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 podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a...

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 Twitter Feed: https://twitter.com/johnhuber72 * Saber Capital: https://sabercapitalmgt.com/ Disclaimer Nothing on this podcast is investment...

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 Parity Radio website, where he posts podcast episodes and also posts detailed updates on real-money risk parity portfolios....

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 wrote it in 1995 without the cooperation of Warren Buffett. The book was also written before Warren Buffett was extremely famous. The Snowball, in...

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-oriented approach.He is also the author of the international best-seller on value investing, The Joys of Compounding. In 2018 and 2019, he was profiled...

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 [email protected] Topics covered: * The Passive Bubble * Catching up with retirement savings in your 40’s * PayPal * Recession Concerns * Tracking Total Performance * My experience getting out of debt in 2008 * The Best ETF w/ A Long Track Record Links: * My article on the passive bubble:...

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.portfolio123.com/u/rtelford/summary Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for information and...

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://twitter.com/HML_Compounder Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for information and...

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: Bill’s experience as an entrepreneur, the value vs. growth debate, ‘never sell’, podcasting, the wisdom of Buffett and Munger, and talk about many...

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 Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not...

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.com/Behavioral-Investor-Daniel-Crosby-ebook/dp/B07HH99WH8 * The Laws of Wealth:...

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 Sandfly Security, an agentless Linus security solution. The Permanent Portfolio is a low-volatility investment approach that was developed by Harry...

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 [email protected] Topics covered: * Pros & Cons of Dividend Investing * The Ethics of Materialism * Accounting Books * My Favorite Podcasts * Accumulation vs. Retirement Portfolios * Value vs. Growth * My investment in Deere * Weird Portfolio & Avantis Funds * My worst investments * Avoiding...

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 markets. Links * Twitter: https://twitter.com/Globalflows * Capital Flows Research Site: Disclaimer Nothing on this podcast is investment...

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 equity analyst at Madison Investments. He researches companies that aren’t necessarily a good investment at the moment, but tries to understand the...

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 twitter feed: https://twitter.com/irbezek * Ian’s Substack: Disclaimer Nothing on this podcast is investment advice.The information in this podcast...

Jamie Catherwood is an expert in financial history. He majored in history at King’s College. Upon graduating in 2017, he began writing a unique and in depth series of articles about various topics of financial history. His website, Investor Amnesia, offers a number of great articles and courses about financial history. I learn something new every time I read one of Jamie’s articles. In addition to his excellent work in financial history, Jamie currently works as a VP Client Portfolio...

This interview is with the anonymous writer of the Systematic Investing substack. The substack focuses on global systematic equity investing. He has chronicled his investing journey on Twitter and Substack. He is a German based engineer deploying his personal savings. He uses a systematic approach to identify attractively priced stocks. He casts a wide net with a global approach. He also created a very useful tool – the Kenneth French Database Explorer – which allows users to explorer the...

Citrini is a Twitter personality who blogs at Citrini Research on Substack and is an avid poster on Twitter under Citrini7. Citrini looks for mega trends that should persist for years – if not decades - with wide-reaching implications for markets and society. The three mega trends that we discuss in this podcast are: GLP-1’s, US Fiscal Primacy, and artificial intelligence. Links * Citrini’s Twitter profile: https://twitter.com/Citrini7 * Citrini research: Disclaimer Nothing on this podcast...

JL Collins is the author of the most iconic book about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and pursuing financial independence. His new book - Pathfinders - contains accounts from people from all walks of life who have pursued financial independence and the impact it has had on their lives. Links * The Simple Path to Wealth - https://www.amazon.com/Simple-Path-Wealth-financial-independence-ebook/dp/B01H97OQY2/ *...

Anita Dhake is a blogger at thepowerofthrift.com. She is also the author of a book, Operation Enough, about her approach to financial independence. Anita retired at the age of 33. She graduated with a law degree in 2009 from the University of Chicago. She had a starting salary of $160,000. Instead of using her law income to live an expensive lifestyle, she used it to achieve financial independence at a remarkably early age. She has a unique philosophy towards money that I think is best...

This is a discussion about Peter Lynch with Matt Cochrane. Matt is a DIY investor with a focus on moats. Peter Lynch is one of the best investors of all time. Lynch achieved a 29% return running Fidelity’s Magellan mutual fund from 1977 to 1990. US stocks returned 12.9% over this period. Both of us recently re-read Beating the Street, Lynch’s account of his time at Magellan and we reflect on the lessons from this book. Links * Beating the Street by Peter Lynch:...

George Livadas is the portfolio manager of Upslope Capital Management, a concentrated, long/short equity fund focused on US midcaps and other global developed markets. He also has prior experience at BMO, Citi, and SCB Global. He obtained an MBA at the University of Chicago and did undergraduate work at Georgetown. Links: * Upslope Capital: https://www.upslopecapital.com/ * George’s Twitter feed: https://twitter.com/UpslopeCapital Disclaimer Nothing on this podcast is investment advice.The...

Andrew Beer is a managing member at DBi, (formerly Dynamic Beta Investments), which manages ETFs and mutual funds that seek to outperform hedge funds with low fees, daily liquidity, and total transparency. Their two ETF’s – DBMF & DBEH bring alternative strategies to public, liquid markets in ETF format with comparatively low fees. He has nearly 30 years of experience in the hedge fund industry and previously worked at the Baupost Group with Seth Klarman. Links * DBMF -...