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b'In episode 255 we welcome our guest, Matt Peterson, Managing Partner of Peterson Capital Management. In today\\u2019s episode, we\\u2019re getting into concentrated, deep-value investing. We get into Matt\\u2019s long-term value based framework and a truly concentrated portfolio of about 12 names right now.\\nWe cover his position entry strategy of writing cash-secured puts, which has helped the fund during periods of heightened volatility like we\\u2019ve experienced recently. We explore some interesting insights on Charlie Munger\\u2019s Daily Journal Corporation, and jumping on the opportunity to purchase Berkshire class B shares by writing puts as shares came down in price earlier in the year.\\nWe get into some high level thoughts on the economy, the risk of holding cash and bonds, and the need to be prepared for some inflation down the road.\\nAll this and more in episode 255 with Peterson Capital Management\\u2019s, Matt Peterson.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'