98 - Value Stock Geek Interview: Wonderful Companies at Wonderful Prices

How to connect with Value Stock Geek Website: ValueStockGeek.com Twitter: @ValueStockGeek Articles Referenced in the show: Mistakes have been made and lessons have been learned Margin of Safety Still Matters Why Quality is Essential for a concentrated Portfolio General Dynamics $GD Write-up Past Interviews with Value Stock Geek: Episode 49 - Value Stock Geek Interview: Cheap and Good Balance Sheet Episode 62 - Passive Asset Allocation Strategy with Value Stock Geek Mental Models discussed in this podcast: Margin of Safety Quality Investing Diversification vs Concentration Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channel: DIY Investing Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron. You can find out more information by listening to episode 11 of this podcast. Show Outline The full show notes for this episode are available at https://www.diyinvesting.org/Episode98 Transforming your investing process Margin of Safety Still Matters Why Quality is Essential for a concentrated portfolio How COVID-19 impacted your investing strategy General Dynamics Stock $GD Price Still Matters How to buy Wonderful Companies at Wonderful Prices Summary: In my third interview with Value Stock Geek, we discuss his effort to transform his investing process in light of COVID-19 and recognition of past mistakes. His new goal is to buy wonderful companies at wonderful prices. No compromises.