Ranked #1

EP65 (Part 4) Everything is a Cycle – Howard Marks
EP65 (Part 4) Everything is a Cycle – Howard Marks
Chapter 8: Everything is a cycle in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn... Read more
27 Oct 2019
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24mins
Ranked #2

EP21 Investment Basics (Part 1) by Joel Greenblatt
EP21 Investment Basics (Part 1) by Joel Greenblatt
Joel Greenblatt is a legendary value investor who founded a hedge fund Gotham Capital with an astonishing track record o... Read more
5 Aug 2018
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Ranked #3

EP70 (Part 8) Patient Opportunism – Howard Marks
EP70 (Part 8) Patient Opportunism – Howard Marks
Patient Opportunism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
5 Jan 2020
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32mins
Ranked #4

EP3 Warren Buffett’s Partnership Investment Case Study (Dempster Mill) and Conservatism
EP3 Warren Buffett’s Partnership Investment Case Study (Dempster Mill) and Conservatism
In this episode, I discuss four topics regarding Buffett's investment partnership.1) Deep dive analysis on why Buffett i... Read more
28 Mar 2018
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Ranked #5

EP15 (Part 1) Business Intrinsic Value Calculation
EP15 (Part 1) Business Intrinsic Value Calculation
This episode and next episode cover four valuation approaches to derive an intrinsic value of a company.Ratio-based appr... Read more
24 Jun 2018
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Ranked #6

EP69 Advice from Legendary Value Investors
EP69 Advice from Legendary Value Investors
Advice from Legendary Value Investors
22 Dec 2019
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21mins
Ranked #7

EP34 Master Limited Partnership Investments by Peter Lynch
EP34 Master Limited Partnership Investments by Peter Lynch
This episode covers how Peter Lynch utilized Master Limited Partnership (MLP) investment opportunities in the stock mark... Read more
11 Nov 2018
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Ranked #8

EP7 Basics of Insurance Business and Warren Buffett’s Investment on GEIGO
EP7 Basics of Insurance Business and Warren Buffett’s Investment on GEIGO
In this episode, I discuss the following two topics.1) Basics of insurance business in terms of how insurance companies ... Read more
28 Apr 2018
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Ranked #9

EP16 (Part 2) Business Intrinsic Value Calculation
EP16 (Part 2) Business Intrinsic Value Calculation
Followed by EP15 that covered three main valuation approaches (ratio-based, asset-based, and acquisition-based), this ep... Read more
1 Jul 2018
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Ranked #10

EP35 (Part 1) Philip Fisher’s 15 Points On What Stocks To Buy
EP35 (Part 1) Philip Fisher’s 15 Points On What Stocks To Buy
This episode covers the first 8 points (out of 15 points) that Philip Fisher checks when buying a company. Does the com... Read more
18 Nov 2018
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Ranked #11

EP13 Six Investment Criteria By Warren Buffett
EP13 Six Investment Criteria By Warren Buffett
This episode covers the following six criteria that Warren Buffett checks when acquiring businesses, and I further discu... Read more
10 Jun 2018
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Ranked #12

EP8 (Part 1) Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway
EP8 (Part 1) Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway
This episode covers the first 7 business principles of the owner's manual written by Warren Buffett for Berkshire Hathaw... Read more
6 May 2018
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Ranked #13

EP6 Why Warren Buffett Closed Down His Successful Investment Partnership
EP6 Why Warren Buffett Closed Down His Successful Investment Partnership
In this episode, I discuss the following two topics in Buffett's investment partnership letters.1) 1967 letter on why Bu... Read more
23 Apr 2018
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Ranked #14

EP29 (Part1) Peter Lynch Investing Golden Rules
EP29 (Part1) Peter Lynch Investing Golden Rules
This episode covers the first 9 investing rules by Peter LynchInvesting is fun, exciting, and dangerous if you don't do ... Read more
7 Oct 2018
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Ranked #15

EP14 Why Long-term Investing Works and Is Not So Easy
EP14 Why Long-term Investing Works and Is Not So Easy
This episode covers seven benefits (four explicit and three implicit benefits) with respect to long-term investing. Add... Read more
17 Jun 2018
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Ranked #16

EP25 Four Tips To Identify Good Spin-offs (Case Study-Strattec Security) by Joel Greenblatt
EP25 Four Tips To Identify Good Spin-offs (Case Study-Strattec Security) by Joel Greenblatt
In his book (You Can Be a Stock Market GENIUS), Joel Greenblatt provided the following four tips via a spinoff case stud... Read more
2 Sep 2018
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Ranked #17

EP46 Risk Arbitrage Checklist
EP46 Risk Arbitrage Checklist
This episodes covers the key items that you need to check prior to investing in risk arbitrage situations. Check out my ... Read more
3 Feb 2019
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23mins
Ranked #18

EP32 Peter Lynch’s 8 Criteria For Finding Undervalued Bank Stocks
EP32 Peter Lynch’s 8 Criteria For Finding Undervalued Bank Stocks
This episode covers the following Peter Lynch’s 8 criteria for finding undervalued bank stocks. Initial offering price ... Read more
28 Oct 2018
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Ranked #19

EP18 Bank Analysis (Part 1): Bank Business Model
EP18 Bank Analysis (Part 1): Bank Business Model
I will create three episodes to explain the basics of analyzing bank stocks which are a black box to many investors. Thi... Read more
15 Jul 2018
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Ranked #20

EP44 Margin of Safety
EP44 Margin of Safety
This episode covers a concept called margin of safety and why it is not easy for an average investor to implement it in ... Read more
20 Jan 2019
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22mins