Value Investing Podcast

I discuss five behavioral biases that stem from cognitive errors. https://valueinvestpodcast.com

This episode covers the topics related to common investing mistakes. Podcast homepage: https://valueinvestpodcast.com/My investment Idea website: https://shareinvestmentideas.com/

I talk about 7 reasons as to why Korean stock market is undervalued right now, and why it is important for the US investors to expand their circle of confidence in other foreign markets.

I discuss two stocks, Macy's (M) and Kraft Heinz (KHC) that I own in this episode. Nothing in this episode is a solicitation of buying any stocks. Please consult with your investment professional for any investment decisions. You can find my articles with respect to Ebay and AOBC about the stocks on https://shareinvestmentideas.com

This episode covers 2018 Berkshire Hathaway shareholder letter by Warren Buffett. http://www.berkshirehathaway.com/letters/2018ltr.pdf New mark-to-market GAAP rule Book value no longer useful as a proxy to the intrinsic value of BerkshireGuide to Berkshire's intrinsic value calculationFour funding sourcesThe American tailwind Check out my investment ideas athttps://shareinvestmentideas.com/

I discuss two stocks (Ebay and AOBC) that I own in this episode. Nothing in this episode is a solicitation of buy of any stocks. Please consult with your investment professional for any investment decisions. You can find my articles with respect to Ebay and AOBC about the stocks on https://shareinvestmentideas.com

I am making this short recording to make an announcement that going forward, I plan to post one episode in two weeks instead of one episode a week. Also, check out my investment ideas: https://shareinvestmentideas.com

This episodes covers the key items that you need to check prior to investing in risk arbitrage situations. Check out my investment ideas on https://shareinvestmentideas.com

This episode covers the traits of a good management team and how an investor can identify them. Check out this free website where you can share your investment ideas with other investors (https://shareinvestmentideas.com/)

This episode covers a concept called margin of safety and why it is not easy for an average investor to implement it in their investment decisions. Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/

This episode covers a concept called economic moat in detail and discusses various types of business models that have the economic moat. Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/

We discuss 12 fun facts about Warren Buffet that you may have not known before. Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/

We continue to discuss five more mistakes by investors that Philip Fisher mentioned in his book. Don’t overstress diversification Don’t forget your Gilbert and Sullivan Dont be afraid of buying on a war scare Don’t fail to consider time as well as price in buying a true growth stock Don’t follow the crowd The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR) Podcast website: https://valueinvestpodcast.com/

This episode covers Philip Fisher’s advice on the five things that investors shouldn’t do. Don’t buy into promotional companies Don’t ignore a good stock just because it is traded “over the counter” Don’t buy a stock just because you like the tone of its annual report Don’t assume that the high price at which a stock may be selling in relation to earnings is necessarily an indication that further growth in those earnings has largely been already discounted in the price Don’t quibble over eighths and quarters The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR) Podcast website: https://valueinvestpodcast.com/

The last episode covered Philip Fisher’s advice on when to BUY stocks and this episode covers when to SELL stocks. The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR) Podcast website: https://valueinvestpodcast.com/

This episode covers Philip Fisher’s advice on the best timing of your stock purchase. The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR) Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/

We continue to talk about the remaining 7 points (out of 15 points) that Philip Fisher checks when buying a company. Does the company have depth to its management? How good are the company’s cost analysis and accounting controls? Are the other aspects of the business, somewhat peculiar to the industry involved, which will give the investor important clues as to how outstanding the company may be in relation to its competition? Does the company have a short-range or long-range outlook in regard to profits? In the foreseeable future will the growth of the company require sufficient equity financing so that the larger number of shares then outstanding will largely cancel the existing stockholders’ benefit from this anticipated growth? Does the management talk freely to investors about its affairs when things are going well but “clam up” when troubles and disappointments occur? Does the company have a management of unquestionable integrity? The content of this episode was from Philip Fisher’s book

This episode covers the first 8 points (out of 15 points) that Philip Fisher checks when buying a company. Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years? Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited? How effective are the company’s research and development efforts in relation to its size? Does the company have an above-average sales organization? Does the company have a worthwhile profit margin? What is the company doing to maintain or improve profit margins? Does the company have outstanding labor and personnel relations? Does the company have outstanding executive relations? The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR) Podcast w

This episode covers how Peter Lynch utilized Master Limited Partnership (MLP) investment opportunities in the stock market.   List of current MLPs: https://www.mlpassociation.org/mlp-101/list-of-current-mlps/ The content of this episode was from his book (Beating the Street: https://amzn.to/2yklmzj) Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/

This episode covers how Peter Lynch analyzes cyclical stocks through the examples of Phelps Dodge and General Motors. Reference link for total vehicle sales: https://fred.stlouisfed.org/graph/?g=lRSi The content of this episode was from his book (Beating the Street: https://amzn.to/2yklmzj) Podcast website: https://valueinvestpodcast.com/ Donate: https://valueinvestpodcast.com/donate/