66 min listen
Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)
Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)
ratings:
Length:
84 minutes
Released:
Mar 13, 2020
Format:
Podcast episode
Description
ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog.
We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up.
I'm excited to have ValueStockGeek on the podcast for a few reasons:
We share similar investment styles and philosophies
His transparency is refreshing
He offers unique insights into macro themes as well as micro, company-specific write-ups
During the chat we discuss the following:
[2:00-10:00] Introduction to ValueStockGeek
[11:00-14:30] Maintaining Rationality During Volatility
[15:00-21:00] Recession Talk
[21:00-31:00] Why Stocks Are Still Expensive
[32:00-50:00] ValueStockGeek's Lazy Portfolio
[51:00-57:00] ValueStockGeek's Investment Process
[60:00-71:00] How ValueStockGeek Values Companies
[72:00-End] Final Comments & Last Question
If you want to learn more about ValueStockGeek, check out his website and Twitter (links below):
Twitter
ValueStockGeek Website
---
Support this podcast: https://anchor.fm/valuehive/support
We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up.
I'm excited to have ValueStockGeek on the podcast for a few reasons:
We share similar investment styles and philosophies
His transparency is refreshing
He offers unique insights into macro themes as well as micro, company-specific write-ups
During the chat we discuss the following:
[2:00-10:00] Introduction to ValueStockGeek
[11:00-14:30] Maintaining Rationality During Volatility
[15:00-21:00] Recession Talk
[21:00-31:00] Why Stocks Are Still Expensive
[32:00-50:00] ValueStockGeek's Lazy Portfolio
[51:00-57:00] ValueStockGeek's Investment Process
[60:00-71:00] How ValueStockGeek Values Companies
[72:00-End] Final Comments & Last Question
If you want to learn more about ValueStockGeek, check out his website and Twitter (links below):
ValueStockGeek Website
---
Support this podcast: https://anchor.fm/valuehive/support
Released:
Mar 13, 2020
Format:
Podcast episode
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