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Buffettology

In this podcast, Matt Cochrane and I discuss Buffettology, a book written in the late 1990’s by Mary Buffett. She wrote this book about what she learned about Buffett’s investing methods from when she was married to Peter Buffett. I think that the book is a pretty good summary of Buffett’s investi‮…

Philoinvestor: Part 2

Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast. We last spoke a year ago and I encourage you to check out that podcast. Links: * Philoinvestor Twitter feed: https‮…

100 Baggers

Today’s podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.A 100 bagger is a stock that increases by 100-1. In other words, $10,000 turns into $1,000,000. Breaking it down mathematically, a 14% return achieves a 1‮…
Cait is a Canadian writer who first gained recognition with her blog, Blonde on a Budget, where she documented her journey of paying off $30,000 in debt. That experience became the foundation for her exploration of minimalism, mindful consumption, and intentional living. She later wrote a bestsell‮…
Dan Rasmussen is the founder and portfolio manager at Verdad. Verdad runs capital with rules-based ideas and a strong focus on leveraged small cap value stocks. He has published fascinating research across multiple topics. Today we’re going to talk about his new book, The Humble Investor, which su‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Value Stock Geek, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.