Podcasts about value investor

J Mintzmyer of Value Investor's Edge talks global tensions and trade wars in the context of shipping (1:30). More bullish on tankers and dry bulk, oil rigs (5:40) Israel/Iran; Russia/Ukraine possible scenarios (7:35). Russian oil sanctions (11:20). Oil price movements and reactions (12:55). Shorting Walmart - a brief update (18:30).Show Notes:Why J Mintzmyer Is Short Walmart And Long 3 Shipping StocksDisruptions And Delays Usually Bullish For Shipping RatesJ Mintzmyer's Note Of Caution On ShippingRed Sea Disruptions And 2 Key Shipping SegmentsEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Das Internet ist aus unserem Alltag kaum mehr wegzudenken. Doch wie lässt sich damit eigentlich Geld verdienen? In dieser Episode von „Aktien mit Potenzial“ stellen wir United Internet vor – einen führenden deutschen Anbieter in den Bereichen Internet und Telekommunikation. Bekannt ist das Unternehmen vor allem durch Marken wie 1&1, IONOS oder GMX und zählt zu den Branchengrößen in Europa. Doch was macht United Internet besonders attraktiv – insbesondere im Hinblick auf ein mögliches Investment? Unser Gast Lars Ahns, selbst Value-Investor und Fondsberater, erklärt, warum das Unternehmen aus Montabaur so spannend ist: Erfahren Sie mehr über die Potenziale im Cloud-Geschäft und auf dem deutschen Mobilfunkmarkt, die Bedeutung des CEOs für den Unternehmenserfolg – und wie das Chance-Risiko-Verhältnis der Aktie einzuschätzen ist. Wir wünschen Ihnen viel Spaß beim Zuhören und freuen uns über Ihr Feedback!  

Chris Marangi (Co-CIO of Value, Gabelli) moderates a discussion with legendary value investors Mario Gabelli (CIO, Gabelli Funds) and John Rogers (Co-CEO and CIO, Ariel Investments).To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://X.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Chris Marangi (Co-CIO, Value, Gabelli) moderates a discussion with Valmont Industries at the 16th Annual Omaha Value Investor Conference.Panelists:- Avner M. Applbaum, President & Chief Executive Officer- Thomas Liguori, Executive VP & Chief Financial Officer- Renee Campbell, Senior Vice President, Investor Relations & TreasurerTo learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://X.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Chris Marangi (Co-CIO, Value, Gabelli) moderates a discussion with Lindsay Corporation at the 16th Annual Omaha Value Investor Conference.Panelists:- Randy Wood, Chief Executive Officer- Brian Ketcham, Chief Financial Officer0:00 Introduction by Chris Marangi (Co-CIO of Value, Gabelli)1:31 Discussion with Lindsay Corp's CEO & CFOTo learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://X.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Macrae Sykes (Gabelli Portfolio Manager) moderates a discussion with Jennifer Hamann, CFO of Union Pacific Corporation.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://X.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Macrae Sykes (Gabelli Portfolio Manager) moderates the Berkshire Hathaway Panel at the 16th Annual Gabelli Omaha Value Conference.Panelists:- Adam Mead, Author, "The Complete Financial History of Berkshire Hathaway"- Chris Bloomstran, President, Semper Augustus Investments Group, LLC- Brett Gardner, Author: "Buffett's Early Investments: a new investication into the decades when Warren Buffett earned his best returns"- Pieter Slegers, Founder, Compounding QualityTo learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://X.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it's ever been and advises looking overseas for superior values.WEALTHTRACK episode 2146 broadcast on May 16, 2025

Dr. Hendrik Leber erklärt, warum er skeptisch bleibt und erst im 2. Quartal mit den Auswirkungen der Zölle von Trump rechnet, aber der Value-Investor verrät auch, welche Aktien ihn begeistern

Managing Partner of Ironhold Capital Paul Gray speaks with famed value investor Matthew Peterson. Matthew Peterson is the founder and CEO of Peterson Capital, a leading investment firm specializing in innovative financial strategies and wealth management. With over 15 years of experience in the finance industry, Matthew has built a reputation for his keen market insights and commitment to delivering tailored solutions for his clients. His leadership has positioned Peterson Capital as a trusted partner for individuals and businesses seeking sustainable growth.Matthew is a frequent speaker at industry conferences and a thought leader in investment trends, often sharing his expertise through publications and media appearances. He holds a degree in Economics from Stanford University and is passionate about empowering others through financial education.Connect with Matthew Peterson:Veritas Alpha: www.veritasalpha.comFund Website: https://www.petersonfunds.com/Twitter: https://x.com/MattPetersonCFA?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorLinkedIn: https://www.linkedin.com/in/matthew-peterson-cfa-100

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Mohnish Pabrai's Talk with Shaan Puri at the My First Million podcast on March 27, 2025. (00:00:00) - Introduction (00:00:28) - Why the small investor has an advantage (00:02:51) - Investing $10K to make $1 Million (00:08:16) - Frontline (00:17:13) - Berkshire's 12 great decisions in 58 years (00:18:34) - Buffett's selection process: Moody's Manual (00:23:38) - Value Investor's Club (00:27:33) - The Japan Company Handbook (00:28:46) - Berkshire's investment in Japan (00:36:13) - Thou shall not use Excel (00:40:26) - Leverage: Rick Guerin (00:49:00) - Do not cut the flowers to water the weeds (00:51:21) - Costco (00:56:38) - My interactions with Charlie Munger & Warren Buffett (00:58:23) - Risk vs. Uncertainty (01:00:16) - Coca-Cola Icecek (01:01:42) - Warren's “Too Hard Pile” (01:03:01) - Circle of Competence: John Arrillaga (01:07:03) - Sam Walton: Walmart and Sol Price (01:12:18) - A power nap is good for productivity (01:15:39) - My owner's manual (01:21:52) - The Dakshana Foundation: A mathematical game (01:23:53) - Super 30: Model cloned by Dakshana (01:28:53) - Large inheritances cause more harm than good (01:31:35) - Mohnish's Blackjack System (01:37:46) - Michael Burry (01:41:21) - Rakesh Jhunjhunwala: Titan Industries (01:44:26) - Starting early to lengthen your runway (01:47:02) - Macroeconomic factors (01:47:37) - AI in investing The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

Shawn O'Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, including freelancers designers, Hollywood design studios, and everyone inbetween. Excel is to the financial world as Adobe is to the creative world, you might say. In this episode, you'll learn how Adobe grew out of a garage and became tangled with Apple early on, how the company transitioned to a cloud-based subscription model, whether AI risks to Adobe's business are overstated, how Adobe is implementing AI into its tool, whether Adobe is as attractively valued as it seems, plus so much more! Prefer to watch? Click ⁠⁠here⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 00:43 - Adobe's origin story and how it was created out of a garage. 07:24 - What were Adobe's first few popular products and how Apple elevated Adobe's business. 16:02 - Why Adobe transitioned to a subscription-based business model in 2013. 19:36 - Why the market has soured on Adobe's otherwise wonderfully profitable and growing business. 24:40 - How Adobe is responding to Canva, Figma, and disruptions from AI. 39:32 - What Adobe is doing to keep the next generation of designers using its products. 01:04:50 - The biggest risks to Adobe's continued dominance. 01:07:41 - Whether Adobe is attractively valued at its current beaten down levels. 01:16:22 - Whether Shawn & Daniel add ADBE to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠The Intrinsic Value Newsletter⁠⁠. From Quartr's Insights blog: Adobe: Equipping the Architects of Digital Expression. Adobe's Investor Day Summit. Value Investor's Club pitch for Adobe. Never Sell podcast on Adobe. Check out our previous Intrinsic Value breakdowns: ⁠⁠Nintendo⁠⁠, ⁠⁠Airbnb⁠⁠, ⁠⁠AutoZone⁠⁠, ⁠⁠Alphabet⁠⁠, ⁠⁠Ulta⁠⁠, ⁠⁠John Deere⁠⁠, and ⁠⁠Madison Square Garden Sports⁠⁠. Check out the books mentioned in the podcast ⁠⁠here⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠Premium Feed⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠X (Twitter)⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠TikTok⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠here⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠TIP Finance⁠⁠. Enjoy exclusive perks from our ⁠⁠favorite Apps and Services⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠best business podcasts⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠:⁠⁠ CFI Education Airbnb Connect with Shawn: ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Email⁠⁠ Connect with Daniel: ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Email⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠rating and review⁠⁠ on ⁠⁠Spotify⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Daniel Mahncke and Shawn O'Malley break down Mercedes-Benz (ticker: MBG), one of the world's most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology. In this episode, you'll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company's strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock's high dividend yield and low valuation make it a hidden gem — plus plenty more along the way. Prefer to watch? Click ⁠here⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 11:40 - Mercedes' origin story and how it built the first automobile 18:21 - How Mercedes dominated motorsports 24:53 - How Mercedes makes money and what business segments they have 31:22 - Why Mercedes' EQ lineup has failed 32:40 - What Mercedes has changed for the new EVs 37:06 - How the industry and competitive landscape have changed 43:31 - What role China plays and how Mercedes is performing in China 58:38 - Whether Mercedes is attractively valued at its current beaten-down levels 59:35 - How Mercedes performed recently and what KPIs matter most 1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠. Mercedes' latest Annual Report. CEO Ola Källenius 2022 interview on the Decoder Podcast. Value Investor's Club Pitch on Mercedes. Check out our previous Intrinsic Value breakdowns: ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet⁠, ⁠Ulta⁠, ⁠John Deere⁠, and ⁠Madison Square Garden Sports⁠. Check out the books mentioned in the podcast ⁠here⁠. Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠. Browse through all our episodes (complete with transcripts) ⁠here⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠TIP Finance⁠. Enjoy exclusive perks from our ⁠favorite Apps and Services⁠. Learn how to better start, manage, and grow your business with the ⁠best business podcasts⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠CFI Education⁠ ⁠Airbnb⁠ Connect with Shawn: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ Connect with Daniel: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠rating and review⁠ on ⁠Spotify⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Nach dem Zoll-Zirkus von Donald Trump hat es die Märkte ordentlich durchgeschüttelt. Mit dem Aussetzen der reziproken Zölle hoffen viele Investoren, dass der US-Präsident wieder zum Deal-Maker wird und die Maximal-Forderungen an Zöllen nur für bessere Geschäfte gedacht waren. Ist nach der Korrektur der Boden damit also erreicht? „Nein, das wird es vermutlich noch nicht gewesen sein“, sagt Heiko Böhmer, Kapitalmarktstratege bei Shareholder Value Management. Der Sprengstoff aus den politischen Unsicherheiten ist noch viel zu groß und die Korrektur im Vergleich zu dem langen Aufschwung zuvor noch recht moderat. Dennoch sind die Value-Investoren derzeit als Käufer aktiv. Nach dem in den vergangenen Monaten bereits der US-Aktienanteil in den großen Fonds des Hauses wegen der hohen Bewertungen deutlich runter gefahren wurden, finden sich in Europa nach wie vor viele attraktive Unternehmen. „Wir finden in Europa derzeit einige spannende Unternehmen, bei denen erste Positionen aufgebaut werden“, verrät Böhmer. Ratsam ist es allerdings, sich eher auf Sektoren und Unternehmen zu fokussieren die überhaupt nicht oder nur eher weniger von potenziellen Zöllen aus den USA betroffen sind. Auch Unternehmen aus zyklischen Branchen drängen sich derzeit eher nicht auf, nach dem die Rezessions-Gefahr in den USA deutlich zugenommen haben. Außerdem erklärt Böhmer , was sich Anleger in hektischen Börsenzeiten von Legenden wie Charlie Munger oder Howard Marks abschauen können.

Renowned UK value investor Ben Whitmore joins host Merryn Somerset Webb to discuss why he left Jupiter Asset Management, the mission behind Brickwood Asset Management (his new venture) and the focus behind its first fund.Whitmore is zeroing in on buying shares of undervalued UK companies. He tells us which companies, and speaks more generally about the trends he's seeing in the markets. See omnystudio.com/listener for privacy information.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENERhttps://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, 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 EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENERhttps://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias 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. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

In this episode of QAV, Cameron and Tony navigate the carnage of reporting season, where many QAV stocks have taken a beating. They discuss the brutal market reactions to earnings misses, the underperformance of value stocks relative to growth, and what the latest results say about the overall market sentiment. Despite the doom and gloom, there are bright spots, including Berkshire Hathaway's latest results and a few standout earnings reports. Tony also revisits the concept of market tops and how investors should be positioning themselves.

Macrae Sykes (Portfolio Manager) anticipates the release of Warren Buffett's annual letter, the Berkshire Hathaway Annual Meeting, and Gabelli's 16th Annual Omaha Value Investor Conference.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• Twitter - https://twitter.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:(03:32) Michael Burry's Early Life and Career(07:25) Investment Strategy and Philosophy(13:26) Case Studies: Masaba Holdings(30:12) Case Studies: Industrious Pachoco(40:21) The Rise of Michael Burry(41:45) Understanding the Big Short Bet(45:29) Burry's Strategy and Risk Management(54:50) Investor Reactions and Burry's Communication(58:22) Burry's Performance and Market Comparison(01:01:55) Current Holdings and Investment Strategy(01:03:54) Key Takeaways from Michael Burry's Approach*****************************************************JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account atPublic.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan:⁠finchat.io/chitchat *********************************************************************Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat*********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

This week, Kevin & Patrick welcome to the show, J Mintzmyer. They delve into this niche sector, and J shares a couple of stock picks poised to capitalize on the favorable macro environment in the shipping industry. Check out Value Investor's Edge: https://t.co/nhUBYoFGyN Follow J on X: https://x.com/mintzmyer Subscribe To Patrick's New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

Email: AD (at) edelweissholdings.com (replace at with @ - we share in this format to prevent bots scraping for emails and causing spam) Media Picks (link may be affiliate) Whiplash Movie https://amzn.to/427H09C Abundance, Generosity and the State https://amzn.to/3C6ImXt Aristotle's Revenge https://amzn.to/40oa2Ap The Last Superstition https://amzn.to/40qV9NH The Theory of History https://mises.org/library/book/theory-and-history-interpretation-social-and-economic-evolution A Study of History https://amzn.to/3DMlT2h Treason of Intellectuals https://amzn.to/4jbLuBX The Gulag Archipelago https://amzn.to/4ja7bT2 Jiro Dreams of Sushi https://amzn.to/4h8k2U6 White Boy https://bit.ly/407YHDb (Netflix) State of the Markets Podcast: Presented by  Tim Price ⁠⁠⁠⁠⁠https://www.pricevaluepartners.com/⁠⁠⁠⁠⁠ and  Paul Rodriguez ⁠⁠⁠⁠⁠https://twitter.com/prodr1guez ⁠⁠⁠⁠

In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA's New York Knicks and NHL's New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are of a higher profile than the Knicks and Rangers. Shawn covers the business model of professional sports teams, why sports franchises are trophy assets for billionaires, the driving factor behind the rapid appreciation in the value of professional sports teams, why investors in MSGS are effectively getting ownership in the Knicks and Rangers at a 50% discount, estimates for the intrinsic value per share of MSGS, plus so much more!  Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:59 - How MSGS gives retail investors a chance to own two of the most valuable sports franchises in the world 04:02 - Why purchase prices for sports teams have appreciated so dramatically in recent years 16:06 - How to think about MSGS's valuation and its discount to NAV 20:55 - How league structure affects the Knicks and Rangers differently 27:19 - What is the biggest cost for sports teams 29:57 - Why the business of pro sports teams isn't as good as you'd think 30:17 - How a tax break incentivizes billionaires to buy sports teams 32:24 - The bear case against investing in MSGS  33:28 - Shawn's estimate of MSGS's intrinsic value and decision on whether to add it to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. $MSGS pitch on the Value Investor's Club forum. Follow Vince Pagano on social media.  Check out Aswath Damodaran on sports franchises. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In dieser Samstagsfolge von “Alles auf Aktien” lauschen wir dem Börsen-Philosophen – besser bekannt als Deutschlands Warren Buffett. Unser Gast ist einer der renommiertesten Fondsmanager des Landes. Erfolgreich als Value-Investor, überrascht er hier bei AAA regelmäßig auch mit Vervielfacher-Ideen. Heute blicken wir zuerst zurück: Auf seine guten und bislang nicht so guten Aktien-Ideen. Doch wir schauen auch nach vorn. Auf die 4 großen Megatrends, den Fastfood-Index und den farbenblinden Elon Musk. Ein Gespräch mit Hendrik Leber.

Chris Davis, chairman and portfolio manager of Davis Fund and director at Berkshire Hathaway, discusses the Warren Buffett-led conglomerate's "stewardship culture," Berkshire's former vice chairman Charlie Munger, and more.

William Green delves into the lives of iconic investors like Buffett, Munger, and Templeton, unraveling how their approaches extend beyond financial success. These super-investors possess unique skills such as rigorous thinking, resilience, and intuition. Through years of interviews, Green reveals how their principles can improve decision-making, manage risks, and help us thrive in uncertain environments. William Green has written for top publications like Time, Forbes, and The Economist, and edited Time's Asian and European editions. He coauthored several books, including Guy Spier's The Education of a Value Investor. Born in London, he studied English at Oxford and earned a journalism master's at Columbia. Now based in New York, he lives with his family. His latest book is Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Shermer and Green discuss the financial literacy of Americans, the mechanics of wealth creation, and the psychology behind investment decisions. They cover the stock market, the importance of resilience, and the relationship between money, happiness, and luck. The conversation includes wisdom from legendary investors, the power of compound interest, and practical strategies for financial independence.

In today's episode, Shawn O'Malley (@Shawn_OMalley_) takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt's lectures at Columbia. Greenblatt is a wildly successful investor, professor, founder of the Value Investor's Club forum, and best-selling author of some of the most popular stock investing books ever written. You'll learn how Greenblatt thinks about the upside and downside potential for investments through three case studies, how Joel Greenblatt derived his Magic Formula for investing, why buying cheap stocks still works even though the strategy is well-known, where to look for the rarest but most attractive types of stock investments, what was Joel Greenblatt's biggest investing mistake, plus so much more!  Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:34 - How to think through stock investments via case studies on the best pitches ever submitted to the Value Investor's Club forum 03:02 - How Joel Greenblatt derived the Magic Formula for investing 05:12 - Which investments are the rarest but most attractive 07:34 - Why it's important to condense an investment thesis down to just a few sentences 11:52 - How bankruptcy restructurings can actually generate undervalued and overlooked stocks 19:02 - Why so many great investors get their start with microcap stocks and special situations 30:16 - Why value investing still works and has worked across time 41:29 - How Joel Greenblatt made his biggest investing mistake And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Joel Greenblatt's book, The Little Book that Beats the Markets. Watch the Video summary of The Little Book that Beats the Markets. Joel Greenblatt's site: MagicFormulaInvesting.com. Playlist of Joel Greenblatt's video lectures. Check out Value Investors Club (VIC). Norbert Lou interview (Charlie479). Joel Greenblatt's 2022 interview on the Richer, Wiser, Happier podcast | YouTube Video. Joel Greenblatt's 2021 interview on the We Study Billionaires podcast | YouTube Video. Check out NVR Pitch on VIC. Take a look at the NII Pitch on VIC. See the SGDE Pitch on VIC. Review the WNMLA Pitch on VIC. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Bluehost Fundrise Public Airbnb NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

This is a special episode for us this week as I sit down with famed value investor Guy Spier. I first learned about Guy from his book The Education of a Value Investor. (It's an excellent book if you haven't read it before.)  After reading this book, Guy became a mentor of mine, albeit he wasn't aware of it, and I had never met him before. However, many mentors can come to us from books and other sources without us ever passing next to them. Fortunately for me, I did get to meet Guy in person and thank him for being such a good steward to the finance community. Guy is well known for winning a charity lunch with Warren Buffett that changed the trajectory of his life. In the same spirit, he now hosts his own charity lunch that I was lucky enough to win. This is a full-circle moment for me as I remember reading his book and dreaming of what could be ten years ago. Ten years later, I'm sitting across from one of my mentors, asking questions and conversing about life, finance, and everything in between. I hope you enjoy listening in on our conversation. 

Gibt es jetzt überhaupt noch spannende, attraktiv bewertete Aktien zu finden? „Oh ja“, sagt Hendrik Leber, Gründer der Fondsboutique Acatis. Und zwar auch bei uns vor der Haustüre. „Deutschland ist ja das Land der verborgenen Champions – und da gibt es einige richtig gute Perlen zu entdecken“, sagt der bekannte Value-Investor. Es gibt selbst in langweiligen Industriesektoren derzeit richtig attraktive Unternehmen mit hohen Wachstumsraten. Nur müsse man sehr genau hinschauen und suchen, um diese zu finden. Aber auch weltweit gäbe es einige spannende Perlen. Jenseits der „Magnificent 7“, also der großen US-Technologiewerten, die im Zuge des KI-Hypes den Gesamtmarkt in diesem Jahr hinter sich her gezogen haben. Im Gespräch erklärt der Fonds-Manager, der häufig als Deutschlands Warren Buffett betitelt wird, welche Segmente in den kommenden Jahren besonders interessant sein könnten. Die großen Mega-Branchen sind für Leber neben der Künstlichen Intelligenz vor allem der Bereich Medizin und Gesundheitswesen sowie die Infrasturktur. Natürlich gibt es in diesem Segmenten attraktive Pure Plays, „an den Schnittmengen wird es aber erst richtig interessant“, sagt Leber. Wo also die KI auf Medzintechnik trifft Der Value-Investor erklärt im Interview, was es braucht, damit er ein Unternehmen als Investment liebt, welche Möglichkeiten die KI bietet, um attraktive Investments zu finden und was der „Wow-Effekt“ ist, den er gerne sucht. Außerdem verrät Leber, ob und welche japanischen Investments jetzt noch interessant sein könnten. Darüber hinaus erörtern wir, warum Deutschland gerade so strauchelt und es die Schweizer und Griechen besser machen. „Die packen an“, sagt Leber.

*This episode was originally aired in July 2020*Produced by Jetbooks, Chartered Accountants Ireland.Subscribe to the Business Builders Newsletter for the very best ideas I've discovered on business and personal growth.This week I spoke to Will Sparks, whose journey towards becoming a successful financial planner contained big hurdles. While at college in UCD, Will overcame immense challenges posed by Dyslexia. Having previously been an admittedly average student, Will knuckled down, worked hard and got into a routine. He surprised even himself when he came first in his class in final year.  The second hurdle came much later, when Will was working at a top finance firm. The GFC hit and Will was suddenly let go, and out on his own. Determination prevailed once again and he began building his own client list and eventually starting SparksWealth in 2019.Stay tuned for some inspiring stories of self-discipline and optimism, with a few practical investment gems thrown in too!Will mentions his favourite finance books:The Education of a Value Investor by Guy SpierThe Dhandho Investor by Mohnish PabraiFind out more about Will and SparksWealth at https://sparkswealth.ie/Irish Business Builders is brought to you by Jetbooks. Jetbooks provides online bookkeeping services for Irish Businesses. For a free 15 minute online consultation, visit www.jetbooks.ieThanks for listening!CONNECT WITH CONOR:LinkedIn

Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can — by scouring the market for solid companies that aren't often featured on the front page of the Wall Street Journal. In this podcast, Ellwein shares his approach to identifying value in a market dominated by high-priced stocks. #CapGroupGlobal        For full disclosures go to capitalgroup.com/global-disclosures       For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist       This content is published by Capital Client Group, Inc.       U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq       To stay informed, follow us       LinkedIn: https://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/       About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.     Learn more: capitalgroup.com       Join us: capitalgroup.com/about-us/careers.html     Copyright ©2024 Capital Group

Deep Value Investing Using The Acquirer's Multiple Revisited w/ Tobias Carlisle AZ TRT S05 EP 39 (255) 10-6-2024     What We Learned This Week Acquirers Multiple – Enterprise value of the business, mindset of buying the entire business Deep Value Investing – good companies at wonderful prices, looking for companies that are beat down, but not going out of business, will rebound, mean reversion Activist Investors – like Carl Icahn, act as catalyst to push mgmt to unlock value – stock buybacks, spin offs, etc. Value Trap – buy a cheap company (stock) that just keeps going down, but still looks cheap     Guest: Tobias Carlisle – Founder of Acquirers Fund and author of Acquirers Multiple book & blog Website: https://acquirersmultiple.com/   /  https://acquirersfunds.com/ LinkedIn: https://www.linkedin.com/in/tobycarlisle Twitter: https://twitter.com/acquirersx         Investing is broken down with Toby's philosophy on 'Deep Value', the Acquirers Multiple (purchasing the whole company), and value investing from Graham to Buffett. Tobias Carlisle is the founder of The Acquirer's Multiple®. He is also the founder of 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), and other books. He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.     He runs the Acquirers Fund, a Long / Short Fund (ticker symbol – ZIG). 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. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).     Notes:   Deep Value – what drives returns in investing, picking stocks is half the battle Concentrated Investing – interviews with fund managers Acquirers Multiple – summary of previous books, giving the best lessons Built Models to back test investing styles and value investing techniques    Warren Buffet is looking for Wonderful Companies at Fair Prices vs a Good Company at a Wonderful price (Deep Value)   Not a great business, but still a good business, that is being priced like it is going out of business. The market will realize this later, as it rebounds and grows slowly over time.   Contrarian's contrarian like Carl Icahn   Value Trap – buy a cheap company (stock) that just keeps going down, but still looks cheap Corporate Raider or LBO (Leverage Buyout) Activist Investor or Shareholder Activism – forces management to make changes and unlock that value Solutions - Buy back stock, sell assets, spin off a division   Value Investor has to be patient, can take years for the market is too realize the value   Lots of cash $ on the balance sheet, low debt, and business is generating free cash flow Cash Flow is the life blood of a business, without it the business runs out of options   Buffet was a Liquidator in his early days, buy the company and liquidate the assets to make a profit, but decided to change his strategy because of pushback from company employees   Acquirers Multiple: think like an Acquirer (like Private Equity), buying the whole business or the Enterprise Value - what is the equity value of the business, how much debt, how much cash – forensic analysis of the balance sheet, and determine all assets and all liabilities   Enterprise Value = market cap plus debt plus preferred stock plus minority interest minus cash. Enterprise Value compared to the operating income EBITDA – operating income / cash flow of the business   Magic Formula - Joel Greenblatt investing has 2 formulas to calculate:   Return on invested capital (ROIC) = EBIT / (net working capital + net fixed assets) Earnings yield = EBIT / Enterprise value.   Average Small Business gets valuation that is 1 – 2x cash flow multiple, because it is owner centric Big Business gets better Valuation (could be 6 – 12x cash flow) because it is robust and not dependent on 1 or few people    Tech Company with great secular growth, and a Moat could have a multiple of  20x free cash flow Ie - Google, Microsoft, Apple, Amazon, Facebook, Visa , Mastercard   Mean Reversion – companies or stocks go down over time, because completion comes after the main players in a an industry and chip away   13F – follow 13 F of Super Investors for stock ideas, Toby does not use this method, even though he pays attention. Toby likes: Carl Ichan (Catalyst), Warren Buffet, David Einhorn, Dan Loeb (Third Point), Seth Klarman     Baupost Group – Seth Klarman is a deep value investor, buying into distressed companies    I Press – David Einhorn of Greenlight Capital made an activist push at Apple in 2013 to unlock value by creating share levels   Buffet's buy of Apple stock in 2016, put in $36 Billion   Buy the stock cheap, even when the value is going down to cash in on the opportunity, when the stock is rising again, it's too late    Howard Marks – no bad stocks, just bad prices, it's all about what price you pay     Acquires Multiple Checklist – strength to survive short term problems market size of mid cap or bigger ($2 bill +) plenty of cash on balance sheet & cash flow some acknowledgement of undervalue - paying down debt buying back stock, offloading asset, or sell business companies that buy back stock ROI do well, if issuing more shares = bad, look at share base compensation of managers Big Shareholder is engaged and pushing mgmt         Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement     ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.    

Torm plc is one of the largest US-listed product tanker firms, with a $3.1B market capitalization. 

Star Bulk Carriers is the largest US-listed dry bulk owner with a roughly $2.6B market capitalization. Management discusses dry bulk market dynamics, including weaker Chinese data, ongoing Red Sea disruptions, and divergences between Capesize and Panamax rates.

Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad talks about current strategy and market insights.

J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45)This is an excerpt from a recent Value Investor's Edge Live episode.Episode transcriptsShow Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsOPEC again cuts global oil demand growth forecastJ Mintzmyer's Note Of Caution On ShippingFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

International Seaways' (INSW) management discusses market dynamics, catalysts, and capital allocation, highlighting a shareholder return policy and an active repurchase program.

In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years. You'll learn how Miller invested in his first stock, Miller's investment approach and how it differs from classical value investors, what Miller recognized as an early investor in Amazon, why he's bullish on Bitcoin, how Miller bounced back from the 2008 Financial Crisis, how philosophy shaped his performance as an investor, plus so much more! IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 00:08 - How Miller got his start as an investor 03:27 - How philosophy shaped Miller's investment approach 05:26 - What is different about how Miller thinks about value investing 08:52 - What Miller recognized about Amazon before Wall Street 10:07 - Why most investors don't have enough factor diversification 11:22 - What Miller learned from Peter Lynch 17:36 - How the cost of capital impacts companies' ability to create shareholder value 20:57 - What went wrong for Miller during the Financial Crisis 24:09 - Why Miller decided to go solo and leave Legg Mason 31:02 - Why Miller and his son are bullish on Bitcoin 35:07 - Why Miller is usually worried about nothing in markets *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. R.J. Shook's book, The Winner's Circle. Peter Lynch's book, One Up On Wall Street. William Green's book, Richer, Wiser, Happer. Check out The Value Investor's Case for Bitcoin. Check out Why I'm Still Betting on Bitcoin. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Toyota Public Airbnb Found NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Robert Leonard chats with Grant Norwood about the oil and gas industry, and why investors should consider this potentially lucrative space. Grant is the president of Norwood Energy Corporation, a Texas-based oil and gas exploration company.  IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:18 - The current state of the oil and gas industry.  04:16 - Why you should consider investing in oil and gas companies.  10:12 - What is the difference between passive investing and buying stock in this industry?  17:45 - Which types of investors should consider this strategy?  22:04 - About current oil prices. And much, much more!  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Rick Ferri's book The Power of Passive Investing. Taylor Larimore's book The Bogleheads' Guide to the Three-Fund Portfolio. Joel Greenblatt's book The Little Book That Still Beats the Market. Guy Spier's book The Education of a Value Investor. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Toyota Public Airbnb Fundrise NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It's a comprehensive look at our investment philosophy and approach.... The post The Eclectic Value Investor – Ep 229 appeared first on The Intellectual Investor.

In this episode, Stig Brodersen talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck. Since 1997, Guy Spier's fund has performed 9.3% vs. 8.7% annually for the S&P500.  IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:05 - What we can learn from royal families about moats in business.  26:43 - How Guy Spier's track record would look if we adjusted to luck. 40:20 - If Guy would ever stop managing money. 49:49 - How to think about risk in your portfolio. 52:31 - Why it's risky not to take risks. 56:40 - Why Guy wants to be truthful and honest and not present himself in the best possible light. 1:14:31 - How to think about position sizing. 1:21:53 - What is VALUEx? 1:37:23 - How Guy feels about being famous in the value investing community. 1:55:46 - How to live a life with givers, matchers, and takers. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Stig's interview with Guy Spier about investing and life | YouTube Video. Stig and Preston's interview with Guy Spier on his book, The Education of a Value Investor | YouTube Video. Stig and Preston's interview with Guy Spier about his lunch with Warren Buffett | YouTube Video. Guy Spier's book, The Education of a Value Investor – read reviews of the book. Subscribe to Guy Spier's Free Newsletter. Guy Spier's podcast and website. Adam Grant's book, Giver and Take – read reviews of this book. Learn more about ValueX in Dubai November 7-9.  Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Fundrise AT&T The Bitcoin Way USPS American Express Onramp SimpleMining Public Vacasa Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Send us a Text Message.“Sales is the single most important skill in life. Master the art of sales.” -Andy LeeIn this episode of the Deep Wealth Podcast, Andy Lee, founder of Parallaxes Capital, delves into his journey from Citigroup to founding his own firm specializing in tax receivable agreements (TRAs). He discusses the importance of understanding taxes for both buy and sell-side transactions, providing insights on how to unlock hidden value in tax assets. The conversation also explores the role of tax advisors, the significance of clean books in transactions, and real-world examples like Shake Shack.03:14 Andy Lee's Early Life and Career Journey04:11 The Fascinating World of Tax Receivable Agreements08:36 The Role of Secondary Markets in Business11:49 Understanding Tax Receivable Agreements (TRAs)15:07 Case Study: Shake Shack and Tax Assets24:40 Negotiation and Incentives in Business Deals28:30 Importance of Diligence and Addressing Skeletons31:43 Factoring Solutions and Market Strategy33:39 The Role of Tax in Business Success37:37 Life Lessons and the Importance of SalesClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEParallaxes CapitalTRAilblazing on Apple Podcasts@ParallaxesCapital | YoutubeAndy Lee - Parallaxes Capital | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And WhaResources To Have You Thrive And ProsperLooking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit. Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info. Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success. Here's to helping you unlock the riches and success you deserve! https://www.deepwealth.com/thriveContact Deep Wealth: Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.May you continue to thrive and prosper while remaining healthy and safe!

ก.ล.ต. กล่าวโทษผู้บริหาร EA ทุจริตเงินบริษัท มูลค่าเสียหายกว่า 3 พันล้านบาท พร้อมสั่งเด้งหลุดเก้าอี้ ด้าน DSI รับเรื่อง ตั้งทีมสอบ รายละเอียดเป็นอย่างไร เจาะปม ‘ทุจริตหุ้นไทย' กับ ‘ทฤษฎีแมลงสาบ' พูดคุยกับ ดร.นิเวศน์ เหมวชิรวรากร นักลงทุนเน้นคุณค่า (Value Investor)

Matthew Piepenburg talks about the macro environment, current market trends, and risks and opportunities ahead. Matthew is the Co-Founder of SignalsMatter and Co-Author of the book, “Rigged to Fail”. He has over 20 years' experience in investing, alternative assets, and finance, with expertise in managed futures, credit, and equity investing. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 06:53 - What is a Main Street investor? 06:53 - What are the risks and opportunities for Main Street investors? 10:05 - Why is the next recession going to be worse than previous ones? 35:53 - Why might Buffett be wrong regarding macro environments and interest rates.  43:08 - Are 401Ks at risk?  01:03:06 - How can you position yourself to mitigate risk?  01:07:16 - What impact will rising interest rates have on the financial markets?  01:16:17 - When will market manipulation end?  And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: Rigged to Fail by Matthew Piepenburg.  Article: To Buy or Not to Buy – That is (Always) the Question. Article: What Lies Ahead – How to Navigate Extreme Markets. Recommended Book: The Power of Passive Investing by Rick Ferri. Recommended Book: The Education of a Value Investor by Guy Spier. Recommended Book: A Random Walk Down Wall Street by Burton Malkiel. Recommended Book: The Little Book That Still Beats the Market by Joel Greenblatt. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: DeleteMe NerdWallet Meyka Fundrise TurboTax Public NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Robert Leonard talks to Jeremy Schneider all about personal finance, and his useful strategies for building wealth for the millennial generation. Jeremy is a successful entrepreneur and software developer, and the founder of Personal Finance Club, a resource that aims to aid investors in the most effective path to building wealth. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 12:57 - The three life-long habits to form in order to build wealth and stay wealthy. 22:03 - A six-step personal finance plan to become a millionaire. 22:03 - How to minimize or pay off debt. 38:38 - Rules for smart investing.  38:38 - Some approaches to investing in the stock market. 01:15:20 - The first thing you should do to get started on your wealth building journey. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Millionaire Next Door by Thomas Stanley and William Danko. Recommended Book: The Total Money Makeover by Dave Ramsey. Recommended Book: I Will Teach You To Be Rich by Ramit Sethi. Recommended Book: The Behavioral Investor by Daniel Crosby. Recommended Book: Set for Life by Scott Trench. Recommended Book: The Education of a Value Investor by Guy Spier. Personal Finance Club: Primary Home vs. Investment Property vs. S&P 500. Personal Finance Club: What's the difference between an index fund and an ETF? Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: DeleteMe Monarch Money Fundrise Linkedin Marketing Solutions NerdWallet TurboTax NetSuite Toyota Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this week's episode, Patrick Donley (@JPatrickDonley) sits down with Value Stock Geek to chat about his journey into value investing, how he's developed his unique investing philosophy, and who his biggest influences have been in the value community. They also talk about how VSG worked his way out of debt, how he got into the FIRE movement, what the “weird portfolio” is, and what he would tell a younger investor just getting started. Value Stock Geek is an anonymous blogger who has been blogging & tweeting about his portfolio and value investing concepts since 2016. He operates a Substack where he investigates new companies every week and posts updates on his personal portfolio, where he buys and sells these companies. He has also written up a unique approach to asset allocation, which they discuss in the interview. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:05 - How VSG got interested in value investing and what his biggest influences were. 05:46 - How the dot com bubble affected him. 06:37 - How he worked his way out of debt after falling into some typical consumer traps. 09:11 - When and how he got interested in the FIRE movement. 15:16 - What value investors have influenced his current approach to stock selection. 17:52 - How VSG has learned to think about moats. 23:10 - What the “weird portfolio” is. 33:59 - Why he writes weekly research reports. 39:33 - How to use Dataroma to clone great investors. 47:35 - What he's learned from some of the guests on his podcast. 49:58 - What his favorite money and investing movies are. 52:16 - What his favorite stock is right now. 54:22 - What he would tell a younger investor on how to get started investing. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Intelligent Investor by Benjamin Graham. Recommended Book: The Snowball by Alice Schroeder. Recommended Book: Early Retirement Extreme by Jacob Lund Fisker. Recommended Book: Deep Value by Tobias Carlisle. Recommended Book: The Little Book that Beats the Market by Joel Greenblatt. Recommended Book: The Little Book That Builds Wealth by Pat Dorsey. Recommended Book: Money by Tony Robbins. Recommended Book: Principles by Ray Dalio. Recommended Book: The Simple Path to Wealth by JL Collins. Recommended Book: Tapdancing to Work by Carol Loomis. Check out: Dataroma. Enjoy ad-free episodes when you subscribe to our Premium Feed. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: DeleteMe Monarch Money Fundrise Linkedin Marketing Solutions NerdWallet TurboTax NetSuite Toyota Connect with Patrick: Twitter Connect with VSG: Website  | Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 1, Guy discusses the art of compounding wealth over decades, drawing on lessons he's learned from Warren Buffett, downhill ski racers, & his own mistakes. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy's classic book, “The Education of a Value Investor.” IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 04:07 - Why it's so intense for Guy Spier & William Green to collaborate 10:19 - How telling the truth changed Guy's life 17:53 - Why the Global Financial Crisis terrified him 24:52 - Why it's hard to invest rationally in the real world of chaos & confusion 29:25 - How Guy deals with his emotions when making investment decisions 35:03 - Why his default position is to hold his stocks indefinitely & resist meddling 38:48 - Why he didn't sell his stake in Alibaba 42:01 - Why he's pleased with & disappointed by his investment returns 46:32 - Why his mission is long-term compounding without catastrophe 55:06 - What Guy learned from investing in a company that went bankrupt 57:57 - What the fastest skiers can teach us about success & survival 1:00:02 - How excessive risk destroyed a fund manager he once knew 1:04:13 - What we can learn from Warren Buffett about financial resilience Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: William Green's 2023 interview with Guy Spier | YouTube Video. Related Episode: William Green's 2022 interview with Guy Spier | YouTube Video. Guy Spier's book, “The Education of a Value Investor" – read reviews of the book. Subscribe to Guy Spier's free newsletter. Guy Spier's podcast and website. Guy Spier interviews William Green about his book, “Richer, Wiser, Happier”. Read Gandhi: An Autobiography – The Story of My Experiments with Truth. Luca Dellanna's book, "Ergodicity". David Hawkins' book, “Power vs Force”. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X (AKA Twitter). Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Wise NetSuite Fidelity TurboTax NDTCO Linkedin Marketing Solutions Fundrise Vacasa NerdWallet Babbel Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 2, Guy shares insights on how to succeed over the long run by avoiding dumb investment behavior, building the right relationships, and recognizing our weaknesses. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy's classic book, “The Education of a Value Investor.” IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 01:36 - What dumb investment behavior Guy Spier strives to avoid 05:12 - What type of companies he shuns 07:05 - Why good relationships are a key to financial & personal success 07:25 - Why we should be especially wary of leverage 15:46 - Why it's vital to find “friends along the path” who support us emotionally 29:34 - Why it's helpful to shine a light on our own weaknesses 41:18 - How he handles painful, contentious conversations 51:24 - How to engage with people whose beliefs & experiences differ from ours 1:07:05 - What role money does—or doesn't—play in a rich & meaningful life 1:11:11 - What Guy learned from Warren Buffett's exercise of writing your own obituary 1:31:39 - How reading great literature can make you wiser & happier Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: William Green's 2023 interview with Guy Spier | YouTube Video. Related Episode: William Green's 2022 interview with Guy Spier | YouTube Video. Related Episode: William Green's interview with Daniel Goleman & Tsoknyi Rinpoche | YouTube Video. Related Episode: William Green's interview with Chris Davis | YouTube Video. The Dishcast podcast with David Brooks on “Transcending Hate & Loneliness”. Daniel Siegel's book “The Developing Mind”. Harville Hendrix's book “Doing Imago Relationship Therapy in the Space-Between”. Marcel Proust's book “In Search of Lost Time”. Guy Spier's book, “The Education of a Value Investor" – read reviews of the book. Subscribe to Guy Spier's free newsletter. Guy Spier's podcast and website. Guy Spier interviews William Green about his book, “Richer, Wiser, Happier”.  William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X (AKA Twitter). Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Wise NetSuite Fidelity TurboTax NDTCO Linkedin Marketing Solutions Fundrise Vacasa NerdWallet Babbel Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

Robert Leonard talks with Stig Brodersen. Stig is Co-Founder and Co-Host of We Study Billionaires by The Investor's Podcast Network, a best-selling author, and a former college professor. He has successfully grown We Study Billionaires to the #1 stock investing podcast in the world, while building a platform that is also a leading authority in stock investing. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 01:46 - How to pick a brokerage company to invest with. 06:23 - What stocks, ETFs, mutual funds, bonds, commodities, and options are. 10:17 - How to keep your emotions in check and set realistic expectations. 27:36 - How to actually buy and sell stocks and funds. 35:29 - Different investment strategies that can be implemented.  49:38 - How and why compounding is so important for millennial investors. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Money Under 30 Compounding Example. Recommended Book: I Will Teach You To Be Rich by Ramit Sethi. Recommended Book: The Little Book of Common Sense Investing by John Bogle. Recommended Book: The Education of a Value Investor by Guy Spier. Recommended Book: The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota DeleteMe Fundrise Linkedin Marketing Solutions NerdWallet TurboTax NetSuite Learn more about your ad choices. Visit megaphone.fm/adchoices