How to connect with Value Stock Geek

• Website: ValueStockGeek.com
• Twitter: @ValueStockGeek
• Articles Referenced in the show:
  • Mistakes have been made and lessons have been learned
  • Margin of Safety Still Matters
  • Why Quality is Essential for a concentrated Portfolio
  • General Dynamics $GD Write-up
• Past Interviews with Value Stock Geek:
  • Episode 49 - Value Stock Geek Interview: Cheap and Good Balance Sheet
  • Episode 62 - Passive Asset Allocation Strategy with Value Stock Geek

Mental Models discussed in this podcast:

• Margin of Safety
• Quality Investing
• Diversification vs Concentration

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Follow me on Twitter and YouTube

Twitter Handle: @TreyHenninger

YouTube Channel: DIY Investing

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You can find out more information by listening to episode 11 of this podcast.

Show Outline

The full show notes for this episode are available at https://www.diyinvesting.org/Episode98

Transforming your investing process

• Margin of Safety Still Matters
• Why Quality is Essential for a concentrated portfolio
• How COVID-19 impacted your investing strategy
• General Dynamics Stock $GD
• Price Still Matters
• How to buy Wonderful Companies at Wonderful Prices

Summary:

In my third interview with Value Stock Geek, we discuss his effort to transform his investing process in light of COVID-19 and recognition of past mistakes. His new goal is to buy wonderful companies at wonderful prices. No compromises.