This podcast explores the topic of long-term investing via interviews, monologues, and book reviews.
In this first installment of our three-part series on What I Learned About Investing From Darwin, we explore one of the most original and thought-provoking contributions to the world of fundamental i…
What are the implications of AI for professional investors? This is surely a question on every fund manager's mind.
In this episode, we are joined by Andi Kerenxhi, founder of Ubineer. Andi is at th…
In 2023, a collection of 38 letters from J.D. Rockefeller to his son was published. These letters spanned over four decades and were not previously widely available. Contained in the 194 pages is a t…
Our guest in this episode was Kim Shannon, a decorated value manager in Canada. Kim has over four decades of industry experience, which covered some of the biggest tumults in market history. Being ab…
Downdrafts can make or break your career as a pro investor, and likewise as an everyday investor. In this episode, we welcome back Christopher Mayer, who most of you know as the author of 100 Baggers…
What do you believe CEOs' primary responsibilities are and what are the key ways that they add enduring value to a corporation?
In this episode, Dr. George Athanassakos shares his expertise in an ar…
In the finale of Season 2, we spoke with Robert Bruner, the co-author of “The Panic of 1907: Lessons Learned from the Market’s Perfect Storm”. It is important as investors to study business history a…
Moneyball is a parallel universe with value investing. What lessons can we learn from the book and movie? Listen to find out.
The 2015 memo, "Moneyball: How is Baseball Related to Value Investing?" c…
It seems straightforward enough to know when to buy a stock, but knowing when to sell almost always poses a tougher challenge. Should we sell every time a holding's price significantly increases? Whe…
"Invert, always invert" ~ Charlie Munger.
Why is inversion a valuable tool? In this episode, we explore the practical uses of deductive thinking and its relevance to investing. Starting from the goal…
Anchoring is a psychological short cut that all human beings perform. In investing, the gravity of anchors is so powerful and pervasive that we must educate ourselves on this topic. Listen to this ep…
In this episode, we are joined by Christopher Mayer, portfolio manager of Woodlock House Family Capital and author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. Chris shares his i…
In the second part of 100 to 1, we complete our review of Thomas Phelps's investment classic with the numerical and fundamental realities supporting stocks that deliver a high rate of long-term compo…
In 1972, an investment classic called "100 to 1 in the Stock Market" was published. The concepts laid out in the book are timeless and the author, Thomas Phelps, communicates his teachings in an enga…
In this episode, we are rejoined by Dr. George Athanassakos during his European lecture tour to discuss his new book, "Value Investing: From Theory to Practice". We discuss numerous topics, including…
In our season finale, we speak with Dr. George Athanassakos, who is a pioneer in bringing value investing into the university curriculum. He is a Professor of Finance and the Ben Graham Chair in Valu…
Every company wants Danaher results, but how many CEOs are willing to do what it really takes to succeed in a lean transformation? Listen in as our guest, Mark DeLuzio, provides insights on the uncon…
A spin-off occurs when a company breaks off one or more of its segments into a separate publicly traded company. Besides being a historically 'nutritious' place to hunt for value, the dynamics behind…
How do you generally deal with and think about market fluctuations? In this episode, we cover Chapter 8 of The Intelligent Investor by Benjamin Graham. Warren Buffett identified Chapter 8 ("The Inve…
The checklist is a simple yet overlooked tool in making investment decisions. If you haven't been using one up until now, it is a good idea to begin thinking about its importance.
Buying and selling …