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What I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)

What I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)

FromValue Hive Podcast


What I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)

FromValue Hive Podcast

ratings:
Length:
93 minutes
Released:
Apr 3, 2020
Format:
Podcast episode

Description

Episode 19 is here! I'm excited to bring y'all my conversation with Alex (aka, The Science of Hitting). Alex is a both a writer and investor. When he's not thinking about which businesses to buy, he's writing about them on GuruFocus. 
Alex has over 600 blog posts on GuruFocus to date, a feat few others can claim. I've enjoyed Alex's content for years and getting the chance to chat with him about investing was a blast. 
Here's what we cover: 

[0:00 - 6:00] Introduction
[7:00 - 14:00] Quality vs. Price
[15:00 - 23:00] TSOH's Investment Process (Soup to nuts)
[24:00 - 40:00] Can you pay too much for a quality business?
[42:00 - 57:00] Lessons Learned From 600+ Blog Posts
[60:07 - 70:00] Charles Schwab (SCHW) and Match (MTCH)
[71:00 - end] Short-term volatility and closing questions

I had a blast recording this podcast. I learned a ton and I know you will too. 
Do yourself a favor and follow TSOH on Twitter @TSOH_Investing. You can also check out his articles on GuruFocus here. 
Also, if you love the podcast, consider subscribing to our free, weekly value investing newsletter: The Value Hive. 

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Support this podcast: https://anchor.fm/valuehive/support
Released:
Apr 3, 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