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

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

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

  • Bank Stocks Are Cheap Despite Rising Rates

    Lucas and Luna dig into the big bank earnings beat and widening net interest margins, but stocks like JPMorgan and Bank of America are still trading below historical price-to-tangible-book multiples. Despite the Fed holding rates steady at 3.64 percent, bank profits surged in Q1 2026. Lucas argues the market is pricing in a recession that hasn't arrived, while Luna points to tightening commercial real estate and rising consumer credit delinquencies as real risks. They examine why value investors should care about the divergence between earnings power and market valuation, and what Berkshire Hathaway's big bank holdings signal. Specific numbers: JPMorgan's return on tangible common equity above 20 percent, Bank of America's net interest income up 11 percent year-over-year, and the five-day stock performance showing BAC up 2.8 percent while the broader market slid.

    #ValueInvesting #BankStocks #JPMorgan #BankOfAmerica #BerkshireHathaway #NetInterestMargin #FedPolicy #InterestRates #TangibleBookValue #EarningsBeat #RecessionRisk #CommercialRealEstate #ConsumerCredit #ROTCE #StockMarket #Finance #FexingoBusiness #BusinessPodcast

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    10 min
  • The Energy Bet That Beat the Market in 2026

    In the first episode of The Value Investing Podcast, Lucas and Luna break down the energy sector's surprising outperformance in 2026. With ExxonMobil up over 7% in the last five days alone, they explore what's driving the rally and whether it's a value play or a momentum trap. They dig into Exxon's capital discipline, the oil supply dynamics that pushed prices higher, and why Warren Buffett's Berkshire Hathaway—which holds significant energy stakes—has barely budged. The conversation also touches on the broader market sell-off, with the S&P 500 down 0.7% and small caps plunging 2.8%. Lucas and Luna frame the episode around a single question: is energy the best place for value investors right now, or are we seeing a classic late-cycle rotation? Expect specific numbers, a skeptical take on market narratives, and a clear focus on one concrete investment case per episode going forward. No hot takes, no jargon—just smart, honest talk about long-term stock picking.

    #ValueInvesting #ExxonMobil #BerkshireHathaway #EnergySector #Buffett #StockPicking #LongTermInvesting #OilPrices #MarketRotation #SmallCaps #SP500 #DividendStocks #CapitalDiscipline #ValueStocks #Finance #Podcast #FexingoBusiness #BusinessPodcast

    Keep every episode free: buymeacoffee.com/fexingo

    8 min

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

From the publisher's feed

Lucas and Luna sit down in a wood-panelled value-investing library to dissect the gap between intrinsic value and market price. Each episode takes a real company — from Berkshire Hathaway to a small-cap overlooked by Wall Street — and walks through a Graham-and-Dodd framework: calculating owner earnings, estimating margin of safety, and weighing competitive moats against macroeconomic headwinds. Lucas brings the balance-sheet rigor of a former analyst, while Luna challenges the assumptions, stress-tests the discount rates, and pushes for the human factors — management incentives, industry cycles — that numbers alone miss. This is not a stock-picking hotline. It is a methodical, numbers-first conversation about how to think about price versus value in an era of low interest rates, inflation surprises, and algorithmic trading. The listener is someone who already knows what P/E and ROIC mean but wants to hear two sharp minds argue over terminal growth rates, float valuation, and the psychological discipline required to hold when the market disagrees. Why does Buffett hold Coca-Cola for decades while selling IBM? What does a 30% margin of safety really protect you from? Lucas and Luna don't offer a tip sheet — they offer a way of seeing the market that survives its next crash.

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

Ranked by our users in the last 21 days

  1. Number 1: The Silent Killer of Value Investing in 2026
    11 min
  2. Number 2: Why Buffett's Cash Pile Is Actually Good News
    8 min
  3. Number 3: How Value Investors Missed The Quality Wave
    8 min