join Augury Investment Journal: https://www.auguryresearch.com/shop Augury Fundamental Analysis + Options Course: TBA
SMSI, ICCC, TLRY (EP:15) 13.02.2021 51:19
Augury Pro Research: https://www.auguryresearch.com/join Augury Investment Journal: https://www.auguryresearch.com/shop Augury Fundamental Analysis + Options Course: TBA
Wine & Stocks (EP:14) 05.01.2021 1:00:14
Augury Pro Research Library: https://www.auguryresearch.com/join Free SUMR Research Presentation: https://www.auguryresearch.com/sumr
Talk your Book: Srivatsan Prakash (Market Champions) 24.12.2020 1:00:02
Augury Research | Building the Greatest Investing Community in the World. Visit auguryresearch.com to learn more. Follow Augury on Spotify here: https://open.spotify.com/show/7enbSfCSexdC85tVogONg5?si=qszoWm1LTjeC9Hp5M_c-cQ Checkout Srivatsan Prakash on Youtube here: https://www.youtube.com/channel/UC3zc51x38Rt_oHdLj7L1NXw/featured Checkout Srivatsan Prakash on Spotify here: https://open.spotif...
Rebalance, Rebalance, Rebalance (EP:13) 13.12.2020 57:00
In this episode Andy & Tyler discuss the importance of being able to play the role of Analyst and Portfolio Manager as an individual investor. 3-2-1 Newsletter: https://augury.substack.com/ Submit an Idea: https://www.auguryresearch.com/start-new-submission Join the Team: https://www.auguryresearch.com/jointheteam
Wine & Stocks (EP:12) 26.11.2020 43:49
Risk management, habits, exercise, sports, and everything Augury.
Earnings Season (EP:11) 06.11.2020 28:36
Earnings coverage on a few names we own $SMSI $ARC $APT Most Recent Research: https://www.unhedged.com/exchange/5f9fb8788cf52b002c8d370c/ Augury Blog: https://www.auguryresearch.com/auguryblogs 3-2-1 Newsletter: https://www.auguryresearch.com/https/augurysubstackcom Augury Premium: https://www.auguryresearch.com/members
$VIAC Deep Dive w/ Chris Vafeiadis (EP:10) 15.10.2020 45:30
Deep dive research by our very own Chris Vafeiadis. Augury: Website Augury: 3-2-1 newsletter
Time Horizon & Conviction (EP:9) 01.09.2020 38:15
In this episode Andy & Tyler discuss the competitive advantage of viewing businesses through a long term lens and using conviction to capitalize on short-term volatility for long-term results. Augury Premium: https://www.auguryresearch.com/members Augury Newsletter: https://augury.substack.com/ Contact: andy.walker@auguryresearch.com
Turning Rocks & Management Incentives (EP:8) 23.08.2020 38:21
In this episode Andy & Tyler discuss filing through companies, value traps, and the power of management incentives. Augury Premium: https://www.auguryresearch.com/members Contact: andy.walker@auguryresearch.com
Building a Research Process (EP:7) 03.08.2020 1:01:28
This episode is brought to you buy Augury Research ( https://www.auguryresearch.com/ ) In this Episode Tyler & Andy discuss their research process when diving through new ideas. This episode depicts the similarities and differences between a short sellers process and a long-bias bottoms-up fundamental investor. Newsletter: https://augury.substack.com/ Augury Premium: https://www.auguryresear...
Talk Your Book: 1 Main Capital 29.06.2020 52:20
In this episode, I sat down with Yaron Naymark, the sole portfolio manager at 1 Main Capital. Prior to founding 1 Main Capital, Yaron accumulated more than a decade of investing experience at multi-billion-dollar value-oriented public and private equity firms. Yaron is a South Florida native, a lover of the outdoors, and currently lives in New York City. Read more from Yaron: https://www.1maincapi...
Bullish or Bearish? (EP:6) 22.06.2020 1:48:17
In today's episode we have fun chat on everything market-related. From specific company research to talks on the current macro-environment. Enjoy! Augury Blog: https://www.auguryresearch.com/blog Augury Membership: https://www.auguryresearch.com/members Newsletter: https://augury.substack.com/
Talk Your Book: Greystone Capital 07.06.2020 54:14
In this episode, I sat down with Adam Wilk the sole portfolio manager of Greystone Capital. Before launching Greystone, Adam worked in management for the San Antonio Spurs. He has an interesting and differentiated background that led him into the investing world. For company-specific research, info on Greystone, and more from Adam visit the links below. Blog: https://poundtherockinvesting.wordpres...
Behavioral Psychology, Habits, and Mindset (EP:5) 31.05.2020 1:01:29
In this episode, we dive into the topic of behavior psychology, habit stacking, and the mindset as an athlete in the stock market. Augury Membership: https://www.auguryresearch.com/members Augury Newsletter: https://www.auguryresearch.com/newsletter Value Investing Course: https://gumroad.com/l/ITVI
What it Really Takes (EP:4) 24.05.2020 1:06:45
In today's episode, we discuss developing an investment strategy, building a watchlist, and the importance of note-taking and documenting past investments/trades to uncover where it went wrong or where it went right. Pain (bad trade) + Reflection (Documenting) = Progress Most recent stock research: SMSI Augury Membership: Apply
Value Investing (EP:3) 17.05.2020 1:01:45
This episode dives deep into the core principles of value investing. The topics covered include: Measuring downside risk Margin of safety Importance of upcoming catalysts Thinking like a business owner Newsletter: https://www.auguryresearch.com/newsletter Join the team: https://www.auguryresearch.com/members
Buy and Verify (EP:2) 10.05.2020 50:17
In this episode, Tyler and I discuss knowing what you own, in which we directly apply to real-time scenarios within some of our current holdings. We also touch on planning for differentiated outcomes (scenario analysis) to be able to react with limited emotion. For more informational topics like the ones discussed in today's episode be sure to subscribe to our weekly newsletter . Research Blo...
Whats your edge? (EP:1) 29.04.2020 56:04
We discuss what we believe to be the three main edges for individual investors along with some original thought and perspective that we've gained through experience to lead us to these beliefs.
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