Best Value Stock Geek Podcasts (2025)

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Buffett: The Making of an American Capitalist 1:14:21

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23d ago1:14:21

1:14:21

This 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…

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JL Collins: Part 2 1:01:39

2M ago1:01:39

1:01:39

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. …

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Buffettology 1:02:34

2M ago1:02:34

1:02:34

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…

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100 Baggers 1:01:11

3M ago1:01:11

1:01:11

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…

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Cait Flanders - Getting out of Debt, Minimalism, & Mindful Consumption 55:04

3M ago55:04

55:04

Cait 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…

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Dan Rasmussen - The Humble Investor 50:45

4M ago50:45

50:45

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. …

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Philoinvestor: Part 2 1:00:27

4M ago1:00:27

1:00:27

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…

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A Different Kind of Magic Formula (Solo Episode) 23:04

4M ago23:04

23:04

Today’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-…

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Alex Morris: Buffett and Munger Unscripted 50:50

5M ago50:50

50:50

This podcast is a conversation with Alex Morris, who writes the Science of Hitting substack, where he performs deep dives & diligence into companies and posts real time updates about his personal portfolio. Alex is a returning guest, and I encourage you to check out our previous podcasts. Today we are talking about his new book, Buffett & Munger Un…

1
The Big Short 1:06:18

5M ago1:06:18

1:06:18

Matt Cochrane and I discuss The Big Short by Michael Lewis. On our last podcast, we talked about Liar’s Poker, Michael Lewis’ book about the bond market in the 1980’s. The Big Short is very much the sequel to Liar’s Poker and it chronicles multiple investors who shorted the housing bubble of the 2000’s. Links. The Big Short: Inside the Doomsday Mac…

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Brett Gardner: Buffett's Early Investments 52:09

5M ago52:09

52:09

Brett Gardner is author of the book Buffett’s Early Investments. The book analyzes key Buffett investments from the 1950’s and 1960’s, a period in which he had his most extraordinary returns. During the partnership years (1957-69), Buffett put together one of the greatest investment track records of all time, earning an astounding 29.5% CAGR withou…

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Liar's Poker 1:00:22

6M ago1:00:22

1:00:22

Matt Cochrane & I are reuniting to discuss Liar’s Poker by Michael Lewis. Liar’s Poker is Michael Lewis’s first book about his time working at Salomon Brothers in the 1980’s. Liar’s Poker chronicles an extraordinary boom on Wall Street in the 1980s and serves as an expose and cautionary tale about the excesses of Wall Street. The world has changed …

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Nelson: Canadian Dividend Investing, Part 2 1:06:34

6M ago1:06:34

1:06:34

Today I am talking with Nelson, the Canadian Dividend Investor. He has been on the podcast before. We had a previous episode where we discussed his investing process. We also discussed two investing classics, the Snowball, Warren Buffett’s biography, and discussed the life of Peter Cundill. Today we’re going to catch up and talk about current marke…

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Jason Buck: The Cockroach Portfolio 1:03:48

6M ago1:03:48

1:03:48

Jason Buck is the CIO of Mutiny Funds. He specializes in volatility, options hedging, and portfolio construction. I wanted to speak to him because I like his concept of a cockroach portfolio – a portfolio well designed to survive in many different environments. This podcast covers concepts like trend following, tail risk hedging, and managed future…

1
Daniel Crosby: The Soul of Wealth 51:09

7M ago51:09

51:09

Today I’m speaking with Daniel Crosby. He has been on the podcast before and I encourage you to check out that episode, where we discussed his background and his book, The Behavioral Investor. He is a trained psychologist and a financial advisor. Today we are going to talk about his new book, The Soul of Wealth. Links * The Soul of Wealth: https://…

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Sam Walton: Made in America 1:00:50

7M ago1:00:50

1:00:50

Today Matt Cochrane & I are discussing a great business book, Sam Walton: Made In America. The book is Sam Walton’s autobiography and guiding you through the life of Sam Walton and the tremendous growth phase of Wal Mart from the 1960’s through the early 1990’s. Links: * The book, Sam Walton, Made in America. https://www.amazon.com/Sam-Walton-Made-…

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Jared Dillian: Market Update & His Latest Short Story Collection 42:52

7M ago42:52

42:52

In today’s episode, Jared Dillian returns to the podcast. We last spoke a year ago about a collection of his essays, Those Bastards, and his personal finance book, No Worries. For those unaware, he previously worked as a trader at Lehman Brothers and writes the popular Daily Dirtnap newsletter. Today we’re going to talk about the current financial …

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Solo Episode: Berkshire's Cash Position, Passive Flows, and more 35:18

8M ago35:18

35:18

Today’s episode is a solo episode where I answer questions from Twitter. Topics covered: * Berkshire’s cash position. * Sell rules. * Passive flows. * Interest rates & stock valuations. * Lessons from the SMCI crash. * The role of bonds in a portfolio. * General rules about ETF’s. * Stock market valuations. * Ulta & Nike. Disclaimer Nothing on this…

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Paul Cerro: From Investment Banking to Fund Management 54:05

8M ago54:05

54:05

Paul Cerro is a professional investor who runs Cedar Grove Capital Management, which focuses on long/short equity, merger arb, IPOs, and special situations. He also operates a substack where he posts his thoughts on various stocks and market trends. Links * Paul’s Twitter Feed: https://x.com/paulcerro * Cedar Grove Capital Management: Disclaimer No…

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Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger 1:01:50

8M ago1:01:50

1:01:50

Matt Cochrane and I are reuniting to discuss another investing classic. Today’s episode is about Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger. Poor Charlie’s Almanac is a collection of essays & speeches from Charlie Munger, along with Munger’s commentary on them, highlighting his unique approach to business & life. We’ve dis…

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Diania Merriam: Benefits of Coast FIRE 54:52

9M ago54:52

54:52

Today’s podcast is with Diania Merriam. Most people are familiar with the FIRE movement, where people seek 25x their expenses and retire early. She took a different approach and instead reached her ‘coast FIRE’ number and did not retire. However, she used this as an opportunity to leave traditional W-2 corporate work. Diania also runs the EconoMe c…

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Ian Cassel: Successful Microcap Investing 51:16

9M ago51:16

51:16

Ian Cassel has been investing in microcaps for the last two decades. He is a full time private investor. He also runs Microcap Club, where microcap investors share interesting ideas. Links * Microcap Club: https://microcapclub.com/ * Intelligent Fanatics Capital: https://if.capital/ * Ian’s Twitter feed: https://x.com/iancassel Disclaimer Nothing o…

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Zach Abraham - Know Your Risk 1:09:13

9M ago1:09:13

1:09:13

Zach Abraham is the Chief Investment officer at Bulwark Capital and he’s the host of Know Your Risk radio, which has a lot of interesting guests & content. This is a discussion about Zach’s experiences in the industry, his views on the broader market. We also extensively discuss Boeing. Zach was early in identifying the troubles at Boeing in 2019. …

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The Little Book That Builds Wealth 1:02:10

10M ago1:02:10

1:02:10

Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we’ve revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil Fisher. Today, we’re going to talk about “The Little Book That Builds Wealth” by Pat Dorsey. Pat Dorsey was…

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Tobias Carlisle: Part 3 1:02:27

10M ago1:02:27

1:02:27

Tobias Carlisle returns to the podcast! This was recorded on 8/1/24 and we discuss the rotation into value that occurred in July, along with many other topics. Tobias has written some of my favorite books about investing, which I highly recommend you check out: * Quantitative Value * Deep Value * Concentrated Investing * The Acquirer’s Multiple He …

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Lawrence Hamtil & Douglas Ott: Investment Prospects for the Southern United States 46:58

10M ago46:58

46:58

This episodes features a discussion with Lawrence Hamtil and Douglas Ott. Lawrence is a partner and portfolio manager at Fortune Financial, and Douglas is the founder and chief investment officer at Andvari Associates. I’ve had Lawrence on the podcast before and I encourage you to check out that podcast, where we talked about a wide variety of topi…

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Solo Q&A Podcast - Booze Stocks, Key Quant Metrics, Taxing Unrealized Profits 46:59

10M ago46:59

46:59

This is a solo Q&A podcast where I answer questions I’ve received on Twitter and via email. Topics covered: * The temptation to enter the casino. * Ethics of investing in alcohol stocks. * Key metrics when evaluating a stock. * Emerging markets. * The unrealized profit tax. * Merits of running multiple strategies. * Gold as an international asset c…

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Tim Travis: Deep Value, Options, and Distressed Investing 50:13

10M ago50:13

50:13

Tim Travis is a deep value investor and the CEO of T&T Capital management. His investing style incorporates options and distressed investing along with value investing to generate income and reduce risk. Links * T&T Value Investing: https://www.ttvalueinvesting.com/ Disclaimer Nothing on this podcast is investment advice.The information in this pod…

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Cullen Roche: Macro Musings, Part 2 59:34

11M ago59:34

59:34

Cullen Roche returns to the podcast! He is the chief investment officer at Discipline Funds, which focuses on low fee, systematic, index based investing. He is a returning guest to the podcast and I encourage you to check out our first episode from last year. Cullen is a prolific investing blogger where he discusses macroeconomics and the banking s…

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Tim Melvin: 40 Years of Deep Value Investing, Small Bank Investing, and much more. 1:33:08

11M ago1:33:08

1:33:08

Tim Melvin has worked in the financial industry for 40 years as a stockbroker, advisor, and portfolio manager. He has extensive experience with deep value investing and specializes in small banks. He is a prolific financial writer and has helped write great investing books, such as the Little Book of Value Investing. His substack is also a fantasti…

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Adam Mead: The History of Berkshire Hathaway 1:01:01

11M ago1:01:01

1:01:01

Today I am interviewing Adam Mead, the CEO of Mead Capital Management, a New Hampshire based Registered Investment Advisor. He is a prolific writer, writing the Watchlist Investing newsletter, and he has written “The Complete Financial History of Berkshire Hathaway” This discussion focuses mostly on Adam’s work chronicling the history of Berkshire …

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Phil Fisher: Common Stocks & Uncommon Profits 53:44

11M ago53:44

53:44

Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion. The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation. Links: * Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits…

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Solo Podcast: The Small Cap Value Rally, Backtesting Strategies, Managed Futures 31:12

12M ago31:12

31:12

This week’s episode is a solo podcast. I sourced these questions via email and Twitter. Topics discussed: * The small cap value rally. * The role of managed futures in a portfolio. * If fundamental investing still works. * Backtesting rules of thumb. Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for info…

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Michael Fritzell: Asian Century Stocks, Part 2 46:35

12M ago46:35

46:35

Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective. Companies discussed: * Sony * Casio * Best Mart * IMAX …

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Compounding Quality 50:55

12M ago50:55

50:55

This episode is with Compounding Quality. He is a former hedge fund analyst and he has a very popular substack where he shares his philosophy of quality investing. He has written an excellent book, called: The Art of Quality Investing: How to invest in the best companies in the world Links: * Compounding Quality Twitter feed: https://x.com/QCompoun…

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Alex Morris: The Science of Hitting, Part 2 57:00

1y ago57:00

57:00

Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high quality companies and holds for the long run. His returns have been very impressive in the past couple years,…

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Paul Gabrail: Everything Money 59:41

1y ago59:41

59:41

Paul Gabrail operates the Everything Money YouTube channel and website. The channel covers a wide variety of investment strategies, but focuses on value investing concepts. Paul has been investing via his Family office, the Crossroads Group, investing in everything from stocks to private businesses to real estate. Links: * Everything Money: https:/…

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Kyla Scanlon: In This Economy? 51:53

1y ago51:53

51:53

Kyla is a prolific financial writer with a focus on analyzing the economy. She makes short form videos, long form videos, podcasts, articles and now she’s written a great book – In This Economy? She grounds her analysis of the economy in a relatable way and makes complex economic topics clearer to understand. Links * Kyla’s main website: https://ky…

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Left Field Investing 39:14

1y ago39:14

39:14

Today’s conversation is with Left Field Investing. He is an anonymous substack writer with a military and engineering background. His blog is appropriately named as he seeks out truly left field ideas in industries such as private prisons and toenail fungus pharmaceutical stocks. Links: * Twitter: https://twitter.com/LeftField_FHRS * Left Field Inv…

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Tyler Moody: The Enterprising Investor 53:48

1y ago53:48

53:48

Tyler Moody is an electrical engineer and DIY investor. He is an active stock picking value investor. He was inspired by Warren Buffett’s letters and began blogging about his investing process a few years ago. His blog is transparent into his portfolio, providing rationale for buy and sell decisions. His results have been very impressive. He achiev…

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Ben Sparham 53:41

1y ago53:41

53:41

Ben Sparham is a DIY British Investor. He writes the QV Capital newsletter where he writes about a macroeconomics and individual stocks. For his stock portfolio, he is focused on moaty high quality names and we discuss a few of them. Links: * Twitter: https://x.com/bensparham_ * Substack: Disclaimer Nothing on this substack is investment advice.The…

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Edwin Dorsey: The Bear Cave, Part 2 55:00

1y ago55:00

55:00

Edwin Dorsey started the Bear Cave substack account in 2020 when he was still in college at Stanford. The Bear Cave features excellent analysis of potential short candidates. Edwin performs deep dives into troubled companies. This is our second conversation. I highly recommend that you also check out our first one! In this conversation, we dig righ…

1
The Mikro Cap: Global Micro Cap Investing 42:11

1y ago42:11

42:11

Mikro Cap David is a talented substack writer & investor. He is based in Croatia. He casts a wide net and looks for attractively priced micro cap stocks anywhere in the world. He also has interesting views on some large cap stocks. Links * David’s Twitter feed: https://twitter.com/david_katunaric * David’s substack: Disclaimer Nothing on this podca…

1
John Huber: Base Hit Investing 47:39

1y ago47:39

47:39

John Huber is the managing partner of Saber Capital Management. Saber is modeled after the original Buffett partnership fee structure. Saber’s investment philosophy is that the best returns come from the best businesses. He is also a prolific value investing blogger and has put out some truly fascinating thought provoking content. Links * John’s Tw…

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Frank Vasquez: Risk Parity Investing Part 2 1:40:57

1y ago1:40:57

1:40:57

Frank Vasquez is a financially independent retired lawyer who hosts a great podcast, Risk Parity Radio, where he talks about risk parity investing concepts from the perspective of DIY investors. This is our second conversation. I highly recommend that you also check out our first one. This is a very wide ranging discussion. Links * Frank’s Risk Par…

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The Snowball: Warren Buffett and the Business of Life 1:25:33

1y ago1:25:33

1:25:33

This is a long discussion between myself and Nelson – the Canadian Dividend Investor – about The Snowball: Warren Buffett and the Business of Life by Alice Schroeder. There are really two definitive books about Warren Buffett – this one and Buffett: The Making of An American Capitalist by Roger Lowenstein. Lowenstein’s book is excellent, but he wro…

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Gautam Baid: The Making of a Value Investor 55:40

1y ago55:40

55:40

Gautam Baid is a CFA and is currently the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the original Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-orient…

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Solo Episode: Paypal, Recession Fears, Paying Off Debt, and more 31:06

1+ y ago31:06

31:06

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at [email protected] Topics covered: * The Passive Bubble * Catching up with retirement savings in your 40’s * PayPal * Recession Concerns * Tracking Total Performan…

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Ryan Telford: Quantitative Microcap Investing 53:28

1+ y ago53:28

53:28

Ryan Telford is an engineer and a DIY investor. He has a very quantitative approach geared towards microcaps. He has achieved a CAGR over the last 4 years of 37%. Links * Ryan’s Seeking Alpha articles: https://seekingalpha.com/author/ryan-telford * Twitter Feed: https://twitter.com/RTelford_invest * Portfolio123 profile: https://community.portfolio…

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HML Compounder: Value, Momentum, Trend, & Leverage 46:16

1+ y ago46:16

46:16

HML Compounder is a good follow on Twitter. Like myself, he is a DIY investor posting about his personal portfolio and connecting with other investors online. HML refers to ‘high minus low’, or the difference in returns between value stocks and growth stocks as define by Fama & French’s three factor model. Links * HML Compounder Twitter: https://tw…