Podcasts about Buffett

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  • 976PODCASTS
  • 3,035EPISODES
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  • Aug 7, 2022LATEST

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Best podcasts about Buffett

Show all podcasts related to buffett

Latest podcast episodes about Buffett

Aktienrebell - Eigenständig anlegen & Vermögen aufbauen
#201 W. Buffett: 7 Regeln zum Investieren im Crash

Aktienrebell - Eigenständig anlegen & Vermögen aufbauen

Play Episode Listen Later Aug 7, 2022 25:57


Warren Buffett hat's wieder allen bewiesen: Sein Investment-Unternehmen Berkshire Hathaway ist hervorragend durch die Krise gekommen und konnte sogar zulegen, während der Markt gefallen ist. Dabei gibt es 7 Regeln, die Warren Buffett seit Jahrzehnten so umsetzt und heute noch genau so aktuell sind wie damals. Durch diese lassen sich Crash-Effekte mildern, Zeit sparen, Fehler vermeiden und sogar proaktiv Chancen nutzen. Viel Spaß! Fundamentale Aktienanalysen, Tools und mein Depot gibt's hier: https://strategyinvest.de/ Erfolgreich anlegen, Vermögen aufbauen und dauerhaft sichern - mit der Aktienrebell Academy: https://aktienrebell.de/academy/ Bei diesen Online-Brokern kaufe ich Aktien & ETFs: https://aktienrebell.de/welches-depot/ Vernetze dich mit mir auf Instagram: https://instagram.com/aktienrebell/ Folge mir auf YouTube: https://www.youtube.com/c/Aktienrebell/videos Wenn dir der Podcast bei deiner Geldanlage, dem Investieren, der Börse, Aktien und Co. weiterhilft, würde ich mich sehr freuen, wenn du mir eine positive Bewertung da lässt oder meine Links zur Depoteröffnung nutzt. Danke für deine Unterstützung! Disclaimer: Keine Anlageberatung, nur meine persönliche Meinung. Prüfe jedes Investment vor dem Kauf selbst auf Risiken.

The Moneywise Guys
8/4/22 From Greiner, Deshaun + Buffett, To Visa, Porn, and StableCoin Stability … oh My !

The Moneywise Guys

Play Episode Listen Later Aug 4, 2022 45:46


The Moneywise Guys Thursday, August 4th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 email: info@moneywiseguys.com website: www.MoneywiseGuys.com

Many Happy Returns
Baby Buffett: How to invest for children

Many Happy Returns

Play Episode Listen Later Aug 3, 2022 44:52


Kids are sometimes hard-work, often fun, and always expensive. But due to the magic of compounding, a small amount of money invested when they are young can grow into a substantial nest egg for later in life. We discuss how much to set aside, what to put in their portfolio, and how to keep them from blowing the cash as soon as they turn 18. And in today's Dumb Question of the Week, we ask: Is government debt effectively stealing from future generations? Get in touch

Focused Compounding
Ep 367. Fed Funds Rate, Celsius Deal, FCF + Growth, Bargaining Power, & The Best Business Advantages

Focused Compounding

Play Episode Listen Later Aug 3, 2022 102:49


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

Fit mit Laura
Fit und schlank im Urlaub! Meine Tipps & Tricks

Fit mit Laura

Play Episode Listen Later Aug 1, 2022 32:20


Ernährung & Training im Urlaub. In dieser Episode erfährst du meine Tipps und Tricks, damit du den Urlaub ohne Angst und Stress genießen kannst. Ich wünsche dir viel Spaß mit der Episode! Wenn du Fragen oder Feedback für mich hast, schreib mir gerne auf Instagram! @fit__laura https://www.instagram.com/fit__laura/ Dort findest du zudem jede Menge kostenlosen Content, Trainingsvideos, tägliche Stories und leckere, gesunde Rezepte. MEIN KOCHBUCH "Eat in Balance": https://amzn.to/3CG4cMI https://www.fitlaura.de/produkt/mein-kochbuch-eat-in-balance-gesund-und-gluecklich-ohne-verzicht/ (Lieferung nach Deutschland, Österreich und in die Schweiz! ) ERNÄHRUNGSUMSTELLUNG: Passend zu meinem Kochbuch habe ich auch einen 21 Tage Ernährungsplan entwickelt, welcher dich auf deinem Weg begleiten und unterstützen kann. Diesen findest du in meinem Shop unter www.fitlaura.de MEIN BUCH "Back to Balance" rund um die Themen Periodenverlust, Sportzwang, Essverhalten und Restriktionen, Stress: http://www.fitlaura.de/shop/ Mein YouTube Kanal: https://www.youtube.com/channel/UCvauKYEKT8sjy3dk4_nZuWQ?view_as=subscriber KONTAKT: kontakt@fitlaura.de

Market Commentator
You don't have to make money the same way your neighbour does

Market Commentator

Play Episode Listen Later Jul 29, 2022 26:17


'It took me about 15 years to figure out that there's only one Buffett and that's Mr Buffet, and the rest of us have to invest in a way that suits your own personality': RECM CEO Jan van Niekerk.

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#126 - Ted Seides - How the World's Elite Money Managers Invest, a Bet With Buffett, & Interviewing Sam Zell

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later Jul 28, 2022 59:54


Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterTed Seides founded Capital Allocators to explore the processes of elite money managers. Having launched the Capital Allocators podcast in 2017, by April 2022, the show had recorded over 10 million downloads, with Barron's, Business Insider, and Forbes each naming it among the top investing podcasts.Having run his own multibillion-dollar hedge fund, Protégé Partners, from 2002-2015, Ted was profiled in ‘Top Hedge Fund Investors', a book authored by Larry Kochard and Cathleen Rittereiser in 2010. Ted has subsequently distilled his vast knowledge of premier investors' strategies in his second book, ‘Capital Allocators: How the world's elite money managers lead and invest', published in March last year.We discuss some of Capital Allocators' most popular episodes, including interviews with investing legends Sam Zell, Chamath Palihapitiya, and Joel Greenblatt. We finish, by unpicking Ted's bet with Warren Buffett, where Ted aimed to demonstrate the benefits of hedge funds on institutional portfolios, pitting 5 hedge fund of funds against the performance of the S&P 500 from 2008-2017. Enjoy!Some of the interviews referenced in today's episode:- Sam Zell: https://capitalallocators.com/podcast/common-sense-and-uncommon-profits/- Chamath Palihapitiya: https://capitalallocators.com/podcast/the-social-capital-flywheel/- Joel Greenblatt: https://capitalallocators.com/podcast/common-sense-for-value-at-gotham-capital/Capital Allocators: How the world's elite money managers lead and invest: https://www.amazon.co.uk/Capital-Allocators-Worlds-Managers-Invest/dp/0857198866Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Focused Compounding
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power

Focused Compounding

Play Episode Listen Later Jul 27, 2022 123:13


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

QAV Podcast
QAV S05E29 – Let’s Get Physical

QAV Podcast

Play Episode Listen Later Jul 27, 2022 32:34


We farewell a QAV member; gold is a sell; iron ore is close; pump and dumpers duped millions out of Aussie investors; BPT results; Buffett's casino analogy; profit taking driving up inflation; Duncan on asset washing; pulled pork on ACL; using the 3PTL on ETFs; has TK done better out of mining or industrial stocks; how and why of the Average Daily Trade rule.

AP Audio Stories
DOJ: Buffett company discriminated against Black homebuyers

AP Audio Stories

Play Episode Listen Later Jul 27, 2022 0:51


AP correspondent Lisa Dwyer reports on Buffett redlining

The Bill Michaels Show
HR 1 -- Bahktiari Lands On PUP, Buffett Canceled, Mike Clemens Joins

The Bill Michaels Show

Play Episode Listen Later Jul 25, 2022 45:11


Bill opens the show talking about David Bahktiari landing on the PUP list and the Jimmy Buffett concert being canceled. He then talks with Mike Clemens about the upcoming shareholders meeting and recent Packers roster moves, talks MLB standings and Bahktiari and finishes the hour talking to Matt Mitchell of Action Network about the latest betting trends to noteSee omnystudio.com/listener for privacy information.

Hell investiert - Erfolgreich mit Gold, Immobilien, ETFs & Co.

Warren Buffett ist wieder aktiv! Er hat eine neue große Wette abgeschlossen und setzt fast 10 Milliarden auf ein US-Unternehmen. Spannend ist aber nicht nur welches Unternehmen er kauft (verrate ich Euch natürlich in der Ausgabe) sondern wie er das Produkt der Firma sieht. Spannende Folge für alle die Buffetts neuesten Coup wissen wollen. ► Meine Telegram-Gruppe findest Du hier: https://t.me/hell_invest_club ► Hol Dir meinen Report - 100% Gratis: https://kurse.hell-investiert.de/ ► Mein YouTube-Kanal: https://www.youtube.com/hellinvestiert Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei den Podcast bekannter zu machen! Die verwendete Musik wurde unter www.audiojungle.net lizensiert. Urheber: MusiCube. Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.

The Fact Hunter
Interview with SFR Co-Founder Paul English

The Fact Hunter

Play Episode Listen Later Jul 20, 2022 114:35


On the July 20th edition of "The Fact Hunter" we interview Speak Free Radio co-founder Paul English. Paul describes his awakening journey, his thoughts on how we fix the mess we're in, the education system, the "mockingbird media", bankers greed, and much, much more. For all things SpeakFreeRadio go to https://speakfreeradio.comFor all things Fact Hunter, go to https://www.thefacthunter.comEmails: thefacthunter@mail.comNever stop searching for the truth.

The Acquirers Podcast
Value After Hours S04 E25: Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY

The Acquirers Podcast

Play Episode Listen Later Jul 18, 2022 43:26 Very Popular


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

On The Market
19: Is The Stock Market Drop an Opportunity for Real Estate Investors?

On The Market

Play Episode Listen Later Jul 18, 2022 72:15 Very Popular


Does a stock market crash affect real estate? We've seen home prices hit record growth over the past two years, with a slight slowdown happening right now. But nothing in the real estate market compares to the stock market selloff that has happened over the past six months. Index funds are down over twenty percent year to date, tech companies are quickly losing valuation, and the stock market doesn't show any signs of slowing down. Is this an opportunity for real estate investors?Instead of letting landlords try to explain how equities work, we brought on Clay Finck from the Millennial Investing podcast to help educate us on what a good (or bad) buy looks like. Clay has spent years learning about value investing from the best stock trader of all time, Warren Buffett. He's designed his portfolio to model the trading techniques Buffett engineered and thinks that this latest dip poses some interesting opportunities for investors of any asset class.Clay talks about recession-resistant stock picks, how to know whether a company is under or over-valued, and why stock investing could be a more passive alternative for the stressed-out landlord. We also have our panel of expert guests give their take on the stock market, how real estate investors should invest, and what their own portfolios look like. If you're heavy on the real estate investing side of things, make sure you listen until the end, as there are some serious stock buying opportunities you may have never thought of.In This Episode We CoverHow the Fed influences the stock market through quantitative easing and rate hikesWhich stocks win during a recession (and which ones to stay away from)Dividend stocks and how to cash flow without owning any real estateDollar-cost averaging as a smarter way to invest even as prices fallWhether or not to put your money into the stock market to save for your next dealWhy some stock investors are ditching equities to make headache-free gains in real estateAnd So Much More!Links from the ShowBiggerPockets ForumsBiggerPockets AgentJoin BiggerPockets for FREEOn The MarketJoin the Future of Real Estate Investing with FundriseConnect with Other Investors in the “On The Market” ForumsSubscribe to The “On The Market” YouTube ChannelFind an Investor Friendly Agent in Your AreaDave's BiggerPockets ProfileHenry's BiggerPockets ProfileJames' BiggerPockets ProfileKathy's BiggerPockets ProfileDave's InstagramHenry's InstagramJames' InstagramKathy's InstagramGrab Your Ticket to BPCon 2022Which is Better? 145 Years of Real Estate vs. StocksGet Featured in Our “Crowd Source” Section by Posting on The BiggerPockets Forums“Millennial Investing" PodcastBooks Mentioned in the ShowReal Estate 101 by Michele CaganConnect with Clay:Clay's TwitterCheck the full show notes here: https://www.biggerpockets.com/blog/on-the-market-19Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Daily Stock Picks
Don't sell this rally - should you buy Netflix before earnings? Market update 7-18-22

Daily Stock Picks

Play Episode Listen Later Jul 18, 2022 56:33


Tom Lee was on CNBC Friday and said "Don't sell the rally". I'm not sure it's going to be that strong here, but earnings seem to be good. Covid is back in the news so keep an eye on $MRNA - it's strong now - but look for pullbacks $C was a great call on Friday way up. Still trading at about half of book value - so it's still got room to run. $BAC earnings - buy under $40 - sell over $40 $XLV $UNH $WGA $CVS - I go over these - but healthcare is a strong sector $UCO - back up - oil is going to be strong here. Remember oil is tied to $DVN $OXY $CVX $XOM $FANG $BOIL has been CRAZY - $KOLD had a great run - now time for Nat Gas to rise in price. $COST - great retailer - buy under $500 - sell over - $M is a great retailer with earnings coming up $AAPL - great run of recent. It's strong heading in to earnings $NFLX - careful with this one but it might be worth buying before earnings tomorrow. $TQQQ has been a great trade - I've day traded it. My day trade for a strong market is $TQQQ - for weak markets continue to look at $SPXU $SQQQ $UVXY $TSLA - under $700 buy - over - sell - upgraded to a buy at $1k price target and Deutche Bank says buy before earnings on Wednesday $TWTR - I like the risk going in to the court case $ORCL - strong steady tech between $70 and $90 $CLF - close to $15 again - I like it heading in to earnings but costs could kill this $OXY - is Buffett going to take this private? $GOEV - hype play $GS - should have gotten it under $300 at book value $NVDA - always a good time to buy for long term $GOOG - split went through - 20-1 - look for short term pop --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/dailystockpick/support

Focused Compounding
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection

Focused Compounding

Play Episode Listen Later Jul 14, 2022 142:09


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

Tesla Daily: Tesla News & Analysis
Twitter Sues Musk, 4680 Teardown Challenges, CPI Expectations (07.12.22)

Tesla Daily: Tesla News & Analysis

Play Episode Listen Later Jul 13, 2022 17:26 Very Popular


➤ Twitter sues Elon Musk over acquisition termination, makes case against Musk (https://bit.ly/3uJ7cps) ➤ CPI report expected to show increase ➤ Munro encounters challenges with 4680 pack teardown ➤ BYD falls on concern of Buffett exit Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Multifamily Investing Made Simple
The Most Important Thing: Book Deep-Dive | Ep. 239

Multifamily Investing Made Simple

Play Episode Listen Later Jul 13, 2022 45:48


What if there was a single volume that housed all of Howard Marks's wisdom... there is! And what if there was a single podcast that condensed all of that wisdom... there is!Remember, with each episode, we will provide a helpful Deep-Dive infographic where we break down the entire book on to 1 page! Check out, and download, this week's infographic below!Howard Marks, the chairman, and co-founder of Oaktree Capital Management is renowned for his insightful assessments of market opportunity and risk. After being in the game for four decades, his wisdom is sought out by the world's leading value investors. Similar to Buffett's investor meetings, Marks releases client memos that are full of insightful commentary and a time-tested, fundamental philosophy. Now for the first time, everyone can benefit from Marks's wisdom, concentrated into a single volume that speaks to both the amateur and seasoned investor.Here are our top 10 takeaways:Mind GamesExit PlansMarket CyclesApproachRoll Of ChanceRisk MindsetManaging RiskMeasuring RiskDon't Be A SheepChasing DealsDownload the infographic here!Tweetable Quotes:"You're not gonna get me in a white wife beater. I'm so pale. It will not be good."  – Anthony Vicino"You just have to buy stuff for less than what it's worth."  – Dan KruegerLEAVE A REVIEW if you liked this episode!!Keep up with the podcast! Follow us on Apple, Stitcher, Google, and other podcast streaming platforms.To learn more, visit us at https://invictusmultifamily.com/**Want to learn more about investing with us?**We'd love to learn more about you and your investment goals. Please fill out this form and let's schedule a call: https://invictusmultifamily.com/contact/**Let's Connect On Social Media!**LinkedIn: https://www.linkedin.com/company/11681388/admin/Facebook: https://www.facebook.com/invictuscapitalventures/YouTube: https://bit.ly/2Lc0ctX

Triple M - Motley Fool Money
Mailbag: incl. Lower stress investment options? July 10, 2022

Triple M - Motley Fool Money

Play Episode Listen Later Jul 9, 2022 63:15


-- Can you please take opposing views?-- Why doesn't Buffett invest for income?-- Who is the ‘market crash guy'?-- Are there lower-stress investment options?-- How do I calculate my dividend yield? See omnystudio.com/listener for privacy information.

Actionable Intelligence Alert
Why Is Warren Buffett Buying Oil Stocks? AIA Weekly Update 7-9-22

Actionable Intelligence Alert

Play Episode Listen Later Jul 9, 2022 56:27


In the past, Buffett has said he does not like cyclical or commodity-type businesses. Yet he has been buying Oxy and Chevron stock. What gives. I discuss in this week's video.

Too Much Information
"Margaritaville" by Jimmy Buffett

Too Much Information

Play Episode Listen Later Jul 8, 2022 75:42 Very Popular


Attention all Parrotheads! Jordan and Alex take a trip to Key West to explore one of the breeziest, booziest songs in existence — and uncover the secret darkness at its core. They'll discuss the colorful cast of characters that helped inspire the track, the drug runners who saved Jimmy's life, and how Elvis Presley nearly wound up recording the tune. They'll also recount the time Jamaican police nearly killed Buffett and Bono, the unproduced Harrison Ford/Robert Redford buddy movie inspired by the lyrics, and how the song birthed a multi-billion-dollar empire that's made Buffett one of the richest celebrities in the world. See omnystudio.com/listener for privacy information.

Daily Stock Picks
One stock that Morgan Stanley thinks is under valued ? Market update 7-8-22

Daily Stock Picks

Play Episode Listen Later Jul 8, 2022 40:22


Jobs reports came in strong bouncing yields in the bond market and hitting growth stocks with fears that maybe the Fed will have to continue to raise rates and tighten. September is going to be key with the big amount of selling the Fed will do of their assets. $CLF - still like it at $15 handle $GS - over $300 and I like them going in to earnings - won't go back to $400 anytime soon, but I do think $330 could be in the cards. $UCO - strong demand - weak supply $TQQQ - I like this if you think the S&P has 4,000 in it like Carter Worth does $TSLA - wrapped up in $TWTR deal - I would sell over $700 still $BOIL - strong moves in energy and this is running. $PXD - oil still will run $DVN - strong - but no catalyst until earnings - still an 8% yield on a major stock $OXY - if Buffett is still buying, under $60 get it - over $60 - sell it - but I like it to buy and hold here too. $FANG - energy is still strong $NVDA and other chips were up as well as $QCOM $Evfm - ziptrader pick - June 27th pick tan from $.60 to $1.54 and is pulling back now . Birth control gel about an hour before u knock boots that's hormone free - so if you haven't been screwed by the market enough … go and find yourself someone who … never mind Roe vs wade pushed this one up and it may have more room to run It's now been zero copay under aca insurance The patent is tight and shouldn't have competitors Honestly the hype from zip trader may move it Valuation - loses money so it's not a fundamental play … so it's a trade .. not buy and hold … the fundamentals suck $UPST - won't hit q2 and stock tanks … i warned about this Wp says elon $TWTR deal on jeapordy … nobody else wants this company so it might be negotiating - Twitter stock could crater so maybe buy some put options Carter worth of worth charting thinks we have more legs on this run … infilled gap at 4020 $SPY He thinks Bitcoin from a chart perspective has found a floor and will bounce $Xpo logistics may be too cheap Theranos - sunny bulwani guilty … if you watched dropout or the documentary on hbo then let's just hope Elizabeth Holmes is also thrown in jail Recession may be held off just because of the employment numbers Jobs are steadily growing … wage growth down but still elevated --- Support this podcast: https://anchor.fm/dailystockpick/support

InfluenceWatch Podcast
Episode 226: The Omidyar Nexus

InfluenceWatch Podcast

Play Episode Listen Later Jul 8, 2022 17:04


You know Soros and Steyer, Buffett and Bloomberg, but you may not be familiar with one of the most important left-of-center billionaires of all: Pierre Omidyar, the founder of eBay. Through vehicles such as the Democracy Fund and its affiliated “social welfare” Democracy Fund Voice, Omidyar supports left-of-center and anti-populist causes to the tune of millions of dollars per year that are increasingly in alignment with the Democratic Party. Joining me to discuss Omidyar and his advocacy philanthropy is my Capital Research Center colleague Hayden Ludwig, who has written a five-part series for CapitalResearch.org on Omidyar's Political Machine. Links: https://capitalresearch.org/article/omidyars-political-machine-part-1/ https://www.influencewatch.org/non-profit/omidyar-nexus/ https://www.influencewatch.org/non-profit/democracy-fund/ https://www.influencewatch.org/non-profit/democracy-fund-voice/ Follow our socials: • Facebook: https://www.facebook.com/capitalresearchcenter • Twitter: https://twitter.com/capitalresearch • Instagram: https://www.instagram.com/capitalresearchcenter • YouTube: https://bit.ly/CRCYouTube • Rumble: https://rumble.com/capitalresearch • Gettr: https://gettr.com/user/capitalresearch

Focused Compounding
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

Play Episode Listen Later Jul 7, 2022 134:07


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

The Acquirers Podcast
Value After Hours S04 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY

The Acquirers Podcast

Play Episode Listen Later Jul 4, 2022 59:53 Very Popular


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.

How to Scale Commercial Real Estate
Education and Mindfulness Are the Bookends of Success

How to Scale Commercial Real Estate

Play Episode Listen Later Jul 2, 2022 24:09


In this episode, we are joined by Jonathan DeYoe, advisor of Mindful Money and the host of the Mindful Money Podcast. He discusses how he became a financial advisor, what his typical process is for working with clients, and what common threads he sees that people struggle with in their financial plans. Jonathan emphasizes the importance of mindfulness, especially in personal finance, and how it can help us increase wealth and lead more meaningful lives.   [00:01 - 05:03] The Money Philosopher Jonathan shares his background  Going back to the financial space Financial planning versus investment selection   [05:04 - 16:21] Mindfully Saving and Investing Setting long-term goals What it means to be mindful of the path  Getting the emergency fund covered and the rest gets invested How to invest in a volatile market Diversification is key   [16:22 - 23:10] Scaling in a Mindful Way Getting out of the poverty mindset Why Jonathan decided to merge his business with another company Understanding your purpose Sign up now for Mindful Money's FREE Values, Purpose & Goals course! [23:11 - 24:09] Closing Segment Reach out to Jonathan!  Links Below Final Words Tweetable Quotes   “I don't think anybody can predict anything. So given that, planning is the tool we use. And in fact, the two tools we think that are most valuable are planning and education.” - Jonathan DeYoe “The concept of mindfulness is sort of  a non-judgmental awareness of the present moment.” - Jonathan DeYoe “ Let's not judge the fear. Let's not make some kind of an assumption about what's gonna happen next, what's on the ground, what can we do to make a difference.” - Jonathan DeYoe -----------------------------------------------------------------------------   Connect with Jonathan at the Mindful Money website. Check them out on YouTube, Instagram, Facebook, LinkedIn, and Twitter. Sign up for their Values, Purpose & Goals course for FREE!   Connect with me:   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook   LinkedIn   Like, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!   Email me → sam@brickeninvestmentgroup.com Want to read the full show notes of the episode? Check it out below:   [00:00:00] Jonathan DeYoe: Because of my education in sort of philosophy and, you know, mindfulness training and meditation and religious kinds of things, I think that whenever I'm on a show when I'm being interviewed, or whenever I write, that comes across the idea that, Hey, you know, there is a way to make better decisions. It's not the way that we're told all the time. [00:00:20] Jonathan DeYoe: Let's talk about the way that actually is helpful. And for some people, they go, oh, that makes a ton of sense. Let me talk to Jonathan. And when they do then that's stimulation right there.  [00:00:40] Sam Wilson: Jonathan DeYoe is a Lutheran seminary intern, Buddhist academic turned financial advisor. He's also the advisor of the Mindful Money and the host of the Mindful Money Podcast. He has been investing for over four decades in helping others build wealth for the last 25 years. Jonathan, welcome to the show. [00:00:57] Jonathan DeYoe: Thanks for having me, Sam. [00:00:58] Sam Wilson: Pleasure's mine. There are three questions I ask every guest who comes in the show: in 90 seconds or less, can you to tell me, where did you start? Where are you now? And how did you get there?  [00:01:05] Jonathan DeYoe: In 90 seconds or less? Where did I start? So I started off in Rapid City, south Dakota, was raised pretty poor. And so I made a, made a goal for myself to make money and to not have that problem, you know, growing up. So took a detour, studied finance in college, took a detour, studied philosophy and comparative religion ended up coming to California to be a Lutheran seminarian. The Lutheran school I was, I had agreed to go to and they had given me a scholarship. [00:01:30] Jonathan DeYoe: When I got here, they said, listen, we had a bad year last year. We don't have the scholarship money. So I went across the street to a Buddhist school and they said, yeah, we have some money. So I ended up studying, compared to religion from a Buddhist side, was there for two, three years, realized that I really wanted to practice more than I wanted to be an academic. So I meditated every day since. And started off, you know, right after I left, at Dean Witter, which became Morgan Stanley Dean Witter. You know, I was at five or six different wall street firms before I started my own firm in 2001. And so the last 20 years, building that firm until last year when I merge it into EP Wealth. [00:02:05] Sam Wilson: Wow. Wow. That's interesting. Tell me, you know, in that financial planning practice, how gimme some color on what that was? I mean, there's, the say financial planning can mean 10,000 different things to 10,000 different people.  [00:02:18] Jonathan DeYoe: Yep. Yeah. It's, it's a great question. I, and I appreciate more than you probably know. So I think most people that have, that say financial planner mean investment advisor and I actually mean financial planner. I don't think anybody has the ability to guess what's happening next. I don't think anybody that can control outcomes. I don't think anybody can predict anything. So given that, planning is the tool we use. And in fact, the two tools we think that are most valuable are planning and education. So in my own personal pivot, you know, I'm, I'm working with clients on their financial plans and I go in depth on, you know, all their cash flows, incomes, outflows, all their goals, what those costs, you know, the probability of increased costs later on everything, education, we go really, really, really deep in all aspects of their financial lives. [00:03:05] Jonathan DeYoe: And what that does is it gives us the ability to make better decisions in the now. And that's, that's really what financial planning is. It isn't investment selection, it isn't market timing. And if you've got folks that are looking for better investment selection, better market timing, that's not here. And in fact it's not anywhere, but especially not here  [00:03:20] Sam Wilson: That, you know, I love the idea, what you mentioned there, differentiating between what is financial planning and what is just investment selection, 'cause those are, those are two very different things. Getting someone to a point where they want to come to you and say, Jonathan, let's sit down and let's just pull the curtains back on everything and just dissect this piece by piece has got to be, the people that are willing to take the time to do that are few and far between I would imagine. Is that, is that a fair assumption?  [00:03:49] Jonathan DeYoe: Yeah. Thankfully, there are many different brands of financial advisors as you sort of alluded to. And so people can find the people that fit with them and they're out there. I don't believe it's possible that someone can select a better investment or time market any better than I can. But if you believe that someone can do that for you, then, you know, I wish you the best of luck. I think that's a great thing.  [00:04:07] Sam Wilson: Right. And I guess I would, the, what I was getting at was that what you provide is an incredibly valuable service to people that take the time to do it. [00:04:16] Jonathan DeYoe: Yeah.  [00:04:17] Sam Wilson: What are the things that bring people to you to where they say, Hey, Jonathan, I need your help?  [00:04:23] Jonathan DeYoe: Well, I, so I don't know what the thing is that stimulates somebody to make a decision to ultimately call us that that's hard for me to guess, but because of my education in sort of philosophy and, you know, mindfulness training and meditation and religious kinds of things, I think that whenever I'm on a show or when I'm being interviewed or whenever I write, that comes across the idea that, Hey, you know, there is a way to make better decisions. It's not the way that we're told all the time. Let's talk about the way that actually is helpful. And for some people they go, oh, that makes a ton of sense. Let me talk to Jonathan. And when they do then that's stimulation right there.  [00:04:59] Sam Wilson: Right, right. That's really cool. I like, I like that, that answer there. Tell me, you know, when you guys dig into, or when you dig into someone's financial plan or in this case, maybe the lack thereof, what are some of the common threads you see that things you go, man, most people struggle with this, and this is how they overcome it?  [00:05:19] Jonathan DeYoe: Yeah, and it's a great question. The, I think that the thing that most people do and the thing that causes the most problems that I've ever seen is we simply don't save enough. Like, we don't save enough. And how do we save more? Well, there's three different pieces of this, right? You, you earn more, you spend less. And then you sort of think longer term. So realize that right now, right now you, you're earning a certain amount and people panic about that. And I can't do anything about it. Well, you're gonna, you're gonna earn more later, almost guaranteed, right? [00:05:45] Jonathan DeYoe: You are, we are always becoming the next version of ourselves. And so we get raises, we switch jobs, we start a side gig. And, and so in terms of planning, you can think about all those kinds of things and I just, I just went through this process myself. I went back, and I don't know if you've ever done this, I went back and looked at, goals that I set 11 years ago, 10 years ago. [00:06:04] Jonathan DeYoe: And I kid you not, I beat the goals by 10. I had like five specific goals, every single one of 'em I had, I had beaten by like 5% or 10%, which, and I set 'em 10 years, you know, 10 years ago. I was 40 years old and I was like, these are crazy goals. I'm just gonna, I'm gonna really set the bar high and boom, we, we nailed them. [00:06:25] Jonathan DeYoe: And so the, the fact that you put those things on paper, that you think about them, that you write them down actually does create outcomes. You have to follow through, you've got to do the work. You got to take the time, all that kind of stuff. But if you write it down and you, you reflect on that on a regular basis. You'll get there, right? You'll get there. And I, I fully believe that. The reminder is this is what you got to do. Let's go do it.  [00:06:46] Sam Wilson: Right. And I think that goes into the, into the title of your book, which is the well you, or a title of podcast or book, which one is it? You wrote a book. [00:06:53] Jonathan DeYoe: Both. [00:06:54] Sam Wilson: Both. It is a Mindful Money and Mindful Money Podcast. There it is. That's that's the topic. Your book is Mindful Money. Can you break down what that, other than just writing it down and saying, Hey, this is, this is where I want to go. What else does that mean to you?  [00:07:10] Jonathan DeYoe: So. The second thing I would say, if we don't save enough, the second thing is we invest without knowing where we're, what we're investing for. So, so mindfulness, this concept, what is mindfulness? The concept of mindfulness is sort of a, a non-judgmental awareness of the present moment. And right now in the present moment, we've had two quarters of kind of volatile markets after nine years of just a wonderful upside. So, so people are actually experiencing this now. [00:07:35] Jonathan DeYoe: And, and if you're a real estate investor, you haven't experienced this kind of volatility, this kind of interest rate rise since 2008, 2009. So if you're, you know, this is kind of scary for a lot of folks, for sure. But the reality is this is a natural ebb and flow of markets. This is, this happens. [00:07:49] Jonathan DeYoe: It's normal, it's normal in equity markets. It's actually normal in, in real estate markets as well. And the mindfulness piece is realizing, okay, there's this scary thing. Let's not judge the fear. Let's not make some kind of an assumption about what's gonna happen next, what's on the ground, what can we do to make a difference. When you're thinking about somebody that has goals and dreams and things they wanna accomplish, if they've never thought about the goals and dreams and things, they're, they're behind, right? [00:08:13] Jonathan DeYoe: They, they don't, they don't know, they don't know what they're targeting, but more important than not knowing what they're targeting is they don't know how to course correct. You know, you got to know where you're going in order to know when you're not on the path. And so mindfulness is of the path, not mindfulness is knowing where I'm going, knowing that the decisions I need to make to get there and then course correcting along the way, being non-judgmental about the environment, knowing what I need to do internally, right?  [00:08:38] Jonathan DeYoe: And that's the, that's very tough to get to that. But when you work with people and you sit down with them, you do the full analysis of everything you wanna accomplish. You say here's the trade offs that you need to make to make that happen. Here's the expected normal run of the mill market volatility run of the mill downside you're gonna run into, and you have to just keep doing the stuff that we said you had to do while that stuff happens. [00:09:00] Jonathan DeYoe: 'Cause that's just normal. That's par for the course. That's what we can expect. Then they meet that when you're on the path, right? So you you've made the plan. You've you've talked about the trade offs. You've told them what to expect and then they, that thing hits them, that smacks 'em in the face and then they, oh, we talked about this and yeah, we'll talk about it right then again. And we'll talk about it every six months. We'll talk about it every year. We'll keep talking about it and talking about it and talking about it and then it hits them and then they can work through it. And it's that, it's that constant message of, this is what we got to do. This is what we got to do, this, what we got to do that enables people to do it when the time comes.  [00:09:32] Sam Wilson: I love it. I love it. You said one of the mistakes that you see people making is that they don't save enough. Yeah. What does saving mean to you? How, how, how would you answer this? What does saving mean to you in an environment where we see the value of especially dollars just going away. I mean, what does that, I mean, inflation is just killing savers right now. How do you save, how do you mindfully save?  [00:09:56] Jonathan DeYoe: Yeah, well said, well said. So saving is, is one step in a two step process, right? Everyone has to have enough savings that is declining in value that inflation's gonna erode. [00:10:05] Jonathan DeYoe: No question about that, right, and, and it's, we're talking a lot about inflation today, but inflation has always been a fact. It's been 1.8, 2% for about 10 years. It's always gonna be coming. It's always around the corner. And you're thinking about 60 year investing lives and 30 year retirements, you're gonna face lots of inflation. [00:10:22] Jonathan DeYoe: So to this, isn't a special thing. This is something we should expect, okay? So given that, I'm always recommending saving more, but, but saving is just the first step in that two step process. Once you have your emergency fund, once you have enough sitting in cash, then you're investing it, you're seeking, you're seeking a place to put it that has the highest opportunity, right? [00:10:42] Jonathan DeYoe: And so that could be, and I know what you guys do, you know, lots of real estate, I've done a lot of real estate in my life as well. I'm a huge fan of, of just public equity markets. I'm actually a huge fan of, of private enterprise as well. I like now I invest in small businesses locally than when they, when they run into trouble. [00:10:57] Jonathan DeYoe: I invest into small tech companies where, where, you know, I might know the CEO or I might have a friend that's, that's introduced me to the CEO or something like that. I, I love that stuff. I love equity. I love business. I'm also a huge fan of real estate as a way to develop wealth.  [00:11:11] Sam Wilson: I like that. So you're saying what we do first, get the emergency fund covered, get your basic, get that covered. And the rest gets invested.  [00:11:19] Jonathan DeYoe: Totally.  [00:11:19] Sam Wilson: Where do you see prime risk right now in investments? Be it in the, in the public markets, be it in real estate. I mean, you see a lot of different stuff come across your desk. Is there anything right now that when you see it, you just get this internal gut check of like, oh boy. [00:11:37] Jonathan DeYoe: I do. I'm not sure I'm gonna win any popularity contest with this.  [00:11:41] Sam Wilson: It's okay. We're not here for popularity contest. We're here for, for honest feedback.  [00:11:46] Jonathan DeYoe: So I think, and this, goes back every two, three years. There's something that comes across the pipe that is, you know, exciting to talk about. And usually, while it's exciting to talk about, it's a really dumb idea to engage, you know, back, you know, go back 20 years. I'm starting the business in the middle of the dot com world. You know, there's plenty of people that saying nothing but technology matters, nothing, but connectivity matters. This is all that matters and that's all gonna invest in. And they did really astoundingly well, you know, 96, 97, 98, 99. And in 2000, they lost 90% of their assets. Because everything chased one idea. So now it's in this last couple years, there's been a lot of chasing going on. You've had, you've had specs. [00:12:27] Jonathan DeYoe: They're they're all destroyed NFTs. They're pretty much destroyed crypto. I think crypto has a case. I'm not investing in the currency. I think there's a case long term, not in the currency, but in the blockchain. I wouldn't, I wouldn't touch the currency myself. It's just, you know, that's speculation. [00:12:41] Jonathan DeYoe: That's not investing. So for me, I like anything that's broadly diversified. You know, I like to own lots of different stuff, 'cause I think the risk is in the concentration. The risk is engaging, the exciting thing, getting too concentrated and the exciting thing when it's exciting. I love stuff that's like, okay, everybody hates this now it's probably a pretty good investment, right? Remember,, like Tesla was killing it. Ford was getting destroyed. 2022 comes, Tesla gets destroyed. Ford is killing it. That's a pretty good story. That's kind of what you can always anticipate.  [00:13:15] Sam Wilson: I love, I love your statement there, that the risk is in the concentration. We're seeing that right now in the multifamily space. I mean, I don't know if you track anything in commercial real estate, you know, specifically, but the capital pouring into multifamily has just caused cap rate compression at a pace that I just can't, it's unfathomable to me. And yes, I did buy some multifamily last year. It was, I mean, it just made all the sense in the world. They were sweetheart deals and they're crushing it, but by and large, like, I just stepped out of it. I just said, man, this is, yeah. It's it just seems frothy.  [00:13:51] Jonathan DeYoe: Was it, I think, Buffett said, you know, you buy the thing when it's, I, I don't remember what it was.  [00:13:56] Sam Wilson: Be fearful when others are greedy, and be greedy only when others are fearful.  [00:13:58] Jonathan DeYoe: Yeah. It's that, but if it's dear, if it's dear, if everyone wants it, that's you don't want that. You know, and there's plenty of in real estate specifically, in stocks, there's plenty of opportunity. Maybe, maybe it's parking lots now, you know, maybe it's not single family. Maybe it's, you know, there's so many different options of how you do it, that don't buy the thing that everyone's chasing. And right now, like the big money is all chasing multifamily. You've got, what is it? The Blackstone, right? Buying thousands and thousands of units that drives up prices makes the cash flow less good.  [00:14:25] Sam Wilson: Right. Drives up prices. I mean, it's great. It's great for those of us, you know, if we're exiting. [00:14:30] Jonathan DeYoe: Yeah. If you're an owner, it's good time.  [00:14:33] Sam Wilson: Yeah. It's a good time to sell that. That's absolutely right. But no, I think, I think that's really, really smart there. When you say the risk is in the concentration. I mean, do people come to you and send you, you know, opportunities they have, if they're a client of yours and say, Hey, Jonathan, here, here's an idea. Here's an opportunity to invest in something. What do you think?  [00:14:51] Jonathan DeYoe: Yeah. I mean, it it's rarer. I mean, the people that are, you know, I wrote a book called Mindful Money. So the, the people that attracts first is people that aren't really interested in investing. [00:15:02] Sam Wilson: Right.  [00:15:02] Jonathan DeYoe: So, they don't want to do this themselves. They want somebody to do it for them, with them, you know, hold their hand through the process. And I'm, that's what I love to do. I love, I love to actually walk people through capital markets 'cause I, I love capital markets. It's a, it's a fun place for me. [00:15:14] Jonathan DeYoe: But occasionally I have a client who will come in and say, Hey, I bet this idea. I bet this idea. Or, you know, my buddy started this company in Silicon valley, what do you think? And, and, you know, they, they run the gamut from a real estate thing to a new meta platform to a new, you know, so there's, there's so many chip companies, there's so many different things that I, that I run into. [00:15:33] Jonathan DeYoe: I actually, don't, I've only made a couple of those direct investments myself, because there's so much risk. And that, I mean, it's like 98% chance that you lose every penny you put into it, right? So again, concentrations are good. I like diversification. So I have, I have a guy that does this a hundred percent of his time. [00:15:50] Jonathan DeYoe: This is what he likes to do. And so I give him the money that I wanna invest in private enterprise. And he invests that money 'cause he invests in 60 in every fund. So that's fine. That's how I get diversification in that space. And those are out there that're available. I recommend those and I think that's, in your world, that's like syndication, right?  [00:16:04] Jonathan DeYoe: So you get somebody that does a bunch of different things and you, they pool money and that enables more investments across a broader, a broader range of opportunity.  [00:16:11] Sam Wilson: Yeah. Yeah. Especially, especially when you start getting into syndications that are funds where we might pull 10 assets into a single fund. [00:16:19] Sam Wilson: That's absolutely right. Tell me about this. You mentioned early on that you were raised poor there's oftentimes I feel that there are mindset shifts that you have to get over, especially I'm, I'm in your camp of growing up pretty much, yeah, pretty pretty on the poor side of things. [00:16:37] Sam Wilson: And so I'll just speak, maybe I'm maybe I'm projecting here. [00:16:40] Jonathan DeYoe: Project away.  [00:16:41] Sam Wilson: It took me a long time to really get out of the poverty mindset. [00:16:45] Jonathan DeYoe: Oh, yeah.  [00:16:45] Sam Wilson: It's like, oh man, this is where I come from. This is who I am. This is who I'll always be. This is the way, and my parents treated money fairly well. We just didn't have much of it, but still there, there was a lot of just getting over some of those things. Tell me, how can you contrast that upbringing and, you know, your book on, on Mindful Money and being mindful of your money? What, how do those two coincide? [00:17:07] Jonathan DeYoe: So there's actually a third point in there and we talked about it just briefly before we started. So I did, I wrote a book and there's three parts to the book. The first part of the book is all the illusions you can ignore. The middle part is the stuff that can make you, that leads to wellbeing, happiness, contentment, whatever that word is you want to use. And then the third part of the book is a plan to get there. [00:17:25] Jonathan DeYoe: So I've written a book that talks about, you know, health relationships, gratitude, generosity, all these things that we know lead to happiness, right? So I know, I know this stuff, I've read the research. I read the papers, all that kind of stuff. And it wasn't until last year when my brother died, that it really hit me that I wasn't doing it. [00:17:46] Jonathan DeYoe: Like, I wrote the book. I understand, but I was, I am still to this day, I have a poverty mindset to this day, and it's not that it holds me the way it did when I was younger. But it pops up. And you go, oh, there it is. Like, that's the thing that gets me. And I find myself worrying a lot about it all going away. [00:18:06] Jonathan DeYoe: So that's that, you know, I built the thing. I merge a thing in a larger company, I'm building more content. I'm writing, I'm teaching I'm doing all the stuff I love to do. And yet there's this thing that I'm afraid, I'm afraid that someone's gonna take it all away. It's gonna take it away. So when my brother died, it really brought home something about the way he lived his life. [00:18:23] Jonathan DeYoe: And it was, you know, he didn't mind being late to the movie. He didn't mind making you wait. He didn't mind. He didn't stress. All the things that I stress constantly. And so I'm, I'm learning to be a little bit more relaxed and, you know, it ebbs and flows. Like, I'm trying my best. And, but that man, it grips you and it shows up in places you don't expect it. [00:18:42] Sam Wilson: Yeah. It's an interesting thing. I probably didn't recognize even in myself or know that it existed. Gosh, until probably I don't even know five, seven years ago. And it's like, wait, there you are like, yeah, I have a poverty mindset and it just it's recognizing it. [00:18:57] Sam Wilson: It is a journey, you know, everybody has their own journey, but it's certainly an interesting journey to just explore. And so I was just curious how, how that worked out. One last question here for you before we sign off really curious about your business. I know we talked about this a little bit off air, but I think it's important for those who are scaling their business and thinking about ways to scale and also scaling in a mindful way. [00:19:18] Sam Wilson: We're gonna just keep playing with a mindful theme here, but you took your business and merged it with another company really so you could focus on the thing that you enjoy the most. Is that right?  [00:19:30] Jonathan DeYoe: Yeah, that's absolutely right. 21 years of building a practice, I think we talked about this beforehand. [00:19:35] Jonathan DeYoe: My, my brother, when my brother died, we had plans that beginning this year. So her died middle of last year, June of 2021. He was gonna join me first quarter of 2022 and be my COO CEO. He was technology genius. He was an operations guy. He had his MBA, and I'm much better face to face with a client. [00:19:54] Jonathan DeYoe: And so I wanted to do none, none of the business management, and I wanted him to come on and do that kind of stuff. And we've been, we've been planning it. We actually started a company in 2006 that we actually shut it in 2008. So we we've been thinking about how to do this for a long, long time. So when he died, everything changes very quickly. [00:20:08] Jonathan DeYoe: And, and so I was like, okay, I know I don't wanna do this. I know I don't wanna pick the next, you know, technology tool we use. I know I don't wanna do, you know, so many things we had to think about in terms of our technology stack and I, I didn't wanna do that. So I, I had actually recently talked three years ago. [00:20:24] Jonathan DeYoe: I had talked to this firm EP wealth. And I'd gone down the road with them and I chatted with them pretty deeply. And, and I decided at that point, I'm just gonna grow this thing. I'm gonna bring my brother on. We're gonna do this together. We've always meant to do this. And so I went back to them and I went back to like 15 or 20 other companies. [00:20:38] Jonathan DeYoe: And I hired an M&A firm and said, this is, this is what my firm is doing. This is what we believe in. This is our thought process. This is our investment process. This is our planning process. You know, find a firm that's a good match and EP, you know, the people I talked to three years ago ended up to be the, the best match for me and I merged in there. [00:20:54] Jonathan DeYoe: And so now, I get to do the two things I want to do. We're six months in, so there's still some overlap. There's still some things I have to take care of, right? But I see a point in the future where I get to write and I get, do my podcast and I get to visit with you on your podcast. And I get to sit face to face with my clients and I don't have to worry about any other stuff. [00:21:13] Jonathan DeYoe: And that's for me, that's the dream. That's what I want to do. And it took 20 something years to get here. And I think this year I would've been there either way. You know, I don't, I would much have preferred doing this with Dave, but this is the world we live in now.  [00:21:26] Sam Wilson: It is. Yeah. And that's, one, I'm really sorry to hear that about your brother. I can't, I can't imagine that I've got four of my own and that had be absolutely devastating. So thanks, thanks for sharing that with us. But at the same time, I think it is scaling your business. And that's the title of the, of our podcast is how to scale commercial real estate and the number of people that come on this show and not number, number of them. [00:21:48] Sam Wilson: But, but I get kind of two camps that come on. One person's gonna say, Hey, you know, we're going gangbusters. And we're gonna, we're gonna have, you know, 500 employees and, you know, own billions of dollars in real estate. And that may be exactly what life they wanna create. And then there's other people that come on and say, look, you know what I've covered. I make 250 grand a year passively, and I'm enjoying the rest of whatever it is until I decide to go back to work and do something differently. And I'm happy as a, a pig and lop. It's just very interesting. So I think, I think mindfully scaling and figuring out and building your business around the way you want it is, is a great example that you've sat for us here by, you know, partnering up and merging with another firm. So you get to do exactly what you love.  [00:22:29] Jonathan DeYoe: Yeah, and I think I told you this in the, in the little email exchange we had before we sat down, but the key to that process is really understanding what you want. And that's that, that's that goals, vision, purpose, kind of a thing. And I think the course that we're gonna put in the show notes is the, is our vision course. [00:22:46] Jonathan DeYoe: And so we have a course that's free. Everyone can take it. And it's, it starts with like, what are, what are my values? What's my purpose? And then I can build goals on top of values and purpose. And that's, so many people never even go through that process. And I, I try to go through that process every single year. [00:23:00] Jonathan DeYoe: You know, I'm, I'm behind this year, but, I'll definitely pick it up again next year. But that's, that's huge. Know what's important to you, know what your purpose is, know why you're here, and then build goals on top of those two things.  [00:23:09] Sam Wilson: I love it. Jonathan, if our listeners wanna get in touch with you or learn more about you or take the free course, what is the best way to do that?  [00:23:16] Jonathan DeYoe: So Mindful Money is the place to find all the social media and find the website and find the courses. We have a lot of different courses that are financial education and including a financial planning course, that's, that's built basically right on the chassis of my book and all the exercises in the book. [00:23:29] Jonathan DeYoe: So people can definitely check that out. I'm hoping that we can put the, in the show notes, the link to the free course.  [00:23:34] Sam Wilson: Absolutely. Yeah, we, we'll do that. We'll put that link there in the show notes. Jonathan, thank you so much for coming on the show today. I do appreciate it. Thank you so much. Have a great rest of your day.  [00:23:43] Jonathan DeYoe: Thanks Sam. 

Yet Another Value Podcast
Conor Maguire's "Deep Breath, Deep Value" thesis on SOL Group

Yet Another Value Podcast

Play Episode Listen Later Jul 1, 2022 57:36


Conor Maguire, founder of valuesits, discusses why he thinks SOL Group is a Buffett-like stock trading at an attractive multiple with the possibility of a private equity takeout over the next five years.Conor's SOL write up: https://valuesits.substack.com/p/deep-breath-deep-valueChapters0:00 Intro2:50 SOL overview4:50 What is the market missing with SOL?9:00 Why a private equity firm would like SOL14:55 Would regulators be ok with a private equity deal for SOL?18:10 Why would the family want to sell SOL?23:10 Diving into the technical gas business25:20 How does Europe's nat gas crisis impact SOL?29:20 What's the long term obsolesce risk for SOL?33:20 SOL's carbon capture call option38:15 SOL's home care business43:20 SOL's emerging businesses49:30 What else is Conor seeing in the market?

MoneyMD
Buffett's Playbook & ARMs

MoneyMD

Play Episode Listen Later Jul 1, 2022 30:55


Episode 440: Steve and Ryan share eight bear market investing strategies from Warren Buffett, one of the most successful investors of all time. They also explain some pros and cons of the increasingly popular Adjustable-Rate Mortgage.

Money Masters Germany - Investieren lernen
#99 NFT Investing - Hype vorbei oder große Chance? | Interview mit Michael Rolle von der NFT Akademie Deutschland

Money Masters Germany - Investieren lernen

Play Episode Listen Later Jun 30, 2022 42:59


In dieser Folge spricht Robert mit Michael Rolle von der NFT Akademie Deutschland. Es geht dabei um NFT Investing und Trading. NFTs (Non Fungible Tokens) waren/sind ein großer Hype. Aber wie nachhaltig ist das Thema? Michael gibt Antworten!NFT Grundkurs: https://bit.ly/3A713XIMichael Rolle (NFT Akademie Deutschland) auf Instagram: @nft.akademie--Kostenloses Fallstudien-Video von MONEY MASTERS sichern:https://www.money-masters.de/fallstudie--Jetzt kostenloses Strategiegespräch mit MONEY MASTERS sichern:https://www.money-masters.de/termin--Komm in die kostenlose Online-Gruppe "Vermögensaufbau mit System": https://www.money-masters.de/gruppeneinladung

Business Breakdowns
Berkshire Hathaway: The Incomparable Compounder - [Business Breakdowns, EP. 63]

Business Breakdowns

Play Episode Listen Later Jun 29, 2022 74:37 Very Popular


Today's business needs little introduction. Berkshire Hathaway is one of the largest businesses in the world and run by arguably the most famous investors of our time, Warren Buffett and Charlie Munger.  To break down the business, I'm joined by Chris Bloomstran. Chris is the President and CIO of Semper Augustus and has gone as deep on Berkshire as anyone I've ever encountered, making him the perfect person to do this with. Given the reams of excellent content already out there about Buffett and Berkshire, we focused our conversation on the specific elements that make this business so special. Please enjoy this breakdown of Berkshire Hathaway.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is presented by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Listeners are invited to try Visible Alpha for free by visiting visiblealpha.com/breakdowns   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database - Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   —--   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:02:26] - [First question] - What Berkshire has taught the world about float [00:14:00] - How much of Berkshire's success was predicated on insurance  [00:23:17] - Whether or not Berkshire's capital source has been more important than stock selection  [00:30:04] - Why there's such a disparity between good stock pickers and holding companies [00:36:24] - What the major signposts of durability are when evaluating companies [00:38:29] - Acquiring Alleghany and using that as a case study that reflects their values [00:47:22] - The role that energy has played in Berkshire's growth  [00:59:54] - Thoughts about the major pieces of Berkshire and the future of the company  [01:05:46] - Important lessons learned about investing and business from Berkshire's story

Focused Compounding
Ep 363. Currency Swings, Naked Wines, Buffett + OXY, & Valuing Stocks using FCF + Growth

Focused Compounding

Play Episode Listen Later Jun 29, 2022 137:58


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

NTD Business
G7 to Explore Price Caps on Russian Oil; Ernst & Young to Pay $100M for CPA Cheating | NTD Business

NTD Business

Play Episode Listen Later Jun 28, 2022 25:31


NTD Business News: 6/28/2022 1. Russian Oil: G7 Agrees to Explore Price Caps 2. EU Energy Chief: Serious Gas Supply Hit Likely 3. Sri Lanka Rations Fuel Amid Economic Crisis 4. Buffett's Berkshire Buys More Occidental Shares 5. Labor Shortage Limiting Oil Output: Expert

After Dinner Investing | On The Hunt For No-Brainer Stock Investments
065: Complete Information and Accurate Information

After Dinner Investing | On The Hunt For No-Brainer Stock Investments

Play Episode Listen Later Jun 27, 2022 72:04


Would Li Lu hire me as an investment analyst?Complete information and accurate information.Buffett and Munger solved investing.Howard Marks sees opportunities.General Motors and Cruise.Ring, Pedevco, and Continental.Studying Alphabet's past results.https://twitter.com/afterinvestor

Daily Stock Picks
What stock is now paying a 17% dividend? - Market update 6-23-22

Daily Stock Picks

Play Episode Listen Later Jun 23, 2022 34:12


In the middle of recording this, I wound up getting a phone call and upon my return I did an entire podcast, but I forgot to hit record. So instead of editing and going back, I did my best to continue after that, but if I missed anything, hit me up on Twitter and I'll cover it tomorrow. I go over my theory that we're in a range for the S&P between 3000 - 3800 and 3500 has a support level. I think you can use $SPXU $TQQQ $SQQQ and other tools to trade within this range. I also think the VIX wants to be at $35 - use $UVXY - it is at 29 at open - I think it could go to 25, but it def will hit 35 in the next few weeks. There's just too much bad news out there. $SCO and $KOLD have been the winners for the last week - BIG winners. I think $UCO and $BOIL have been oversold and will look to bounce here, but all the politicians of the world trying to bring oil and energy prices down is what's killing the stocks. $VEGI and $XME have been beaten down and are good swing trade ideas $REV - trade this one. It's super volatile and look for confirmation before buying in, but its' great for scalping. $RIO - this one has been beaten down and has a great dividend. $OXY - Bershire and Buffett bought more - I like it under $60 buy and over $60 sell - just like $DVN but I like $FANG when it gets confirmation. --- Support this podcast: https://anchor.fm/dailystockpick/support

What's Next! with Tiffani Bova
In the Business of Storytelling with Elaine Bennett

What's Next! with Tiffani Bova

Play Episode Listen Later Jun 23, 2022 34:08


Welcome to the What's Next! podcast with Tiffani Bova. Elaine Bennett had a baptism by fire as a speechwriter. Less than two years after she signed on to write for the CEO of Salomon Brothers, scandal forced the executive to resign. In stepped investor Warren Buffett for whom she had always wanted to work with since she admires him as the best writer in the business world. Since working with Mr. Buffett, she continued to advise the CEOs of Fortune 100 companies, professional services firms, and leading nonprofits on their communications strategies. Passionate about Diversity, Equity, and Inclusion, Elaine has been writing on the subject since it was just called “diversity,” winning a Cicero Award for the best-written speech on Diversity. She devotes a portion of her time to working pro bono with a New York City–based nonprofit that's determined to transform itself into a role model of antiracism. She also designates a “Nonprofit of the Quarter" to receive a portion of Bennett Ink's net proceeds because giving back is important to her and she hopes to you, too.   THIS EPISODE IS PERFECT FOR…  individuals who want to stand up confidently on stage and mesmerize their audience with a story or folks who just want to spice up their everyday one-on-one conversations.   TODAY'S MAIN MESSAGE… Storytelling is a skill, meaning that it requires rehearsal, scripts, practice, and research to create something truly unique and meaningful. But there is also something valuable about being in the moment, with casual banter and candid conversation. A balance exists between the scripted and the spontaneous, where you understand yourself and the subject matter enough to craft a story that will surely captivate the crowd.   WHAT I LOVE MOST… Storytelling is about cultivating human connections, emphasizing shared humanity to make an audience identify with you personally before you ever even start talking about the bigger picture business idea.       Running time: 34:07 Subscribe on iTunes     Find Tiffani on social: Facebook Twitter LinkedIn   Find Elaine online: Official Website Twitter LinkedIn   Elaine's Personal Writings: Creative Nonfiction, Just Because

Focused Compounding
Ep 362. Value Stock vs. Value Trap: The Importance of Business Momentum

Focused Compounding

Play Episode Listen Later Jun 22, 2022 143:55


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

My Worst Investment Ever Podcast
William Green – Be Aware of, and Reduce, Your Particular Flavor of Stupidity

My Worst Investment Ever Podcast

Play Episode Listen Later Jun 21, 2022 96:36


BIO: William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” The book is based on hundreds of hours of interviews that he's conducted with many legendary investors over the past quarter of a century. STORY: We look at some of the many lessons William learned from spending hundreds of hours interviewing some of our greatest investors. LEARNING: Be aware of your flaws and frailties. Avoid standard stupidities. Be authentic and true to who you are.   “I'm very vulnerable to my flaws and frailties. I think it's a valuable thing to be aware of your particular flavor of stupidity.”William Green  Guest profileWilliam Green is the author of a book titled “https://amzn.to/3bkMTrK (Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life).” The book is based on hundreds of hours of interviews that he's conducted with many legendary investors over the last quarter of a century. Published in 2021, the book is being translated into about 22 languages. William is also the host of the “https://www.theinvestorspodcast.com/richer-wiser-happier/ (Richer, Wiser, Happier)” podcast, in which he interviews famous investors like Howard Marks, Joel Greenblatt, and Ray Dalio. William has written for many leading publications, including The New Yorker, Time, Fortune, Forbes, Barron's, and The Economist. He also edited Time magazine's European, Middle Eastern, African, and Asian editions. Having interviewed extraordinary people like Jack Bogle, who founded Vanguard, Peter Lynch, the legendary investor of fidelity, and Sir John Templeton, who was probably the greatest international investor of the 20th century, among others, William Green has learned many lessons about investing and life in general. Today, we go straight to some of the profound lessons he's learned. Lessons learnedSelf-awareness is critical in investing successfullyOne of William's most essential lessons from spending hundreds of hours interviewing great investors is that he's not one of them. He doesn't have the temperament that they have or the intellectual firepower that most of them have. He's not as calm, patient, or rational as they are or has an obsessive fascination with sitting around analyzing business models and looking at financial statements. However, this realization is not a bad thing. In fact, it's incredibly liberating. William realized that once he was self-aware, he could stop playing against people better equipped to win than he was. Charlie Munger taught him it's best to play games that you can winThis incredible revelation came particularly from Charlie Munger, Buffett's polymath genius partner at Berkshire Hathaway. Munger taught William that it's best to play games that you can win. Now William is aware of his strengths and thus takes on opportunities in life that harness those strengths. When it comes to investing, the lesson here is that people should avoid buying individual stocks if they don't know how to value a business and, therefore, are not equipped to understand the individual stocks that are winners. Arnold Van Den Berg taught him the value of controlling your inner landscapeAnother lesson William took away from his interviews came from Arnold Van Den Berg. He was born just before World War II, and during the Holocaust, he went into hiding as a Jew. Van Den Berg was a guy who was least likely to succeed. He barely made it through high school and had internalized the idea that he was stupid and brain-damaged. Yet, he had this incredibly successful investment career that he built by turning around his life and controlling his inner self. Whenever William is anxious, sad, self-loathing, or feeling like his life is going in the wrong direction, he thinks of Van Den Berg's journey. If Van Den Berg could turn his life around, he could also achieve what he wanted if William just took control of his inner landscape. Money is important to reduce...

He Said She Said the Money Guide Podcast
This Time It's Different (Episode 161)

He Said She Said the Money Guide Podcast

Play Episode Listen Later Jun 21, 2022 30:30


Yes, we've heard that before.  Rough week in the markets, crypto winter, inflation and Roth conversions.  Plus a record payout for lunch with Warren, dogs renting out your yard and the comeback of Happy Hour.

Stansberry Investor Hour
From Buffett to Beethoven... Forging Your Own Path

Stansberry Investor Hour

Play Episode Listen Later Jun 21, 2022 86:45


We're now in a bear market... But today's Stansberry Investor Hour episode won't focus on that. Instead, Dan has a unique guest whose rousing words will be a respite from the recent market carnage.  Vitaliy Katsenelson is the CEO of value-investing firm Investment Management Associates. He's the author of two books and an award-winning writer featured in publications like the Financial Times and Barron's. However, Vitaliy describes himself as a "student of life." And he has just released his third book, called Soul in the Game: The Art of a Meaningful Life. As a classical-music lover, Vitaliy had a revelation when writing about the travails faced by some of his favorite composers during their own creative processes – from being compared with a former great to pioneering a piece that broke the rules. It's about learning how to push past the anxiety and forge your own path in life and investing... In any profession, there's always going to be somebody who's considered to be the "greatest" whatever... It's so easy for us to just copy Warren Buffett. Instead, what we should be doing is we should be looking at how Warren Buffett is thinking. Also, we should not be afraid to think on our own... You can look at the way Buffett invests, and you can actually build your own path. The learning process can be complicated. But as Dan chimes in, "Things worth doing take time." He and Vitaliy also talk about the importance of repetition – whether it's rereading Nassim Taleb's book to unpeel its complicated layers or watching Pulp Fiction on repeat to understand the hype. In this episode, Vitaliy also shares concepts from Soul in the Game, such as striking the right balance between art and craft in life. And he gives what might be the shortest answer ever (just two words!) to Dan's "Final Question."

Power Producers Podcast
Throwback: Beards and Buffett with Jason Kilgo

Power Producers Podcast

Play Episode Listen Later Jun 20, 2022 62:04


In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Kilgo, Founder of KilGO Insurance. Jason talks about how they treat their clients, providing the best rate with a good policy, and making sure their clients are satisfied. Jason also shares how his team has been working remotely even before the quarantine and how he manages Zoom meetings with clients. Episode Highlights: Jason explains where he came from, and how he got into where he's at today. (17:03) Jason shares how he met Warren Buffet. (19:47) Jason shares one thing he learned at the shareholder meeting. (24:04) Jason shares why he chose the insurance business. (24:41) Jason says that he got a big ego and a lot of ambition personality in his early 20's. (26:17) Jason shares what makes him do mortgages. (27:19) Jason shares why he decided to get back into insurance. (29:26) Does Jason ask everyone if they're delighted at the end of the call? (30:15) Jason says that mortgages really gave him flexibility and entrepreneurship. (33:25) Jason talks about his strategy. (34:02) Jason says that if you call his company, you can expect the best rate with good policy coverage. (35:28) How often does Jason normally work from home? (43:21) What are the things that Jason looks for when he's at meeting with loan officers in terms of partnering? (44:28) Jason thinks that having a survey is important. (55:03) Jason shares how they treat their clients. (56:53) Tweetable Quotes: “If I'm going to sell something, I want to sell something that's a need. I don't want to sell a want.” - Jason Kilgo “The number one thing for a culture of what people want out of a job is they want freedom.” - Jason Kilgo  “I think we're good, but we could be better” - Jason Kilgo “I feel like every job has been a great stepping stone to where I am now.” - Jason Kilgo Resources Mentioned:  LinkedIn- David Carothers  LinkedIn- Kyle Houck LinkedIn- Jason Kilgo KilGO Insurance

Agency Intelligence
Power Producers: Throwback: Beards and Buffett with Jason Kilgo

Agency Intelligence

Play Episode Listen Later Jun 20, 2022 63:49


In this throwback episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Jason Kilgo, Founder of KilGO Insurance. Jason talks about how they treat their clients, providing the best rate with a good policy, and making sure their clients are satisfied. Jason also shares how his team has been working remotely even before the quarantine and how he manages Zoom meetings with clients. Episode Highlights: Jason explains where he came from, and how he got into where he's at today. (17:03) Jason shares how he met Warren Buffet. (19:47) Jason shares one thing he learned at the shareholder meeting. (24:04) Jason shares why he chose the insurance business. (24:41) Jason says that he got a big ego and a lot of ambition personality in his early 20's. (26:17) Jason shares what makes him do mortgages. (27:19) Jason shares why he decided to get back into insurance. (29:26) Does Jason ask everyone if they're delighted at the end of the call? (30:15) Jason says that mortgages really gave him flexibility and entrepreneurship. (33:25) Jason talks about his strategy. (34:02) Jason says that if you call his company, you can expect the best rate with good policy coverage. (35:28) How often does Jason normally work from home? (43:21) What are the things that Jason looks for when he's at meeting with loan officers in terms of partnering? (44:28) Jason thinks that having a survey is important. (55:03) Jason shares how they treat their clients. (56:53) Tweetable Quotes: “If I'm going to sell something, I want to sell something that's a need. I don't want to sell a want.” - Jason Kilgo “The number one thing for a culture of what people want out of a job is they want freedom.” - Jason Kilgo  “I think we're good, but we could be better” - Jason Kilgo “I feel like every job has been a great stepping stone to where I am now.” - Jason Kilgo Resources Mentioned:  LinkedIn- David Carothers  LinkedIn- Kyle Houck LinkedIn- Jason Kilgo KilGO Insurance

Songs of Our Own: A Marital Tour of the Music That Shaped Us.
Jimmy Buffett - Songs You Know By Heart

Songs of Our Own: A Marital Tour of the Music That Shaped Us.

Play Episode Listen Later Jun 17, 2022 43:19


Hi Folks!  For this episode we listen to Jimmy Buffett's 1985 album 'Songs You Know By Heart: Jimmy Buffett's Greatest Hit(s)'.  We talk about how and possibly why Buffett's music speaks to such a wide variety of folks.  We dive deep into the meaning behind some of his more introspective songs and as always we talk about what these songs have meant to us.  Thanks for listening!Intro/Outro Music:Upbeat Forever by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5011-upbeat-foreverLicense: http://creativecommons.org/licenses/by/4.0/A Little Bit of ChillFun, light-hearted Podcast full of self-help and suggestions to help you find your chillListen on: Apple Podcasts Spotify The Proffitt PodcastThinking about starting a podcast, YouTube channel or repurposing old blog content?Listen on: Apple Podcasts Spotify

The KiddChris Show
A Buffett of Buffoons

The KiddChris Show

Play Episode Listen Later Jun 17, 2022 43:13


The KiddChris Show - 06/17/2022- Cincinnati is not a World Cup city- Vince McMahon steps down Todays 'CALLS TO THE WALL' was a..- Jerkoff Jackpot- Birdbrain Bonanza - Dipshit Dialog- Buffett of Buffoons

Focused Compounding
Ep 361. Recent Inflation Print, Bear Market, and Focusing on Settled Industries

Focused Compounding

Play Episode Listen Later Jun 15, 2022 85:26


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

Canary Cry News Talk
DEEP WAR

Canary Cry News Talk

Play Episode Listen Later Jun 14, 2022 228:49


Canary Cry News Talk #496 - 06.13.2022 DEEP WAR LaMDA Beast, Crypto Mafia, Peaceful Labs, White Mask Bust   LINKTREE: CanaryCry.Party SHOW NOTES: CanaryCryNewsTalk.com CLIP CHANNEL: CanaryCry.Tube SUPPLY DROP: CanaryCrySupplyDrop.com SUPPORT: CanaryCryRadio.com/Support MEET UPS: CanaryCryMeetUps.com Basil's other podcast: ravel Gonz' New Youtube: Facelikethesun Resurrection Gonz' Video Archive: Facelikethesun.Live App Made by Canary Cry Producer: Truther Dating App   PODCAST T-2:32   LEAD 6:07 V /  3:25 P AI The Google engineer who thinks AI is becoming sentient (Wapo, DailyCaller) → Gonz vid from 2017 “We're already in DEEP WAR with AI” (Odysee) → Bible references (Rev. 13, Matt. 12:40, 1 Peter 3)   INTRO (M-W-F)  44:24 V /  41:52 P B&G Update,, C V4V/Exec./Asso./Support   FLIPPY 56:46 V /  54:14 P This robotic finger has living human skin (Gizmodo)   [Party, Ravel, Clips, Text]  1:08:32 V / 1:06:00 P   MONEY/WARS RUMORS OF WARS  1:12:37 V /  1:10:05 P *Celsius freezes activity, after founder promised to reinvent finance (Yahoo Finance) → Celsius Network halts all activity (Bloomberg) → FOMO magic worked on professional financiers (Bloomberg Op) Clip: Dr. Julien Hosp, no names, but “Celsius ran into mafia” →→ Alameda Research, FTX [Sam Bankman Fried] (Twitter) →→ Sam Bankman Fried joins “Giving Pledge” started by Buffett, Gates (CryptoGlobe) *Farmers fear Sam Bankman Fried proposal for commodities futures trading (FT) [TREASURE/SPEAKPIPE/BYE YOUTUBE]  1:41:39 V /  1:39:07 P   POLYTICKS  1:59:27 V / 1:56:55 P Patriot Front in Coeur d'Alene (CNN) → Dame Madelynn interview with founder → YouTube: video citizen filming the arrests  1955 book predicted Jan 6 right wing extremism (Wapo)   [TALENT]  2:51:57 V / 2:49:25 P   SPACE 3:11:30 V / 3:08:58 P The eye on mars is looking at us (WION)    ANTARCTICA  3:20:11 V / 3:17:39 P Jimmy Buffet Trip to Antarctica (Jimmy Buffet.com)   [TIME/OUTRO]  3:33:16 V / 3:30:44 P   EPISODE 496 WAS PRODUCED BY… Executive Producers Spiritually Minded**   Producers Jessica L, Michelle K, Ashley F, MORV, Puddin22, Valerie H, Sir JC Knight of the Technosquatch, LX P{rotocol V2, MrJag, James M, Sir James Knight and Servant of the Lion of Judah, Darrin S, Veronida D, Gail M, Sir Scottr Knight of Truth, Sir Casey the Shield Knight   AUDIO PRODUCTION (Jingles, Iso, Music): Psalm40   ART PRODUCTION (Drawing, Painting, Graphics): Dame Allie of the Skillet Nation, Sir Dove Knight of Rusbeltia, Darrin S   CONTENT PRODUCTION (Microfiction etc.): Runksmash: Abbey flattens her round body and slides under the door, on the other side she takes the shape of a spider and climbs to the handle, with some effort opens the door, letting Rooster in. Roster charges for the computers and jacks in to the USB port.   The Sentinel: Round 2. The remaining 20 competitors now battle it out in groups of 5. Only the skaters who complete 15 laps in less than 10 minutes will advance in the competition. Skate-sei Gonz watches as Basil races against the clock. The two Alpha-Bois in his group are hesitant to attack him after what happened to their friend. Instead, they prey on the two weaker skaters.As Basil makes his 8th pass by the crowd, Skate-sei Gonz directs his attention to one of the downed skaters. Basil swoops by the competitor, grasping their hand and pulling them to their feet. He looks at her – it's the same googly eyed girl he crashed into months before. Basil slows his pace to skate beside her, helping her make up lost time. They finish their laps together just under the 10-minute mark, coming in right behind the two Alpha-Bois. "What's your name?" He asks her."Alison Tick, but my friends call me the Alpha-Gal."     MLC: With America's capital destroyed and being under a nuclear pandemic, the United Nations announced that the Great Reset nations have begun. The speech went as follows, “America will no longer be a feather floating in the wind. Since the government and the constitution has been destroyed, we will have this landmass be the first of many Reset countries. Talks are going out across the Americas to include other nations as well. We are proud to announce that Bill Gates will be station 1's (formally known as America) keeper. ”While this was happening and the world was mourning the loss of a world power, Russia struck Ukraine hard and took over the region. China took advantage of the situation as well. They swallowed up Taiwan. Iran also made their move on Iraq and conquered. The whole world was stunned. Silence fell upon all leaders. Except, one voice in the desert. That voice crying out, “STOP! No more, no further!“   CLIP PRODUCER Emsworth, FaeLivrin, Epsilon   Timestamps: Mondays: Jackie U Wednesdays: Jade Bouncerson Fridays: Christine C   ADDITIONAL STORIES: US Gov admits 46 “peaceful” biolabs in Ukraine (Defense.Gov) → Russian Space Chief, some UFOs are aliens (WION) → Russia launches Sanction Proof vehicle (Sky News) 'Will not hesitate to start a war if Taiwan declares independence': Beijing tells US (MSN/FJP)  China will 'not hesitate to start war' if Taiwan declares independence, Beijing says (France24)  #ChurchToo revelations growing, years after movement began (AP News) Lockdowns Protected Older People. But at What Cost to the Health of Young Adults? (NYT)  Spider-Man stunt robot loses control over Disneyland, slams into building (Sacramento Bee)  Ohio Governor makes it easier for teachers to have guns (NBC) Summer has transformed into danger season (Grist) …more Covid… → Paramedics are ‘leaving in droves' as ambulance callouts almost double (Guardian)  → The first homegrown c19 waccine for animals (India Today) → Beijing warns “explosive” COVID outbreaks (India Times) 82 NYC teachers accused of submitting fake vaccine cards as part of $1.5m scheme (DailyMail) Woman climbs 7 tallest mountains on 7 Continents, including Antarctica (NDTV) Canada and Denmark reach settlement over disputed Arctic island, sources (The Globe and Mail) 

Millennial Investing - The Investor’s Podcast Network
MI180: How to Value Stocks (Mini-Episode)

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 11, 2022 20:58


IN THIS EPISODE, YOU'LL LEARN:00:44 - Why you need to know how to value stocks.02:27 - What a discounted cash flow model is, and how it's used to value stocks.05:35 - How discount rates affect the valuation of stocks.11:44 - Other methods Clay uses to determine if a stock is potentially undervalued.12:23 - How to use the TIP Finance tool to calculate the IRR of a stock.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESCheck out the website - Buffett's Books.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out William Green's interview with Bill Miller.Preston Pysh & Stig Brodersen's book, Warren Buffett Accounting.Peter Lynch's book, One Up On Wall Street.Phil Fisher's book, Common Stocks and Uncommon Profits.How to Invest in Stocks: The Ultimate Guide for Beginners.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Focused Compounding
Ep 360. Natural Gas, Inflation, Elon Musk + Twitter, and How Do You Know if Capital Allocation Has Created Value?

Focused Compounding

Play Episode Listen Later Jun 8, 2022 125:04


QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla...

InvestED: The Rule #1 Investing Podcast
372- From the Vault: Warren Buffett's Inflation Principles

InvestED: The Rule #1 Investing Podcast

Play Episode Listen Later Jun 7, 2022 26:16


In today's episode, Danielle discussed words of wisdom on inflation shared from the letters of Warren Buffett. In the letters, you'll learn Buffet's warnings to other investors that we do not know what will happen with the stock market or the underlying currency, and that long-term fixed interest bonds may not continue to serve as a financial instrument and may even become obsolete.  Danielle also digs into Buffett's points that there may not be a corporate solution to the problem of growing inflation, however, he does explain other solutions. To learn more about what type of companies to look for that can withstand inflation and this uncertain market, register for Phil's NEW investing webinar: https://bit.ly/3GT2drc  Topics Discussed: Inflation Interest Bonds Resources: Warren Buffett's 1979 letter Market Timing & Inflation For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

We Study Billionaires - The Investors Podcast
RWH007: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett

We Study Billionaires - The Investors Podcast

Play Episode Listen Later May 24, 2022 104:21


IN THIS EPISODE, YOU'LL LEARN:00:06:41 - Why he views plunging prices and widespread pessimism as signals to buy stocks.00:08:19 - Why this period has been “extraordinarily painful” for Miller and many of his peers.00:08:54 - Why war, inflation, and rising interest rates mean we're in a new investment environment.00:15:06 - Why he believes the battered stock market looks poised for a rebound.00:15:32 - How to handle the emotional pressure of brutal downturns in financial markets.00:17:31 - How he came to be the biggest individual shareholder of Amazon not named Bezos.00:26:28 - What stocks he's looking at now that seem wildly cheap.00:25:13 - Why he's bullish about Chinese tech and internet stocks like Baidu and Alibaba. 00:49:39 - Why he regards Bitcoin as an insurance policy against financial catastrophe.00:55:59 - What he thinks Warren Buffett and Charlie Munger don't understand about Bitcoin.01:15:58 - Why he has over 80% of his personal investment portfolio in Bitcoin and Amazon.01:22:36 - What other major investments he owns in his personal portfolio. 01:23:49 - Why he plans to retire at the end of 2022 and what he'll do with his new-found freedom.01:34:08 - What gives him satisfaction when he looks back on his career as a legendary investor. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Bill Miller's investment firm, Miller Value Partners.William Green's book, “Richer, Wiser, Happier” – read the reviews of this book.“On a Certain Blindness in Human Beings” by William JamesIs Crypto Re-Creating the 2008 Financial Crisis? An interview with Hilary Allen.A Meeting of Great Minds: Bill Miller & William Green interview each other in 2021.Preston Pysh's interview with Bill Miller's son and successor, Bill Miller IV.Related Episode: Legendary Investor Bill Miller - TIP247.Related Episode: Legendary Investor Bill Miller On Stocks, Commodities, & Crypto - TIP180 Related Episode: Investing Legend Bill Miller On Apple, Amazon, Bonds, & Tesla - TIP117.William Green's Twitter.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.Send, spend and receive money around the world easily with Wise.Updating your wardrobe or just simply looking for a new fall flannel? Head to Mizzen+Main and use promo code WSB to receive $35 off an order of $125 or more!Instantly elevate your ketone levels with just one dose with Ketone-IQ, a drinkable ketone technology created by H.V.M.N and the US Military. The first 50 people to use the code ALPHA will get 20% off.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Get in early on medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.The interval fund, a breakthrough innovation. Only at Mackenzie.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.Design is already in your hands with Canva. Start designing for free today.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.