Value Investor Chatter
340 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 32 ratingsFinancial Literacy for Financial Freedom. Become Self-Sufficient Investor.
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Episodes
[ALSN] Allison Transmission - Part 1 | Value Investor TV - Podcast #70
August 28, 2019 01:00 - 23 minutes - 15.8 MBAllison Transmission is an American manufacturer of commercial duty automatic transmissions and hybrid propulsion systems. Allison products are specified by over 250 vehicle manufacturers and are used in many market sectors including bus, refuse, fire, construction, distribution, military, and specialty applications. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
Why Allison Transmission is a Great Investment for Your Portfolio Part 1 | Value Investor Chatter | #70
August 28, 2019 01:00 - 23 minutes - 15.8 MBAllison Transmission (NYSE: ALSN) is a great investment for your portfolio. The company has a long history of profitability and strong growth prospects. Watch this video to learn more about Allison Transmission and why it's a great investment. Episode Outline (00:00) Introduction (01:07) Allison Transmission (08:55) Competitive Advantage (14:40) What are the company's Long Term Prospects and Runway? (19:20) Relationships with Various Parties (22:08) Conclusion Value Investor Chatter:...
Share Cannibals - Part 2 | Value Investor TV - Podcast #69
August 20, 2019 14:00 - 15 minutes - 10.7 MBCompanies that love to "eat" themselves? Let's talk about share cannibals and why they might be an interesting play for value investors.
Share Cannibals - Part 1 | Value Investor TV - Podcast #68
August 15, 2019 22:00 - 27 minutes - 18.8 MBCompanies that love to "eat" themselves? Let's talk about share cannibals and why they might be an interesting play for value investors.
The Magic Formula - Part 2 | Value Investor TV - Podcast #67
August 13, 2019 05:00 - 20 minutes - 14 MBLet's discuss Joel Greenblatt's Magic Formula.
The Magic Formula - Part 1 | Value Investor TV - Podcast #66
August 09, 2019 04:00 - 34 minutes - 23.5 MBLet's discuss Joel Greenblatt's Magic Formula.
[REZI] Resideo - Part 2 | Value Investor TV - Podcast #65
August 07, 2019 04:00 - 25 minutes - 17.7 MBResideo is a global leader of comfort and security solutions for homes. ADI Global Distribution leads wholesale distribution of security and low-voltage products.
Share Cannibals: Companies That Love to 'Eat' Themselves Part 2 | Value Investor Chatter | #69
August 06, 2019 16:39 - 15 minutes - 14.4 MBWhat do we mean when we say "share cannibals?" We're talking about companies that are so acquisitive that they regularly buy back their own stock. Why might this be an interesting strategy for value investors? Because share cannibals are typically companies with strong balance sheets and a lot of cash on hand. They're usually in industries with high barriers to entry, which means they have a lot of pricing power. And they're usually run by shareholder-friendly management teams. In short, sha...
Share Cannibals: Companies That Love to 'Eat' Themselves Part 1 | Value Investor Chatter | #68
August 06, 2019 16:35 - 27 minutes - 25.4 MBIf you're a value investor, you're always looking for companies that are undervalued by the market. But what about companies that are undervalued by themselves? Share cannibals are companies that buy back their own shares, typically when they're undervalued by the market. This can create value for shareholders, since it reduces the number of shares outstanding and can increase earnings per share. Share buybacks can be a sign that management believes the stock is undervalued, so it can be a b...
Joel Greenblatt's Magic Formula: The Best Kept investing Secret Part 2 | Value Investor Chatter | #67
August 05, 2019 16:17 - 20 minutes - 18.9 MBJoel Greenblatt's Magic Formula is a simple, yet effective way to find great stocks. In this video, we'll discuss how the Magic Formula works and how you can use it to find great investments. The Magic Formula is a ranking system that factors in a company's earnings and return on investment to find its overall value. The higher a company ranks, the more attractive it is as an investment. By using the Magic Formula, you can quickly and easily find stocks that are undervalued by the market and...
Joel Greenblatt's Magic Formula: The Best Kept investing Secret Part 1 | Value Investor Chatter | #66
August 02, 2019 16:11 - 34 minutes - 31.7 MBIn this video, we'll be discussing Joel Greenblatt's Magic Formula. This is a great way to value companies and find undervalued stocks. We'll go over how the formula works and how you can use it to find great investments. Episode Outline (00:00) Exploring Joel Greenblatt's Magic Formula: Value Investor Chatter #66 (04:26) Exploring Spinoffs and Magic Formula Investing with John Greenblatt (06:42) Exploring Greenblatt's Magic Formula for Investing (12:03) Exploring the Concept of Enterpr...
Why Resideo Could Be The Next Big Stock Investing Opportunity In America Part 2 | Value Investor Chatter | #65
August 02, 2019 15:33 - 25 minutes - 23.9 MBResideo is a leading global provider of critical comfort and security solutions. They serve over 150 million customers in over 150 countries. Their products include thermostats, security cameras, home automation products, and more. Resideo is a great company to invest in because they are constantly innovating and expanding their product line. They are also growing their global reach, which gives them a lot of potential for future growth. Episode Outline (00:00) Exploring Resideo Technologi...
Why Resideo Could Be The Next Big Stock Investing Opportunity In America Part 1 | Value Investor Chatter | #64
August 01, 2019 05:00 - 33 minutes - 23.1 MBIf you're looking for a hot stock to invest in, look no further than Resideo! This company is on the rise and is poised to take over the home security market. Watch this video to learn more about Resideo and why it could be a great investment opportunity! Episode Outline (00:00) Introduction (02:29) Resideo (08:14) Why do companies do spinoffs? (12:36) What does Resideo do? (19:32) Resideo's Valuation (20:50) Cash Flow (21:31) CapEx (33:07) Conclusion Value Investor Chatter: Faceb...
[REZI] Resideo - Part 1 | Value Investor TV - Podcast #64
August 01, 2019 05:00 - 33 minutes - 23.1 MBResideo is a global leader of comfort and security solutions for homes. ADI Global Distribution leads wholesale distribution of security and low-voltage products. --- Support this podcast: https://anchor.fm/valueinvestor49/support
Spin-off, Known Secret in Value Investing - Part 2 | Value Investor TV - Podcast #63
July 29, 2019 03:00 - 27 minutes - 18.7 MBSpin-off is a known secret in the value investing community. It makes for an outsized returns - Joel Greenblatt said it and so did Charlie Munger. So what is it? What do you look for in a spin-off? Why is it a known secret? Let's find out.
Spin-off, Known Secret in Value Investing - Part 1 | Value Investor TV - Podcast #62
July 16, 2019 23:00 - 29 minutes - 20.5 MBSpin-off is a known secret in the value investing community. It makes for an outsized returns - Joel Greenblatt said it and so did Charlie Munger. So what is it? What do you look for in a spin-off? Why is it a known secret? Let's find out.
The Most Important Metric in Investing - Part 2 | Value Investor TV - Podcast #61
July 12, 2019 01:00 - 31 minutes - 21.7 MBLet's discuss return on equity. This is the most - the most - important metric in value investing.
The Most Important Metric in Investing - Part 1 | Value Investor TV - Podcast #60
July 10, 2019 00:00 - 22 minutes - 15.7 MBLet's discuss return on equity. This is the most - the most - important metric in value investing.
Spin-off is a known secret in the value investing community Part 2 | Value Investor Chatter | #63
July 05, 2019 22:10 - 27 minutes - 25.2 MBSpin-off investing is a strategy that can result in outsized returns, as Joel Greenblatt and Charlie Munger have both noted. But what is a spin-off, and what should you look for when considering one? This video explains the basics of spin-off investing and why it is such a well-kept secret. Episode Outline (00:00) Exploring Spin-Offs: A Value Investor's Checklist (02:03) Discussion on Spinoff Investing Benefits and Considerations (04:53) Discussion on Spinoffs and Unlocking Value (06:42...
Spin-off is a known secret in the value investing community Part 1 | Value Investor Chatter | #62
July 04, 2019 21:40 - 29 minutes - 27.7 MBSpin-off investing is a strategy that can lead to outsized returns. Joel Greenblatt and Charlie Munger, two well-known value investors, have both spoken about the potential of spin-offs. So what is a spin-off? And what should you look for if you're interested in this strategy? A spin-off is a type of corporate restructuring where a company splits off a portion of its business into a new, independently-operated company. There are a few different reasons why a company might do this, but usuall...
The Most Important Metric in Investing: Return on Equity Part 2 | Value Investor Chatter | #61
July 03, 2019 21:16 - 31 minutes - 29.2 MBIf you're looking to invest in a company, you want to focus on their return on equity. This tells you how much profit a company generates for each dollar of shareholder equity. The higher the return, the better. In this video, we'll discuss why return on equity is so important and how you can use it to find good investments. Episode Outline (00:00) Understanding Return on Equity in Asset-Light Industries (02:08) Return on Equity and Debt to Equity Ratios (04:24) Return on Equity: A Measu...
[GME] GameStop - Part 2 | Value Investor TV - Podcast #59
July 03, 2019 05:00 - 26 minutes - 17.9 MBGameStop Corp. is an American video game, consumer electronics, and wireless services retailer. The company is headquartered in Grapevine, Texas, United States, a suburb of Dallas, and operates 7,267 retail stores throughout the United States, Canada, Australia, New Zealand, and Europe. Wikipedia
The Most Important Metric in Investing: Return on Equity Part 1 | Value Investor Chatter | #60
July 02, 2019 21:08 - 22 minutes - 21.2 MBValue investors seek companies with a high return on equity, as this is a good indicator of a company's profitability and future potential. A high return on equity means that a company is able to generate a lot of profit with the money that shareholders have invested. This is why return on equity is the most important metric in value investing. Episode Outline (00:00) Return on Equity: Why It Matters for Value Investors (02:31) Understanding Profitability and Investment Decisions (05:10)...
GameStop Corp: The Pros And Cons Of Buying Into This Company Part 2 | Value Investor Chatter | #59
July 01, 2019 20:28 - 25 minutes - 24.1 MBGameStop Corp is one of the most popular video game retailers in the world. Despite its popularity, the company has had its fair share of ups and downs in recent years. For those considering investing in GameStop, it's important to understand the pros and cons of the company. On the positive side, GameStop has a strong presence in the video game industry and a robust loyalty program for customers. On the downside, the company has struggled to keep up with digital trends and has seen declinin...
GameStop Corp: The Pros And Cons Of Buying Into This Company | Value Investor Chatter | #58
July 01, 2019 05:00 - 27 minutes - 18.8 MBIn this video, we'll take a look at the pros and cons of buying GameStop Corp (GME) stock. GameStop is a retail chain that specializes in selling video games, consoles, and other gaming-related items. The company has been around since 1994 and has over 7,000 stores worldwide. So is GameStop a good investment? Let's take a closer look… Episode Outline (00:00) Introduction (02:36) Game Stop (11:06) Game Stop’s Competitive Advantage (13:04) Game Stop's Business Model (14:50) Game Stop's...
[GME] GameStop - Part 1 | Value Investor TV - Podcast #58
July 01, 2019 05:00 - 27 minutes - 18.8 MBGameStop Corp. is an American video game, consumer electronics, and wireless services retailer. The company is headquartered in Grapevine, Texas, United States, a suburb of Dallas, and operates 7,267 retail stores throughout the United States, Canada, Australia, New Zealand, and Europe. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
When to Sell Your Stock Investments: Tips for Making the Right Decision | Value Investor Chatter | #57
June 25, 2019 05:00 - 39 minutes - 27.1 MBMaking money in the stock market is all about making smart decisions. In this video, we'll talk about when to sell your stock investments – and how to make the right decision for you. We'll also cover some basic tips for getting started in stocks. Thanks for watching! Episode Outline (00:00) Introduction (02:22) Compounded Annual Growth Rate (12:32) Reassess your hypothesis (19:59) Valuation (21:19) What did you do with your capital when you can't find any investments? (24:28) Busi...
Q&A (ie. when do you sell?) | Value Investor TV - Podcast #57
June 25, 2019 05:00 - 39 minutes - 27.1 MBIt has been really fun communicating with you guys on and off the podcast. In this episode, we are answering questions that you sent over via email and Twitter. --- Support this podcast: https://anchor.fm/valueinvestor49/support
[LB] L Brands - Part 2 | Value Investor TV - Podcast #56
June 23, 2019 14:00 - 26 minutes - 18.5 MBL Brands, Inc. is an American fashion retailer based in Columbus, Ohio. Its flagship brands include Victoria's Secret and Bath & Body Works. L Brands posted $12.63 billion in revenue in 2017, and was listed as 231 on the 2018 Fortune 500 list of largest United States companies by revenue.Wikipedia
L Brands, Inc. (NYSE: LB) - An American Icon In The Retail Sector Part 2 | Value Investor Chatter | #56
June 11, 2019 16:00 - 26 minutes - 24.9 MBL Brands, Inc. is an American fashion retailer based in Columbus, Ohio. The company operates several retail chains including Victoria's Secret, Bath & Body Works, Henri Bendel, and La Senza. L Brands is publicly traded on the New York Stock Exchange under the ticker LB. The company was founded in 1963 by Leslie Wexner as The Limited, a women's clothing store in Columbus, Ohio. The company went public in 1969, and in 1982 it expanded into the lingerie business with the purchase of Victoria's ...
[LB] L Brands - Part 1 | Value Investor TV - Podcast #55
June 11, 2019 05:00 - 28 minutes - 12.9 MBL Brands, Inc. is an American fashion retailer based in Columbus, Ohio. Its flagship brands include Victoria's Secret and Bath & Body Works. L Brands posted $12.63 billion in revenue in 2017, and was listed as 231 on the 2018 Fortune 500 list of largest United States companies by revenue.Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
L Brands, Inc. (NYSE: LB) - An American Icon In The Retail Sector Part 1 | Value Investor Chatter | #55
June 11, 2019 05:00 - 28 minutes - 12.9 MBL Brands, Inc. (NYSE: LB) is a well-known American retailer with a rich history dating back to the early 1900s. The company operates some of the country's most iconic brands, including Victoria's Secret, Bath & Body Works, and Henri Bendel. In this video, we take a look at L Brands' business model and how it has evolved over the years. We also discuss the company's financial performance and where it may be headed in the future. Episode Outline (00:00) Introduction (01:26) L Brands, Inc. ...
[LEVI] Levi's Strauss & Co. - Part 2 | Value Investor TV - Podcast #54
May 23, 2019 05:00 - 25 minutes - 11.8 MBLevi Strauss & Co. is an American clothing company known worldwide for its Levi's brand of denim jeans. It was founded in May, 1853 when German immigrant Levi Strauss moved from Buttenheim, Bavaria, to San Francisco, California to open a west coast branch of his brothers' New York dry goods business. Wikipedia
Levi Strauss & Co. Stock: What You Need to Know Before Buying Part 2 | Value Investor Chatter | #54
May 21, 2019 19:36 - 25 minutes - 23.9 MBListen to this episode to learn about the company's history, growth potential, and market position. Founded in 1853, Levi Strauss & Co. is one of the world's largest apparel companies, with revenues of over $5 billion in 2013. The Levi's brand is the company's flagship product, and is one of the most recognizable brands in the world. Levi Strauss & Co. is a publicly traded company, and its shares are listed on the New York Stock Exchange. Episode Outline (00:00) Analyzing Levi Strauss & Co...
Levi Strauss & Co. Stock: What You Need to Know Before Buying Part 1 | Value Investor Chatter | #53
May 21, 2019 05:00 - 26 minutes - 12.3 MBAre you thinking of investing in Levi Strauss & Co.? Watch this video to find out what you need to know before buying stock in the company. We'll go over some important financial metrics and explain why now might be a good time to buy. Episode Outline (00:00) Introduction (02:27) Levi Strauss (10:15) Competitive Advantage (14:11) Long Term Growth (21:15) Cost of doing Business (25:52) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: ht...
[LEVI] Levi's Strauss & Co. - Part 1 | Value Investor TV - Podcast #53
May 21, 2019 05:00 - 26 minutes - 12.3 MBLevi Strauss & Co. is an American clothing company known worldwide for its Levi's brand of denim jeans. It was founded in May, 1853 when German immigrant Levi Strauss moved from Buttenheim, Bavaria, to San Francisco, California to open a west coast branch of his brothers' New York dry goods business. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
[LUV] Southwest Airlines - Part 2 | Value Investor TV - Podcast #52
May 16, 2019 05:00 - 29 minutes - 13.6 MBSouthwest Airlines Co. is a major American airline headquartered in Dallas, Texas, and is the world's largest low-cost carrier. Wikipedia
Southwest Airlines Co.: A Strong Investment In The US Stock Market Part 2 | #52
May 14, 2019 18:59 - 29 minutes - 27.5 MBSouthwest Airlines Co. is a major American airline headquartered in Dallas, Texas, and is the world's largest low-cost carrier. The company has been in operation since 1971 and has a strong reputation for offering low fares and excellent customer service. Southwest Airlines Co. is a great investment because it is a financially strong company with a history of profitability and growth. Episode Outline (00:00) Southwest Airlines as a Strong Investment: Financials, Management, and Valuation ...
[LUV] Southwest Airlines - Part 1 | Value Investor TV - Podcast #51
May 14, 2019 05:00 - 31 minutes - 14.6 MBSouthwest Airlines Co. is a major American airline headquartered in Dallas, Texas, and is the world's largest low-cost carrier. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
Southwest Airlines Co.: A Strong Investment In The US Stock Market Part 1 | Value Investor Chatter | #51
May 14, 2019 05:00 - 31 minutes - 14.6 MBThere are a lot of different stocks to invest in, but if you're looking for a strong investment in the US stock market, Southwest Airlines Co. is a great option. In this video, we'll explain why and also offer my analysis of their financials. Thanks for watching! Episode Outline (00:00)Introduction (02:16) Southwest Airlines (08:56) Competitive Advantage (23:14) Long Term Prospects (25:17) Capital Reinvestment (30:52) Conclusion Value Investor Chatter: Facebook: https://web.facebook...
[LYFT] Lyft - Part 2 | Value Investor TV - Podcast #50
April 25, 2019 05:00 - 30 minutes - 14.1 MBLyft, Inc. is a transportation network company based in San Francisco, California and operating in 640 cities in the United States and 9 cities in Canada. It develops, markets, and operates the Lyft mobile app, offering car rides, scooters, and a bicycle-sharing system. Wikipedia
Lyft, Inc. (LYFT) Stock Investing Analysis - Should You Invest In This US Company? Part 2 | #50
April 23, 2019 18:47 - 30 minutes - 28.5 MBIn the on-demand economy, companies like Lyft are changing the way we think about transportation. With Lyft, you can request a ride with just a few taps on your smartphone. And because Lyft drivers are independent contractors, they can choose their own hours, which means you can always find a ride when you need one. Episode Outline (00:00) Analysis of Lyft, Inc. (LYFT) Stock Investment - Part 2 (02:27) Understanding Lyft's Revenue Model (04:13) Uber's Financials and Expenses (06:13) Ly...
Lyft, Inc. (LYFT) Stock Investing Analysis - Should You Invest In This US Company? Part 1 | Value Investor Chatter | #49
April 23, 2019 15:00 - 32 minutes - 14.8 MBLooking to invest in Lyft, Inc.? In this video, we take a look at the company's business model, financials and future prospects to see if it would be a wise investment. Episode Outline (00:00) Introduction (01:37) Lyft (11:37) Competitive Advantage (25:13) Capital Reinvestment (31:42) Conclusion Value Investor Chatter: Facebook: https://web.facebook.com/valueinvestor49 Twitter: https://twitter.com/valueinvestor49 TikTok: https://www.tiktok.com/@valueinvestor49 LinkedIn: https://w...
[LYFT] Lyft - Part 1 | Value Investor TV - Podcast #49
April 23, 2019 15:00 - 32 minutes - 14.8 MBLyft, Inc. is a transportation network company based in San Francisco, California and operating in 640 cities in the United States and 9 cities in Canada. It develops, markets, and operates the Lyft mobile app, offering car rides, scooters, and a bicycle-sharing system. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
[ULTA] Ulta Beauty - Part 2 | Value Investor TV - Podcast #48
April 18, 2019 05:00 - 31 minutes - 14.4 MBUlta Beauty Inc., is a chain of beauty stores in the United States, headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products. Wikipedia
: Get Excited About Ulta Beauty Inc. Stock for 2020! Here's Why… Part 2 | Value Investor Chatter #48
April 16, 2019 18:32 - 31 minutes - 29.1 MBUlta Beauty Inc. is a beauty retailer that offers a wide range of products, including cosmetics, skincare, hair care, and fragrance. The company has been growing rapidly in recent years, thanks to strong same-store sales growth and expansion into new markets. Ulta's stock is up nearly 60% over the past year, making it one of the best-performing stocks in the market. Let's dive deeper together into Ulta Beauty Inc.'s business. Episode Outline (00:00) Analysis of Ulta's Financial Performance...
[ULTA] Ulta Beauty - Part 1 | Value Investor TV - Podcast #47
April 16, 2019 15:00 - 28 minutes - 13.2 MBUlta Beauty Inc., is a chain of beauty stores in the United States, headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products. Wikipedia --- Support this podcast: https://anchor.fm/valueinvestor49/support
Get Excited About Ulta Beauty Inc. Stock for 2020! Here's Why... Part 1 | Value Investor Chatter #47
April 16, 2019 15:00 - 28 minutes - 13.2 MBUlta Beauty Inc. is a cosmetics retailer in the United States. Founded in 1990, it operates more than 1,200 stores in 48 states and the District of Columbia. The company offers a wide range of products for women, men, and children, including makeup, skincare, hair care, fragrances, and bath and body products. It also provides salon services. Investors are excited about Ulta Beauty Inc.'s prospects for 2020! Here's why: - The company is expanding rapidly into new markets - Its online pres...
Get Excited About Ulta Beauty Inc. Stock for 2020! Here's Why... | Value Investor Chatter #47
April 16, 2019 15:00 - 28 minutes - 13.2 MBUlta Beauty Inc. is a cosmetics retailer in the United States. Founded in 1990, it operates more than 1,200 stores in 48 states and the District of Columbia. The company offers a wide range of products for women, men, and children, including makeup, skincare, hair care, fragrances, and bath and body products. It also provides salon services. Investors are excited about Ulta Beauty Inc.'s prospects for 2020! Here's why: - The company is expanding rapidly into new markets - Its online pres...
[NFLX] Netflix - Part 2 | Value Investor TV - Podcast #46
April 05, 2019 05:00 - 24 minutes - 11.2 MBNetflix, Inc. is an American media-services provider headquartered in Los Gatos, California, founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. Wikipedia