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Hey! We’re GetThatBread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we want you to make better and more informed investment decisions, particularly in the stock market. If you’re feeling a little hungry and are willing to make some bread, come join us in the conversation! You can also find more content available on YouTube at bit.ly/2C4xqHP.

Hey! We’re GetThatBread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we want you to make better and more informed investment decisions, particularly in the stock market. If you’re feeling a little hungry and are willing to make some bread, come join us in the conversation! You can also find more content available on YouTube at bit.ly/2C4xqHP.
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Location:

United States

Description:

Hey! We’re GetThatBread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we want you to make better and more informed investment decisions, particularly in the stock market. If you’re feeling a little hungry and are willing to make some bread, come join us in the conversation! You can also find more content available on YouTube at bit.ly/2C4xqHP.

Language:

English


Episodes

Episode 9 - Making Sense of the Stock Market

5/2/2019
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Episode 9 - Making Sense of the Stock Market This episode's format is slightly different. Instead of discussing particular investment ideas or financial metrics, I bring on a guest - my brother Victor - to touch on some of the underlying mechanics of the stock market and how it could make sense for certain prospective investors. Victor is a business leader of a mid-sized family apparel retail establishment. Although he did graduate from business school with a concentration in organization...

Duration:00:49:15

Episode 8 - Merger Arbitrage (LSC Communications): LKSD

4/26/2019
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Episode 8 - Merger Arbitrage (LSC Communications): LKSD Please Like, Subscribe and Review to keep us going! Financial Model: http://bit.ly/2DzOg1Q Notes: http://bit.ly/2UYhkLj I discuss a merger arbitrage opportunity involving acquisition candidate LSC Communications (ticker: LKSD). The business is involved with traditional and digital print, and is being acquired by competitor, Quad/Graphics Inc. (ticker: QUAD), in an all-stock transaction anticipated to completed by mid-2019 through a 1...

Duration:00:26:24

Stock Analysis 2019 - NL Industries - A Substantial Discount to Net Asset Value - An Anomaly

4/16/2019
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Stock Analysis 2019 - NL Industries A Substantial Discount to Net Asset Value - An Anomaly For the Video Version of this Episode Check out our Youtube. http://bit.ly/2C4xqHP Financial Model Link: http://bit.ly/2UEEzK7 Episode Notes Link: http://bit.ly/2GhmPKR I discuss the substantial disconnect between the market price of NL Industries (ticker: NL) versus its net asset value (NAV), revealing at first glance what appears to be an asymmetric risk-reward opportunity. With the company's...

Duration:00:19:23

Episode 6 - Stock Valuation: Understanding Book Value for Beginners

4/5/2019
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Episode 6 - Stock Valuation: Stock Valuation: Understanding Book Value for Beginners A Video Version of this episode: http://bit.ly/2C4xqHP 1) Book value IS NOT market value!!! Book value, or equity, is an accounting construct that at times diverges from economic reality. (So just because a company is trading below book value doesn't mean it's necessarily cheap; and vice versa, not all stocks trading above 1x book value are expensive). 2) Here's the computation for P/B: (method 1) =...

Duration:00:19:24

Episode 5 - Stock Valuation: EV to EBITDA & EV to EBIT

3/27/2019
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Episode 5 - Stock Valuation: EV to EBITDA & EV to EBIT Please check out our Youtube Page for a supplementary video on Episode 5 http://bit.ly/2FEn57t Thanks for listening. Please subscribe, review and leave 5 stars to keep us going! Find out more on the Get That Bread - A Value Investing Podcast website.

Duration:00:13:32

Episode 4 - Stock Analysis 2019 - Newell Brands

3/19/2019
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Episode 4 - NEWELL BRAND *Please check these links for more on NEWELL: YouTube Episode: http://bit.ly/2TVm5DX NWL Financial Model: http://bit.ly/2HGVtAa NWL Episode Notes: http://bit.ly/2TdFMCB * Find out more on the Get That Bread - A Value Investing Podcast website.

Duration:00:31:03

Episode 3 - Accounting & Financial Statements for Value Investing

3/13/2019
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EPISODE 3 Notes: Find out more on the Get That Bread website.

Duration:00:24:04

Episode 2 - Beginner Stock Metrics & SEC Filings

3/11/2019
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EPISODE 2 Notes: 1:10 - Stock Screeners for Investing/Value Investing 4:00 - Joel Greenblatt 5:20 - P/E Multiple (Price-to-Earnings Ratio) 8:00 - Using Yahoo Finance Page + Understanding Metrics 9:00 - 52 Week Range 11:00 - Market Cap 12:00 - EPS / PE Ratio 14:00 - Dividend Yield 15:15 - Understanding Volume 16:00 - Full Look at a Stock 17:30 - SEC Filings, Investor Relations Page, Earnings Conference Call Transcripts 18:30 - Three Types of Filings for Investors 19:00 SEC EDGAR...

Duration:00:32:56

Episode I - A Beginner's Guide to Investing In Stocks

3/5/2019
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EPISODE #1: Youtube Page For More Resources - http://bit.ly/2C4xqHP Find out more on the Get That Bread website.

Duration:00:17:51