Value Hive Podcast

Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)

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ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog. 

We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up. 

I'm excited to have ValueStockGeek on the podcast for a few reasons: 

  1. We share similar investment styles and philosophies
  2. His transparency is refreshing
  3. He offers unique insights into macro themes as well as micro, company-specific write-ups

    4. During the chat we discuss the following: 

    • [2:00-10:00] Introduction to ValueStockGeek
    • [11:00-14:30] Maintaining Rationality During Volatility
    • [15:00-21:00] Recession Talk
    • [21:00-31:00] Why Stocks Are Still Expensive
    • [32:00-50:00] ValueStockGeek's Lazy Portfolio
    • [51:00-57:00] ValueStockGeek's Investment Process
    • [60:00-71:00] How ValueStockGeek Values Companies
    • [72:00-End] Final Comments & Last Question

      • If you want to learn more about ValueStockGeek, check out his website and Twitter (links below): 

      • Twitter
      • ValueStockGeek Website
        • ...more
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        Value Hive PodcastBy Brandon Beylo
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