The DIY Investing Podcast

98 - Value Stock Geek Interview: Wonderful Companies at Wonderful Prices


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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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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.

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The DIY Investing PodcastBy Trey Henninger

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