Value Thought Investment Podcast: Recent Episodes
Matteo Pauselli
We discuss value investing principles to help make sense of stock market investing. The goal of the show is to provoke you to think deeply about business research, fundamental analysis, and the wisdom passed on by investing greats such as Warren Buffett. The show is hosted by Matteo Pauselli, former finance graduate, banker, and now semi-retired investor. Value Thought Investors invest in high quality companies that have a durable competitive advantage, in which we can understand the business economics of their operations, understand the abilities and intent of their managers, and be able to invest at a price that is in line with the amount in which a logical, experienced, and knowledgeable business person would be willing to pay to own the whole company, and at a price that also incorporates a margin of safety for any errors in our own judgement. Come along with us on the investment road less travelled. You can find more resources at https://valuethoughtinvesting.com/
On April 4, 2022, Elon Musk bought over $3 billion in Twitter stock, making him the largest owner of Twitter at a 9.2% stake. But why would Elon Musk do this? Is he trying to diversify his investments? Is Musk a value investor or is he a growth investor? Or, is he participating in a special kind of investing called “Activist Investing”? Let’s pull up the 13G filing and the Twitter Proxy Statement to try and understand this purchase.
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https://valuethoughtinvesting.com/stock-analysis-tool/
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📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Elon Musk’s $3 billion purchase of Twitter
- Elon is now the biggest owner of Twitter
- Looking through a 13G SEC filing
- What is an Activist Investor?
- Voting for Board of Directors
⏱🔎 𝗧𝗶𝗺𝗲 𝗦𝘁𝗮𝗺𝗽𝘀:
0:00 Intro: Why Twitter?
0:47 SEC 13G Filing
2:31 Musk’s ownership % in Twitter
3:23 Activist Investing
4:21 Voting for Board of Directors
6:07 What do you think?
💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/
🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.
#ElonMusk #Twitter #Investing
Categories:
Value investing, warren buffett, charlie munger, berkshire hathaway, Stock Analysis, Business Analysis, Intrinsic Value, margin of safety, finance, business, money, investing, financial freedom, investment, entrepreneur, trading, stock market, stocks, wealth, invest, real estate, investor, accounting, personal finance, financial literacy, wall street, credit, entrepreneurship, marketing, trader, Phil Town, Benjamin Graham, Mohnish Pabrai, Seth Klarman, Howard Marks, Peter Lynch, Joel Greenblatt, Michael Burry, Irving Kahn, Fundamental Analysis, Vitaliy Katsenelson
“I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practiced one kick 10,000 times.” Bruce Lee’s quote has many similarities to Warren Buffett’s investment mantra of becoming familiar with every stock investment option. Let’s see exactly why the practice, discipline, and patience of Bruce Lee would have made him a fantastic value investor.
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https://valuethoughtinvesting.com/stock-analysis-tool/
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https://valuethoughtinvesting.com/
📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Bruce Lee’s practice method
- A Value Investor’s practice method
- Buffett and 27,000 companies
- Punch Card Investing
💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/
🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.
valueinvesting #warrenbuffett #charliemunger #berkshirehathaway #StockAnalysis #BusinessAnalysis #IntrinsicValue #marginofsafety #finance #business #money #investing #financialfreedom #investment #entrepreneur #trading #stockmarket #stocks #wealth #invest #realestate #investor #accounting #personalfinance #financialliteracy #wallstreet #credit #entrepreneurship #marketing #trader #PhilTown #BenjaminGraham #MohnishPabrai #SethKlarman #HowardMarks #PeterLynch #JoelGreenblatt #MichaelBurry #IrvingKahn #FundamentalAnalysis #VitaliyKatsenelson
Owning Apple stock for the past 20 years would have provided a 35% compounded annual return. But are they still a great stock to own or buy? We’ll compare Apple between 2 periods: (1) 2002-2011 and (2) 2012-2021. We’ll test if they are still a quality company, or if they have changed. I’ll also walk through the different stages of the Business Lifecycle Apple has experienced through the last 20 years. And finally, we’ll talk about the future of Apple and what we could maybe expect from holding their stock as an investor.
📱 🎥 Watch the 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗶𝘀 𝗽𝗼𝗱𝗰𝗮𝘀𝘁!
https://youtu.be/Orlnsx7FqkE
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https://valuethoughtinvesting.com/
📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Apple 20 year returns
- Apple performance over 2 periods: 2002-2011 and 2012-2021
- Testing for ability to earn cash on capital deployed
- Testing liquidity
- Testing solvency
- Testing ability to bring in revenues
- Testing ability to earn and keep cash
- Testing profitability
- Testing benefits passed on to shareholders
- Discussing what gave Apple such huge growth from 2002 to 2021
- A look at the future of Apple
- Expectations of Apple being a growth stock or a mature stock
💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/
🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.
What does Value Investing and Star Wars have in common? Watch to learn the difference between Value and Growth investing, via a Star Wars analogy . We also match our favorite Star Wars Characters with their Investing Guru counterparts :)
📱 🎥 Watch the 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗶𝘀 𝗽𝗼𝗱𝗰𝗮𝘀𝘁!
https://youtu.be/sV1an-OgT3g
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https://valuethoughtinvesting.com/stock-analysis-tool/
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https://valuethoughtinvesting.buzzsprout.com/
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https://valuethoughtinvesting.com/
📈🎬 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗼𝗽𝗶𝗰𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:
- Describing a Value Investor
- Describing a Growth Investor
- Return expectations for each kind of investor
- How Star Wars action figure collecting can be a lot like investing
- The Value Star Wars Collector and how they invest
- The Growth Star Wars Collector and how they invest
- Matching Star Wars characters with Investment Gurus!
- Han Solo / Phil Town
- Lando Calrissian / Mohnish Pabrai
- R2-D2 / Edward Thorpe
- Cad Bane / Charlie Munger
- Obi-Wan Kenobi / Guy Spier
- Luke Skywalker / Howard Marks
- Yoda / Warren Buffett
💻📧 𝗛𝗮𝘃𝗲 𝗮 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻?
𝗘𝗺𝗮𝗶𝗹: contact@valuethoughtinvesting.com
𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗣𝗔𝗚𝗘: https://valuethoughtinvesting.com/contact/
🚨📣 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥
Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝗹𝘆 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝗳𝘂𝗹.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Passive Investing
- Exchange Traded Funds
- Passive Portfolio Rules
- Dollar Cost Averaging
- Portfolio Rebalancing
- Portfolio Allocations
EPISODE RESOURCES:
- Visit the blog page of this podcast for more:https://valuethoughtinvesting.com/selling-all-my-etfs-in-november-of-2019-my-passive-investment-journey-part-1-of-3/
- Joel Greenblatt Podcast Referenced:
Value Investing with Legends
Joel Greenblatt - Investing Off the Beaten Path
Published Nov 15, 2019https://www8.gsb.columbia.edu/valueinvesting/resources/podcast
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Visit the Value Thought Website
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
FREE STOCK ANALYSIS SPREADSHEETS & TOOLS
- Download the Value Thought Stock Analysis Tool
- Download the Value Thought Vertical Analysis and Flow of Funds Analysis Tool
- Download the Value Thought Ratio and Fundamental Analysis Tool
- Download the Value Thought Competitor Analysis Tool
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
- Subscribe to the Value Thought YouTube Channel
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Economics of a Business
- Book End Reading Annual Filings
- Long Term Industry Trends
- Earnings Conference Calls
- Key Performance Indicators (KPI)
- Competitor Analysis
- Charlie Munger’s Mental Latticework
- Researching a Company and Industry
EPISODE RESOURCES:
- FREE Competitor Analysis Tool for Understanding the Economics of a Business:https://valuethoughtinvesting.com/podcast-18-competitor-analysis-tool/?preview_id=3219&preview_nonce=84ebb535c8&preview=true
- Visit the blog page of this podcast for more:https://valuethoughtinvesting.com/9-tools-to-help-understand-the-economics-of-a-business-part-3-of-3/
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Economics of a Business
- Cash Conversion Cycle
- Days Inventory Outstanding, Days Sales Outstanding, and Days Payables Outstanding
- Inventory Turnover Ratio
- 3-Step DuPont Analysis
- ROE, Profit Margin, Asset Turnover, and Financial Leverage
- Short Seller Tips and Tricks
- Growth Comparison Analysis
- CapEx vs. Depreciation
- Accounts Receivable vs. Sales
- Inventory vs. COGS
EPISODE RESOURCES:
- FREE Spreadsheet for Understanding the Economics of a Business:
Ratio and Fundamental Analysis Toolhttps://valuethoughtinvesting.com/podcast-17-worksheet-ratio-and-fundamental-analysis-tool/ - Visit the blog page of this podcast for more:https://valuethoughtinvesting.com/9-tools-to-help-understand-the-economics-of-a-business-part-2-of-3/
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Economics of a Business
- Understanding a Business
- 2 components to understanding a business
- Vertical Analysis
- Margin Analysis
- Profit Flow Analysis
- Difference between Net Income and Cash Flow
- Company reports and filings
EPISODE RESOURCES:
- FREE Spreadsheet for Understanding the Economics of a Business:
Vertical Analysis and Flow of Funds Analysis Toolhttps://valuethoughtinvesting.com/podcast-16-worksheet-vertical-analysis-and-flow-of-funds-analysis-tool/ - Visit the blog page of this podcast for more:https://valuethoughtinvesting.com/9-tools-to-help-understand-the-economics-of-a-business-part-1-of-3/
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Analyzing Stocks
- Good Quality vs. Poor Quality
- Tools for Analysis
- Financial Metrics for Quality
- ROE and ROIC
- Solvency and Debt Payoff
- Liquidity
- Growth of Sales, Cash Flows, Earnings, and Equity
- Tricks to quickly screen out companies
- Where to find Free Resources
EPISODE RESOURCES:
- Visit the blog post for this episode:https://valuethoughtinvesting.com/how-to-analyze-3400-stocks-in-4-months/
- Moody's Manual 1960:
https://theoraclesclassroom.com/wp-content/uploads/2019/10/1960-National-Fire-Marine-Moodys-Manual.pdf - ValueLine Dow 30 List:
https://research.valueline.com/research#list=dow30&sec=list - APPLE Value Line 1-Pager:
https://research.valueline.com/api/report?documentID=2185-VL_20210924_VLIS_AAPL_172_01-3HBBC7C4PIQ22JT4TTVMLQ1D07&symbol=AAPL - IBM Value Line 1-Pager:
https://research.valueline.com/api/report?documentID=2185-VL_20210924_VLIS_IBM_1533_01-2J9OD05KJ8N1CJ4P55FORO2P4D&symbol=IBM - Goldman Sachs Value Line 1-Pager:
https://research.valueline.com/api/report?documentID=2185-VL_20211008_VLIS_GS_1282_01-1BTVEG9LTG4768TFPA6FBSMESS - The Travelers Companies Value Line 1-Pagers:
https://research.valueline.com/api/report?documentID=2185-VL_20210903_VLIS_TRV_3600_01-7R04UFESDH692EHKJP471DN7C5
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at:
contact@valuethoughtinvesting.com - Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content pr
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Portfolio Allocation
- Risk Mitigation
- Components of Investor Risk
- Guy Spier vs. Mohnish Pabrai
- Allocation for each Canyon Zone
- Overconfidence Risk
- Cognitive Biases
- Expanding your Canyon
EPISODE RESOURCES:
- Read the article that inspired this podcast: Use Your Circle of Competence to Guide Your Portfolio Allocation Model
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Circle of Competence
- Buffett’s purchase of Apple
- Phil Town’s Canyon Analogy
- Capital Allocation via Circle of Competence
- Mitigating Risk with a Circle of Competence
- 6 Zones of the Investment Canyon
EPISODE RESOURCES:
- Read the article that inspired this podcast: In Praise of Phil Town's Canyon Analogy. Finding your Circle of Competence.
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- BRK Historic Share Buybacks
- When a company should buyback shares
- Assessing if BRK was cheap
- Valuation via Price-to-Book Value
- Valuation via EBT Yield to AAA Bond Yield Multiplier
- Why BRK had made no previous buybacks
- Is the stock market overvalued?
- Hedging with Gold
- Why Buffett won’t pay dividends
- The future of Buybacks at BRK
EPISODE RESOURCES:
- Read the article that inspired this podcast: Buffett has bought back nearly $42 billion in shares… and I think I know why.
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Efficient Market Hypothesis
- Unique Investors vs. an Average Investor
- Auction Market
- Business Consultant’s Market
- Analyst vs. Business Owner
- Business Ownership
- Owning a Piece of Paper (stock)
- Retail Arbitrage & Value Investing
- Valuing in one market
- Selling in another market
EPISODE RESOURCES:
- Read the article that inspired this podcast: Is Retail Arbitrage Value Investing?
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- 10 Biggest Utility Stocks
- Capital Allocation
- Utility Stocks and Dividends
- Free Cash Flow Analysis
- CapEx-to-Sales Ratio Analysis
- Internal vs. External Source of Capital
- Companies Stuck in a Dividend Trap
- Return of Equity & Return on Invested Capital
- Investing in Utilities as a Cigar Butt (Old School Value)
EPISODE RESOURCES:
- Read the article that inspired this podcast: The Trouble with Utilities: Why I Don’t Invest in Utility Stocks
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Capital Allocation
- Core business feeding poor expansions
- Amazon as a “spawning” business
- Financial alchemy
- 2 rules for success in acquisitions
- Poor economics of early Berkshire
- Transformed economics of modern Berkshire
EPISODE RESOURCES:
- Read the letter: Link to Buffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast:Buffett's 1984 Letter (Part 8)
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download theFREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for theValue Thought Investment Newsletter
- Read theValue Thought Investment Blog
- Visit theValue Thought YouTube Channel
- Join the Value Thought community at theValue Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought:https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Restricted vs Unrestricted Earnings
- Disbursement of Unrestricted Funds
- The mythical bond example
- Downfall of the Dividend Trap
- Banking example of Return of Capital
- Duality of CEO rationale
- The multi-divisional company example
- CEOs who follow the crowd
EPISODE RESOURCES:
- Read the letter: Link toBuffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast: Buffett's 1984 Letter (Part 7)
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download theFREE Value Thought Stock Analysis Tool
- Visit theValue Thought Website
- Subscribe for theValue Thought Investment Newsletter
- Read theValue Thought Investment Blog
- Visit theValue Thought YouTube Channel
- Join the Value Thought community at theValue Thought Facebook Group
SUBSCRIBE
- Subscribe to theValue Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought:https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Diversification
- 20 Punch Card Investing
- Theory of Portfolio Diversification
- Diminishing marginal risk reduction
- Diversification over time
- Random diversification VS Focused Diversification
- 1984 macroeconomic conditions
- Bottom-up analysis
- All terrain equities
EPISODE RESOURCES:
- Read the letter: Link to Buffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast: Buffett's 1984 Letter (Part 6)
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit theValue Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read theValue Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Reevaluation of past losses
- One-time events vs. A deteriorating trend
- Analyzing expenses and future effects
- Comparison Valuation
- Berkshire Hathaway’s simple investing strategy
- Buffett’s Yield Requirements on WPPSS Bonds
- EBT yield hurdle rates
- Creating a valuation formula from scratch
- Real life example with Google (Ticker GOOG)
EPISODE RESOURCES:
- Read the letter: Link to Buffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast: Buffett's 1984 Letter (Part 5)
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought:https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Downside Risk
- Asymmetric Returns
- Mohnish Pabrai’s “Free Lottery Ticket”
- Calculating Weighted Probabilities
- Gambling vs. Investing
- Stock Market Data vs. Business Data
- Leaving your wife, husband, or partner example
- Market noise and active investing
- Market noise and passive investing
EPISODE RESOURCES:
- Read the letter: Link to Buffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast: Buffett's 1984 Letter (Part 4)
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Business Economics of the Specialty Candy Industry
- See’s Candies
- Inelastic demand
- Expense management
- Durable Competitive Advantage examples
- Economies of scale
- Key metric to measure: Cost-per-Pound
- Creating a profitability formula
- Business Economics of the Newsprint Industry
- The Buffalo News
- Unions and Investing
- Regional newspaper’s competitive edge
- Key metric to measure: News Hole Ratio
EPISODE RESOURCES:
- Read the letter: Link to Buffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast: Buffett's 1984 Letter (Part 3)
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit he Value Thought Website
- Subscribe for theValue Thought Investment Newsletter
- Read theValue Thought Investment Blog
- Visit theValue Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to theValue Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought:https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- Explanation of Greenmail Repurchases
- Goodyear and Sir James Goldsmith greenmail repurchase example
- What makes Nebraska Furniture Mart so successful
- Rose Blumkin (Mrs. B)
- Economics of a Low-Cost-Producer
- Price MOAT
- Durable Competitive Advantage examples
- Characteristics of successful management
- Nick Sleep and “Scale Economies Shared”
EPISODE RESOURCES:
- Read the letter: Link to Buffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast:Buffett's 1984 Letter (Part 2)
- Book Recommendation: “Richer, Wiser, Happier” by William GreenThis is not an affiliate link. It may be one day, but currently it is not. I just want to pass on the knowledge. If this ever changes, I will update to ensure you know.
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download theFREE Value Thought Stock Analysis Tool
- Visit the Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read theValue Thought Investment Blog
- Visit theValue Thought YouTube Channel
- Join the Value Thought community at theValue Thought Facebook Group
SUBSCRIBE
- Subscribe to theValue Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought:https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.
IN THIS EPISODE, INVESTMENT TOPICS COVERED INCLUDES:
- The evaluation of economic gains
- Return on Equity and Return on Capital
- A useful proxy to Intrinsic Business Value
- Business growth trends and time periods analyzed
- When managers should buy back shares
- The 3 qualities a company needs to make a buyback a good decision
- Example of effects when management buys below intrinsic value, and when the buy above intrinsic value
- The issues with management trying to buy growth through acquisitions
- Reasoning to pay more for a business that is lodged in the hands of a manager with demonstrated pro-shareholder leanings
- CEO incentives and their effect on Capital Allocation
EPISODE RESOURCES:
- Read the letter: Link to Buffett's 1984 Letter to Shareholders
- Read the article that inspired this podcast: Buffett's 1984 Letter (Part 1)
OTHER RESOURCES FROM VALUE THOUGHT INVESTING:
- Download the FREE Value Thought Stock Analysis Tool
- Visit he Value Thought Website
- Subscribe for the Value Thought Investment Newsletter
- Read the Value Thought Investment Blog
- Visit the Value Thought YouTube Channel
- Join the Value Thought community at the Value Thought Facebook Group
SUBSCRIBE
- Subscribe to the Value Thought Investment Podcast
HAVE A QUESTION?
- Send me an email at contact@valuethoughtinvesting.com
- Or visit the contact page at Value Thought: https://valuethoughtinvesting.com/contact/
DISCLAIMER
- Please make sure to complete the following:
Do your own research when investing, and then do some more. The content provided here is intended to be used and must be used for entertainment and educational purposes only. It is very important to do your own analysis before making any investment based on your own mental models and personal circumstances. You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you gather from Value Thought Investing and wish to rely upon, whether for the purpose of making an investment decision or otherwise.
Thank you for listening, and remember to stay fundamentally thoughtful.