The Security Analysis Podcast Podcast - Listen, Reviews, Charts

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The Security Analysis Podcast

This podcast explores investment strategies, economics, personal finance, and stock analysis. It features real conversations and analysis to inform, educate, and entertain. Note that nothing in this podcast is investment advice and it is for entertainment & discussion purposes only. Do your own due diligence before making any investment. www.securityanalysis.org

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Ratings & Reviews

☆

5.0 stars from 12 ratings

Great podcast

☆

“I’ve listened to this podcast for nearly a year. Sound interviews with interesting investors and sound advice from this reasonable investor. There is no hype or knee-jerk reactions to market moves. Just experienced observations. His interviewing style is laid-back and this allows the guests to...”Read full review »

Blindmick via Apple Podcasts · Great Britain · 08/05/24

Excellent

☆

“Interesting in depth discussions you will not find elsewhere.”

Avid Lister 1.618 via Apple Podcasts · United States of America · 05/02/24

Recent Episodes

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Solo Episode: Berkshire's Cash Position, Passive Flows, and more

Today’s episode is a solo episode where I answer questions from Twitter. Topics covered: * Berkshire’s cash position. * Sell rules. * Passive flows. * Interest rates & stock valuations. * Lessons from the SMCI crash. * The role of bonds in a portfolio. * General rules about ETF’s. * Stock...

Published 11/20/24

Paul Cerro: From Investment Banking to Fund Management

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:...

Published 11/13/24

The Security Analysis Podcast

Published 11/13/24

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