The Security Analysis Podcast
Episodes
Episodes of The Security Analysis Podcast
Mark All
Ian Cassel has been investing in microcaps for the last two decades. He is a full time private investor. He also runs Microcap Club, where microcap investors share interesting ideas.Links* Microcap Club: https://microcapclub.com/* Intelligent F
Zach Abraham is the Chief Investment officer at Bulwark Capital and he’s the host of Know Your Risk radio, which has a lot of interesting guests & content.This is a discussion about Zach’s experiences in the industry, his views on the broader m
Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we’ve revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil F
Tobias Carlisle returns to the podcast! This was recorded on 8/1/24 and we discuss the rotation into value that occurred in July, along with many other topics.Tobias has written some of my favorite books about investing, which I highly recommen
This episodes features a discussion with Lawrence Hamtil and Douglas Ott. Lawrence is a partner and portfolio manager at Fortune Financial, and Douglas is the founder and chief investment officer at Andvari Associates. I’ve had Lawrence on the
This is a solo Q&A podcast where I answer questions I’ve received on Twitter and via email.Topics covered:* The temptation to enter the casino.* Ethics of investing in alcohol stocks.* Key metrics when evaluating a stock.* Emerging markets.* Th
Tim Travis is a deep value investor and the CEO of T&T Capital management. His investing style incorporates options and distressed investing along with value investing to generate income and reduce risk.Links* T&T Value Investing: https://www.t
Cullen Roche returns to the podcast! He is the chief investment officer at Discipline Funds, which focuses on low fee, systematic, index based investing. He is a returning guest to the podcast and I encourage you to check out our first episode
Tim Melvin has worked in the financial industry for 40 years as a stockbroker, advisor, and portfolio manager. He has extensive experience with deep value investing and specializes in small banks. He is a prolific financial writer and has helpe
Today I am interviewing Adam Mead, the CEO of Mead Capital Management, a New Hampshire based Registered Investment Advisor. He is a prolific writer, writing the Watchlist Investing newsletter, and he has written “The Complete Financial History
Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion.The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orie
This week’s episode is a solo podcast. I sourced these questions via email and Twitter.Topics discussed:* The small cap value rally.* The role of managed futures in a portfolio.* If fundamental investing still works.* Backtesting rules of thumb
Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies t
This episode is with Compounding Quality. He is a former hedge fund analyst and he has a very popular substack where he shares his philosophy of quality investing. He has written an excellent book, called: The Art of Quality Investing: How to i
Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high qua
Paul Gabrail operates the Everything Money YouTube channel and website.The channel covers a wide variety of investment strategies, but focuses on value investing concepts.Paul has been investing via his Family office, the Crossroads Group, inve
Kyla is a prolific financial writer with a focus on analyzing the economy. She makes short form videos, long form videos, podcasts, articles and now she’s written a great book – In This Economy? She grounds her analysis of the economy in a rela
Today’s conversation is with Left Field Investing. He is an anonymous substack writer with a military and engineering background. His blog is appropriately named as he seeks out truly left field ideas in industries such as private prisons and t
Tyler Moody is an electrical engineer and DIY investor. He is an active stock picking value investor. He was inspired by Warren Buffett’s letters and began blogging about his investing process a few years ago. His blog is transparent into his p
Ben Sparham is a DIY British Investor. He writes the QV Capital newsletter where he writes about a macroeconomics and individual stocks. For his stock portfolio, he is focused on moaty high quality names and we discuss a few of them.Links:* Twi
Edwin Dorsey started the Bear Cave substack account in 2020 when he was still in college at Stanford. The Bear Cave features excellent analysis of potential short candidates. Edwin performs deep dives into troubled companies.This is our second
Mikro Cap David is a talented substack writer & investor. He is based in Croatia. He casts a wide net and looks for attractively priced micro cap stocks anywhere in the world. He also has interesting views on some large cap stocks.Links* David’
John Huber is the managing partner of Saber Capital Management. Saber is modeled after the original Buffett partnership fee structure. Saber’s investment philosophy is that the best returns come from the best businesses. He is also a prolific v
Frank Vasquez is a financially independent retired lawyer who hosts a great podcast, Risk Parity Radio, where he talks about risk parity investing concepts from the perspective of DIY investors.This is our second conversation. I highly recommen
This is a long discussion between myself and Nelson – the Canadian Dividend Investor – about The Snowball: Warren Buffett and the Business of Life by Alice Schroeder. There are really two definitive books about Warren Buffett – this one and Buf
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