Value Investing 244a1c

This episode covers the following four stages of making BIG money in the stock market.\r\n\n\nLevel 1 (Easy – medium): Research on the companies\r\n\nLevel 2 (Easy): Buy the companies that you like\r\n\nLevel 3 (Difficult): Accumulate enough shares to make a meaningful impact\r\n\nLevel 4 (Very difficult): Stay invested in the long term\r\n\n

This episode covers the important of right spending habits and their impacts on your wealth over time.

Lessons from Gamestop Frenzy

Post Covid Winners & Losers

This episode covers two strong secular trends; 1) rise in ecommerce and 2) rise in the internet usage.

Most books cover how to make money, but not cover what to do with money at different stages of becoming rich.  In this episode, I talk about my views at different stages.

Announcement – Change to Podcast Publication Frequency

The Bank Investor’s Handbook: https://amzn.to/2JnWsm3

Why don’t we put growth into value investing framework instead of considering the two separately?

This episode covers The Cheesecake Factory (CAKE). You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/08/01/cake-the-cheesecake-factory-could-be-a-good-buy-now/)

In this episode, I talk about CARS.com which is the company that I own in my portfolio and which I believe is undervalued at the current price $5.91 as of this recording on July 18.

In this episode, I revisit the stocks (EBAY, SWBI, M, KHC) that I talked about one and half years ago.  The main focus is to discuss the main business developments and also one and half year performance relative to S&P500. I also wrote investment articles last year regarding the four stocks here ( https://shareinvestmentideas.com/) SWBI deck for its spinoff rationale (https://ir.smith-wesson.com/static-files/e64b6622-49e5-4413-8e16-4bd465cb4b8d)

Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2)

In this episode, I cover my portfolio in of my investment strategy change and individual stocks (M, EBAY, AOBC, SWBI,CAKE, CARS, RI) that I have bought and sold during the Covid-19 pandemic.

Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link Donate: https://valueinvestpodcast.com/en/donate/

I talk about four companies (Macy’s, Cars.com, The Cheesecake Factory, Capri Holdings) in this episode and assess their survival probability by looking at their liquidity conditions. Stock tickers (M, CARS, CAKE, RI) Donate: https://valueinvestpodcast.com/en/donate/

Dow Jones Historical Chart: https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart Spanish Flu: https://www.cdc.gov/flu/pandemic-resources/1918-pandemic-h1n1.html Donate: https://valueinvestpodcast.com/en/donate/

Howard Marks’ memo about coronavirus: https://www.oaktreecapital.com/docs/default-source/memos/weekly.pdf?sfvrsn=8 Donate: https://valueinvestpodcast.com/en/donate/

Donate: https://valueinvestpodcast.com/en/donate/

This episode covers my views on Coronavirus and the recent market drop. Donate: https://valueinvestpodcast.com/en/donate/