This is a long discussion between myself and Nelson – the Canadian Dividend Investor – about The Snowball: Warren Buffett and the Business of Life by Alice Schroeder. There are really two definitive books about Warren Buffett – this one and Buffett: The Making of An American Capitalist by Roger Lowenstein. Lowenstein’s book is excellent, but he wrote it in 1995 without the cooperation of Warren Buffett. The book was also written before Warren Buffett was extremely famous. The Snowball, in contrast, was written with the cooperation of Warren Buffett. Alice Schroeder covered Berkshire for Morgan ..read more

Gautam Baid is a CFA and is currently the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the original Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.He is also the author of the international best-seller on value investing, The Joys of Compounding. In 2018 and 2019, he was profiled in Morningstar’s Learn from the Masters series. We discuss his investing philosophy and background along ..read more

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at valuestockgeek@substack.com Topics covered: * The Passive Bubble * Catching up with retirement savings in your 40’s * PayPal * Recession Concerns * Tracking Total Performance * My experience getting out of debt in 2008 * The Best ETF w/ A Long Track Record Links: * My article on the passive bubble: Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for information and di ..read more

HML Compounder is a good follow on Twitter. Like myself, he is a DIY investor posting about his personal portfolio and connecting with other investors online. HML refers to ‘high minus low’, or the difference in returns between value stocks and growth stocks as define by Fama & French’s three factor model. Links * HML Compounder Twitter: https://twitter.com/HML_Compounder Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial ..read more

Bill Brewster has a JD and a CFA and has worked in a variety of different roles in law, banking, and was an entrepreneur. He is an independent investor who hosts a fantastic podcast, the Business Brew, where he interviews many different interesting guests about a wide variety of topics. We had a great conversation about a wide variety of topics: Bill’s experience as an entrepreneur, the value vs. growth debate, ‘never sell’, podcasting, the wisdom of Buffett and Munger, and talk about many different stocks. Links * Bill’s Twitter feed: https://twitter.com/BillBrewsterTBB * The Business Brew po ..read more

Philoinvestor is an anonymous Twitter personality. He writes at the philoinvestor substack and writes about a wide variety of different topics. His work combines macroeconomic analysis with bottom-up work on individual stocks & businesses. Links * Philoinvestor Twitter feed: https://twitter.com/philoinvestor * Philoinvestor Substack: Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  In ..read more

Daniel Crosby is a psychologist with a PhD from Brigham Young. He is also an asset manager. He applies his knowledge of human psychology to markets and is a behavioral finance expert. He is the author of several behavioral finance books including the Behavioral Investor and the Laws of Wealth. Links: * The Behavioral Investor: https://www.amazon.com/Behavioral-Investor-Daniel-Crosby-ebook/dp/B07HH99WH8 * The Laws of Wealth: https://www.amazon.com/Laws-Wealth-Psychology-investing-success-ebook/dp/B01E5KWK3A * Twitter feed: https://twitter.com/danielcrosby Disclaimer Nothing on this podcast is i ..read more

Craig Rowland is the co-author of the most comprehensive book on the Permanent Portfolio. It was written in 2012 and is called “The Permanent Portfolio: Harry Browne’s Long Term Investment Strategy” He is a software entrepreneur who sold a company to Cisco Systems, worked for the Pentagon’s Chief of Naval Operations, and he is the founder of Sandfly Security, an agentless Linus security solution. The Permanent Portfolio is a low-volatility investment approach that was developed by Harry Browne. The genius is in its simplicity – the portfolio is 25% Stocks, 25% Gold, 25% Long Term Treasuries, a ..read more

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at valuestockgeek@substack.com Topics covered: * Pros & Cons of Dividend Investing * The Ethics of Materialism * Accounting Books * My Favorite Podcasts * Accumulation vs. Retirement Portfolios * Value vs. Growth * My investment in Deere * Weird Portfolio & Avantis Funds * My worst investments * Avoiding value traps Links: * Ben Graham’s Interpretation of Financial Statements: https://www.amazon.com/Interpreta ..read more

Globalflows writes under the capitalflowresearch.com website where he shares macroeconomic/financial market analysis and specific trade ideas. He casts an extremely wide net and writes about a variety of different markets and asset classes. His goal is to find information that contains an asymmetrical edge so that he can leverage it in financial markets. Links * Twitter: https://twitter.com/Globalflows * Capital Flows Research Site: Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not cons ..read more