Value Investing 공개
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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Want to learn about stock market investing, understand risk and reward of the stocks you buy, learn how to do in-depth fundamental analysis and more? Modern Value Investing with Sven Carlin Podcast covers a variety of investing topics that will help you reach your financial goals.
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Bienvenido al podcast de Value School, un proyecto educativo y de divulgación con el que aprenderás a ahorrar y a invertir de forma reflexiva e informada. Visita www.valueschool.es para acceder a todos nuestros recursos gratuitos e informarte sobre nuestros cursos y conferencias sobre finanzas personales y value investing. Descubre los principios de las finanzas personales responsables y conviértete en un inversor consciente.
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Value Investing

Investerum AB

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Vår vision är att Value Investing ska dominera sparandet. Den här podden är en del i denna vision. Alla vet att man bör investera för framtiden. Men var? Och hur? Hur mycket är tillräckligt? Går det att kombinera trygghet med hög tillväxt? Hur lång tid behöver man ha på sig? Det är just den här sortens frågor du vänder dig till oss med. Vi hjälper dig med både rådgivning och aktiv förvaltning av dina tillgångar. ​​ Merparten av våra kunder är företagare i ägarledda bolag. Med tiden har vi bl ...
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Investieren lernen - Aktien, Geldanlage, Trading, Investing, Immobilien, Vermögen, reich werden, passives Einkommen, Trading, Momentum, Value, Optionen, Börse, Anleihen, Geld anlegen, Bitcoin, Crypto ...

MONEY MASTERS by Robert Beck: Aktien, Geldanlage, Altersvorsorge, Investing, Immobilien, Vermögen, reich werden, passives Einkommen, Trading, Momentum, Value, Optionen, Börse, Anleihen, Geld anlegen, Germany

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<<< Mit diesem Podcast wirst du zum Investing-Meister. Du lernst Finanz-Ninja-Techniken und wirst so zum Investing-Samurai! Die Hosts Robert und Erich kombinieren ihre Japan-Expertise mit effektiven Methoden und Tricks im Bereich des Vermögensaufbaus. >>> Podcast zu Themen wie Aktien, Anleihen, Immobilien, Investieren bzw. Investing, Geldanlage, Finanzen meistern, usw. Es gibt unendlich viele Meinungen zum Thema Investieren. In dem Dschungel an Informationen ist es sehr schwierig, den richti ...
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Quality Value Investing

David J. Waldron

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Uncovering the winning stocks of enduring enterprises | Seeking Alpha since 2013 | Substack since 2023 Podcast Episodes: Season 3.0 - Quality Value Investing; Season 2.0 - Career Building; Season 1.0 - Goal Setting.
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Hey! We’re Get That Bread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we hope you make better and more informed investment d ...
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Value Investing with Legends

Columbia Business School

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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! https://www.globalbrandsmatter.com
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How much of your portfolio to allocate to a stock is a common question I get. Here is how I approach things when it comes to my portfolios, research platform and investing.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model p…
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Rafael García Iborra es el autor de Principios de economía financiera, un libro que ofrece una teoría financiera basada en la tradición austriaca iniciada por Carl Menger en 1871. Partiendo de conceptos como el subjetivismo de los fines y medios elegidos por los individuos, la incertidumbre, la liquidez y el proceso de mercado como un elemento coor…
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https://traffic.libsyn.com/secure/intellectualinvestor/It_Is_Not_the_Cards_You_are_Dealt__But_is_How_You_Play_Them_v1_2025-03-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWT…
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Vad innebär ett rikare liv egentligen? I detta avsnitt gräver vi djupare än plånboken och visar hur smarta, långsiktiga investeringar kan bli en katalysator för både ekonomisk framgång och personlig lycka. Vi ger oss in i kraften av ränta på ränta, betydelsen av tålamod och en solid strategi, men också hur dessa principer länkas till det som verkli…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Hartford Schroders U.S. Mid Cap Opportunities Fund (SMDVX). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c71…
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I discuss the February results for the brands strategy, what worked and what lagged. Which style factors and sectors are being rewarded and which ones are lagging. I talk about what could be driving the current market volatility, how long it could last, and what's driving it. Uncertainty is driving everything right now. Perhaps the Trump administra…
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Financial asset bubbles start and end with interest rates. Everybody wants lower interest rates but at some point in time, the credit bubble will pop, artificial rates will go, and things will revert. Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (ana…
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Tariffs will have both negative and positive effects and there is always a difference between short-term and long-term consequences. For investors, this too shall pass...Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model por…
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Margin of safety are the 3 key worlds when it comes to value investing. However, the same 3 words are usually also the most overlooked words when it comes to investing. The thing is that when a margin of safety matters, it is too late to apply one. So, better to always have it when investing, only by always having an investing margin of safety you …
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Knowing the intrinsic value of the S&P 500 helps in determining the return and the risk - then you can see whether it fits your portfolio.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses …
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It is a great time to join my research platform as yearly earnings come in and I rewrite the investment theses for the covered stocks for 2025.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Anal…
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Hershey HSY stock analysis for 2025 - HSY stock is down 50% from its peak 2 years ago which might have been a bit too much exuberance related to future growth. Things look better now, normalized but still not cheap.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH…
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La jubilación cambia las reglas del juego del dinero y la inversión. ¿Cómo puedes ayudar a tus padres cuando se han jubilado y necesitan aprovechar de la mejor forma posible el patrimonio que han acumulado durante su vida? Hay soluciones de inversión muy ventajosas que son específicas para jubilados. Presentan ventajas y también riesgos que quienes…
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Desde el inicio de su tercer gran rally alcista tras el fin del patrón oro en 1971, el precio del oro ha experimentado un aumento de más del 60 %. Esto ha llevado a muchos a preguntarse si después de estas rentabilidades extraordinarias sigue siendo un buen momento para invertir. En esta ponencia, Gustavo Martínez analizará las razones que le lleva…
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JDE Peets stock with the price to free cash flow of 10, and a good dividend yield plus the growth of the coffee sector can be called an international deep value stock. here is the analysis of JDE Peets stock, enjoy.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH…
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https://traffic.libsyn.com/secure/intellectualinvestor/Q_A_Series-_Diversification_and_Position_Sizing_in_Investing_v1_2025-03-06.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QW…
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Alejandro Macarrón Larumbe es ingeniero de telecomunicación por la Universidad Politécnica de Madrid y Executive MBA por la Madrid Business School – University of Houston. Es coordinador del Observatorio Demográfico del CEU-CEFAS y autor de dos libros sobre la materia: El suicidio demográfico de España (2011) y Suicidio demográfico en Occidente y m…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Carvana (CVNA). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#74ad1a;bo…
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https://traffic.libsyn.com/secure/intellectualinvestor/The_Hidden_Advantages_of_Investing_from_NOT_New_York_City_v1_2025-02-26.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlq…
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In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. Key Times: Steve reflects on trading through the mid 2000s: 2:00 A trader's day: 4:00 The evolution of stock markets - who can move markets today? 6:40 The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00 What can chang…
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La Inquisición española fue una mezcla de agencia de espionaje, unidad de asuntos internos y fuerza de orden público que, aunque tuviera como objetivo prioritario la persecución de delitos religiosos, acabó convirtiéndose en un brazo «político» de la monarquía hispánica. A lo largo de esta sesión conversaremos con Mercedes Temboury Redondo sobre su…
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Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Manning & Napier Disciplined Value Series Fund (MDVWX). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d…
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https://traffic.libsyn.com/secure/intellectualinvestor/DeepSeek_Breaks_the_AI_Paradigm_v1_2025-02-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing –…
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Danaos stock analysis but also a perspective on the risks and rewards of investing in shipping stocks.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.g…
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Return stacking es una estrategia innovadora que transforma la diversificación en una herramienta no solo para reducir el riesgo, sino para maximizar rentabilidad. A lo largo de esta sesión, Rafael Ortega Salvador, introductor de esta estrategia en España, nos explicará cómo el Return stacking está revolucionando el diseño de carteras y la asignaci…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Spotify (SPOT). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#74ad1a;bo…
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A lo largo de esta sesión Adrián Pérez nos hablará sobre posibilidades de optimización fiscal especialmente interesantes para inversores y personas que estén pensando en vivir una vida de independencia financiera. También nos presentará la ‘Teoría de las Banderas’ y qué puede hacer por cualquier persona que busque una mayor libertad y quiera alcanz…
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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_245_-_Escaping_Stock_Market_Double_Hell_v1_2025-02-12.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value …
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Amazon (AMZN). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#74ad1a;bor…
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Jesús Alcoba es un autor y conferenciante reconocido por sus aportes en liderazgo, innovación y desarrollo personal. Doctor en Estrategia y director creativo en La Salle Campus Madrid, combina su sólida formación académica con su habilidad para comunicar ideas transformadoras. Entre sus libros más destacados está La brújula de Shackleton, un éxito …
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Att sälja kan vara lika avgörande som att köpa – men hur vet du när det är dags? I detta avsnitt bryter vi ner de kritiska ögonblicken när du bör överväga att sälja, oavsett om det handlar om förändrade förutsättningar, behov av likviditet eller att undvika ökade risker. Vi ger dig skarpa tips för att undvika kostsamma misstag, manövrera smart geno…
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Does it make sense to value invest at all when stocks only go up? The market seems to defy gravity and stocks keep going up giving returns above 10% per year for the last 15 years. It seems there is no end in sight and therefore it might be best just to index in the S&P 500 and do something else...Want to know more about what I do? https://goo.gl/M…
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Value investors are born says Warren Buffett. So, here are 10 questions to help you determine whether you are a value investor or not.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for …
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https://traffic.libsyn.com/secure/intellectualinvestor/Embracing_Stock_Market_Stoicism_v1_2025-01-28.mp3 📩 Join 93,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing –…
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The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfoli…
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Las tarjetas revolving son un producto súper rentable para las financieras. Sin embargo, sus características, todavía son muy poco conocidas. Son productos poco transparentes, que enganchan a sus clientes ocultándoles sus verdaderas condiciones. Tanto es así, que se calcula que el 75% de sus titulares desconoce que tiene una, lo cual es tremendamen…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Quantum Computing (QUBT). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:…
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Inconfiscable es un viaje revelador al corazón de un cambio histórico: la transición hacia un mundo donde la propiedad privada puede ser realmente inconfiscable. A través de las voces de pioneros y referentes del ecosistema Bitcoin en España, Argentina y Colombia, el documental explora las raíces de un sistema que busca proteger la riqueza frente a…
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Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing. Key Times: The Trump inauguration: what now for markets? 1:00…
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A lo largo de la historia el dominio de las minas y los metales ha sido clave para gobiernos y grandes corporaciones. Hoy, el mundo se dirige lentamente hacia una desglobalización donde países como Rusia e India tratarán de ocupar un lugar importante en el nuevo mapa multipolar y donde la humanidad, embarcada en una transición energética sin preced…
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https://traffic.libsyn.com/secure/intellectualinvestor/Thoughts_from_the_Consumer_Electronics_Show_v1_2025-01-15.mp3 📩 Join 93,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value…
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