Value Investing Podcast
1) Announcement – Change to Podcast Publication Frequency
2) EP86 Bank Analysis – Replay of EP18 to 20
The Bank Investor’s Handbook: https://amzn.to/2JnWsm3
3) EP85 Putting Growth into Value Investing Framework
Why don't we put growth into value investing framework instead of considering the two separately?
4) EP84 The Cheesecake Factory (CAKE) – Another Undervalued Stock
This episode covers The Cheesecake Factory (CAKE). You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/08/01/cake-the-cheesecake-factory-could-be-a-good-buy...Show More
5) EP83 CARS.com-Likely Undervalued with High Upside Potential
In this episode, I talk about CARS.com which is the company that I own in my portfolio and which I believe is undervalued at the current price $5.91 as of this recording on July 18. You can find th...Show More
6) EP82 EBAY, SWBI, M, KHC
In this episode, I revisit the stocks (EBAY, SWBI, M, KHC) that I talked about one and half years ago. The main focus is to discuss the main business developments and also one and half year performan...Show More
7) EP81 Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2)
Warren Buffett's Early Investment Partnership (Replay of EP1 and EP2)
EP81 Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2)
36:29 | Jun 21st, 2020
8) EP80 My Portfolio Review
In this episode, I cover my portfolio in terms of my investment strategy change and individual stocks (M, EBAY, AOBC, SWBI,CAKE, CARS, CPRI) that I have bought and sold during the Covid-19 pandemic.
9) EP79 Warren Buffett on Coronavirus, Airlines and Banks
Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link Donate: https://valueinvestpodcast.com/en/donate/
10) EP78 Can These Companies Survive? Macy’s, Cars.com, The Cheesecake Factory, Capri Holdings
I talk about four companies (Macy's, Cars.com, The Cheesecake Factory, Capri Holdings) in this episode and assess their survival probability by looking at their liquidity conditions. Stock tickers ...Show More