En iyi Value Investor podcastleri (2025)

1
It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249

1d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/It_Is_Not_the_Cards_You_are_Dealt__But_is_How_You_Play_Them_v1_2025-03-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWT…

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Sell-Off: The 3 Cheapest Mag 7 Stocks Right Now 25:39

8d ago25:39

25:39

Tracey Ryniec, Zacks Value Stock Strategist, looks at the P/E, PEG, P/B and P/S ratios of the Mag 7 stocks. Who’s cheapest?

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TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley 1:42:39

6d ago1:42:39

1:42:39

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting tow…

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The Importance of Portfolio Diversification | Durable Value Ep. 73 12:35

11d ago12:35

12:35

In this episode of Durable Value, Joe Muratore and Ryan Swehla talk about the intricacies of portfolio composition and the vital role diversification plays within it. They explore various aspects, from balancing risk and opportunity to the importance of geographic and asset-type diversification. Whether you're invested in industrial, multifamily, o…

1
Screening for Value Stocks with the Powerful PEG Ratio 27:55

12d ago27:55

27:55

Tracey Ryniec, Zacks Value Stock Strategist, looks for stocks with high Zacks Rank and low PEG ratios. (0:30) - Can The PEG Ratio Help You Find Strong Value Stocks For Your Portfolio? (4:20) - Tracey’s Top Stock Picks To Keep On Your Watchlist Right Now (24:30) - Episode Roundup: UAL, COOP, FOLD, ALK, AAL Podcast@Zacks.com…

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TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley 1:10:04

13d ago1:10:04

1:10:04

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb…

1
Q&A Series: Diversification and Position Sizing in Investing – Ep 248

15d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Q_A_Series-_Diversification_and_Position_Sizing_in_Investing_v1_2025-03-06.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QW…

1
The Role and Functioning of Investment Committees | Durable Value Ep. 72 13:13

15d ago13:13

13:13

In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversat…

1
TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley 1:13:51

20d ago1:13:51

1:13:51

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether …

1
How to Use the Zacks Rank to Find Long-Term Value Stocks 54:51

21d ago54:51

54:51

Tracey Ryniec, Zacks Value Stock Strategist, discusses using the short-term Zacks Rank to guide a long-term stock portfolio.

1
The Hidden Advantages of Investing from NOT New York City – Ep 247

23d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/The_Hidden_Advantages_of_Investing_from_NOT_New_York_City_v1_2025-02-26.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlq…

1
TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley 1:04:07

27d ago1:04:07

1:04:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a f…

1
DeepSeek Breaks the AI Paradigm – Ep 246

30d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/DeepSeek_Breaks_the_AI_Paradigm_v1_2025-02-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing –…

1
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley 1:10:57

1M ago1:10:57

1:10:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve prob…

1
3 Lessons from Buffett’s Apple Stock Sales 32:47

1M ago32:47

32:47

Tracey Ryniec, Zacks Value Stock Strategist, discusses what value investors can learn from Warren Buffett’s move to sell shares in one of his 4 pillars. (0:30) - How Much Should You Follow The 13-F Filings? (4:10) - Investing Lessons To Learn From Warren Buffett (27:45) - Episode Roundup: BRK.B, AAPL, COST, V, AXP Podcast@Zacks.com…

1
Escaping Stock Market Double Hell – Ep 245

1M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_245_-_Escaping_Stock_Market_Double_Hell_v1_2025-02-12.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value …

1
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 4 of 4 1:16:18

1M ago1:16:18

1:16:18

In this conversation between Guy Spier and Eric Schaanning, the discussion revolves around the intricacies of asset-liability management (ALM) and interest rate risk, particularly in the banking sector. Eric shares insights from his experience, explaining key concepts like the economic value of equity (EVE), DV01 (the sensitivity of a bank's net pr…

1
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley 1:12:05

1M ago1:12:05

1:12:05

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably an…

1
3 Value Stocks with Juicy Dividends 25:49

1M ago25:49

25:49

Tracey Ryniec, Zacks Value Stock Strategist, screened for cheap stocks that also pay out attractive dividend yields. (0:45) - Searching For Stocks That Have Strong Income (7:35) - Tracey’s Top Stock Picks (24:00) - Episode Roundup: ADM, UBS, BIP Podcast@Zacks.com

1
Embracing Stock Market Stoicism – Ep 244

1M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Embracing_Stock_Market_Stoicism_v1_2025-01-28.mp3 📩 Join 93,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing –…

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TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley 1:16:13

2M ago1:16:13

1:16:13

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Ea…

1
This is the Cheapest AI Stock Right Now 24:50

2M ago24:50

24:50

With the DeepSeek panic sell-off, the AI stocks have gotten cheaper. Are any true value stocks? (0:30) - Has Any Of The Ai Stocks Become Value Stocks? (4:30) - Tracey’s Top Stock Picks (21:20) - Episode Roundup: SMCI, VRT, AVGO, NVDA, Podcast@Zacks.com

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Thoughts from Consumer Electronics Show – Ep 243

2M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Thoughts_from_the_Consumer_Electronics_Show_v1_2025-01-15.mp3 📩 Join 93,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value…

1
Peter Finley: From Navy to Wall Street | Ep. 71: Durable Value 17:57

2M ago17:57

17:57

In this episode of Durable Value, Ryan Swehla sits down with Peter Finley, head of institutional capital markets at Graceada Partners. With his extensive background in real estate and capital markets, Peter shares invaluable insights from his days in the Navy to navigating market cycles on Wall Street. He discusses the evolution of institutional la…

1
Should You Buy Berkshire Hathaway’s Stock in 2025? 20:00

2M ago20:00

20:00

Warren Buffett is admired by investors the world over. Many would like to own his stock. Is it a buy right now? (0:20) - Is It Still A Good Idea To Follow Warren Buffett’s Investment Strategy? (3:00) - Should You Be Buying Berskhire Hathaway’s Stock Right Now? (17:20) - Episode Roundup: BRK.B Podcast@Zacks.com…

1
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley 1:12:53

2M ago1:12:53

1:12:53

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors. Dee…

1
Think smarter, not harder with Howard Marks 53:11

2M ago53:11

53:11

In this engaging podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share invaluable investment wisdom with Roi Lipovetzky, a former MBA student and current investment professional at Oakmount Capital. The conversation explores key principles of successful investing, such as mastering market cycles, …

1
5 Stocks on Sale: Values or Traps? 40:27

2M ago40:27

40:27

Tracey discusses 5 stocks that have had big market sell-offs. Should they be on your watch list? (1:00) - Finding Strong Stocks That Are Currently On Sale (5:15) - Tracey’s Top Picks For Your Watchlist Right Now (35:30) - Episode Roundup: PHM, ANF, HVT, LLY, AMN Podcast@Zacks.com

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TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley 1:13:02

2M ago1:13:02

1:13:02

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increas…

1
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley 1:03:45

2M ago1:03:45

1:03:45

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame…

1
5 Classic Value Stocks for 2025 36:11

2M ago36:11

36:11

These stocks are cheap and have top Zacks Ranks of Strong Buy or Buy. (0;15) - Finding Classic Value Stocks In The Beginning of 2025 (6:15) - Tracey’s Top Stock Picks (30:30) - Episode Roundup: ALR, HSII, USNA, GM, FMS Podcast@Zacks.com

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The "Why" | Ep. 70: Durable Value 17:01

2M ago17:01

17:01

In this episode, from the 2024 investor day, Ryan talks about the why of Graceada partners. He talks about the foundational principles and history of Graceada Partners, exploring their conservative investment strategies, lessons learned from the Great Financial Crisis, and their focus on secondary and tertiary real estate markets in the Western U.S…

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TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley 59:57

3M ago59:57

59:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are…

1
(Trailer) The Intrinsic Value Podcast 1:46

3M ago1:46

1:46

The Intrinsic Value Podcast by The Investor’s Podcast Network is hosted by Shawn O’Malley. This podcast is inspired by 10 years of interviews with the world’s best investors here at The Investor’s Podcast Network. Shawn applies those lessons while breaking down and valuing a different business every week. From outlining how companies make money to …

1
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve 1:27:14

3M ago1:27:14

1:27:14

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive invest…

1
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley 56:03

3M ago56:03

56:03

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) goes through the best-selling book Zero to One by the prolific investor Peter Thiel, who’s best known for co-founding PayPal and Palantir and for being the first outside investor in Facebook. Thiel is a highly contrarian thinker, and the book organizes his notes from his time at Stanford lecturin…

1
2024 Value Stock Winners: What’s Next? 40:27

3M ago40:27

40:27

It wasn’t just a growth stock rally this year. But can value stocks keep the momentum in 2025? (0:30) - What Really Worked For Investing In 2024? (6:00) - Tracey’s Top Picks To Keep On Your Watchlist (32:45) - Episode Roundup: ETD, WSM, HVT, MLKN, RH, ARHS, Podcast@Zacks.com

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Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242

3M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Q_A_Series-_Money_Habits_for_Kids_and_the_Power_of_Writing_v1_2024-12-18.mp3 📩 Join 93,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTl…

1
Jonathan Woloshin: Investment Strategies and Real Estate Investments | Durable Value Ep.69 32:16

3M ago32:16

32:16

In this episode of Durable Value, Ryan speaks with Jonathan Woloshin, Head of Real Estate Research for UBS Wealth Management's CIO Office. Jonathan shares insights on his role and expertise in the U.S. real estate market, from residential and commercial real estate to lodging, and discusses key trends and regulatory actions affecting the sector. Th…

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MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley 56:07

3M ago56:07

56:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too. You’ll learn what it means to circle the wagons in investing, how a few big deci…

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Managing a Million: What Would I Do Differently? – Ep 241

3M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Managing_a_Million-_What_Would_I_Do_Differently__v1_2024-12-11.mp3 📩 Join 92,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active …

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