Episode 16: Reminiscences of a Deep Value Investor, ValueStockGeek

ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog. 

We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up. 

I'm excited to have ValueStockGeek on the podcast for a few reasons: 

We share similar investment styles and philosophies
His transparency is refreshing
He offers unique insights into macro themes as well as micro, company-specific write-ups

During the chat we discuss the following: 

[2:00-10:00] Introduction to ValueStockGeek
[11:00-14:30] Maintaining Rationality During Volatility
[15:00-21:00] Recession Talk
[21:00-31:00] Why Stocks Are Still Expensive
[32:00-50:00] ValueStockGeek's Lazy Portfolio
[51:00-57:00] ValueStockGeek's Investment Process
[60:00-71:00] How ValueStockGeek Values Companies
[72:00-End] Final Comments & Last Question

If you want to learn more about ValueStockGeek, check out his website and Twitter (links below): 

Twitter
ValueStockGeek Website