Dale’s Solo Investors Podcast LLC

About Dale’s Solo Investors Podcast LLC

.

Publisher

dalex5

Category

business

Language

en

Explicit

Yes

First episode

14 Mar 2025

Latest episode

9 Jul 2025

Latest episodes

8 episodes in the feed.

1. 

   9 Jul 2025

   FF, PBF, MT - oil & biofuel & getting a jumpstart on valuations

   Dale discusses PBF Energy's potential undervaluation after a refinery fire and explores FutureFuel's surprisingly low valuation ratios amid biofuel industry support.

2. 

   16 Jun 2025

   Defining the "perfect stock", plus Initial takes on RGP, GRVY, MZDAY, FUJHY

   Dale defines his criteria for identifying the "perfect stock," emphasizing businesses with favorable ratios, limited competition, and strong management teams.

3. 

   22 May 2025

   BDL a value play? Plus thoughts on SG & BLMN

   Dale values symbol BDL and talks about the benefits of diverse menus in the restaurant business. Verbal disclosures read from 1:18-2:27.  General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus:  https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo".  I get compensated if you sign up for Guru Focus through this link. In this episode, I discuss several financial ratios and models, including the Shiller P/E ratio and the Altman Z-score. I did not invent these models. The Shiller P/E ratio, also known as the CAPE ratio (Cyclically Adjusted Price-to-Earnings), was developed by Professor Robert J. Shiller, a Nobel Prize-winning economist. The Altman Z-score was created by Dr. Edward I. Altman, a financial economist and professor at New York University, as a formula to predict the probability of corporate bankruptcy. These ratios are publicly known academic and financial tools, and all credit for their development belongs to their original authors. My discussion of them is for educational and analytical purposes only. ( I originally recorded this episode a couple months back so some of the financial information mentioned is from Q3 2024 ) .

4. 

   25 Apr 2025

   Five Cyclically Adjusted Valuation Ratios

   Dale talks about five Cyclically Adjusted Valuation Ratios: Cyclically Adjusted Enterprise Value to EBIT (CAEE™) , Cyclically Adjusted Price to Book (CAPB™), Cyclically Adjusted Enterprise Value to EBITDA (CAEVE™), Cyclically Adjusted Enterprise Value to Free Cash Flow (CAEF™), and Cyclically Adjusted Enterprise Value to Gross Profit (CAEG™) . Verbal Disclosures Read from 1:07-2:18 FULL DISCLAIMERS AND DISCLOSURES CAN BE FOUND UNDER THE “IMPORTANT DISCLAIMERS AND DISCLOSURES” SECTION WITHIN THIS URL:    https://dalex5.podbean.com/ Provisional Patent Application: The CAEE™ ratio and its use in index construction, ETF automation, and financial analytics is the subject of a provisional patent application filed with the USPTO by Dale’s Solo Investors Podcast LLC and is a proprietary intellectual asset. The CAEE™ ratio is currently in the process of being trademarked. The concepts, methodologies, and proprietary research related to the CAEE™ ratio are confidential and intended solely for informational purposes. Any unauthorized use, reproduction, or incorporation of this methodology into investment frameworks or for research purposes without prior written consent from Dale’s Solo Investors Podcast, LLC is strictly prohibited. This includes use in software, financial products, research publications, or investment services. Common Law: CAEE™ is a proprietary term developed and used by Dale’s Solo Investors Podcast LLC in connection with financial index construction, investment analytics, and related educational and research services. This mark represents unique combinations of financial methodologies and branding, and is being used in commerce as a trademark under common law. Certain terms are not affiliated with or endorsed by any third-party index provider or financial institution. All other trademarks and registered trademarks referenced are the property of their respective owners. Note: This episode features a security-level report which reflects a component-level analysis used in the ongoing development and maintenance of the   CAEE™ based proprietary index system, which aggregates multiple such analyses into broader ETF , ETP, direct indexing, index, SMA, and mutual fund type strategies. Limitations of the CAEE™ Ratio (Cyclically Adjusted Enterprise Value to EBIT) Backward-Looking Bias: The ratio uses 10-year inflation-adjusted EBIT averages, which means it's based on historical performance. This can obscure recent structural changes in a company (e.g., a pivot to a new business model, significant M&A, or post-pandemic recovery). Sector Bias: Asset-light, tech-forward companies may appear overvalued under CAEE™due to low historical EBIT and high EV. Asset-heavy sectors (like industrials, energy, or utilities) may screen as “cheap”. Limited Coverage of Intangibles: CAEE™doesn't directly account for intangibles like brand value, network effects, or IP. Companies with low EBIT due to heavy R&D or scaling phases may be penalized unfairly. Financial Sector issue: For banks, insurance companies, broker-dealers, and most financial institutions, EBIT is either meaningless or misleading, because Interest income and interest expense are central to their operations. EBIT is supposed to exclude interest by design (hence “Earnings Before Interest and Taxes”), which removes a core operating input/output for financial firms. Debt and interest is a product to financial firms, not just a capital structure. Provisional Patent Application: The  CAPB™ , CAEVE™ , CAEF™ , and CAEG™ , ratios use in index construction and ETF automation is the subject of a provisional patent application filed with the USPTO by Dale’s Solo Investors Podcast LLC. These marks represent unique combinations of financial methodologies and branding, and are being used in commerce as a trademark under common law. Note: This episode features a security-level report which reflects a component-level analysis used in the ongoing devel

5. 

   17 Apr 2025

   CAEE ratio

   Dale discusses a novel approach to valuing individual stocks. Verbal Disclosures read from 2:54 - 3:50 . General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus:  https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE Ratio™ — Patent Pending CAEE Ratio is a proprietary investment methodology developed and owned by Dale’s Solo Investors Podcast LLC.

6. 

   17 Apr 2025

   BFH , Credit card duopolies , retail stocks benefit?

   Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus:  https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" CAEE Ratio™ — Patent Pending CAEE Ratio is a proprietary investment methodology developed and owned by Dale’s Solo Investors Podcast LLC.

7. 

   26 Mar 2025

   Dole Foods an asset play

   Correction: In this episode, I mistakenly referenced the wrong land valuation for Dole. Dole had a certain number of acres publicly listed on their website. However, just because a company operates on land doesn’t necessarily mean they own it. I initially assumed Dole owned certain land in the Philippines, but after revisiting their 10-K and 20-F filings, I found no indication of ownership there. Instead, I reviewed the land they actually own and corrected my estimates. The updated land value range is $506 million (low estimate) to $1.1 billion (high estimate). Sign up for Guru Focus:  https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo" Dale analyzes DOLE stock to explore whether the company's land holdings could be undervalued relative to its balance sheet. Verbal Disclosures read from 0:27 - 1:38. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Estimated Location Estimated  Region Area Estimated Acres Estimated Value per Acre ($USD) Total Estimated Value (Low - High) ($USD) Colombia Magdalena Department 569 $3,000 - $7,000 1,700,000 4,000,000 Costa Rica Guanacaste Province (Cañas, La Fortuna) 697 $5,000 - $12,000 3,500,000 8,400,000 Costa Rica Guanacaste (Additional Acres) 8,000 $5,000 - $12,000 40,000,000 96,000,000 Costa Rica Puntarenas 7,000 $5,000 - $12,000 35,000,000 84,000,000 Costa Rica Alajuela 5,000 $5,000 - $12,000 25,000,000 60,000,000 Costa Rica Cartago 3,000 $5,000 - $12,000 15,000,000 36,000,000 Costa Rica Limón 3,000 $5,000 - $12,000 15,000,000 36,000,000 Costa Rica San Carlos (El Muelle Farm) 2,402 $5,000 - $12,000 12,000,000 28,800,000 Costa Rica El Comendador 285 $5,000 - $12,000 1,400,000 3,400,000 Costa Rica Zurqui 460 $5,000 - $12,000 2,300,000 5,500,000 Costa Rica Other Areas (Remaining) 25,805 $5,000 - $12,000 129,000,000 309,000,000 Ecuador Dolores 257 $3,000 - $6,000 800,000 1,500,000 Ecuador Guayas Province 4,000 $2,000 - $4,000 8,000,000 16,000,000 Ecuador Los Ríos Province 2,500 $1,500 - $3,000 3,750,000 7,500,000 Ecuador El Oro Province 1,500 $1,800 - $3,500 2,700,000 5,250,000 Ecuador Azuay Province 752 $1,200 - $2,500 900,000 1,880,000 Honduras Choluteca 12,000 $2,750 - $5,000 33,000,000 60,000,000 Honduras Colón 8,000 $4,500 - $7,500 36,000,000 60,000,000 Honduras Atlántida 5,000 $4,000 - $6,000 20,000,000 30,000,000 Honduras Gracias a Dios 3,000 $3,000 - $5,000 9,000,000 15,000,000 Honduras Olancho 4,000 $3,500 - $5,500 14,000,000 22,000,000 Honduras Yoro 2,227 $3,500 - $5,000 7,800,000 11,100,000 Guatemala Izabal Department 2,500 $2,500 - $4,000 6,250,000 10,000,000 Guatemala Alta Verapaz Department 800 $1,000 - $2,000 800,000 1,600,000 Guatemala Baja Verapaz Department 500 $800 - $1,500 400,000 750,000 Guatemala Santa Rosa Department 300 $900 - $1,800 270,000 540,000 Guatemala Chimaltenango Department 104 $600 - $1,500 60,000 160,000 Peru Sullana, Peru (Banana Production) 405 $3,000 - $5,000 1,200,000 2,000,000 Chile Paine 2,760 $8,000 - $10,000 22,100,000 27,600,000 South Africa Limpopo 1,300 $1,500 - $3,500 1,800,000 4,550,000 South Africa Mpumalanga 204 $1,000 - $2,500 200,000 750,000 USA Oahu, Hawaii (Pineapples, Coffee, Cacao) 5,014 $10,000 - $40,000 50,100,000 200,600,000 USA Other USA Land 1,587 $5,000 - $10,000 7,900,000 15,900,000 506,930,000 1,165,780,000 114928 acres Low Total = $506 million High Total = $1.165 billion Average estimate value = 835.5 million

8. 

   14 Mar 2025

   Net net stock - VNDA

   Dale values symbol VNDA and talks about the benefits and risks of "net-net" stocks. Verbal disclosures read from 2:27 - 3:40.  General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus:  https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 , click "Book a Demo"

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

102

Score snapshot 15 Sept 2025

Podcast Authority Score: 18 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

10

Social presence

0

YouTube

64

Engagement

0

Contact Dale’s Solo Investors Podcast LLC

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.