The Security Analysis Podcast
1) Jared Dillian: Rule 62
In this episode, Jared Dillian returns to the podcast. We’ve talked before and I encourage you to check out those episodes, discussing his short story collection (Night Moves) and his personal finance...Show More
2) Nick Maggiulli: The Wealth Ladder
Today I’m speaking with Nick Maggiulli. Nick is the COO of Ritholtz Wealth Management. His blog, Dollars and Data, explores a variety of financial topics with actual data & facts as opposed to vague o...Show More
3) Buffett: The Making of an American Capitalist
This is a discussion between Matt Cochrane & I about Buffett: The Making of anAmerican Capitalist by Roger Lowenstein. This was the first biography of Warren Buffett, published in 1995, and it remains...Show More
4) JL Collins: Part 2
JL Collins is the godfather of financial independence. This is my second conversation with JL and I encourage you to check out the first one.He is the author the most iconic books about personal finan...Show More
5) Buffettology
In this podcast, Matt Cochrane and I discuss Buffettology, a book written in the late 1990’s by Mary Buffett.She wrote this book about what she learned about Buffett’s investing methods from when she ...Show More
6) 100 Baggers
Today’s podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.A 100 bagger is a stock that increases by 100-1. In othe...Show More
7) Cait Flanders - Getting out of Debt, Minimalism, & Mindful Consumption
Cait is a Canadian writer who first gained recognition with her blog, Blonde on a Budget, where she documented her journey of paying off $30,000 in debt. That experience became the foundation for her ...Show More
8) Dan Rasmussen - The Humble Investor
Dan Rasmussen is the founder and portfolio manager at Verdad. Verdad runs capital with rules-based ideas and a strong focus on leveraged small cap value stocks. He has published fascinating research a...Show More
9) Philoinvestor: Part 2
Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast. We last spoke a y...Show More
10) A Different Kind of Magic Formula (Solo Episode)
Today’s podcast is solo. I discuss the stock list, which is my version of the magic formula.Links* Ben Graham’s Low P/E, Low Debt/Equity Method: https://alphaarchitect.com/wp-content/uploads/2011/04/S...Show More