This podcast explores investment strategies, economics, personal finance, and stock analysis. It features real conversations and analysis to inform, educate, and entertain. Note that nothing in this podcast is investment advice and it is for entertainment & discussion purposes only. Do your own due diligence before making any investment. www.securityanalysis.org
…
continue reading
Value Stock Geek Podcasts
This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
…
continue reading
Surgical Investing is hosted by Dr. Dividend, @DrDividend47, a 24-year-old investor. The podcast is full of fun and informative takes on investing topics like dividend-paying companies, investment strategies, interesting stories from the business world, and what's happening this week in the stock market. Surgical Investing also showcases the stories of guests ranging from young, successful investors who are hungry to grow their portfolio, to seasoned, veteran investors that share their tips ...
…
continue reading
1
Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44
1:01:17
1:01:17
Play later
Play later
Lists
Like
Liked
1:01:17Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episode…
…
continue reading
1
Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43
59:44
59:44
Play later
Play later
Lists
Like
Liked
59:44Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at…
…
continue reading
1
Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan | S07 E42
1:01:51
1:01:51
Play later
Play later
Lists
Like
Liked
1:01:51Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at htt…
…
continue reading
1
Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK | S07 E41
1:00:04
1:00:04
Play later
Play later
Lists
Like
Liked
1:00:04Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https:/…
…
continue reading
1
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
1:01:17
1:01:17
Play later
Play later
Lists
Like
Liked
1:01:17Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acq…
…
continue reading
1
Tobias Carlisle: Sun Tzu & Warren Buffett
56:14
56:14
Play later
Play later
Lists
Like
Liked
56:14This episode is with a returning guest to the podcast - Tobias Carlisle. We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking” The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I …
…
continue reading
1
Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39
1:02:10
1:02:10
Play later
Play later
Lists
Like
Liked
1:02:10Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquire…
…
continue reading
1
Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38
1:00:07
1:00:07
Play later
Play later
Lists
Like
Liked
1:00:07Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmu…
…
continue reading
1
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
55:28
55:28
Play later
Play later
Lists
Like
Liked
55:28In this podcast, Matt Cochrane & I discuss “The Outsiders: Eight Unconventional CEOs” and their radically rational blueprint for success by William Thorndike Jr. The book was written in 2012 and breaks down 8 amazing CEO’s. The CEO’s discussed are: Henry Singelton, Warren Buffett, Tom Murphy, John Malone, Dick Smith, Bill Anders, and Bill Stiriz, a…
…
continue reading
1
Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E36
1:00:53
1:00:53
Play later
Play later
Lists
Like
Liked
1:00:53Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultip…
…
continue reading
1
SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36
1:00:53
1:00:53
Play later
Play later
Lists
Like
Liked
1:00:53Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.c…
…
continue reading
1
Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35
1:01:00
1:01:00
Play later
Play later
Lists
Like
Liked
1:01:00Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.com/p…
…
continue reading
Matt Cochrane & I recently read “The Einstein of Money: The Life and Timeless Financial Wisdom of Benjamin Graham.” This podcast is a discussion about this book. The book alternates between vivid chapters about Graham’s remarkable life story and follows with chapters that offer clear explanations of his most enduring financial principles. It’s a fa…
…
continue reading
1
Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34
1:00:37
1:00:37
Play later
Play later
Lists
Like
Liked
1:00:37Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmultiple.com/podca…
…
continue reading
1
Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33
1:01:37
1:01:37
Play later
Play later
Lists
Like
Liked
1:01:37Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
…
continue reading
1
Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32
59:12
59:12
Play later
Play later
Lists
Like
Liked
59:12Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
…
continue reading
1
Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31
1:01:37
1:01:37
Play later
Play later
Lists
Like
Liked
1:01:37Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
…
continue reading
1
Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30
59:38
59:38
Play later
Play later
Lists
Like
Liked
59:38Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnm See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tu…
…
continue reading
1
Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29
1:01:28
1:01:28
Play later
Play later
Lists
Like
Liked
1:01:28Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Alger article: https://www.alger.com/Pages/Content.aspx?pageLabel=Insights-Loss-Illusion-Rethinking-Small-Cap-Quality-In-The-Intangible-EraPaper at SSRN: https://papers.ssrn.com/sol3/papers.cfm?abstrac…
…
continue reading
1
Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28
1:00:31
1:00:31
Play later
Play later
Lists
Like
Liked
1:00:31Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27
59:18
59:18
Play later
Play later
Lists
Like
Liked
59:18Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
In this episode, Jared Dillian returns to the podcast. We’ve talked before and I encourage you to check out those episodes, discussing his short story collection (Night Moves) and his personal finance book, No worries. For those unfamiliar with his work, Jared was previously a trader at Lehman Brothers, writes the Daily Dirtnap financial newsletter…
…
continue reading
Today I’m speaking with Nick Maggiulli. Nick is the COO of Ritholtz Wealth Management. His blog, Dollars and Data, explores a variety of financial topics with actual data & facts as opposed to vague opinions, which is what a lot of financial blogs do. He’s a returning guest to the podcast. We previously discussed his book, Just Keep Buying. Today, …
…
continue reading
1
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
1:01:48
1:01:48
Play later
Play later
Lists
Like
Liked
1:01:48Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25
59:30
59:30
Play later
Play later
Lists
Like
Liked
59:30Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24
58:49
58:49
Play later
Play later
Lists
Like
Liked
58:49Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23
1:03:09
1:03:09
Play later
Play later
Lists
Like
Liked
1:03:09Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22
1:01:03
1:01:03
Play later
Play later
Lists
Like
Liked
1:01:03Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
Buffett: The Making of an American Capitalist
1:14:21
1:14:21
Play later
Play later
Lists
Like
Liked
1:14:21This is a discussion between Matt Cochrane & I about Buffett: The Making of anAmerican Capitalist by Roger Lowenstein. This was the first biography of Warren Buffett, published in 1995, and it remains one of the best. It was written when Buffett was already an investing legend, one of the wealthiest men in the world, and well-known in the investing…
…
continue reading
1
Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
1:00:07
1:00:07
Play later
Play later
Lists
Like
Liked
1:00:07Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20
1:01:02
1:01:02
Play later
Play later
Lists
Like
Liked
1:01:02Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19
1:01:13
1:01:13
Play later
Play later
Lists
Like
Liked
1:01:13Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. https://x.com/RudyHavenstein and https://rudy.substack.com/ See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter:…
…
continue reading
1
Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18
1:00:51
1:00:51
Play later
Play later
Lists
Like
Liked
1:00:51Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Tim's book: The Business Mindset Investor (https://amzn.to/4kCHVVu) See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's …
…
continue reading
1
Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17
58:39
58:39
Play later
Play later
Lists
Like
Liked
58:39Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Marcel Schwartz and Matthias X. Hanauer's paper published in the Journal of Portfolio Management: https://www.pm-research.com/content/iijpormgmt/51/6/28 (and the free SSRN version: https://papers.ssrn.…
…
continue reading
JL Collins is the godfather of financial independence. This is my second conversation with JL and I encourage you to check out the first one. He is the author the most iconic books about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and the power of saving large percentages of income. …
…
continue reading
1
Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16
1:02:16
1:02:16
Play later
Play later
Lists
Like
Liked
1:02:16Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Steven's paper "Owners vs. agents: A global examination of the behavior of owner operators": https://www.sciencedirect.com/science/article/pii/S1057521925002182 See our latest episodes at https://acqui…
…
continue reading
1
Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15
1:01:02
1:01:02
Play later
Play later
Lists
Like
Liked
1:01:02Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
In this podcast, Matt Cochrane and I discuss Buffettology, a book written in the late 1990’s by Mary Buffett. She wrote this book about what she learned about Buffett’s investing methods from when she was married to Peter Buffett. I think that the book is a pretty good summary of Buffett’s investing approach, especially for people that are unfamili…
…
continue reading
1
Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14
1:01:34
1:01:34
Play later
Play later
Lists
Like
Liked
1:01:34Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allo…
…
continue reading
1
How *Not* to Invest with Barry Ritholtz: | S07 E13
1:03:28
1:03:28
Play later
Play later
Lists
Like
Liked
1:03:28Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
Today’s podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.A 100 bagger is a stock that increases by 100-1. In other words, $10,000 turns into $1,000,000. Breaking it down mathematically, a 14% return achieves a 100 bagger in 35 years. A 20% return does it in 25. 2…
…
continue reading
1
Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12
1:01:31
1:01:31
Play later
Play later
Lists
Like
Liked
1:01:31Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Cait Flanders - Getting out of Debt, Minimalism, & Mindful Consumption
55:04
55:04
Play later
Play later
Lists
Like
Liked
55:04Cait is a Canadian writer who first gained recognition with her blog, Blonde on a Budget, where she documented her journey of paying off $30,000 in debt. That experience became the foundation for her exploration of minimalism, mindful consumption, and intentional living. She later wrote a bestselling book - The Year of Less - where she took on a ye…
…
continue reading
Dan Rasmussen is the founder and portfolio manager at Verdad. Verdad runs capital with rules-based ideas and a strong focus on leveraged small cap value stocks. He has published fascinating research across multiple topics. Today we’re going to talk about his new book, The Humble Investor, which summarizes many of his key ideas for a wide audience. …
…
continue reading
1
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11
1:01:50
1:01:50
Play later
Play later
Lists
Like
Liked
1:01:50Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10
1:00:18
1:00:18
Play later
Play later
Lists
Like
Liked
1:00:18Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast. We last spoke a year ago and I encourage you to check out that podcast. Links: * Philoinvestor Twitter feed: https://twitter.com/philoinvestor * Philoinvestor Substack…
…
continue reading
1
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
59:39
59:39
Play later
Play later
Lists
Like
Liked
59:39Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
A Different Kind of Magic Formula (Solo Episode)
23:04
23:04
Play later
Play later
Lists
Like
Liked
23:04Today’s podcast is solo. I discuss the stock list, which is my version of the magic formula. Links * Ben Graham’s Low P/E, Low Debt/Equity Method: https://alphaarchitect.com/wp-content/uploads/2011/04/Simple-and-Easy-Approach-Medical-Economics-Graham-1976.pdf * The Little Book that Beats the Market: https://www.amazon.com/Little-Still-Market-Books-…
…
continue reading
1
Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08
1:00:14
1:00:14
Play later
Play later
Lists
Like
Liked
1:00:14Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading