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Value Investing Podcast

Updated 2 months ago

Business
Investing
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A BETTER LIFE IS WITHIN YOUR REACH! Value Investing podcast covers knowledge and discipline that you need to bring financial success to your life. In terms of knowledge, this podcast will deliver wisdom from legendary investors such as Warren Buffett and Peter Lynch and in terms of discipline, this podcast will train you to be a wise and long term investor. Enjoy the podcast!

Read more

A BETTER LIFE IS WITHIN YOUR REACH! Value Investing podcast covers knowledge and discipline that you need to bring financial success to your life. In terms of knowledge, this podcast will deliver wisdom from legendary investors such as Warren Buffett and Peter Lynch and in terms of discipline, this podcast will train you to be a wise and long term investor. Enjoy the podcast!

iTunes Ratings

71 Ratings
Average Ratings
57
5
2
4
3

Legit

By Remove liked posts - Oct 18 2019
Read more
Love this podcast. The guy knows his stuff. Please don’t stop generating content.

Value investor

By you_who_sleep - Mar 06 2019
Read more
Good detailed information!

iTunes Ratings

71 Ratings
Average Ratings
57
5
2
4
3

Legit

By Remove liked posts - Oct 18 2019
Read more
Love this podcast. The guy knows his stuff. Please don’t stop generating content.

Value investor

By you_who_sleep - Mar 06 2019
Read more
Good detailed information!
Cover image of Value Investing Podcast

Value Investing Podcast

Latest release on Aug 01, 2020

Read more

A BETTER LIFE IS WITHIN YOUR REACH! Value Investing podcast covers knowledge and discipline that you need to bring financial success to your life. In terms of knowledge, this podcast will deliver wisdom from legendary investors such as Warren Buffett and Peter Lynch and in terms of discipline, this podcast will train you to be a wise and long term investor. Enjoy the podcast!

Rank #1: EP65 (Part 4) Everything is a Cycle – Howard Marks

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Chapter 8: Everything is a cycle in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Oct 27 2019

24mins

Play

Rank #2: EP74 Coronavirus and Recent Market Drop

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This episode covers my views on Coronavirus and the recent market drop.

Donate: https://valueinvestpodcast.com/en/donate/

Mar 01 2020

12mins

Play

Rank #3: EP70 (Part 8) Patient Opportunism – Howard Marks

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Patient Opportunism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Jan 05 2020

32mins

Play

Rank #4: EP21 Investment Basics (Part 1) by Joel Greenblatt

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Joel Greenblatt is a legendary value investor who founded a hedge fund Gotham Capital with an astonishing track record of 40% annualized return from 1985 to 2006.  This episode covers the first three investment basics that Joel discussed in his book (You Can Be a Stock Market GENIUS).

Do your homework
Don't listen to others
Pick your own spots

The future episodes will cover the rest of the investment basics, and discuss the details of great special investment opportunities such as spin-offs, merger securities, restructurings, rights offerings, etc.

Joel Greenblatt's book (You Can Be a Stock Market GENIUS): https://amzn.to/2vjCwfX

Podcast website: https://valueinvestpodcast.com/

Donate: https://valueinvestpodcast.com/donate/

Aug 05 2018

Play

Rank #5: EP69 Advice from Legendary Value Investors

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Advice from Legendary Value Investors

Dec 22 2019

21mins

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Rank #6: EP3 Warren Buffett’s Partnership Investment Case Study (Dempster Mill) and Conservatism

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In this episode, I discuss four topics regarding Buffett's investment partnership.1) Deep dive analysis on why Buffett invested in a company called Dempster Mill manufactoring,2) Buffett's definition of conservative investing,3) A growing fund size and its impact and4) Investment performance relative to the market.
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Mar 28 2018

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Rank #7: EP15 (Part 1) Business Intrinsic Value Calculation

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This episode and next episode cover four valuation approaches to derive an intrinsic value of a company.
Ratio-based approach (covered in this episode)Asset-based approach (covered in this episode)Acquisition approach (covered in this episode)Discounted Cash Flow approach (covered in the next episode)
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Jun 24 2018

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Rank #8: EP73 What Makes Investing Hard

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This episode covers six things that prevent your investing success.

Donate: https://valueinvestpodcast.com/en/donate/

Feb 16 2020

24mins

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Rank #9: EP34 Master Limited Partnership Investments by Peter Lynch

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This episode covers how Peter Lynch utilized Master Limited Partnership (MLP) investment opportunities in the stock market.  
List of current MLPs: https://www.mlpassociation.org/mlp-101/list-of-current-mlps/
The content of this episode was from his book (Beating the Street: https://amzn.to/2yklmzj)
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Nov 11 2018

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Rank #10: EP7 Basics of Insurance Business and Warren Buffett’s Investment on GEIGO

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In this episode, I discuss the following two topics.1) Basics of insurance business in terms of how insurance companies make money and why Buffett likes them2) Warren Buffett's investment on an insurance company called GEIGO
Two key terms for the valuation of insurance companies
“Float”, or available reserve, is policyholder money held, but not owned, by insurers, which comes about because there exist time intervals between received premiums and incurred losses to be paid out, usually more than a year.Float = Policy holder money held (Liability side) – Policy holder money not held yet (Asset Side)= [loss and loss adjustment reserves + unearned premium + fund held under reinsurance assumed + other policy holder liabilities] – [premium receivables + loss recoverable + deferred policy acquisition costs + deferred charges on reinsurance + prepaid taxes]
Combined ratio = (Incurred Losses + Expenses) / Earned Premium
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Apr 28 2018

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Rank #11: EP16 (Part 2) Business Intrinsic Value Calculation

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Followed by EP15 that covered three main valuation approaches (ratio-based, asset-based, and acquisition-based), this episode covers a Discount Cash Flow (DCF) approach to derive an intrinsic value of a company.  In this episode, I discuss three important questions for the DCF approach and show you how you can estimate the intrinsic value by using a 2-stage DCF analysis.

Estimate the first year normalized future cash flow after excluding unexpected items
Determine the first stage growth rate depending on the characteristics of the business
Calculate a terminal value by assuming that the company is mature
Use an appropriate discount rate (either 30 yr Treasury bond rate or other approaches such as WACC)

Additionally, I cover how you can include conservatism as a value investor in three different places (cash flow projection, discount rate, and margin of safety).
DCF tool available on: https://www.gurufocus.com/
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Jul 01 2018

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Rank #12: EP35 (Part 1) Philip Fisher’s 15 Points On What Stocks To Buy

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This episode covers the first 8 points (out of 15 points) that Philip Fisher checks when buying a company.

Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?
Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited?
How effective are the company’s research and development efforts in relation to its size?
Does the company have an above-average sales organization?
Does the company have a worthwhile profit margin?
What is the company doing to maintain or improve profit margins?
Does the company have outstanding labor and personnel relations?
Does the company have outstanding executive relations?

The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR)

Podcast website: https://valueinvestpodcast.com/

Donate: https://valueinvestpodcast.com/donate/

Nov 18 2018

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Rank #13: EP13 Six Investment Criteria By Warren Buffett

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This episode covers the following six criteria that Warren Buffett checks when acquiring businesses, and I further discuss how you can apply the Buffett's criteria into your investment strategy as an individual investor.

Large purchases (at least $75 million of pre-tax earnings unless the business will fit into one of our existing
units),
Demonstrated consistent earning power (future projections are of no interest to us, nor are “turnaround”
situations),
Businesses earning good returns on equity while employing little or no debt,
Management in place (we can’t supply it),
Simple businesses (if there’s lots of technology, we won’t understand it),
An offering price (we don’t want to waste our time or that of the seller by talking, even preliminarily, about a
transaction when price is unknown)

Podcast website: https://valueinvestpodcast.com/

Donate: https://valueinvestpodcast.com/donate/

Jun 10 2018

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Rank #14: EP8 (Part 1) Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway

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This episode covers the first 7 business principles of the owner's manual written by Warren Buffett for Berkshire Hathaway shareholders. The purpose of the manual is to explain Berkshire’s economic principles of operation and the manual is included in every annual letter for new shareholders as a reference to understand the important principles behind how Buffett and Munger run the company. The rest of the 8 principles will be covered in the next episode.
Owner's Manual: http://www.berkshirehathaway.com/ownman.pdf
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

May 06 2018

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Rank #15: EP6 Why Warren Buffett Closed Down His Successful Investment Partnership

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In this episode, I discuss the following two topics in Buffett's investment partnership letters.
1) 1967 letter on why Buffett thinks that his past 10-year outstanding performance would not be replicated in the future
2) 1969 letter on the decision to liquidate Buffett's investment partnership despite the incredibly successful past performance

Podcast website: https://valueinvestpodcast.com/

Donate: https://valueinvestpodcast.com/donate/

Apr 23 2018

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Rank #16: EP29 (Part1) Peter Lynch Investing Golden Rules

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This episode covers the first 9 investing rules by Peter Lynch

Investing is fun, exciting, and dangerous if you don't do any work.
Your investor's edge is not something you get from Wall Street experts. It's something you already have. You can outperform the experts if you use your edge by investing in companies or industries you already understand.
Over the past three decades, the stock market has come to be dominated by a herd of professional investors. Contrary to popular belief, this makes it easier for the amateur investor. You can beat the market by ignoring the herd.
Behind every stock is a company, find out what it's doing.
Often, there is no correlation between the success of a company's operations and the success of its stock over a few months or even a few years. In the long term, there is a 100 percent correlation between the success of the company and the success of its stock. This disparity is the key to making money; it pays to be patient, and to own successful companies.
You have to know what you own, and why you own it. "This baby is a cinch to go up!" doesn't count.
Long shots almost always miss the mark.
Owning stocks is like having children - don't get involved with more than you can handle. The part-time stock picker probably has time to follow 8-12 companies, and to buy and sell shares as conditions warrant. There don't have to be more than 5 companies in the portfolio at any time.
If you can't find any companies that you think are attractive, put your money into the bank until you discover some.

The content of this episode was from his book (Beating the Street: https://amzn.to/2yklmzj)
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Oct 07 2018

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Rank #17: EP14 Why Long-term Investing Works and Is Not So Easy

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This episode covers seven benefits (four explicit and three implicit benefits) with respect to long-term investing.  Additionally, I do a deep-dive analysis on why most people fail to do the long-term investing despite many benefits, and finally discuss what you can do for your portfolio.

Podcast website: https://valueinvestpodcast.com/

Donate: https://valueinvestpodcast.com/donate/

Jun 17 2018

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Rank #18: EP25 Four Tips To Identify Good Spin-offs (Case Study-Strattec Security) by Joel Greenblatt

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In his book (You Can Be a Stock Market GENIUS), Joel Greenblatt provided the following four tips via a spinoff case study (Strattec Security) on how to identify good spinoff opportunities.

Check if the spin-off is small in size for institutional investors
Check insider ownership
Check pro forma statements and derive an intrinsic value conservatively
Look for hidden information that could dramatically change the intrinsic value

Joel Greenblatt's book (You Can Be a Stock Market GENIUS): https://amzn.to/2vjCwfX
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Sep 02 2018

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Rank #19: EP46 Risk Arbitrage Checklist

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This episodes covers the key items that you need to check prior to investing in risk arbitrage situations.
Check out my investment ideas on https://shareinvestmentideas.com

Feb 03 2019

23mins

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Rank #20: EP32 Peter Lynch’s 8 Criteria For Finding Undervalued Bank Stocks

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This episode covers the following Peter Lynch’s 8 criteria for finding undervalued bank stocks.

Initial offering price < Current stock price
Equity to assets ratio >7.5%
Dividend paying stocks are a plus
Book value > Current stock price
PE Ratio < 11
High risk real estate assets < 10%
Real estate owned < 1%
90 day nonperforming assets < 2%

The content of this episode was from his book (Beating the Street: https://amzn.to/2yklmzj)

Podcast website: https://valueinvestpodcast.com/

Donate: https://valueinvestpodcast.com/donate/

Oct 28 2018

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EP84 The Cheesecake Factory (CAKE) – Another Undervalued Stock

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This episode covers The Cheesecake Factory (CAKE).

You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/08/01/cake-the-cheesecake-factory-could-be-a-good-buy-now/)

Aug 01 2020

34mins

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EP83 CARS.com-Likely Undervalued with High Upside Potential

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In this episode, I talk about CARS.com which is the company that I own in my portfolio and which I believe is undervalued at the current price $5.91 as of this recording on July 18.

You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/07/18/cars-low-risk-and-potentially-big-return-at-current-price-5-91/).

Jul 19 2020

30mins

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EP82 EBAY, SWBI, M, KHC

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In this episode, I revisit the stocks (EBAY, SWBI, M, KHC) that I talked about one and half years ago.  The main focus is to discuss the main business developments and also one and half year performance relative to S&P500.

I also wrote investment articles last year regarding the four stocks here ( https://shareinvestmentideas.com/)

SWBI deck for its spinoff rationale (https://ir.smith-wesson.com/static-files/e64b6622-49e5-4413-8e16-4bd465cb4b8d)

Jul 05 2020

47mins

Play

EP81 Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2)

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Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2)

Jun 21 2020

36mins

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EP80 My Portfolio Review

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In this episode, I cover my portfolio in terms of my investment strategy change and individual stocks (M, EBAY, AOBC, SWBI,CAKE, CARS, CPRI) that I have bought and sold during the Covid-19 pandemic.

Jun 07 2020

29mins

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EP79 Warren Buffett on Coronavirus, Airlines and Banks

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Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link

Donate: https://valueinvestpodcast.com/en/donate/

May 24 2020

23mins

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EP78 Can These Companies Survive? Macy’s, Cars.com, The Cheesecake Factory, Capri Holdings

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I talk about four companies (Macy’s, Cars.com, The Cheesecake Factory, Capri Holdings) in this episode and assess their survival probability by looking at their liquidity conditions.

Stock tickers (M, CARS, CAKE, CPRI)

Donate: https://valueinvestpodcast.com/en/donate/

May 10 2020

22mins

Play

EP77 How Spanish Flu Impacted Stock Market 100 Yeas Ago

Apr 26 2020

21mins

Play

EP76 This Is A Good Time To Invest – Howard Marks

Apr 12 2020

23mins

Play

EP75 Coronavirus and Stock Market Drop

Mar 29 2020

25mins

Play

EP74 Coronavirus and Recent Market Drop

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This episode covers my views on Coronavirus and the recent market drop.

Donate: https://valueinvestpodcast.com/en/donate/

Mar 01 2020

12mins

Play

EP73 What Makes Investing Hard

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This episode covers six things that prevent your investing success.

Donate: https://valueinvestpodcast.com/en/donate/

Feb 16 2020

24mins

Play

Replay of EP46 – Risk Arbitrage Checklist (Originally aired on Feb 3, 2019)

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Replay of EP46 - Risk Arbitrage Checklist

Feb 02 2020

20mins

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EP71 (Part 9) Knowing What You Don’t know – Howard Marks

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Knowing What You Don't know in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Jan 20 2020

23mins

Play

EP70 (Part 8) Patient Opportunism – Howard Marks

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Patient Opportunism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Jan 05 2020

32mins

Play

EP69 Advice from Legendary Value Investors

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Advice from Legendary Value Investors

Dec 22 2019

21mins

Play

EP68 (Part 7) Finding Bargains – Howard Marks

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Chapter 12: Finding bargains in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Dec 08 2019

21mins

Play

EP67 (Part 6) Contrarianism – Howard Marks

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Chapter 11: Contrarianism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Nov 24 2019

26mins

Play

EP66 (Part 5) Combating Negative Influences – Howard Marks

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Chapter 10: Combating Negative Influences in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Nov 10 2019

21mins

Play

EP65 (Part 4) Everything is a Cycle – Howard Marks

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Chapter 8: Everything is a cycle in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Oct 27 2019

24mins

Play

iTunes Ratings

71 Ratings
Average Ratings
57
5
2
4
3

Legit

By Remove liked posts - Oct 18 2019
Read more
Love this podcast. The guy knows his stuff. Please don’t stop generating content.

Value investor

By you_who_sleep - Mar 06 2019
Read more
Good detailed information!