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Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)

Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)

FromValue Hive Podcast


Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)

FromValue Hive Podcast

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


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Support this podcast: https://anchor.fm/valuehive/support
Released:
Mar 13, 2020
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support