Chatting about everything value investing, all while trying to punch one more investment off of the card.
On November 28, 2023, Charlie Munger passed away. We discuss some of our favorite lessons from one of the investing GOATs.
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We discuss DSW Capital with Tristan Waine of Hurdle Rate.
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Is this contrarian pharmaceutical bet a great opportunity, or just another di-worsification blunder? Mike discusses Bayer stock and some potential scenarios that lay ahead.
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We discuss Nelnet with Ryan & Brett of Chit Chat Money.
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Business is hard. Downturns, struggles, missteps, and difficulties are bound to happen. Mike and Jack discuss business ownership and navigating bad times.
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We discuss International Workplace Group with Andrew Marshall of Capital Mindset.
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Are UK stocks cheap? If so, what makes them cheap?
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We discuss L'Occitane International SA with Michael Fritzell of Asian Century Stocks.
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Welcome back to Contrarian Corner! In this episode, Mike analyzes Alibaba and Pinduduo, two Chinese mega-companies that might be worth a closer look.
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We talk about some of the stocks on Patrick's watchlist.
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In this 2nd episode of Firm Discussions, we discuss Sequoia Financial Group with Tristan Waine of Hurdle Rate.
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What is a company moat? What makes for a good, resilient company moat? We discuss how we would analyze a company's moat.
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On this 100th episode of the show, we review the Q2 2023 13Fs! We discuss what top value investors did during the second quarter of the year.
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This is the first episode of a new series: Firm Discussions. In this episode, we discuss tinyBuild, a video gaming company based in the US.
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Welcome to Contrarian Corner! In this episode, Mike analyzes Liberty Global, a company whose stock has been beaten down in recent months.
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What is contrarian investing? And is it even worth it?
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We discuss how to evaluate management, including spotting red flags! What makes for a good management for a company? And what makes for not so good management?
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It's time for another best ideas stream! We once again attempt to answer the Charlie Munger inspired prompt: "Give me your best investment idea right now."
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Buffett buys more in Japan, Alibaba is switching CEOs, and there's some action over at Paramount. We discuss some of what's going on in the value investing world.
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We discuss potential value traps and financial red flags in stock investing.
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SHAMELESS CLONER MERCH
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