Value Hive Podcast

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

Listen Later

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
        View all episodesView all episodes
        Download on the App Store
        Value Hive PodcastBy Brandon Beylo
        • 4.8
        • 4.8
        • 4.8
        • 4.8
        • 4.8

        4.8

        85 ratings

        More shows like Value Hive Podcast

        View all
        Top Traders Unplugged by Niels Kaastrup-Larsen

        Top Traders Unplugged

        579 Listeners

        Macro Voices by Hedge Fund Manager Erik Townsend

        Macro Voices

        3,058 Listeners

        The Meb Faber Show - Better Investing by The Idea Farm

        The Meb Faber Show - Better Investing

        937 Listeners

        Grant’s Current Yield Podcast by Grant's Interest Rate Observer

        Grant’s Current Yield Podcast

        663 Listeners

        Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

        Capital Allocators – Inside the Institutional Investment Industry

        803 Listeners

        Focused Compounding by Andrew Kuhn and Geoff Gannon

        Focused Compounding

        270 Listeners

        Chit Chat Stocks by Chit Chat Stocks

        Chit Chat Stocks

        188 Listeners

        The Market Huddle by Patrick Ceresna & Kevin Muir

        The Market Huddle

        361 Listeners

        The Acquirers Podcast by Tobias Carlisle

        The Acquirers Podcast

        304 Listeners

        Excess Returns by Excess Returns

        Excess Returns

        64 Listeners

        Yet Another Value Podcast by Andrew Walker

        Yet Another Value Podcast

        102 Listeners

        The Business Brew by Bill Brewster

        The Business Brew

        246 Listeners

        Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

        Behind the Balance Sheet

        46 Listeners

        Forward Guidance by Blockworks

        Forward Guidance

        272 Listeners

        Monetary Matters with Jack Farley by Jack Farley

        Monetary Matters with Jack Farley

        89 Listeners