As many of you know, I’ve been binging fund letters lately, and today’s subject really stunned me. Matthew Peterson of Peterson Capital Management has one of the most unique approaches I’ve seen yet. In this episode, I’m breaking down my research on his firm and his philosophy.

We talk about his "Structured" approach (using puts and warrants to enter positions) and how he captures dividend value while waiting for prices to settle. I also dive (a very tiny bit) into the Horsehead Holding Corp (ZINCQ) situation and what it taught him about management risk.

One of my favourite parts is the story of how he crashed a conference just to get the truth about Daily Journal’s software. If you’re a student of investing, you need to hear about his tenacity.

Read the full write-up: https://andreevdan.substack.com/p/spotlight-matthew-peterson-peterson?r=4klyy7

Disclaimer & Disclosure: 18 Degree Journal is a personal research log published by the author as a private investor for informational and educational purposes only. It does not constitute professional investment, legal, or tax advice, nor is it a solicitation to buy or sell any security. The author is not a registered investment advisor or broker-dealer. At the time of publication, the author holds a beneficial position in the securities mentioned and may trade these securities at any time without further notice. All information is provided “as is” without warranty of accuracy or completeness. Investing involves significant risk; readers are solely responsible for their own due diligence and should consult a licensed financial professional before making any investment decisions.