The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking

Lucas and Luna explore the price-to-book ratio, a cornerstone of value investing, through the lens of current markets. With the S&P 500 near 7,500 and the Fed holding rates at 3.63%, they examine why book value matters more than ever—especially for banks like Bank of America trading at a discount. They drill into ExxonMobil's recent 6.3% drop and how P/B reveals hidden value in distressed sectors. Plus, a look at how Buffett uses P/B to find safety in volatile markets like this June 2026 landscape. No hype, just numbers and strategy.

#PriceToBook #ValueInvesting #LucasAndLuna #BookValue #BankOfAmerica #ExxonMobil #FedRates #S&P500 #BenjaminGraham #WarrenBuffett #IntrinsicValue #MarginOfSafety #FinancialStocks #EnergyStocks #2026Markets #BusinessPodcast #FexingoBusiness #Finance

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In this episode, Lucas and Luna explore the concept of margin of safety — Benjamin Graham's foundational principle for value investors. They anchor the discussion in current market conditions, noting the recent hawkish shift at the Fed and the impact on value stocks. Lucas breaks down how to calculate a margin of safety using a real-world example: a hypothetical pipeline company with stable cash flows but depressed share price due to regulatory fears. Luna challenges whether the margin of safety still applies in an index-heavy, passive-investing world. Together, they discuss how to quantify it, when to apply it, and why it protects against both error and bad luck. The episode also includes a brief, sincere moment about listener support funding the ad-free podcast.

#MarginOfSafety #BenjaminGraham #ValueInvesting #IntrinsicValue #FedPolicy #HawkishFed #WarshFed #Investing2026 #StockMarket #PipelineStocks #CashFlowInvesting #RiskManagement #BehavioralFinance #FexingoBusiness #BusinessPodcast #FinancePodcast #LongTermInvesting #IntelligentInvestor

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In Episode 60 of The Value Investing Podcast, Lucas and Luna drill into a specific contrarian strategy: buying stocks trading near their 52-week lows. With the Russell 2000 down 0.9% over the past five days and the Dow at 51,565, they examine how value investors can identify temporary setbacks versus permanent impairment. The hosts walk through a real-world example using Pfizer (PFE), currently at $25.21, to illustrate the classic Graham framework — look for strong balance sheets, stable earnings, and a catalyst. They also discuss the recent hawkish signals from Fed Chairman Warsh and how rising rate expectations compress valuations for high-multiple stocks while creating opportunities in beaten-down sectors. Lucas and Luna debate the psychological challenge of buying when sentiment is worst, and share a simple checklist for screening 52-week lows without falling into value traps.

#ValueInvesting #Finance #Business #StockMarket #52WeekLow #ContrarianInvesting #BenjaminGraham #WarrenBuffett #Pfizer #BigPharma #Russell2000 #FedPolicy #HawkishFed #MarketPsychology #ValueTrap #EarningsQuality #InvestingStrategy #FexingoBusiness

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In Episode 59 of The Value Investing Podcast, Lucas and Luna break down the Piotroski F-Score — a nine-point checklist designed by accounting professor Joseph Piotroski to separate strong value stocks from value traps. Using current market data, they walk through each criterion: profitability, leverage, liquidity, and operating efficiency. Lucas explains how the F-Score flagged Bank of America as a buy in 2025 and why it's still showing strength in June 2026. They also test the score against a struggling stock like Pfizer, showing where it falls short. Luna brings up a 2022 study showing F-Score portfolios outperformed the S&P 500 by 3 percent annually. The conversation closes with practical tips for running the screen today using free tools. If you are a value investor looking for a simple, repeatable system to avoid bad bets, this episode gives you a framework you can use this week.

#PiotroskiFScore #ValueInvesting #StockScreening #JosephPiotroski #BankOfAmerica #BAC #Pfizer #PFE #ValueTrap #FundamentalAnalysis #Accounting #FScore #StockPicking #InvestingStrategy #Finance #FexingoBusiness #BusinessPodcast #LongTermInvesting

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In Episode 58, Lucas and Luna discuss how value investors should navigate the current interest rate environment following the Fed's June 2026 decision to hold rates steady at 3.63%. They explore why JPMorgan shares have surged 6.4% in five days while ExxonMobil has dropped 4%, and what these divergent moves tell us about sector positioning in a higher-for-longer rate world. The hosts explain the concept of earnings yield versus bond yield, and why a 3.65% interest on reserve balances changes the math for cash-heavy value portfolios. They also touch on how the Fed's new tone under Chairman Warsh affects the discount rate used in intrinsic value calculations. A practical episode for any value investor wondering where to look for bargains when the risk-free rate isn't so risk-free anymore.

#ValueInvesting #InterestRates #Fed #JPMorgan #ExxonMobil #EarningsYield #DiscountRate #WarrenBuffett #BenjaminGraham #FinancialStocks #EnergyStocks #CashFlow #BondYields #HigherForLonger #PortfolioStrategy #Finance #FexingoBusiness #BusinessPodcast

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In this episode of The Value Investing Podcast with Fexingo, Lucas and Luna dive into the cash conversion cycle — a powerful but often overlooked metric for uncovering operational efficiency and hidden value. Using recent data from JPMorgan and Bank of America, they show how a shorter cycle can signal competitive advantage and free cash flow generation. They also discuss how the CCC applies to industrials and retailers, and why it matters in a rising-rate environment. Tune in to learn how to calculate it, what to look for, and how to avoid common pitfalls.

#CashConversionCycle #ValueInvesting #OperatingEfficiency #WorkingCapital #JPMorgan #BankOfAmerica #FreeCashFlow #InventoryManagement #AccountsReceivable #AccountsPayable #FinancialMetrics #IntrinsicValue #Buffett #Graham #FexingoBusiness #BusinessPodcast #FinancePodcast #InvestingStrategy

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In this episode of The Value Investing Podcast with Fexingo, Lucas and Luna explore a classic value strategy that is especially compelling in mid-2026: buying closed-end funds trading at steep discounts to net asset value. With the S&P 500 near all-time highs at 7,511 and the Dow above 52,000, finding true bargains is tough. But closed-end funds offer a rare pocket of value, with some funds trading at 10-15% discounts. Lucas breaks down why discounts exist—investor sentiment, distribution policies, and structural inefficiencies—and explains how to evaluate a CEF using metrics like discount history and expense ratios. Luna asks the practical questions: how to find them, what to watch out for, and whether now is the right time to buy. They discuss real examples like the Pimco Corporate & Income Opportunity Fund and the Gabelli Equity Trust. The episode is grounded in current data: value ETFs like IWD and VTV are up 3-4% in the past week, but many CEFs have lagged. Listeners will learn one concrete strategy to add to their toolkit and a specific ticker to research first. No hype, just a disciplined approach to buying dollars for ninety cents.

#ClosedEndFunds #CEF #ValueInvesting #NetAssetValue #DiscountToNAV #Pimco #Gabelli #IWD #VTV #S&P500 #IncomeInvesting #BargainHunting #LucasAndLuna #FexingoBusiness #BusinessPodcast #InvestingPodcast #Finance #PortfolioStrategy

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In this episode, Lucas and Luna explore the concept of insurance float as a competitive advantage for value investors. Using Berkshire Hathaway's recent performance and the current interest rate environment (Fed funds at 3.63%) as context, they explain how float works, why it matters for long-term stock picking, and how investors can evaluate companies that benefit from it. They discuss key metrics like combined ratio and float cost, and highlight why companies like Progressive and Chubb offer exposure to this strategy. The conversation also touches on how rising rates have made float more valuable, and what Warren Buffett's approach teaches us about patience and deploying cheap capital. No hot takes—just a clear, actionable framework for understanding one of the most powerful but overlooked tools in value investing.

#InsuranceFloat #ValueInvesting #BerkshireHathaway #WarrenBuffett #CombinedRatio #FloatCost #Progressive #Chubb #InterestRates #FedFunds #UnderwritingProfit #CapitalAllocation #LongTermInvesting #Finance #Investing #FexingoBusiness #BusinessPodcast #StockPicking

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In this episode of The Value Investing Podcast, Lucas and Luna explore how value investors can uncover hidden asset plays in today's market, using the recent SpaceX IPO as a case study. They discuss the structural underpricing of spin-offs, tracking stocks, and complex corporate structures, drawing on examples like the 2021 Coinbase direct listing and the 2015 GoDaddy IPO. With the Russell 2000 up 2.7% in the last five days and the S&P 500 at 7,554, they argue that small-cap and special-situation stocks offer rich opportunities for patient investors. The conversation also touches on how to evaluate stub value and sum-of-the-parts discounts using the Graham-and-Dodd framework.

#ValueInvesting #HiddenAssetPlays #SpaceXIPO #SpinOffs #TrackingStocks #BenjaminGraham #WarrenBuffett #SumOfTheParts #SmallCap #Russell2000 #SpecialSituations #StubValue #DirectListing #Coinbase #GoDaddy #IWD #BusinessPodcast #FexingoBusiness

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This episode drills into a specific spin-off mechanics question that trips up many value investors: when a parent company distributes shares of a newly separated entity to existing shareholders, what happens to your cost basis and what is the smart move? Lucas walks through the numbers on a real recent spin-off — the kind of event that creates huge mispricing opportunities if you know how to handle the shares. Luna pushes back on whether retail investors should hold or sell immediately. They also touch on the broader market context: with the S&P 500 at 7,554 and small caps rallying 3.4 percent in a week, the environment for finding undervalued spin-offs is getting more interesting. The hosts also share a quick honest note about how listener support keeps this show ad-free.

#ValueInvesting #SpinOffs #ShareDistribution #CostBasis #Mispricing #StockPicking #WarrenBuffett #BenjaminGraham #SmallCaps #MarketRally #June2026 #Finance #Business #FexingoBusiness #BusinessPodcast #InvestingStrategy #CorporateDivestitures #LongTermInvesting

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