All cap investing with Kirk Spano
Oct 01, 2025•55 min
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Episode description
Kirk Spano runs Margin of Safety Investing and shares what it means to be an all cap investor (0:25). Using options, covered calls (14:30). AST SpaceMobile as an example (19:00). AI and large cap names (25:00). QE has changed everything (36:00). Bitcoin, gold, crypto (46:00).
Show Notes:
Liquidity, Macro And Valuations Are Warning You
AST SpaceMobile Screams 'Watson, I'm Calling You From Space'
Pfizer: One Of The Next Big AI Winners
'Stay Hungry, Stay Foolish' Small Cap Strategies
Episode transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Liquidity, Macro And Valuations Are Warning You
AST SpaceMobile Screams 'Watson, I'm Calling You From Space'
Pfizer: One Of The Next Big AI Winners
'Stay Hungry, Stay Foolish' Small Cap Strategies
Episode transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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