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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

56:14

Tobias Carlisle: Sun Tzu & Warren Buffett

The Security Analysis Podcast ·

2025/11/12

This episode is with a returning guest to the podcast - Tobias Carlisle.We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking”The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I like this because the focus of Buffett books is often prior to this, but this focuses on “recent” deals.Links* Soldier of Fortune: Warren Buffett, Sun Tzu

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55:28

The Outsiders: Eight Unconventional CEOs and Their...

The Security Analysis Podcast ·

2025/10/25

In this podcast, Matt Cochrane & I discuss “The Outsiders: Eight Unconventional CEOs” and their radically rational blueprint for success by William Thorndike Jr.The book was written in 2012 and breaks down 8 amazing CEO’s. The CEO’s discussed are: Henry Singelton, Warren Buffett, Tom Murphy, John Malone, Dick Smith, Bill Anders, and Bill Stiriz, and Katharine Graham.I had never read this book, but Matt did. I’m glad he suggested it because I really enjoyed it.LinksThe Outsiders: Eight Unconventional

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54:51

Benjamin Graham: The Einstein of Money

The Security Analysis Podcast ·

2025/10/05

Matt Cochrane & I recently read “The Einstein of Money: The Life and Timeless Financial Wisdom of Benjamin Graham.” This podcast is a discussion about this book.The book alternates between vivid chapters about Graham’s remarkable life story and follows with chapters that offer clear explanations of his most enduring financial principles. It’s a fascinating portrait of the man who pioneered value investing and mentored Warren Buffett.Links* The Einstein of Money: The Life and Timeless Financial

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59:27

Jared Dillian: Rule 62

The Security Analysis Podcast ·

2025/08/20

In this episode, Jared Dillian returns to the podcast. We’ve talked before and I encourage you to check out those episodes, discussing his short story collection (Night Moves) and his personal finance book, No worries. For those unfamiliar with his work, Jared was previously a trader at Lehman Brothers, writes the Daily Dirtnap financial newsletter, and is a prolific writer. Today we’re talking about a little about finance and his latest essay collection, Rule 62: Meditations on Success and

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55:45

Nick Maggiulli: The Wealth Ladder

The Security Analysis Podcast ·

2025/08/13

Today I’m speaking with Nick Maggiulli. Nick is the COO of Ritholtz Wealth Management. His blog, Dollars and Data, explores a variety of financial topics with actual data & facts as opposed to vague opinions, which is what a lot of financial blogs do.He’s a returning guest to the podcast. We previously discussed his book, Just Keep Buying.Today, we’re talking about his new book, The Wealth Ladder. The Wealth Ladder is unique in that it breaks down personal finance strategies at different stages of

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74:21

Buffett: The Making of an American Capitalist

The Security Analysis Podcast ·

2025/06/21

This is a discussion between Matt Cochrane & I about Buffett: The Making of anAmerican Capitalist by Roger Lowenstein. This was the first biography of Warren Buffett, published in 1995, and it remains one of the best.It was written when Buffett was already an investing legend, one of the wealthiest men in the world, and well-known in the investing community. However, it was before Buffett was a mainstream celebrity. It remains the best biography of Warren Buffett ever written.LinksThe book:

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61:39

JL Collins: Part 2

The Security Analysis Podcast ·

2025/05/21

JL Collins is the godfather of financial independence. This is my second conversation with JL and I encourage you to check out the first one.He is the author the most iconic books about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and the power of saving large percentages of income. He is now releasing an updated edition of The Simple Path to Wealth which we discuss in this podcast episode.Links:* The Simple Path to Wealth -

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62:34

Buffettology

The Security Analysis Podcast ·

2025/05/07

In this podcast, Matt Cochrane and I discuss Buffettology, a book written in the late 1990’s by Mary Buffett.She wrote this book about what she learned about Buffett’s investing methods from when she was married to Peter Buffett. I think that the book is a pretty good summary of Buffett’s investing approach, especially for people that are unfamiliar with it. This was one of the first books I read about Warren Buffett when I first started to get interested in value investing. For Buffett

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61:11

100 Baggers

The Security Analysis Podcast ·

2025/04/16

Today’s podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.A 100 bagger is a stock that increases by 100-1. In other words, $10,000 turns into $1,000,000. Breaking it down mathematically, a 14% return achieves a 100 bagger in 35 years. A 20% return does it in 25. 26% does it in 20 years.Chris Mayer did a study of many stocks that did return 100-1 and evaluated the characteristics of those companies. There is a

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55:04

Cait Flanders - Getting out of Debt, Minimalism, &...

The Security Analysis Podcast ·

2025/04/02

Cait is a Canadian writer who first gained recognition with her blog, Blonde on a Budget, where she documented her journey of paying off $30,000 in debt. That experience became the foundation for her exploration of minimalism, mindful consumption, and intentional living.She later wrote a bestselling book - The Year of Less - where she took on a year-long shopping ban that transformed her relationship with money and possessions.The themes she writes about—breaking free from debt, rethinking

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50:45

Dan Rasmussen - The Humble Investor

The Security Analysis Podcast ·

2025/03/26

Dan Rasmussen is the founder and portfolio manager at Verdad. Verdad runs capital with rules-based ideas and a strong focus on leveraged small cap value stocks. He has published fascinating research across multiple topics. Today we’re going to talk about his new book, The Humble Investor, which summarizes many of his key ideas for a wide audience.Links* The Humble Investor: https://www.amazon.com/Humble-Investor-winning-surprising-world-ebook/dp/B0DM6MW8P3* Verdad:

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60:27

Philoinvestor: Part 2

The Security Analysis Podcast ·

2025/03/12

Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast. We last spoke a year ago and I encourage you to check out that podcast.Links:* Philoinvestor Twitter feed: https://twitter.com/philoinvestor* Philoinvestor Substack:* Our first podcast: DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes

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23:04

A Different Kind of Magic Formula (Solo Episode)

The Security Analysis Podcast ·

2025/03/05

Today’s podcast is solo. I discuss the stock list, which is my version of the magic formula.Links* Ben Graham’s Low P/E, Low Debt/Equity Method: https://alphaarchitect.com/wp-content/uploads/2011/04/Simple-and-Easy-Approach-Medical-Economics-Graham-1976.pdf* The Little Book that Beats the Market: https://www.amazon.com/Little-Still-Market-Books-Profits-ebook/dp/B003VWCQB0/* The 2025 VSG Stock List: DisclaimerNothing on this substack is investment advice.The information in this article is for

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50:50

Alex Morris: Buffett and Munger Unscripted

The Security Analysis Podcast ·

2025/02/26

This podcast is a conversation with Alex Morris, who writes the Science of Hitting substack, where he performs deep dives & diligence into companies and posts real time updates about his personal portfolio. Alex is a returning guest, and I encourage you to check out our previous podcasts.Today we are talking about his new book, Buffett & Munger Unscripted. Alex did a deep dive into all of the annual meetings going back to 1994. He then curated Buffett and Munger’s answers and assembled it into a

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66:18

The Big Short

The Security Analysis Podcast ·

2025/02/19

Matt Cochrane and I discuss The Big Short by Michael Lewis. On our last podcast, we talked about Liar’s Poker, Michael Lewis’ book about the bond market in the 1980’s. The Big Short is very much the sequel to Liar’s Poker and it chronicles multiple investors who shorted the housing bubble of the 2000’s.Links.The Big Short: Inside the Doomsday Machine by Michael Lewis: https://www.amazon.com/Big-Short-Inside-Doomsday-Machine-ebook/dp/B003LSTK8GDisclaimerNothing on this substack is investment

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52:09

Brett Gardner: Buffett's Early Investments

The Security Analysis Podcast ·

2025/02/05

Brett Gardner is author of the book Buffett’s Early Investments.The book analyzes key Buffett investments from the 1950’s and 1960’s, a period in which he had his most extraordinary returns. During the partnership years (1957-69), Buffett put together one of the greatest investment track records of all time, earning an astounding 29.5% CAGR without reporting a single down year. According to Buffett, prior to the partnership in the 1950’s, his returns were even higher.Brett dug through this

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60:22

Liar's Poker

The Security Analysis Podcast ·

2025/01/29

Matt Cochrane & I are reuniting to discuss Liar’s Poker by Michael Lewis.Liar’s Poker is Michael Lewis’s first book about his time working at Salomon Brothers in the 1980’s. Liar’s Poker chronicles an extraordinary boom on Wall Street in the 1980s and serves as an expose and cautionary tale about the excesses of Wall Street. The world has changed a lot since then, but I think that the themes identified by Michael Lewis are still very much alive.Links* Liar’s Poker by Michael Lewis:

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66:34

Nelson: Canadian Dividend Investing, Part 2

The Security Analysis Podcast ·

2025/01/15

Today I am talking with Nelson, the Canadian Dividend Investor. He has been on the podcast before. We had a previous episode where we discussed his investing process. We also discussed two investing classics, the Snowball, Warren Buffett’s biography, and discussed the life of Peter Cundill. Today we’re going to catch up and talk about current market conditions.Some topics covered:* The US election.* Oil stocks.* REITs vs. direct ownership of real estate.DisclaimerNothing on this podcast is

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63:48

Jason Buck: The Cockroach Portfolio

The Security Analysis Podcast ·

2025/01/01

Jason Buck is the CIO of Mutiny Funds. He specializes in volatility, options hedging, and portfolio construction. I wanted to speak to him because I like his concept of a cockroach portfolio – a portfolio well designed to survive in many different environments.This podcast covers concepts like trend following, tail risk hedging, and managed futures.Links:* Mutiny Fund: https://mutinyfund.com/* The Cockroach Strategy: https://mutinyfund.com/cockroach-strategy/* Jason’s Twitter feed:

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51:09

Daniel Crosby: The Soul of Wealth

The Security Analysis Podcast ·

2024/12/18

Today I’m speaking with Daniel Crosby. He has been on the podcast before and I encourage you to check out that episode, where we discussed his background and his book, The Behavioral Investor. He is a trained psychologist and a financial advisor. Today we are going to talk about his new book, The Soul of Wealth.Links* The Soul of Wealth: https://www.amazon.com/Soul-Wealth-reflections-money-meaning-ebook/dp/B0CP625K99/* The Behavioral Investor:

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106 results

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