Value Investing Substack

Value Investing Substack episodes

February 24, 2023 something 12
230223 A Tolbox of Accounting Tricks - ZeroesTV (669 HK Techtronic)
34 min
July 02, 2022 something 11
Tandy Executive Speaker Series: Katie Farmer, President and CEO of BNSF Railway
54 min
June 13, 2022 10
Sohn 2021 | Patrick O'Shaughnessy in conversation with Karen Karniol-Tambour
17 min
June 13, 2022 9
Sohn 2022 | An Investment Idea from David Einhorn
19 min
June 13, 2022 8
Sohn 2022 | John Collison in conversation with Stanley Druckenmiller
1 hr 8 min
May 24, 2022 something 7
Inflation or Deflation? | ITK with Cathie Wood
46 min
May 24, 2022 something 6
China's Global Ambitions Under Xi Jinping
53 min
May 13, 2022 something 4
CEO Discussions - Markel (04.29.2022)
https://www.youtube.com/watch?v=ZqRTU3UzRkQ
32 min
May 13, 2022 something 3
"The Investment Case for Convertibles" March 2020 - Webinar Replay
https://www.youtube.com/watch?v=tOEJvv7nZyw
40 min
May 13, 2022 something 2
Howard Marks, @Oaktree Capital Co-Chairman, on Investing Risk – Wharton School Investor Series
https://www.youtube.com/watch?v=QGisSRUFZpE
1 hr 27 min

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