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Value Investing is a podcast where you will hear deep-dive analysis on legendary value investors such as Warren Buffett and Peter Lynch.

Value Investing is a podcast where you will hear deep-dive analysis on legendary value investors such as Warren Buffett and Peter Lynch.
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Location:

United States

Description:

Value Investing is a podcast where you will hear deep-dive analysis on legendary value investors such as Warren Buffett and Peter Lynch.

Language:

English


Episodes

EP14 Why Long-term Investing Works and Is Not So Easy - Value Investing Podcast

6/17/2018
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This episode covers seven benefits (four explicit and three implicit benefits) with respect to long-term investing. Additionally, I do a deep-dive analysis on why most people fail to do the long-term investing despite many benefits, and finally discuss what you can do for your portfolio. Podcast Website: http://valueinvesting.blubrry.net/

Duration:00:19:48

EP13 Six Investment Criteria By Warren Buffett - Value Investing Podcast

6/10/2018
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This episode covers the following six criteria that Warren Buffett checks when acquiring businesses, and I further discuss how you can apply the Buffett's criteria into your investment strategy as an individual investor. Large purchases (at least $75 million of pre-tax earnings unless the business will fit into one of our existing units), Demonstrated consistent earning power (future projections are of no interest to us, nor are “turnaround” situations), Businesses earning good returns on...

Duration:00:24:46

EP12 Owner Earnings By Warren Buffett - Value Investing Podcast

6/3/2018
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Warren Buffett defined the earnings called "Owner Earnings" that is more relevant to the valuation of a company than the reported earnings on the income statement. The owner earnings can be calculated by adjusting the reported accounting earnings in the following ways: Owner Earnings = (a) Reported earnings + (b) depreciation, depletion, amortization and certain other non-cash charges - (c) the average annual amount of capitalized expenditures for plant and equipment = cash flow from...

Duration:00:22:08

EP11 Mr. Market By Warren Buffett - Value Investing Podcast

5/27/2018
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This episode covers the concept called Mr. Market that teaches how you can be prepared with short-term stock price fluctuations. It is a very simple concept to understand, but it is not an easy concept to implement in real life if you are an emotional person and are attached to the money invested in the stock market. Remember that Mr. Market is there to serve you, not to guide you. Podcast Website: http://valueinvesting.blubrry.net/ Reference Documents: 1987 Berkshire Shareholder Letter;...

Duration:00:23:27

EP10 Warren Buffett’s Views on Boards’ Roles - Value Investing Podcast

5/20/2018
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This episode covers Warren Buffett's views on why "independent" directors may not be best positioned to represent a majority of shareholder under the current corporate system, and how the board of directors should perform their job on behalf of shareholders. Warren Buffett provides his own criteria to select the best directors who can truly be independent and are willing to challenge a forceful CEO. Podcast Website: http://valueinvesting.blubrry.net/ Reference Documents: 1993 Berkshire...

Duration:00:23:00

EP9 Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway – Part2 - Value Investing Podcast

5/13/2018
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Followed by the EP8 which covered the first 7 business principles, this episode covers the rest of 8 business principles in the owner's manual written by Warren Buffett for Berkshire Hathaway shareholders. The purpose of the manual is to explain Berkshire’s economic principles of operation and the manual is included in every annual letter for new shareholders as a reference to understand the important principles behind how Buffett and Munger run the company. Podcast Website:...

Duration:00:28:22

EP8 Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway – Part1 - Value Investing Podcast

5/6/2018
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This episode covers the first 7 business principles of the owner's manual written by Warren Buffett for Berkshire Hathaway shareholders. The purpose of the manual is to explain Berkshire’s economic principles of operation and the manual is included in every annual letter for new shareholders as a reference to understand the important principles behind how Buffett and Munger run the company. The rest of the 8 principles will be covered in the next episode. Podcast Website:...

Duration:00:23:22

EP7 Basics of Insurance Business and Warren Buffett’s Investment on GEIGO - Value Investing Podcast

4/28/2018
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In this episode, I discuss the following two topics. 1) Basics of insurance business in terms of how insurance companies make money and why Buffett likes them 2) Warren Buffett's investment on an insurance company called GEIGO Podcast Website: http://valueinvesting.blubrry.net/ Two key terms for the valuation of insurance companies “Float”, or available reserve, is policyholder money held, but not owned, by insurers, which comes about because there exist time intervals between received...

Duration:00:26:53

EP6 Why Warren Buffett Closed Down His Successful Investment Partnership - Value Investing Podcast

4/22/2018
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In this episode, I discuss the following two topics in Buffett's investment partnership letters. 1) 1967 letter on why Buffett thinks that his past 10-year outstanding performance would not be replicated in the future 2) 1969 letter on the decision to liquidate Buffett's investment partnership despite the incredibly successful past performance Podcast Website: http://valueinvesting.blubrry.net/

Duration:00:21:35

EP5 Warren Buffett’s Views on Institutional Investors’ Underperformance and Diversification - Value Investing Podcast

4/15/2018
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In this episode, I discuss the following two topics in Buffett's early investment partnership letters. 1) Buffett's views on why institutional investors do not perform as well as the general market 2) Why Buffett thinks that a conventional diversification strategy does not make sense for his investment portfolio Podcast Website: http://valueinvesting.blubrry.net/

Duration:00:20:22

EP4 Warren Buffett’s Ground Rules and Merger Arbitrage Strategy - Value Investing Podcast

4/7/2018
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In this episode, I discuss two topics regarding Buffett's investment partnership. 1) Ground Rules For The Investment Partnership 2) Merger Arbitrage Strategy By Buffett Podcast Website: http://valueinvesting.blubrry.net/

Duration:00:24:57

EP3 Warren Buffett’s Partnership Investment Case Study (Dempster Mill) and Conservatism - Value Investing Podcast

3/27/2018
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In this episode, I discuss four topics regarding Buffett's investment partnership. 1) Deep dive analysis on why Buffett invested in a company called Dempster Mill manufactoring, 2) Buffett's definition of conservative investing, 3) A growing fund size and its impact and 4) Investment performance relative to the market. Podcast Website: http://valueinvesting.blubrry.net/

Duration:00:18:59

EP2 Warren Buffett’s Partnership Performance and Two Largest Investments - Value Investing Podcast

3/23/2018
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In this episode of Value Investing, I discuss how well the first Warren Buffett's investment partnership had performed in its 12 years of operation relative to other mutual funds and the market. In the second half, I perform a deep-dive analysis on why Buffet purchased two stocks that accounted for 25% and 35% of his total portfolio value. Podcast Website: http://valueinvesting.blubrry.net/

Duration:00:22:37

EP1 How Warren Buffett Started His First Investment Partnership - Value Investing Podcast

3/21/2018
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In this episode, I talk about how Warren Buffett started his first investment partnership with a small amount of money and compare his fund's fee structure against that of general hedge funds today. In the second part of the episode, I discuss the three strategies that Warren Buffett used at his early investment career. Podcast Website: http://valueinvesting.blubrry.net/

Duration:00:18:10