Investors / stance tracking
What John Buckingham is saying
CIO, Value87 Investment Partners
8 dated public stances tracked since 2024-11-01, most recently 2024-11-01. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of John Buckingham's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. John Buckingham is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
8
tracked stances
8
themes
0
side flips
2024-11-01
last heard
Returns 90d +8.5% (n=6) · 180d +2.9% (n=6) · 1y +53.1% (n=6)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AAPL | 1 | 1 bullish | 2024-11-01 | |
| AVGO | 1 | 1 bullish | 2024-11-01 | |
| DIVIDEND-PAYING STOCKS | 1 | 1 bullish | 2024-11-01 | |
| META | 1 | 1 bullish | 2024-11-01 | |
| STX | 1 | 1 bullish | 2024-11-01 | |
| TSN | 1 | 1 bullish | 2024-11-01 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-11-01
TSN
bullish
The Business Brew · video
Tyson fell 5% after-hours when a McDonald's E. coli outbreak was misattributed to beef; once the actual cause (contaminated onions) was identified, the selloff was an overreaction that will be forgotten in the fullness of time
“Tyson was down 5% in the after hours...the news came out it wasn't really the quarter pounder it was the onions”
90d -2.0% · 180d +6.6% · 1y -8.5%
John Buckingham - The Prudent Election Episode
2024-11-01
META
bullish
The Business Brew · video
Even at the nadir of metaverse spending, Meta had a strong balance sheet and massive cash flows that justified holding at $90; Zuckerberg's year of efficiency validated the thesis and the stock recovered to ~$600, with position still held though trimmed
“we thought that that meta was still undervalued at $90 we didn't sell it we rode with it”
90d +21.2% · 180d -3.0% · 1y +12.8%
John Buckingham - The Prudent Election Episode
2024-11-01
VZ
owns
The Business Brew · video
A 7% dividend yield means only modest capital appreciation is required for a compelling total return, and Verizon has been delivering exactly that combination recently
“we own a stock like Verizon which has a 7% yield we don't need a whole lot of capital appreciation”
90d -2.9% · 180d +10.1% · 1y +2.0%
John Buckingham - The Prudent Election Episode
2024-11-01
AVGO
owns
The Business Brew · video
Broadcom was originally purchased for its ~3% dividend yield as an income holding and has since emerged as an AI infrastructure beneficiary through its semiconductor exposure
“name like broadcom we own and we bought broadcom quite a while ago but it had a 3% yield”
90d +28.0% · 180d +14.6% · 1y +116.7%
John Buckingham - The Prudent Election Episode
2024-11-01
VALUE STOCKS VS GROWTH STOCKS
bullish
The Business Brew · video
The valuation gap between value and growth on multiple financial metrics is as wide today as it was in 2000, a setup that historically preceded a decade where value stocks compounded at ~6% per year while the S&P 500 was flat
“the valuation gap on various Financial metrics between value and growth is as wide today as it was in the year 2000”
John Buckingham - The Prudent Election Episode
2024-11-01
AAPL
owns
The Business Brew · video
Apple's ecosystem is nearly impossible to replicate, the iPhone is an indispensable consumer product, and the company generates a mountain of cash — position held since 2000 with trimming along the way but still material upside expected
“we still think there upside potential in apple and that's why we own it”
90d +6.7% · 180d -4.5% · 1y +21.3%
John Buckingham - The Prudent Election Episode
2024-11-01
STX
owns
The Business Brew · video
Seagate is held within an income-oriented strategy for its above-average dividend yield, with data storage providing a durable underlying business
“we own Seagate which is data storage and Seagate had a big dividend yield”
90d -0.1% · 180d -6.7% · 1y +174.4%
John Buckingham - The Prudent Election Episode
2024-11-01
DIVIDEND-PAYING STOCKS
bullish
The Business Brew · video
Historical data shows dividend-paying stocks have delivered higher total returns than non-dividend-paying stocks with lower standard deviation — a rare combination of higher return and lower risk driven partly by the disciplined income signal dividends provide
“dividend paying stocks historically have had higher returns than non-dividend paying stocks and they've have lower standard deviation lower volatility”
John Buckingham - The Prudent Election Episode
Idea Scout Weekly
Every Sunday: who said what across the tape we track — 845 voices, 2,419 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.
Free · double opt-in · unsubscribe in one click