Best Value Stock Geek Podcasts (2024)

1
Adam Mead: The History of Berkshire Hathaway 1:01:01

5h ago1:01:01

1:01:01

Today I am interviewing Adam Mead, the CEO of Mead Capital Management, a New Hampshire based Registered Investment Advisor. He is a prolific writer, writing the Watchlist Investing newsletter, and he has written “The Complete Financial History of Berkshire Hathaway” This discussion focuses mostly on Adam’s work chronicling the history of Berkshire …

1
Phil Fisher: Common Stocks & Uncommon Profits 53:44

6d ago53:44

53:44

Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion. The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation. Links: * Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits…

1
The Great Rotation: Why Small Caps & Value Matter 31:13

12d ago31:13

31:13

The conversation discusses the recent outperformance of small-cap stocks and the rotation happening in the market. It also touches on topics such as the Olympics, airline industry updates, cybersecurity issues, GDP growth, housing starts, and the impact of technology stocks. The hosts emphasize the importance of healthy market rotations and advise …

1
Solo Podcast: The Small Cap Value Rally, Backtesting Strategies, Managed Futures 31:12

13d ago31:12

31:12

This week’s episode is a solo podcast. I sourced these questions via email and Twitter. Topics discussed: * The small cap value rally. * The role of managed futures in a portfolio. * If fundamental investing still works. * Backtesting rules of thumb. Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for info…

1
Michael Fritzell: Asian Century Stocks, Part 2 46:35

20d ago46:35

46:35

Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective. Companies discussed: * Sony * Casio * Best Mart * IMAX …

1
The Market Rotation: What's Happening? 35:16

30d ago35:16

35:16

The conversation covers various topics including the travel boom, market rotation, inflation data, housing market, data hacks, and political investing. The hosts emphasize the importance of not making investment decisions based on emotions or politics and the need to stay invested for long-term compounding. They discuss the potential for a mild rec…

1
Compounding Quality 50:55

27d ago50:55

50:55

This episode is with Compounding Quality. He is a former hedge fund analyst and he has a very popular substack where he shares his philosophy of quality investing. He has written an excellent book, called: The Art of Quality Investing: How to invest in the best companies in the world Links: * Compounding Quality Twitter feed: https://x.com/QCompoun…

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

1M 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
Fireworks & Finance: Q2 Recap 31:12

1M ago31:12

31:12

In this conversation, Noah Brooks and Chris discuss various topics including the 4th of July, market performance, inflation, diversification, and the Olympics. They also touch on the Hong Kong situation and the efficiency of the American capital markets. The conversation provides insights into the current state of the market and the factors influen…

1
Paul Gabrail: Everything Money 59:41

2M 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
Record Highs: Mega Cap Dominance Amid Small Cap Challenges 36:49

2M ago36:49

36:49

The conversation covers various topics including the performance disparity between growth and value stocks, the concentration of market capitalization in mega-cap companies, the impact of AI on the market, the recent jobs report, the volatility index, and the state of the American economy. The hosts also discuss personal anecdotes about travel, gol…

1
Kyla Scanlon: In This Economy? 51:53

2M 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

2M 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
Cheap Vegas & Nvidia Surpasses $3 Trillion 35:48

2M ago35:48

35:48

The conversation covers a wide range of topics, including market performance, job reports, Nvidia earnings, AI chips, remote work, travel, and personal experiences. The hosts discuss the impact of elections on the market, the performance of different sectors, and the future of remote work. They also share personal experiences from a trip to Las Veg…

1
Tyler Moody: The Enterprising Investor 53:48

2M 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

3M 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
Navigating Market Highs From Dow 10,000 to 40,000 33:25

3M ago33:25

33:25

The conversation covers various topics including the stock market reaching all-time highs, the performance of different sectors, the potential impact of AI on energy consumption, the risk of a bird flu outbreak, inflation, and the bankruptcy of Red Lobster. The hosts also discuss the Aurora Borealis, the recent rally in Chinese stocks, and the over…

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

3M 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

3M 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
Mother's Day Edition: Earnings, Market Correlations and Peloton's Plunge 35:26

3M ago35:26

35:26

In this episode of the Market Enthusiast, Noah Brooks and Chris Nees discuss various topics including the market sentiment, the Fed's pivot, Mother's Day spending, bond market performance, correlation between stocks and bonds, earnings season, Boeing whistleblowers, Qantas' longest nonstop route, streaming services offering live events, and the upc…

1
John Huber: Base Hit Investing 47:39

3M 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

3M 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

4M 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
Market Sentiment Shifts: Fed Policy and AI Impact 35:39

4M ago35:39

35:39

The conversation discusses a change in sentiment in the market, with a potential shift towards volatility and a minor repricing. The Federal Reserve's decision to lower rates is being pushed out, and there is a concern about potential wage inflation. The conversation also touches on the impact of AI on various industries, including healthcare and e…

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

4M 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

4M 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
1st Quarter Recap: A Broadening Rally and Fed Cut Expectations 40:03

4M ago40:03

40:03

In this conversation, Noah Brooks and Chris Neese discuss various topics including market performance, economic data, sector rotation, and the power of compounding. They highlight the strong performance of the market in the first quarter, with energy, financials, and industrials leading the way. They also discuss the potential impact of the Francis…

1
Ryan Telford: Quantitative Microcap Investing 53:28

5M 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

5M 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

5M 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
Reflecting on Resilience:15 Years Since the Stock Market Bottom 30:20

5M ago30:20

30:20

In this episode of the Market Enthusiasts Podcast, Noah and Chris discuss various topics including the jobs report, CPI report, market performance, TikTok and national security, the Boeing whistleblower, and the anniversaries of the lockdown and the global financial crisis low. They emphasize the importance of not betting against the American econo…

1
Philoinvestor: Combining Macro & Business Analysis 47:36

5M 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

5M 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

6M 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
Valentine's Day Edition: Cocoa Surges and Earnings Soar 33:18

6M ago33:18

33:18

In this conversation, Noah and Chris discuss various topics related to the economy and the financial markets. They start by analyzing the blowout jobs report for January and its impact on rate cuts. They also discuss the challenges of achieving a soft landing for the economy and the performance of the market, which has reached all-time highs. The c…

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

6M 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

6M 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

6M 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

7M 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
Inflation Insights: From Transitory to Sticky 22:52

7M ago22:52

22:52

In this first conversation of 2024, Noah and Chris discuss various topics related to the market and the economy. They talk about the year-end rally and market performance, job numbers and economic growth, the outperformance of the US economy compared to international markets, inflation and GDP numbers, home prices and affordability, crypto and ETF …

1
Jamie Catherwood: Lessons From Financial History 50:46

7M 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

7M 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

7M 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

8M 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

8M 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
Recap of 2023, AI and Inflation 36:27

8M ago36:27

36:27

In the third episode of the Market Enthusiast podcast, Noah Brooks and Chris Needs from the Good Life investment team recap everything notable from 2023, including AI trends and ChatGPT, the collapse of Silicon Valley Bank, and Ozempic. They discuss the impact that 2023 events and headlines made on returns, straight from the mouths of portfolio man…

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

8M 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
Holiday Travel, Shopping Trends & Evolving Market Dynamics 28:38

8M ago28:38

28:38

In the second episode of the Market Enthusiast podcast, Noah Brooks and Chris Needs from the Good Life investment team discuss the Thanksgiving season, focusing on the impacts on travel and shopping. They touch on various topics, including holiday travel expectations, Black Friday shopping trends, and the evolving dynamics in the market landscape. …

1
Jobs Report & Higher Interest Rates 12:57

8M ago12:57

12:57

In this premiere episode of the Market Enthusiast podcast, presented by Good Life, host Noah Brooks and guest Chris Needs analyze the latest jobs report, highlighting the creation of 336,000 jobs, a positive sign for the economy. They emphasize the low unemployment rate of 3.8% and the increase in hourly earnings by 2.2%. The overall tone is optimi…

1
George Livadas: Upslope Capital 44:04

8M 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:/…

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Value Stock Geek Podcasts

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