An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
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Value Stock Geek에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Value Stock Geek 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Know What You See with Brian Lowery
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1 Spilling the Tea on Cross Culture Comedy: Jesse Appell’s Journey in China 29:42
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In this episode, comedian and tea enthusiast Jesse Appell of Jesse's Teahouse takes us on a journey from studying Chinese comedy to building an online tea business. He shares how navigating different cultures shaped his perspective on laughter, authenticity, and community. From mastering traditional Chinese cross-talk comedy to reinventing himself after a life-changing move, Jesse and host Brian Lowery discuss adaptation and the unexpected paths that bring meaning to our lives. For more on Jesse, visit jessesteahouse.com and for more on Brian and the podcast go to brianloweryphd.com.…
The Security Analysis Podcast explicit
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Value Stock Geek에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Value Stock Geek 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
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모두 재생(하지 않음)으로 표시
Manage series 3468764
Value Stock Geek에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Value Stock Geek 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
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The Security Analysis Podcast
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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 without reporting a single down year. According to Buffett, prior to the partnership in the 1950’s, his returns were even higher. Brett dug through this extraordinary period and analyzed many of Buffett’s key investments. The book takes your through the financial statements and qualitative story from Buffett’s vantage point when he bought the stocks. He further analyzes the outcome. The book is fantastic and I highly recommend it to anyone interested in Buffett. Links: Buffett’s Early Investments: A new investigation into the decades when Warren Buffett earned his best returns https://www.amazon.com/Buffetts-Early-Investments-investigation-decades/dp/1804090573 Disclaimer Nothing on this substack is investment advice. The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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 a lot since then, but I think that the themes identified by Michael Lewis are still very much alive. Links * Liar’s Poker by Michael Lewis: https://www.amazon.com/Liars-Poker-Norton-Paperback-Michael-ebook/dp/B003E20ZRY * Michael Lewis Interview with Dash Riprock & Human Piranha, characters featured in the book: https://www.pushkin.fm/podcasts/against-the-rules/other-peoples-money-dash-riprock-and-the-human-piranha-revealed Disclaimer Nothing on this substack is investment advice. The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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The Security Analysis Podcast
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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 market conditions. Some topics covered: * The US election. * Oil stocks. * REITs vs. direct ownership of real estate. Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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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 futures. Links: * Mutiny Fund: https://mutinyfund.com/ * The Cockroach Strategy: https://mutinyfund.com/cockroach-strategy/ * Jason’s Twitter feed: https://x.com/jasoncbuck Disclaimer Nothing on this substack is investment advice. The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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The Security Analysis Podcast
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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://www.amazon.com/Soul-Wealth-reflections-money-meaning-ebook/dp/B0CP625K99/ * The Behavioral Investor: https://www.amazon.com/Behavioral-Investor-Daniel-Crosby-ebook/dp/B07HH99WH8 Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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The Security Analysis Podcast
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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-America-ebook/dp/B008ZPG704/ * Long Term Mindset: https://longtermmindset.co/start/ Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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1 Jared Dillian: Market Update & His Latest Short Story Collection 42:52
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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 climate and his new book, Night Moves , which is a collection of short stories. Links: * Night Moves: https://www.amazon.com/Night-Moves-stories-Jared-Dillian/dp/B0DFBJS741 Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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1 Solo Episode: Berkshire's Cash Position, Passive Flows, and more 35:18
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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 podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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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 Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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1 Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger 1:01:50
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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 discussed three other books: Peter Lynch’s Beating the Street, the Little Book that Builds Wealth, and Phil Fisher’s classic, Common Stocks & Uncommon Profits. I encourage you to check out those episodes. Links * Poor Charlie’s Almanac: https://www.amazon.com/Poor-Charlies-Almanack-Essential-Charles/dp/1953953239 Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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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 conference, a personal finance conference with personal finance educational sessions and workshops. Links: * EconoMe Conference: https://economeconference.com/ * Overview of the Coast FIRE concept from Nick Maggiulli: https://ofdollarsanddata.com/coast-fire/ Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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The Security Analysis Podcast
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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 on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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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. Links: * Bulwark Capital: https://bulwarkcapitalmgmt.com/ * Know Your Risk Radio: https://bulwarkcapitalmgmt.com/radio-show/ * Zach’s Twitter feed: https://x.com/KYRRadio Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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The Security Analysis Podcast
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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 the pioneer behind Morningstar’s economic moat concept. Morningstar currently ranks companies based on whether or not they deem them to have a wide moat, a narrow moat, or no moat. Dorsey put together that entire framework. Today, he runs money based on trying to buy moats at reasonable prices. Links * The Little Book That Builds Wealth: https://www.amazon.com/Little-Book-That-Builds-Wealth-ebook/dp/B07MMYC9VT * Long Term Mindset: https://longtermmindset.co/start/ Disclaimer Nothing on this substack is investment advice. The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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The Security Analysis Podcast
![The Security Analysis Podcast podcast artwork](/static/images/64pixel.png)
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 also runs an excellent weekly podcast called Value After Hours with Jake Taylor and Bill Brewster. Tobias is also the manager of two ETF’s: ZIG and DEEP which employ his deep value strategy. Links: * Tobias Carlisle Part I: * Part II: Disclaimer Nothing on this podcast is investment advice. The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources. The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed. Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe…
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