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PODCAST

The Security Analysis Podcast

Value Stock Geek

This podcast explores investment strategies, economics, personal finance, and stock analysis. It features real conversations and analysis to inform, educate, and entertain. Note that nothing in this podcast is investment advice and it is for entertainment & discussion purposes only. Do your own due diligence before making any investment. www.securityanalysis.org

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All Episodes

56:41

@Globalflows: Analyzing Macroeconomic Trends

The Security Analysis Podcast ·

2024/02/14

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: DisclaimerNothing on this podcast is investment advice.The information

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65:11

Mostly Borrowed Ideas: Deep Dive Research, Meta,...

The Security Analysis Podcast ·

2024/02/07

Mostly Borrowed Ideas is an equity analyst who runs the popular website MBI Deep Dives. On a monthly basis, he publishes deep dives about different companies and regularly posts updates on companies in his portfolio. He is originally from Bangladesh and pursued his MBA at Cornell, graduating in the top 10%. He is a CFA charter holder and was an equity analyst at Madison Investments.He researches companies that aren’t necessarily a good investment at the moment, but tries to understand the company

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50:16

Ian Bezek: Investing in Central & South America

The Security Analysis Podcast ·

2024/01/31

Ian Bezek earned an Economics degree from Colorado State in 2010 and moved on to a role as a hedge fund analyst for Kerrisdale Capital from 2011-13. Since 2013, he has been an independent investor and looks for strong investment opportunities in overseas markets. He has lived in Mexico, Argentina, and currently lives in Columbia.Links:* Ian’s twitter feed: https://twitter.com/irbezek* Ian’s Substack:DisclaimerNothing on this podcast is investment advice.The information in this podcast is for

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50:46

Jamie Catherwood: Lessons From Financial History

The Security Analysis Podcast ·

2024/01/24

Jamie Catherwood is an expert in financial history. He majored in history at King’s College. Upon graduating in 2017, he began writing a unique and in depth series of articles about various topics of financial history. His website, Investor Amnesia, offers a number of great articles and courses about financial history. I learn something new every time I read one of Jamie’s articles. In addition to his excellent work in financial history, Jamie currently works as a VP Client Portfolio special at

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59:39

Systematic Microcaps: Global Quantitative Microcap...

The Security Analysis Podcast ·

2024/01/17

This interview is with the anonymous writer of the Systematic Investing substack. The substack focuses on global systematic equity investing. He has chronicled his investing journey on Twitter and Substack. He is a German based engineer deploying his personal savings. He uses a systematic approach to identify attractively priced stocks. He casts a wide net with a global approach. He also created a very useful tool – the Kenneth French Database Explorer – which allows users to explorer the Ken French

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52:40

Citrini: Identifying Mega Trends

The Security Analysis Podcast ·

2024/01/10

Citrini is a Twitter personality who blogs at Citrini Research on Substack and is an avid poster on Twitter under Citrini7. Citrini looks for mega trends that should persist for years – if not decades - with wide-reaching implications for markets and society.The three mega trends that we discuss in this podcast are: GLP-1’s, US Fiscal Primacy, and artificial intelligence.Links* Citrini’s Twitter profile: https://twitter.com/Citrini7* Citrini research: DisclaimerNothing on this podcast is investment

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54:59

JL Collins: The Simple Path to Wealth

The Security Analysis Podcast ·

2024/01/03

JL Collins is the author of the most iconic book about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and pursuing financial independence. His new book - Pathfinders - contains accounts from people from all walks of life who have pursued financial independence and the impact it has had on their lives.Links* The Simple Path to Wealth - https://www.amazon.com/Simple-Path-Wealth-financial-independence-ebook/dp/B01H97OQY2/* Pathfinders -

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42:47

Anita Dhake: Retired From Corporate Law @ 33

The Security Analysis Podcast ·

2023/12/27

Anita Dhake is a blogger at thepowerofthrift.com. She is also the author of a book, Operation Enough, about her approach to financial independence. Anita retired at the age of 33. She graduated with a law degree in 2009 from the University of Chicago. She had a starting salary of $160,000. Instead of using her law income to live an expensive lifestyle, she used it to achieve financial independence at a remarkably early age.She has a unique philosophy towards money that I think is best summed up by

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62:24

Matt Cochrane: Discussing Peter Lynch

The Security Analysis Podcast ·

2023/12/20

This is a discussion about Peter Lynch with Matt Cochrane. Matt is a DIY investor with a focus on moats.Peter Lynch is one of the best investors of all time. Lynch achieved a 29% return running Fidelity’s Magellan mutual fund from 1977 to 1990. US stocks returned 12.9% over this period. Both of us recently re-read Beating the Street, Lynch’s account of his time at Magellan and we reflect on the lessons from this book.Links* Beating the Street by Peter Lynch:

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44:04

George Livadas: Upslope Capital

The Security Analysis Podcast ·

2023/12/13

George Livadas is the portfolio manager of Upslope Capital Management, a concentrated, long/short equity fund focused on US midcaps and other global developed markets. He also has prior experience at BMO, Citi, and SCB Global. He obtained an MBA at the University of Chicago and did undergraduate work at Georgetown.Links:* Upslope Capital: https://www.upslopecapital.com/* George’s Twitter feed: https://twitter.com/UpslopeCapitalDisclaimerNothing on this podcast is investment advice.The information in

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51:33

Andrew Beer: Hedge Fund Strategies Packaged in ETF's

The Security Analysis Podcast ·

2023/12/06

Andrew Beer is a managing member at DBi, (formerly Dynamic Beta Investments), which manages ETFs and mutual funds that seek to outperform hedge funds with low fees, daily liquidity, and total transparency. Their two ETF’s – DBMF & DBEH bring alternative strategies to public, liquid markets in ETF format with comparatively low fees. He has nearly 30 years of experience in the hedge fund industry and previously worked at the Baupost Group with Seth Klarman.Links* DBMF -

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54:39

Maj Soueidan: 30 Years of Microcap Investing

The Security Analysis Podcast ·

2023/11/29

Maj Soueidan is a full time investor with over 30 years of experience. 15 years ago, he founded his firm, Geoinvesting. This is all noteworthy because he has survived through many market environments in the last few decades. He hunts in the arena of the market that is ignored by Wall Street: microcaps.Links:* Geo Investing: https://geoinvesting.com/* Maj’s Twitter feed: https://twitter.com/majgeoinvestingDisclaimerNothing on this podcast is investment advice.The information in this podcast is for

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51:00

Doug Boneparth: Personal Finance for Millennials

The Security Analysis Podcast ·

2023/11/22

Doug Boneparth is a financial planner and the founder of Bone Fide Wealth. He focuses his practice on the Millennial demographic.He’s a very funny presence of Twitter, often tweeting out hilarious observations. He also has a substack, called This is the Top.Doug & his wife Heather also operate a blog called the Joint Account where they help couples talk about money.Links* Doug’s Twitter Feed: https://twitter.com/dougboneparth* The Millennial Money Fix, by Heather & Doug Boneparth:

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55:34

Peter Cundill: An Investing Book Discussion

The Security Analysis Podcast ·

2023/11/15

This is a discussion about the book, Routines and Orgies: The Life of Peter Cundill, Financial Genius, Philosopher, and Philanthropist by Christopher Risso-Gill. I discussed the book with Nelson, also known as The Canadian Dividend Investor. Nelson is a returning guest to the podcast and I thought he would be an ideal person to discuss this book with.Peter Cundill was a value investor who achieved a 15% rate of return from 1974 to 2010. This was a period of time when the US stock market returned

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46:19

Jared Dillian: A Wide Ranging Discussion on Finance &...

The Security Analysis Podcast ·

2023/11/08

Jared Dillian served in the Coast Guard, worked as a trader at Lehman Brothers, and writes the Daily Dirtnap newsletter. He’s also a DJ and a prolific author. His published books include Street Freak, an account of his time at Lehman Brothers and a novel called All the Evil of This World. He also wrote a collection of essays, Those Bastards (in reference to a quote from Dick Fuld, CEO of Lehman) which I highly recommend. I just finished it and it made me think deeply about a variety of different

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55:48

Listener Q&A - Margin Reversion, Payment Companies,...

The Security Analysis Podcast ·

2023/11/01

Today’s episode is a Q&A, ask-me-anything style podcast. I reached out to subscribers of the website to see if they have any questions. This episode covers a lot of ground and many different topics.If you have any questions, feel free to email me at valuestockgeek@substack.com. If you would like to subscribe to my website (there is a free tier), go to www.securityanalysis.org. You will receive updates every time I post an article or release a podcast episode.DisclaimerNothing on this podcast is

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50:10

Phil Bak: REITs, ETFs, Index Limitations

The Security Analysis Podcast ·

2023/10/25

Phil Bak is the CEO of Armada ETFs, a REIT-specialized asset manager. He has wide ranging experience in the ETF business, including time spent as a managing director of the New York Stock Exchange. He is also very active on Twitter and operates a Substack blog.Links* Armada ETF’s: https://www.armadaetfs.com/* Phil’s Twitter Feed: https://twitter.com/philbak1* Phil’s substack: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion

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56:37

Tobias Carlisle: Part 2

The Security Analysis Podcast ·

2023/10/18

Tobias Carlisle is a returning guest to the podcast for a discussion about the state of the market and value investing.Tobias has written some of my favorite books on investing:* Quantitative Value* Deep Value* Concentrated Investing* The Acquirer’s MultipleTobias is also the manager of two ETF’s: ZIG and DEEP which employ his deep value strategy.Links* Check out the first episode of this podcast with Tobias: * His Twitter feed: https://twitter.com/Greenbackd* The Acquirers Podcast:

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50:50

Todd Wenning: Flyover Stocks

The Security Analysis Podcast ·

2023/10/11

Todd Wenning is a professional investor and writer. He publishes the Flyover Stocks newsletter, which focuses on finding high quality businesses with economic moats and great shareholder friendly management. He has extensive writing experience through various blogs, the CFA institute, and the Motley Fool. He notably worked at Morningstar where he covered a variety of different companies, industries, and sectors. He is also a CFA charter holder. He is very much a Buffett style investor with a focus

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37:29

Christian Ryther: Curreen Capital

The Security Analysis Podcast ·

2023/10/04

Christian Ryther is a value investor and ultramarathoner who manages money via Curreen Capital. Curreen Capital seeks out ‘ugly duckling’ stocks – companies that are misunderstood, underappreciated, and cast aside but the reality is that they are high quality companies.Links* Curreen Capital - http://www.curreencapital.com/* Christian’s Twitter feed: https://twitter.com/CurreenCR* Christian’s Youtube channel, featuring a variety of different discussions about value investing topics:

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106 results

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