https://rss.com/podcasts/lets-be-frank Weekly quick take on US stocks from the prospective of a value investor. Brian Frank is a Registered Investment Advisor with over 20 years experience researching small and mid cap stocks. He manages separate accounts and is the portfolio manager of the Frank Value Fund. This podcast shows how a value framework can remove the emotion and guesswork from investing. As an unconstrainted active manager, Brian often finds opportunities in special situations like spinoffs, chapter 11 emergence, non-indexed securities, material stock repurchases, asset sales, and more.

]]> RSS.com 2026.428.112250 Fri, 05 Jun 2026 22:20:37 GMT en 7cb428f4-ffc0-5d74-be43-c44ea10973d7 https://media.rss.com/lets-be-frank/podcast_cover_20260530_100527_4075422eae4c7b991655adf29c6576e7.png https://rss.com/podcasts/lets-be-frank no Brian Frank Brian Frank Brian Frank false episodic 80e8eea0-5bea-11f1-af80-1f23f3532325 podcast Miami-Dade County, Florida, USA true This week Brian discusses the reversal in US tech stocks and outperformance of defensive sectors. He talks about process - should you buy the dip on a chart or hope for good news? Instead, value investors examine companies and let the fundamentals dictate buy and sell decisions. Learn more at www.frankfunds.com.

]]> https://rss.com/podcasts/lets-be-frank/2891044 5622ac55-079d-4cee-afe6-c6e28c403d86 302 full 1 1 2 2 false Fri, 05 Jun 2026 22:20:36 GMT true Miami-Dade County, Florida, USA Hype and parabolic returns in semiconductor stocks is pulling capital from other, overlooked areas of the market. If you remember how the SPAC and SaaS manias in 2021 ended, now is a good time to look at defensive companies.

]]> https://rss.com/podcasts/lets-be-frank/2870585 3076c38b-a473-4350-b45d-5e669a2adc71 356 full 1 1 1 1 false Sat, 30 May 2026 04:39:21 GMT true Miami-Dade County, Florida, USA