Value Investing Podcast

By Jun Kim, CFA

What's Value Investing Podcast about?

A BETTER LIFE IS WITHIN YOUR REACH! Value Investing podcast covers knowledge and discipline that you need to bring financial success to your life. In terms of knowledge, this podcast will deliver wisdom from legendary investors such as Warren Buffett and Peter Lynch and in terms of discipline, this podcast will train you to be a wise and long term investor. Enjoy the podcast!

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Value Investing Podcast episodes:

03.21.2021
EP92 Four Stages of Making Big Money in the Stock Market
This episode covers the following four stages of making BIG money in the stock market. * Level 1 (Easy - medium): Research on the companies * Level 2 (Easy): Buy the companies that you like * Level 3 (Difficult): Accumulate...
02.08.2021
EP90 Lessons from Gamestop Frenzy
Lessons from Gamestop Frenzy
01.18.2021
EP88 Post Covid Winners & Losers
This episode covers two strong secular trends; 1) rise in ecommerce and 2) rise in the internet usage.
12.29.2020
EP87 Three Stages of Becoming Rich
Most books cover how to make money, but not cover what to do with money at different stages of becoming rich. In this episode, I talk about my views at different stages.
09.13.2020
Announcement – Change to Podcast Publication Frequency
08.30.2020
EP86 Bank Analysis – Replay of EP18 to 20
The Bank Investor’s Handbook: https://amzn.to/2JnWsm3
08.16.2020
EP85 Putting Growth into Value Investing Framework
Why don't we put growth into value investing framework instead of considering the two separately?
08.01.2020
EP84 The Cheesecake Factory (CAKE) – Another Undervalued Stock
This episode covers The Cheesecake Factory (CAKE). You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/08/01/cake-the-cheesecake-factory-could-be-a-good-buy-now/)
07.19.2020
EP83 CARS.com-Likely Undervalued with High Upside Potential
In this episode, I talk about CARS.com which is the company that I own in my portfolio and which I believe is undervalued at the current price $5.91 as of this recording on July 18. You can find the details of...
07.05.2020
EP82 EBAY, SWBI, M, KHC
In this episode, I revisit the stocks (EBAY, SWBI, M, KHC) that I talked about one and half years ago. The main focus is to discuss the main business developments and also one and half year performance relative to S&P500.; I...
06.21.2020
EP81 Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2)
Warren Buffett's Early Investment Partnership (Replay of EP1 and EP2)
06.07.2020
EP80 My Portfolio Review
In this episode, I cover my portfolio in terms of my investment strategy change and individual stocks (M, EBAY, AOBC, SWBI,CAKE, CARS, CPRI) that I have bought and sold during the Covid-19 pandemic.
05.24.2020
EP79 Warren Buffett on Coronavirus, Airlines and Banks
Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link Donate: https://valueinvestpodcast.com/en/donate/
05.10.2020
EP78 Can These Companies Survive? Macy’s, Cars.com, The Cheesecake Factory, Capri Holdings
I talk about four companies (Macy's, Cars.com, The Cheesecake Factory, Capri Holdings) in this episode and assess their survival probability by looking at their liquidity conditions. Stock tickers (M, CARS, CAKE, CPRI) Donate: https://valueinvestpodcast.com/en/donate/
04.26.2020
EP77 How Spanish Flu Impacted Stock Market 100 Yeas Ago
Dow Jones Historical Chart: https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart Spanish Flu: https://www.cdc.gov/flu/pandemic-resources/1918-pandemic-h1n1.html Donate: https://valueinvestpodcast.com/en/donate/
04.12.2020
EP76 This Is A Good Time To Invest – Howard Marks
Howard Marks' memo about coronavirus: https://www.oaktreecapital.com/docs/default-source/memos/weekly.pdf?sfvrsn=8 Donate: https://valueinvestpodcast.com/en/donate/
03.29.2020
EP75 Coronavirus and Stock Market Drop
Donate: https://valueinvestpodcast.com/en/donate/
03.01.2020
EP74 Coronavirus and Recent Market Drop
This episode covers my views on Coronavirus and the recent market drop. Donate: https://valueinvestpodcast.com/en/donate/
02.16.2020
EP73 What Makes Investing Hard
This episode covers six things that prevent your investing success. Donate: https://valueinvestpodcast.com/en/donate/
02.02.2020
Replay of EP46 – Risk Arbitrage Checklist (Originally aired on Feb 3, 2019)
Replay of EP46 - Risk Arbitrage Checklist
01.20.2020
EP71 (Part 9) Knowing What You Don’t know – Howard Marks
Knowing What You Don't know in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
01.05.2020
EP70 (Part 8) Patient Opportunism – Howard Marks
Patient Opportunism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
12.22.2019
EP69 Advice from Legendary Value Investors
Advice from Legendary Value Investors
11.24.2019
EP67 (Part 6) Contrarianism – Howard Marks
Chapter 11: Contrarianism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
11.10.2019
EP66 (Part 5) Combating Negative Influences – Howard Marks
Chapter 10: Combating Negative Influences in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
10.27.2019
EP65 (Part 4) Everything is a Cycle – Howard Marks
Chapter 8: Everything is a cycle in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
10.13.2019
EP64 (Part 3) Controlling Risk By Howard Marks
Chapter 6 & 7: Recognizing and Controlling Risk in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
09.29.2019
EP63 (Part 2) Understanding Risk By Howard Marks
Chapter 5: Understanding Risk in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
09.15.2019
EP62 (Part 1) The Most Important Thing By Howard Marks
I talk about a book called The Most Important Thing By Howard Marks (https://amzn.to/2ZYx6rO).
09.01.2019
EP61 Alternative Data For Investing
I discuss how hedge fund managers are using alternative data for their investing decisions.
08.18.2019
EP60 (Part 2) 16 Investing Rules By John Templeton
16 Investing rules by a legendary value investor John Templeton https://www.franklintempleton.com/forms-literature/download/TL-R16
08.04.2019
EP59 Owner Earnings – Originally aired on June 3, 2018
Warren Buffett defined the earnings called “Owner Earnings” that is more relevant to the valuation of a company than the reported earnings on the income statement. The owner earnings can be calculated by adjusting the reported accounting earnings in the...
07.21.2019
EP58 (Part 1) 16 Investing Rules By John Templeton
16 Investing rules by a legendary value investor John Templeton https://www.franklintempleton.com/forms-literature/download/TL-R16
07.07.2019
EP57 Advantages of Retail Investors
This episode covers the advantages and disadvantages that retail investors have over institutional investors such as hedge fund and private equity fund managers.
06.23.2019
EP56 Insurance Business Basics (Originally aired on April 28, 2018)
This episode is a reply of EP7 which was originally aired on April 28, 2018. In this episode, I discuss the following two topics. 1) Basics of insurance business in terms of how insurance companies make money and why Buffett likes them 2)...
06.09.2019
EP55 Amazon CEO Jeff Bezos’ Management Philosophy
I talk about Amazon CEO Jeff Bezos' Management Philosophy illustrated in 2016 letter to Amazon's shareholders (https://www.sec.gov/Archives/edgar/data/1018724/000119312517120198/d373368dex991.htm) Podcast website (https://valueinvestpodcast.com)
05.26.2019
EP54 (Part 3) Emotional Errors – Behavioral Biases
I discuss four behavioral biases that stem from the following emotional errors. * Loss aversion * Overconfidence * Self-control bias * Endowment bias * Regret aversion * Status quo bias https://shareinvestmentideas.com/ https://valueinvestpodcast.com/
05.12.2019
EP53 (Part 2) Cognitive Errors – Behavioral Biases
I discuss four behavioral biases that stem from cognitive errors. Website: https://valueinvestpodcast.com
04.28.2019
EP52 (Part 1) Cognitive Errors – Behavioral Biases
I discuss five behavioral biases that stem from cognitive errors. https://valueinvestpodcast.com
04.14.2019
EP51 Common Investing Mistakes
This episode covers the topics related to common investing mistakes. Podcast homepage: https://valueinvestpodcast.com/My investment Idea website: https://shareinvestmentideas.com/
03.31.2019
EP50 Why Is Korean Stock Market Undervalued?
I talk about 7 reasons as to why Korean stock market is undervalued right now, and why it is important for the US investors to expand their circle of confidence in other foreign markets.
03.17.2019
EP49 Macy’s and Kraft Heinz
I discuss two stocks, Macy's (M) and Kraft Heinz (KHC) that I own in this episode. Nothing in this episode is a solicitation of buying any stocks. Please consult with your investment professional for any investment decisions. You can find...
03.03.2019
EP48 2018 Berkshire Shareholder Letter By Warren Buffett
This episode covers 2018 Berkshire Hathaway shareholder letter by Warren Buffett. http://www.berkshirehathaway.com/letters/2018ltr.pdf * New mark-to-market GAAP rule * Book value no longer useful as a proxy to the intrinsic value of Berkshire* Guide to Berkshire's intrinsic value calculation* Four funding sources*...
02.17.2019
EP47 Ebay and AOBC
I discuss two stocks (Ebay and AOBC) that I own in this episode. Nothing in this episode is a solicitation of buy of any stocks. Please consult with your investment professional for any investment decisions. You can find my articles...
02.10.2019
Podcast Schedule Change Announcement
I am making this short recording to make an announcement that going forward, I plan to post one episode in two weeks instead of one episode a week. Also, check out my investment ideas: https://shareinvestmentideas.com
02.03.2019
EP46 Risk Arbitrage Checklist
This episodes covers the key items that you need to check prior to investing in risk arbitrage situations. Check out my investment ideas on https://shareinvestmentideas.com
01.27.2019
EP45 Good Management Team
This episode covers the traits of a good management team and how an investor can identify them. Check out this free website where you can share your investment ideas with other investors (https://shareinvestmentideas.com/)
01.20.2019
EP44 Margin of Safety
This episode covers a concept called margin of safety and why it is not easy for an average investor to implement it in their investment decisions. Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/
01.13.2019
EP43 Economic Moat
This episode covers a concept called economic moat in detail and discusses various types of business models that have the economic moat. Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/
01.06.2019
EP42 Twelve Fun Facts About Warren Buffett
We discuss 12 fun facts about Warren Buffet that you may have not known before. Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/

What's Value Investing Podcast about?

Download our free app to listen on your phone

Value Investing Podcast episodes:

EP92 Four Stages of Making Big Money in the Stock Market

EP90 Lessons from Gamestop Frenzy

EP88 Post Covid Winners & Losers

EP87 Three Stages of Becoming Rich

Announcement – Change to Podcast Publication Frequency

EP86 Bank Analysis – Replay of EP18 to 20

EP85 Putting Growth into Value Investing Framework

EP84 The Cheesecake Factory (CAKE) – Another Undervalued Stock

EP83 CARS.com-Likely Undervalued with High Upside Potential

EP82 EBAY, SWBI, M, KHC

EP81 Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2)

EP80 My Portfolio Review

EP79 Warren Buffett on Coronavirus, Airlines and Banks

EP78 Can These Companies Survive? Macy’s, Cars.com, The Cheesecake Factory, Capri Holdings

EP77 How Spanish Flu Impacted Stock Market 100 Yeas Ago

EP76 This Is A Good Time To Invest – Howard Marks

EP75 Coronavirus and Stock Market Drop

EP74 Coronavirus and Recent Market Drop

EP73 What Makes Investing Hard

Replay of EP46 – Risk Arbitrage Checklist (Originally aired on Feb 3, 2019)

EP71 (Part 9) Knowing What You Don’t know – Howard Marks

EP70 (Part 8) Patient Opportunism – Howard Marks

EP69 Advice from Legendary Value Investors

EP67 (Part 6) Contrarianism – Howard Marks

EP66 (Part 5) Combating Negative Influences – Howard Marks

EP65 (Part 4) Everything is a Cycle – Howard Marks

EP64 (Part 3) Controlling Risk By Howard Marks

EP63 (Part 2) Understanding Risk By Howard Marks

EP62 (Part 1) The Most Important Thing By Howard Marks

EP61 Alternative Data For Investing

EP60 (Part 2) 16 Investing Rules By John Templeton

EP59 Owner Earnings – Originally aired on June 3, 2018

EP58 (Part 1) 16 Investing Rules By John Templeton

EP57 Advantages of Retail Investors

EP56 Insurance Business Basics (Originally aired on April 28, 2018)

EP55 Amazon CEO Jeff Bezos’ Management Philosophy

EP54 (Part 3) Emotional Errors – Behavioral Biases

EP53 (Part 2) Cognitive Errors – Behavioral Biases

EP52 (Part 1) Cognitive Errors – Behavioral Biases

EP51 Common Investing Mistakes

EP50 Why Is Korean Stock Market Undervalued?

EP49 Macy’s and Kraft Heinz

EP48 2018 Berkshire Shareholder Letter By Warren Buffett

EP47 Ebay and AOBC

Podcast Schedule Change Announcement

EP46 Risk Arbitrage Checklist

EP45 Good Management Team

EP44 Margin of Safety

EP43 Economic Moat

EP42 Twelve Fun Facts About Warren Buffett