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Business
Investing

Value Investing Podcast

Updated 6 days 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

48 Ratings
Average Ratings
42
2
2
1
1

Legit

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

Value investor

By you_who_sleep - Mar 06 2019
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Good detailed information!

iTunes Ratings

48 Ratings
Average Ratings
42
2
2
1
1

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!

Listen to:

Cover image of Value Investing Podcast

Value Investing Podcast

Updated 6 days ago

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: EP62 (Part 1) The Most Important Thing By Howard Marks

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I talk about a book called The Most Important Thing By Howard Marks (https://amzn.to/2ZYx6rO).

Sep 15 2019

25mins

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Rank #2: 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

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Rank #3: EP57 Advantages of Retail Investors

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This episode covers the advantages and disadvantages that retail investors have over institutional investors such as hedge fund and private equity fund managers.

Jul 07 2019

17mins

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Rank #4: 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 #5: 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 #6: EP45 Good Management Team

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This episode covers the traits of a good management team and how an investor can identify them.
Check out this free website where you can share your investment ideas with other investors (https://shareinvestmentideas.com/)

Jan 27 2019

25mins

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Rank #7: EP48 2018 Berkshire Shareholder Letter By Warren Buffett

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This episode covers 2018 Berkshire Hathaway shareholder letter by Warren Buffett. http://www.berkshirehathaway.com/letters/2018ltr.pdf
New mark-to-market GAAP rule Book value no longer useful as a proxy to the intrinsic value of BerkshireGuide to Berkshire's intrinsic value calculationFour funding sourcesThe American tailwind
Check out my investment ideas athttps://shareinvestmentideas.com/

Mar 03 2019

24mins

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Rank #8: EP49 Macy’s and Kraft Heinz

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I discuss two stocks, Macy's (M) and Kraft Heinz (KHC) that I own in this episode. Nothing in this episode is a solicitation of buying any stocks. Please consult with your investment professional for any investment decisions.
You can find my articles with respect to Ebay and AOBC about the stocks on https://shareinvestmentideas.com

Mar 17 2019

22mins

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Rank #9: EP58 (Part 1) 16 Investing Rules By John Templeton

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16 Investing rules by a legendary value investor John Templeton

https://www.franklintempleton.com/forms-literature/download/TL-R16

Jul 21 2019

21mins

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Rank #10: EP61 Alternative Data For Investing

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I discuss how hedge fund managers are using alternative data for their investing decisions.

Sep 01 2019

19mins

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Rank #11: 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 #12: EP43 Economic Moat

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This episode covers a concept called economic moat in detail and discusses various types of business models that have the economic moat.
Podcast website: https://valueinvestpodcast.com/
Donate: https://valueinvestpodcast.com/donate/

Jan 13 2019

21mins

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Rank #13: 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 #14: 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 #15: 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 #16: EP60 (Part 2) 16 Investing Rules By John Templeton

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16 Investing rules by a legendary value investor John Templeton

https://www.franklintempleton.com/forms-literature/download/TL-R16

Aug 18 2019

28mins

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Rank #17: EP51 Common Investing Mistakes

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This episode covers the topics related to common investing mistakes.
Podcast homepage: https://valueinvestpodcast.com/My investment Idea website: https://shareinvestmentideas.com/

Apr 14 2019

20mins

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Rank #18: 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 #19: EP5 Warren Buffett’s Views on Institutional Investors’ Underperformance and Diversification

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In this episode, I discuss the following two topics in Buffett's early investment partnership letters.
1) Buffett's views on why institutional investors do not perform as well as the general market
2) Why Buffett thinks that a conventional diversification strategy does not make sense for his investment portfolio

Podcast website: https://valueinvestpodcast.com/

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

Apr 15 2018

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Rank #20: EP36 (Part 2) Philip Fisher’s 15 Points On What Stocks To Buy

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We continue to talk about the remaining 7 points (out of 15 points) that Philip Fisher checks when buying a company.

Does the company have depth to its management?
How good are the company’s cost analysis and accounting controls?
Are the other aspects of the business, somewhat peculiar to the industry involved, which will give the investor important clues as to how outstanding the company may be in relation to its competition?
Does the company have a short-range or long-range outlook in regard to profits?
In the foreseeable future will the growth of the company require sufficient equity financing so that the larger number of shares then outstanding will largely cancel the existing stockholders’ benefit from this anticipated growth?
Does the management talk freely to investors about its affairs when things are going well but “clam up” when troubles and disappointments occur?
Does the company have a management of unquestionable integrity?

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 25 2018

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