Best Edwin Morris Podcasts (2024)

1
Alex Morris: The Science of Hitting, Part 2 57:00

2h ago57:00

57:00

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

1
Paul Gabrail: Everything Money 59:41

14d ago59:41

59:41

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

1
Kyla Scanlon: In This Economy? 51:53

21d ago51:53

51:53

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

1
Left Field Investing 39:14

28d ago39:14

39:14

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

1
Tyler Moody: The Enterprising Investor 53:48

1M ago53:48

53:48

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

1
Ben Sparham 53:41

1M ago53:41

53:41

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

1
Edwin Dorsey: The Bear Cave, Part 2 55:00

2M ago55:00

55:00

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

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

2M ago42:11

42:11

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

1
John Huber: Base Hit Investing 47:39

2M ago47:39

47:39

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

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

2M ago1:40:57

1:40:57

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

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

3M ago1:25:33

1:25:33

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

1
Gautam Baid: The Making of a Value Investor 55:40

3M ago55:40

55:40

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

1
Solo Episode: Paypal, Recession Fears, Paying Off Debt, and more 31:06

3M ago31:06

31:06

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

1
Ryan Telford: Quantitative Microcap Investing 53:28

3M ago53:28

53:28

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

1
HML Compounder: Value, Momentum, Trend, & Leverage 46:16

4M ago46:16

46:16

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

1
Bill Brewster: The Business Brew 1:04:57

4M ago1:04:57

1:04:57

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: Bi…

1
Philoinvestor: Combining Macro & Business Analysis 47:36

4M ago47:36

47:36

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 Not…

1
Daniel Crosby: The Psychology of Investing 43:01

4M ago43:01

43:01

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.co…

1
Craig Rowland: The Permanent Portfolio 57:30

4M ago57:30

57:30

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 Sandfl…

1
Q&A: Pros & Cons of Dividend Investing, Deere, Value Traps, and more 31:22

5M ago31:22

31:22

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 valuestockgeek@substack.com Topics covered: * Pros & Cons of Dividend Investing * The Ethics of Materialism * Accounting Books * My Favorite Podcasts * Accumulation vs. Ret…

1
@Globalflows: Analyzing Macroeconomic Trends 56:41

5M ago56:41

56:41

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 ma…

1
Mostly Borrowed Ideas: Deep Dive Research, Meta, Dollar General 1:05:11

5M ago1:05:11

1:05:11

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 equ…

1
Ian Bezek: Investing in Central & South America 50:16

5M ago50:16

50:16

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 twi…

1
Jamie Catherwood: Lessons From Financial History 50:46

6M ago50:46

50:46

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 t…

1
Systematic Microcaps: Global Quantitative Microcap Value Investing 59:39

6M ago59:39

59:39

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 …

1
Citrini: Identifying Mega Trends 52:40

6M ago52:40

52:40

Citrini is a Twitter personality who blogs at Citrini Research on Substack and is an avid poster on Twitter under Citrini7. Citrini looks for mega trends that should persist for years – if not decades - with wide-reaching implications for markets and society. The three mega trends that we discuss in this podcast are: GLP-1’s, US Fiscal Primacy, and…

1
JL Collins: The Simple Path to Wealth 54:59

6M ago54:59

54:59

JL Collins is the author of the most iconic book about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and pursuing financial independence. His new book - Pathfinders - contains accounts from people from all walks of life who have pursued financial independence and the impact it has had …

1
Anita Dhake: Retired From Corporate Law @ 33 42:47

7M ago42:47

42:47

Anita Dhake is a blogger at thepowerofthrift.com. She is also the author of a book, Operation Enough, about her approach to financial independence. Anita retired at the age of 33. She graduated with a law degree in 2009 from the University of Chicago. She had a starting salary of $160,000. Instead of using her law income to live an expensive lifest…

1
Matt Cochrane: Discussing Peter Lynch 1:02:24

7M ago1:02:24

1:02:24

This is a discussion about Peter Lynch with Matt Cochrane. Matt is a DIY investor with a focus on moats. Peter Lynch is one of the best investors of all time. Lynch achieved a 29% return running Fidelity’s Magellan mutual fund from 1977 to 1990. US stocks returned 12.9% over this period. Both of us recently re-read Beating the Street, Lynch’s accou…

1
George Livadas: Upslope Capital 44:04

7M ago44:04

44:04

George Livadas is the portfolio manager of Upslope Capital Management, a concentrated, long/short equity fund focused on US midcaps and other global developed markets. He also has prior experience at BMO, Citi, and SCB Global. He obtained an MBA at the University of Chicago and did undergraduate work at Georgetown. Links: * Upslope Capital: https:/…

1
Andrew Beer: Hedge Fund Strategies Packaged in ETF's 51:33

7M ago51:33

51:33

Andrew Beer is a managing member at DBi, (formerly Dynamic Beta Investments), which manages ETFs and mutual funds that seek to outperform hedge funds with low fees, daily liquidity, and total transparency. Their two ETF’s – DBMF & DBEH bring alternative strategies to public, liquid markets in ETF format with comparatively low fees. He has nearly 30…

1
Maj Soueidan: 30 Years of Microcap Investing 54:39

7M ago54:39

54:39

Maj Soueidan is a full time investor with over 30 years of experience. 15 years ago, he founded his firm, Geoinvesting. This is all noteworthy because he has survived through many market environments in the last few decades. He hunts in the arena of the market that is ignored by Wall Street: microcaps. Links: * Geo Investing: https://geoinvesting.c…

1
Doug Boneparth: Personal Finance for Millennials 51:00

8M ago51:00

51:00

Doug Boneparth is a financial planner and the founder of Bone Fide Wealth. He focuses his practice on the Millennial demographic. He’s a very funny presence of Twitter, often tweeting out hilarious observations. He also has a substack, called This is the Top. Doug & his wife Heather also operate a blog called the Joint Account where they help coupl…

1
Peter Cundill: An Investing Book Discussion 55:34

8M ago55:34

55:34

This is a discussion about the book, Routines and Orgies: The Life of Peter Cundill, Financial Genius, Philosopher, and Philanthropist by Christopher Risso-Gill. I discussed the book with Nelson, also known as The Canadian Dividend Investor. Nelson is a returning guest to the podcast and I thought he would be an ideal person to discuss this book wi…

1
Jared Dillian: A Wide Ranging Discussion on Finance & Life 46:19

8M ago46:19

46:19

Jared Dillian served in the Coast Guard, worked as a trader at Lehman Brothers, and writes the Daily Dirtnap newsletter. He’s also a DJ and a prolific author. His published books include Street Freak, an account of his time at Lehman Brothers and a novel called All the Evil of This World. He also wrote a collection of essays, Those Bastards (in ref…

1
Listener Q&A - Margin Reversion, Payment Companies, An Overview of My Checklist 55:48

8M ago55:48

55:48

Today’s episode is a Q&A, ask-me-anything style podcast. I reached out to subscribers of the website to see if they have any questions. This episode covers a lot of ground and many different topics. If you have any questions, feel free to email me at valuestockgeek@substack.com. If you would like to subscribe to my website (there is a free tier), g…

1
Phil Bak: REITs, ETFs, Index Limitations 50:10

9M ago50:10

50:10

Phil Bak is the CEO of Armada ETFs, a REIT-specialized asset manager. He has wide ranging experience in the ETF business, including time spent as a managing director of the New York Stock Exchange. He is also very active on Twitter and operates a Substack blog. Links * Armada ETF’s: https://www.armadaetfs.com/ * Phil’s Twitter Feed: https://twitter…

1
Tobias Carlisle: Part 2 56:37

9M ago56:37

56:37

Tobias Carlisle is a returning guest to the podcast for a discussion about the state of the market and value investing. Tobias has written some of my favorite books on investing: * Quantitative Value * Deep Value * Concentrated Investing * The Acquirer’s Multiple Tobias is also the manager of two ETF’s: ZIG and DEEP which employ his deep value stra…

1
Todd Wenning: Flyover Stocks 50:50

9M ago50:50

50:50

Todd Wenning is a professional investor and writer. He publishes the Flyover Stocks newsletter, which focuses on finding high quality businesses with economic moats and great shareholder friendly management. He has extensive writing experience through various blogs, the CFA institute, and the Motley Fool. He notably worked at Morningstar where he c…

1
Christian Ryther: Curreen Capital 37:29

9M ago37:29

37:29

Christian Ryther is a value investor and ultramarathoner who manages money via Curreen Capital. Curreen Capital seeks out ‘ugly duckling’ stocks – companies that are misunderstood, underappreciated, and cast aside but the reality is that they are high quality companies. Links * Curreen Capital - http://www.curreencapital.com/ * Christian’s Twitter …

1
Ethan Tucker: Real Estate & GARP Investing 51:08

10M ago51:08

51:08

Ethan Tucker works in commercial real estate and runs a family investment office in Baltimore. He blogs at thegarpinvestor.com. His focus is on high quality companies. Links: * The GARP Investor blog: https://thegarpinvestor.com/ * Ethan’s Twitter feed: https://twitter.com/thegarpinvestor Disclaimer Nothing on this podcast is investment advice.The …

1
Edwin Dorsey: Enter the Bear Cave 1:02:32

10M ago1:02:32

1:02:32

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. His work has resulted in his site becoming wildly popular, with over 50,000 subscribers and is frequently featured on Bloomb…

1
Hunter (@rhunterh): Alternative Investing & the Financialization of the American Economy 50:32

10M ago50:32

50:32

Hunter is an anonymous financial writer who writes the Lewis Enterprises substack. By day, he is an investment professional who focuses on real assets, private equity, and other alternative investments. He is very active on Twitter and his substack. On his substack, he chronicles his views about alternative investments and the increasing financiali…

1
Eric Balchunas: The Bogle Effect 48:54

10M ago48:54

48:54

Eric Balchunas is the Senior ETF analyst at Bloomberg, where he extensively chronicles the ETF revolution. You’ll frequently see him on Bloomberg talking about the latest ETF news. He’s the host of the Trillions podcast, which has a focus on ETFs. Eric is the author of an amazing book, the Bogle Effect, which chronicles the story of Jack Bogle, the…

1
Jeremy Schwartz: Wisdomtree & the ETF Revolution 52:30

11M ago52:30

52:30

Jeremy Schwartz is the Global Chief Investment Officer of Wisdomtree. Wisdomtree is a firm that creates some extremely interesting and useful ETFs & strategies with $93 billion under management. Jeremy has been with Wisdomtree since 2005 in a variety of different roles. He has worked with the legendary Jeremy Siegel, author of stocks for the long r…

1
Ryan Kirlin: At the Cutting Edge of the ETF Revolution 52:20

11M ago52:20

52:20

Ryan Kirlin is the President of Alpha Architect. Alpha Architect is a firm filled with top notch geniuses and researchers who produce a tremendous quantity of valuable investing research. Additionally, they are at the leading edge of an ETF revolution and produce many unique and highly useful ETFs. Ryan is an expert in ETFs and previously worked fo…

1
Michael Mitchell: Business Adventures 1:08:19

11M ago1:08:19

1:08:19

Michael Mitchell is a former hedge fund partner with over 15 years of public markets investing experience. He worked with special situations, activism, and event driven long/short trades. He retired from the hedge fund world in 2019 and shares investment thoughts and ideas on Twitter under his handle, @ignorenarrative. Currently, he runs Children’s…

1
Jack Burns: Advanced Asset Allocation for the DIY Investor 56:04

11M ago56:04

56:04

Jack Burns is a graduate of the US Naval Academy and served seven years as an officer in the Marines. He left active duty in 2021 and pursued an MBA at Georgetown. He has a very interesting substack where he posts about financial topics that interest him. He also assembled a very fascinating version of an all-weather portfolio. His allocations incl…

1
Geoff Saab: Low Risk Investing 55:54

11M ago55:54

55:54

Geoff is a wealth manager who has spent decades in the financial industry in various capacities, seeing the good, the bad, and the ugly. I recently read his book, Low Risk Rules, which is a manifesto outlining his approach. The book is geared to entrepreneurs investing significant sums of money, family offices, and investment professionals. High le…

1
Scott Reardon: Quantitative Deep Value & Qualitative Fundamental Portfolios 45:56

12M ago45:56

45:56

Scott Reardon is a value investor who runs Dakota Value Funds. They fund operates both a deep value quantitative strategy and a fundamental strategy focusing on buying high quality businesses at strong valuations. Additionally, Scott is a bestselling novelist who wrote the Dark Continent thriller series and Bonfire of the Beast. In this conversatio…

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