Τα καλύτερα Southern Geek Podcasts podcast (2024)

1
Paul Cerro: From Investment Banking to Fund Management 54:05

6d ago54:05

54:05

Paul Cerro is a professional investor who runs Cedar Grove Capital Management, which focuses on long/short equity, merger arb, IPOs, and special situations. He also operates a substack where he posts his thoughts on various stocks and market trends. Links * Paul’s Twitter Feed: https://x.com/paulcerro * Cedar Grove Capital Management: Disclaimer No…

1
The one about AI and Trust, The P for Product and Salem’s Lot - TG121 1:04:20

13d ago1:04:20

1:04:20

The one about AI and Trust, The P for Product and Salem’s Lot - TG121 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:03:09 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:14:48 Content Spotlights ROGER: Product is the P all marketers should strive t…

1
Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger 1:01:50

13d ago1:01:50

1:01:50

Matt Cochrane and I are reuniting to discuss another investing classic. Today’s episode is about Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger. Poor Charlie’s Almanac is a collection of essays & speeches from Charlie Munger, along with Munger’s commentary on them, highlighting his unique approach to business & life. We’ve dis…

1
Diania Merriam: Benefits of Coast FIRE 54:52

20d ago54:52

54:52

Today’s podcast is with Diania Merriam. Most people are familiar with the FIRE movement, where people seek 25x their expenses and retire early. She took a different approach and instead reached her ‘coast FIRE’ number and did not retire. However, she used this as an opportunity to leave traditional W-2 corporate work. Diania also runs the EconoMe c…

1
Ian Cassel: Successful Microcap Investing 51:16

1M ago51:16

51:16

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 Fanatics Capital: https://if.capital/ * Ian’s Twitter feed: https://x.com/iancassel Disclaimer Nothing o…

1
Zach Abraham - Know Your Risk 1:09:13

1M ago1:09:13

1:09:13

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 market. We also extensively discuss Boeing. Zach was early in identifying the troubles at Boeing in 2019. …

1
The Little Book That Builds Wealth 1:02:10

2M ago1:02:10

1:02:10

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 Fisher. Today, we’re going to talk about “The Little Book That Builds Wealth” by Pat Dorsey. Pat Dorsey was…

1
Tobias Carlisle: Part 3 1:02:27

2M ago1:02:27

1:02:27

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 recommend you check out: * Quantitative Value * Deep Value * Concentrated Investing * The Acquirer’s Multiple He …

1
Lawrence Hamtil & Douglas Ott: Investment Prospects for the Southern United States 46:58

2M ago46:58

46:58

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 podcast before and I encourage you to check out that podcast, where we talked about a wide variety of topi…

1
Solo Q&A Podcast - Booze Stocks, Key Quant Metrics, Taxing Unrealized Profits 46:59

2M ago46:59

46:59

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. * The unrealized profit tax. * Merits of running multiple strategies. * Gold as an international asset c…

1
Tim Travis: Deep Value, Options, and Distressed Investing 50:13

3M ago50:13

50:13

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.ttvalueinvesting.com/ Disclaimer Nothing on this podcast is investment advice.The information in this pod…

1
Cullen Roche: Macro Musings, Part 2 59:34

3M ago59:34

59:34

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 from last year. Cullen is a prolific investing blogger where he discusses macroeconomics and the banking s…

1
Tim Melvin: 40 Years of Deep Value Investing, Small Bank Investing, and much more. 1:33:08

3M ago1:33:08

1:33:08

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 helped write great investing books, such as the Little Book of Value Investing. His substack is also a fantasti…

1
Adam Mead: The History of Berkshire Hathaway 1:01:01

3M ago1:01:01

1:01:01

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 of Berkshire Hathaway” This discussion focuses mostly on Adam’s work chronicling the history of Berkshire …

1
Phil Fisher: Common Stocks & Uncommon Profits 53:44

3M ago53:44

53:44

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 orientation. Links: * Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits…

1
Solo Podcast: The Small Cap Value Rally, Backtesting Strategies, Managed Futures 31:12

4M ago31:12

31:12

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. Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for info…

1
Michael Fritzell: Asian Century Stocks, Part 2 46:35

4M ago46:35

46:35

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 throughout Asia from a value investing perspective. Companies discussed: * Sony * Casio * Best Mart * IMAX …

1
Compounding Quality 50:55

4M ago50:55

50:55

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 invest in the best companies in the world Links: * Compounding Quality Twitter feed: https://x.com/QCompoun…

1
Alex Morris: The Science of Hitting, Part 2 57:00

4M ago57:00

57:00

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 quality companies and holds for the long run. His returns have been very impressive in the past couple years,…

1
The one about why music is getting worse, how to close sales and “Presumed Innocent” - TG120 1:17:29

5M ago1:17:29

1:17:29

The one about why music is getting worse, how to close sales and “Presumed Innocent” - TG120 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:04:45 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:18:52 Content Spotlights ROGER: The Real Reason Why Mus…

1
Paul Gabrail: Everything Money 59:41

5M ago59:41

59:41

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, investing in everything from stocks to private businesses to real estate. Links: * Everything Money: https:/…

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The one about MVEs replacing MVPs, AI Test Kitchen and “Flight of the Phoenix” - TG119 1:16:59

5M ago1:16:59

1:16:59

The one about MVEs replacing MVPs, AI Test Kitchen and “Flight of the Phoenix” - TG119 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:03:20 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:15:27 Content Spotlights ROGER: Stop Doing These 3 Things on …

1
Kyla Scanlon: In This Economy? 51:53

5M ago51:53

51:53

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 relatable way and makes complex economic topics clearer to understand. Links * Kyla’s main website: https://ky…

1
Left Field Investing 39:14

5M ago39:14

39:14

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 toenail fungus pharmaceutical stocks. Links: * Twitter: https://twitter.com/LeftField_FHRS * Left Field Inv…

1
Tyler Moody: The Enterprising Investor 53:48

6M ago53:48

53:48

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 portfolio, providing rationale for buy and sell decisions. His results have been very impressive. He achiev…

1
Ben Sparham 53:41

6M ago53:41

53:41

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: * Twitter: https://x.com/bensparham_ * Substack: Disclaimer Nothing on this substack is investment advice.The…

1
The one about Expert Public Speaking Tips, Google Conference Highlights and “The Descent” - TG118 1:23:49

6M ago1:23:49

1:23:49

The one about Expert Public Speaking Tips, Google Conference Highlights and “The Descent” - TG118 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:03:23 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:20:55 Content Spotlights ROGER: 10 Best Public Spe…

1
Edwin Dorsey: The Bear Cave, Part 2 55:00

6M ago55:00

55:00

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 conversation. I highly recommend that you also check out our first one! In this conversation, we dig righ…

1
The Mikro Cap: Global Micro Cap Investing 42:11

6M ago42:11

42:11

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’s Twitter feed: https://twitter.com/david_katunaric * David’s substack: Disclaimer Nothing on this podca…

1
The one about B2B vs B2C marketing, Odeon’s Search Strategy and “The Day After Tomorrow” - TG117 1:03:12

6M ago1:03:12

1:03:12

The one about B2B vs B2C marketing, Odeon’s Search Strategy and “The Day After Tomorrow” - TG117 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:03:05 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:11:56 Content Spotlights ROGER: Is this applicable …

1
John Huber: Base Hit Investing 47:39

6M ago47:39

47:39

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 value investing blogger and has put out some truly fascinating thought provoking content. Links * John’s Tw…

1
Frank Vasquez: Risk Parity Investing Part 2 1:40:57

7M ago1:40:57

1:40:57

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 recommend that you also check out our first one. This is a very wide ranging discussion. Links * Frank’s Risk Par…

1
The Snowball: Warren Buffett and the Business of Life 1:25:33

7M ago1:25:33

1:25:33

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 Buffett: The Making of An American Capitalist by Roger Lowenstein. Lowenstein’s book is excellent, but he wro…

1
The one about ageism in marketing, Adobe pluses and minuses and “An Officer and a Gentleman” - TG116 1:20:05

7M ago1:20:05

1:20:05

The one about ageism in marketing, Adobe pluses and minuses and “An Officer and a Gentleman” - TG116 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:03:28 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:18:21 Content Spotlights ROGER: How to Structur…

1
Gautam Baid: The Making of a Value Investor 55:40

7M ago55:40

55:40

Gautam Baid is a CFA and is currently the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the original Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-orient…

1
Solo Episode: Paypal, Recession Fears, Paying Off Debt, and more 31:06

7M ago31:06

31:06

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at valuestockgeek@substack.com Topics covered: * The Passive Bubble * Catching up with retirement savings in your 40’s * PayPal * Recession Concerns * Tracking Total Performan…

1
Ryan Telford: Quantitative Microcap Investing 53:28

8M ago53:28

53:28

Ryan Telford is an engineer and a DIY investor. He has a very quantitative approach geared towards microcaps. He has achieved a CAGR over the last 4 years of 37%. Links * Ryan’s Seeking Alpha articles: https://seekingalpha.com/author/ryan-telford * Twitter Feed: https://twitter.com/RTelford_invest * Portfolio123 profile: https://community.portfolio…

1
HML Compounder: Value, Momentum, Trend, & Leverage 46:16

8M ago46:16

46:16

HML Compounder is a good follow on Twitter. Like myself, he is a DIY investor posting about his personal portfolio and connecting with other investors online. HML refers to ‘high minus low’, or the difference in returns between value stocks and growth stocks as define by Fama & French’s three factor model. Links * HML Compounder Twitter: https://tw…

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The one about naked audiences, YouTube changes and the film ‘Hidden Figures’ - TG115 1:05:29

8M ago1:05:29

1:05:29

The one about naked audiences, YouTube changes and the film ‘Hidden Figures’ - TG115 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:02:32 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:14:17 Content Spotlights ROGER: Confidence-building Peachaus sp…

1
Bill Brewster: The Business Brew 1:04:57

8M ago1:04:57

1:04:57

Bill Brewster has a JD and a CFA and has worked in a variety of different roles in law, banking, and was an entrepreneur. He is an independent investor who hosts a fantastic podcast, the Business Brew, where he interviews many different interesting guests about a wide variety of topics. We had a great conversation about a wide variety of topics: Bi…

1
Philoinvestor: Combining Macro & Business Analysis 47:36

8M ago47:36

47:36

Philoinvestor is an anonymous Twitter personality. He writes at the philoinvestor substack and writes about a wide variety of different topics. His work combines macroeconomic analysis with bottom-up work on individual stocks & businesses. Links * Philoinvestor Twitter feed: https://twitter.com/philoinvestor * Philoinvestor Substack: Disclaimer Not…

1
Daniel Crosby: The Psychology of Investing 43:01

9M ago43:01

43:01

Daniel Crosby is a psychologist with a PhD from Brigham Young. He is also an asset manager. He applies his knowledge of human psychology to markets and is a behavioral finance expert. He is the author of several behavioral finance books including the Behavioral Investor and the Laws of Wealth. Links: * The Behavioral Investor: https://www.amazon.co…

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The one about landing speaking engagements, AI Workshops and the film ‘Southern Comfort’ - TG114 1:18:45

9M ago1:18:45

1:18:45

The one about landing speaking engagements, AI Workshops and the film ‘Southern Comfort’ - TG114 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:03:38 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:15:58 Content Spotlights ROGER: 5 Steps to Landing …

1
Craig Rowland: The Permanent Portfolio 57:30

9M ago57:30

57:30

Craig Rowland is the co-author of the most comprehensive book on the Permanent Portfolio. It was written in 2012 and is called “The Permanent Portfolio: Harry Browne’s Long Term Investment Strategy” He is a software entrepreneur who sold a company to Cisco Systems, worked for the Pentagon’s Chief of Naval Operations, and he is the founder of Sandfl…

1
Q&A: Pros & Cons of Dividend Investing, Deere, Value Traps, and more 31:22

9M ago31:22

31:22

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at valuestockgeek@substack.com Topics covered: * Pros & Cons of Dividend Investing * The Ethics of Materialism * Accounting Books * My Favorite Podcasts * Accumulation vs. Ret…

1
The one about Apple Vision Pro, Perfect Podcast Scripts and the film ‘Thelma & Louise’ - TG113 1:07:44

9M ago1:07:44

1:07:44

The one about Apple Vision Pro, Perfect Podcast Scripts and the film ‘Thelma & Louise’ - TG113 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:02:37 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:12:10 Content Spotlights ROGER: Apple Vision Pro Revi…

1
@Globalflows: Analyzing Macroeconomic Trends 56:41

9M ago56:41

56:41

Globalflows writes under the capitalflowresearch.com website where he shares macroeconomic/financial market analysis and specific trade ideas. He casts an extremely wide net and writes about a variety of different markets and asset classes. His goal is to find information that contains an asymmetrical edge so that he can leverage it in financial ma…

1
Mostly Borrowed Ideas: Deep Dive Research, Meta, Dollar General 1:05:11

10M ago1:05:11

1:05:11

Mostly Borrowed Ideas is an equity analyst who runs the popular website MBI Deep Dives. On a monthly basis, he publishes deep dives about different companies and regularly posts updates on companies in his portfolio. He is originally from Bangladesh and pursued his MBA at Cornell, graduating in the top 10%. He is a CFA charter holder and was an equ…

1
The one about Mr Bates vs the Post Office, Screenwriting Maxims and Where Eagles Dare - TG112 1:14:45

10M ago1:14:45

1:14:45

The one about Mr Bates vs the Post Office, Screenwriting Maxims and Where Eagles Dare - TG112 00:00:00 Introduction Here are your hosts, Roger and Pascal. 00:04:07 In the News A selection of announcements and news releases from the world of marketing and technology that caught our attention. 00:13:00 Content Spotlights ROGER: An Exhaustive List of …

1
Ian Bezek: Investing in Central & South America 50:16

10M ago50:16

50:16

Ian Bezek earned an Economics degree from Colorado State in 2010 and moved on to a role as a hedge fund analyst for Kerrisdale Capital from 2011-13. Since 2013, he has been an independent investor and looks for strong investment opportunities in overseas markets. He has lived in Mexico, Argentina, and currently lives in Columbia. Links: * Ian’s twi…

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