Episodes
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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 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 -
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 right into specific companies. Companies discussed:
* Hershey
* Palantir
* Marqeta
* Flywire
Links
* The Bear Cave:
* My first conversation with Edwin:
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 -
Missing episodes?
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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 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 -
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 Twitter Feed: https://twitter.com/johnhuber72
* Saber Capital:
https://sabercapitalmgt.com/
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 podcast 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 -
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 Parity Radio website, where he posts podcast episodes and also posts detailed updates on real-money risk parity portfolios.
https://www.riskparityradio.com/
* Our first conversation on this podcast:
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 -
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 wrote it in 1995 without the cooperation of Warren Buffett. The book was also written before Warren Buffett was extremely famous.
The Snowball, in contrast, was written with the cooperation of Warren Buffett. Alice Schroeder covered Berkshire for Morgan Stanley and knew Warren Buffett personally. With his blessing, she began the project in 2003 and was given unprecedented access to Warren’s files, spent a lot of time talking with him directly, and interviewed all of his close associates.
The book is massive – 852 pages – and is a deep study on Warren Buffett’s life.
The book is controversial and we discuss that in this podcast. Warren Buffett hasn’t publicly criticized it or disavowed it, but Alice Schroeder has commented that the portrayal was difficult for him at times. He doesn’t endorse the book, it’s not sold at the Berkshire meetings, and he appears to have distanced himself from Alice.
I love the book and think it’s filled with life & business lessons. I hope you enjoy our conversation about it.
Links.
* The Snowball: Warren Buffett and the Business of Life: https://www.amazon.com/Snowball-Warren-Buffett-Business-Life-ebook/dp/B009MYD9F8
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 -
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-oriented approach.He is also the author of the international best-seller on value investing, The Joys of Compounding. In 2018 and 2019, he was profiled in Morningstar’s Learn from the Masters series.
We discuss his investing philosophy and background along with his new book - The Making of a Value Investor.
Links
* Gautam’s Twitter feed: https://twitter.com/gautam__baid
* Stellar Wealth:
https://stellarwealthindia.com/
* The Joys of Compounding: https://www.amazon.com/Joys-Compounding-Passionate-Heilbrunn-Investing-ebook/dp/B081KB6NT6
* The Making of a Value Investor: https://www.amazon.com/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ
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 -
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 Performance
* My experience getting out of debt in 2008
* The Best ETF w/ A Long Track Record
Links:
* My article on the passive bubble:
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 podcast 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 -
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.portfolio123.com/u/rtelford/summary
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 podcast 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 -
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://twitter.com/HML_Compounder
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 podcast 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 -
Bill Brewster has a JD and a CFA and has worked in a variety of different roles in law, banking, and was an entrepreneur.
He is an independent investor who hosts a fantastic podcast, the Business Brew, where he interviews many different interesting guests about a wide variety of topics.
We had a great conversation about a wide variety of topics: Bill’s experience as an entrepreneur, the value vs. growth debate, ‘never sell’, podcasting, the wisdom of Buffett and Munger, and talk about many different stocks.
Links
* Bill’s Twitter feed: https://twitter.com/BillBrewsterTBB
* The Business Brew podcast:
https://www.thebusinessbrew.com/
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 podcast 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 -
Philoinvestor is an anonymous Twitter personality.
He writes at the philoinvestor substack and writes about a wide variety of different topics. His work combines macroeconomic analysis with bottom-up work on individual stocks & businesses.
Links
* Philoinvestor Twitter feed: https://twitter.com/philoinvestor
* Philoinvestor Substack:
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 -
Daniel Crosby is a psychologist with a PhD from Brigham Young. He is also an asset manager.
He applies his knowledge of human psychology to markets and is a behavioral finance expert. He is the author of several behavioral finance books including the Behavioral Investor and the Laws of Wealth.
Links:
* The Behavioral Investor: https://www.amazon.com/Behavioral-Investor-Daniel-Crosby-ebook/dp/B07HH99WH8
* The Laws of Wealth: https://www.amazon.com/Laws-Wealth-Psychology-investing-success-ebook/dp/B01E5KWK3A
* Twitter feed: https://twitter.com/danielcrosby
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 -
Craig Rowland is the co-author of the most comprehensive book on the Permanent Portfolio. It was written in 2012 and is called “The Permanent Portfolio: Harry Browne’s Long Term Investment Strategy”
He is a software entrepreneur who sold a company to Cisco Systems, worked for the Pentagon’s Chief of Naval Operations, and he is the founder of Sandfly Security, an agentless Linus security solution.
The Permanent Portfolio is a low-volatility investment approach that was developed by Harry Browne. The genius is in its simplicity – the portfolio is 25% Stocks, 25% Gold, 25% Long Term Treasuries, and 25% Cash.
The portfolio is ideal to limit drawdowns. In 2008, for instance, the stock market declined by 37% and this portfolio was down only 2%. During the COVID crash, this portfolio was down 2% while the stock market was down by 20%.
Links
* The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy. https://www.amazon.com/Permanent-Portfolio-Long-Term-Investment-Strategy-ebook/dp/B0097VBOHG
* Analysis of the Permanent Portfolio from Portfolio Charts: https://portfoliocharts.com/portfolios/permanent-portfolio/
* Craig’s Twitter feed: https://twitter.com/CraigHRowland
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 podcast 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 -
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:
* Pros & Cons of Dividend Investing
* The Ethics of Materialism
* Accounting Books
* My Favorite Podcasts
* Accumulation vs. Retirement Portfolios
* Value vs. Growth
* My investment in Deere
* Weird Portfolio & Avantis Funds
* My worst investments
* Avoiding value traps
Links:
* Ben Graham’s Interpretation of Financial Statements: https://www.amazon.com/Interpretation-Financial-Statements-Benjamin-Graham/dp/0887309135
* Why Stocks Go Up and Down: https://www.amazon.com/Why-Stocks-Go-Up-Down-ebook/dp/B00GHTKT5O/
* Hartford Funds study that dividends are 69% of total return for the market: https://www.hartfordfunds.com/dam/en/docs/pub/whitepapers/WP106.pdf
* Investor’s podcast interview with Chris Bloomstran:
* Business Brew interview with Arnold Van Den Berg:
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 podcast 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 -
Globalflows writes under the capitalflowresearch.com website where he shares macroeconomic/financial market analysis and specific trade ideas.
He casts an extremely wide net and writes about a variety of different markets and asset classes. His goal is to find information that contains an asymmetrical edge so that he can leverage it in financial markets.
Links
* Twitter: https://twitter.com/Globalflows
* Capital Flows Research Site:
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 podcast 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 -
Mostly Borrowed Ideas is an equity analyst who runs the popular website MBI Deep Dives. On a monthly basis, he publishes deep dives about different companies and regularly posts updates on companies in his portfolio.
He is originally from Bangladesh and pursued his MBA at Cornell, graduating in the top 10%. He is a CFA charter holder and was an equity analyst at Madison Investments.
He researches companies that aren’t necessarily a good investment at the moment, but tries to understand the company before there is a compelling price.
In this podcast, we discuss his background, his research process, META, and Dollar General.
Links
* Twitter feed: https://twitter.com/borrowed_ideas
* MBI Deep Dives: https://www.mbi-deepdives.com/
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 -
Ian Bezek earned an Economics degree from Colorado State in 2010 and moved on to a role as a hedge fund analyst for Kerrisdale Capital from 2011-13.
Since 2013, he has been an independent investor and looks for strong investment opportunities in overseas markets. He has lived in Mexico, Argentina, and currently lives in Columbia.
Links:
* Ian’s twitter feed: https://twitter.com/irbezek
* Ian’s Substack:
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 -
Jamie Catherwood is an expert in financial history. He majored in history at King’s College. Upon graduating in 2017, he began writing a unique and in depth series of articles about various topics of financial history.
His website, Investor Amnesia, offers a number of great articles and courses about financial history. I learn something new every time I read one of Jamie’s articles.
In addition to his excellent work in financial history, Jamie currently works as a VP Client Portfolio special at O’Shaughnessy Asset Management.
Links
* Investor Amnesia: https://investoramnesia.com/about/
* Jamie’s Twitter feed: https://twitter.com/InvestorAmnesia
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 podcast 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 -
This interview is with the anonymous writer of the Systematic Investing substack.
The substack focuses on global systematic equity investing. He has chronicled his investing journey on Twitter and Substack.
He is a German based engineer deploying his personal savings. He uses a systematic approach to identify attractively priced stocks. He casts a wide net with a global approach. He also created a very useful tool – the Kenneth French Database Explorer – which allows users to explorer the Ken French data set (only available in raw excel form) with nice tools.
Links
* The Ken French Data Explorer: https://ken-french-data-explorer.streamlit.app/
* The Systvest Twitter Feed: https://twitter.com/systvest
* The Systematic Investing Substack:
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 - Show more
