Wall Street's Blind Spots - Jose Mayora

Wall Street's Blind Spots - Jose Mayora

From Stocks for Beginners by Philip Muscatello - Investment Education for the Stock Market

June 5, 2026 · 45 min · Season 1 · Episode 247

About this episode

Jose Mayora discusses the importance of cash flows over reported profits and the implications of market expectations on share prices.

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street’s Blind Spots . Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today’s share price. Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora 📈 CHECK OUT THESE INVESTING TOOLS:  🌎 Level up your investing with Sharesight , Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan 🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now 🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE . Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light 🌎 T ykr - Stock Investing for Beginners . Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount. Disclosure: The links provided are affiliate links. I will be…

People in this episode

Host: Philip Muscatello

Guest: Jose Mayora

Topics covered

  • investing
  • portfolio management
  • cash flow analysis
  • stock market
  • financial education

Keywords

  • investing
  • cash flows
  • stock market
  • portfolio management
  • financial education

Sponsors

Sharesight, Life Sherpa Invest, Tony Kynaston’s QUALITY AT VALUE, T ykr

Mentioned in this episode

Organizations: Divita Value Growth Fund

Books & works: Wall Street’s Blind Spots

More episodes of Stocks for Beginners

Explore listener stats, chart rankings, contacts and more on the Stocks for Beginners podcast page.