Value Hive Podcast

Rob Mahan: Deep Value Investing in Eastern Europe


Listen Later

This week we chat with Rob Mahan. Rob's a part-time investor and founder of DeepValueInvestments.wordpress.com. Rob's blog is dedicated to finding massively discounted stocks from every part of the world. His findings take him through Eastern Europe, Asia, and all across the market cap spectrum. 

Rob is a traditional deep value investor. He seeks businesses trading <6x earnings with double digit yields. To him, anything over 10x earnings is expensive. So far his strategy has worked. Since 2008, Rob has generated a 20% CAGR, crushing any All World Index. 

We spent an hour discussing: 

  • How Rob started investing
  • Rob's current investment strategy 
  • Where he finds ideas
  • How Rob screens for companies
  • War stories from investing in emerging markets
  • Investing in Chinese banana company frauds
  • Searching the world for deep value
  • If you like what you heard, give Rob a follow @DeepValueInvestments. Make sure to subscribe to his website DeepValueInvestments.wordpress.com.

    The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better, including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.

    We're also excited to announce our newest sponsor, Eight Sleep! Eight Sleep makes products that improve your sleep through personalized temperature, smarter data, and patented technology. There is truly nothing like Eight Sleep on the market. With Eight Sleep, you can see exactly how well you sleep, how often you toss and turn, resting/variable heart rate, and more! The technology is unlike anything you've seen from a mattress company. Try an Eight Sleep mattress yourself! Use the code HIVE to get $100 off your mattress purchase!

    ...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

    574 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,059 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    923 Listeners

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

    Grant’s Current Yield Podcast

    669 Listeners

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

    Capital Allocators – Inside the Institutional Investment Industry

    813 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    274 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    172 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    363 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    301 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    68 Listeners

    Yet Another Value Podcast by Andrew Walker

    Yet Another Value Podcast

    99 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    243 Listeners

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

    Behind the Balance Sheet

    44 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    279 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    99 Listeners