Episodes
This episode covers the following four stages of making BIG money in the stock market. * Level 1 (Easy - medium): Research on the companies * Level 2 (Easy): Buy the companies that you like * Level 3 (Difficult): Accumulate enough shares to make a meaningful impact * Level 4 (Very difficult): Stay invested in the long term
Published 03/21/21
Published 03/21/21
This episode covers the important of right spending habits and their impacts on your wealth over time.
Published 02/28/21
Lessons from Gamestop Frenzy
Published 02/08/21
Post Covid Winners & Losers
Published 02/06/21
This episode covers two strong secular trends; 1) rise in ecommerce and 2) rise in the internet usage.
Published 01/18/21
Most books cover how to make money, but not cover what to do with money at different stages of becoming rich.  In this episode, I talk about my views at different stages.
Published 12/29/20
The Bank Investor’s Handbook: https://amzn.to/2JnWsm3
Published 08/30/20
Why don't we put growth into value investing framework instead of considering the two separately?
Published 08/16/20
This episode covers The Cheesecake Factory (CAKE). You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/08/01/cake-the-cheesecake-factory-could-be-a-good-buy-now/)
Published 08/01/20
In this episode, I talk about CARS.com which is the company that I own in my portfolio and which I believe is undervalued at the current price $5.91 as of this recording on July 18.
Published 07/19/20
In this episode, I revisit the stocks (EBAY, SWBI, M, KHC) that I talked about one and half years ago.  The main focus is to discuss the main business developments and also one and half year performance relative to S&P500. I also wrote investment articles last year regarding the four stocks here ( https://shareinvestmentideas.com/) SWBI deck for its spinoff rationale (https://ir.smith-wesson.com/static-files/e64b6622-49e5-4413-8e16-4bd465cb4b8d)
Published 07/05/20
Warren Buffett's Early Investment Partnership (Replay of EP1 and EP2)
Published 06/21/20
In this episode, I cover my portfolio in terms of my investment strategy change and individual stocks (M, EBAY, AOBC, SWBI,CAKE, CARS, CPRI) that I have bought and sold during the Covid-19 pandemic.
Published 06/07/20
Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link Donate: https://valueinvestpodcast.com/en/donate/
Published 05/24/20
I talk about four companies (Macy's, Cars.com, The Cheesecake Factory, Capri Holdings) in this episode and assess their survival probability by looking at their liquidity conditions. Stock tickers (M, CARS, CAKE, CPRI) Donate: https://valueinvestpodcast.com/en/donate/
Published 05/10/20
Dow Jones Historical Chart: https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart Spanish Flu: https://www.cdc.gov/flu/pandemic-resources/1918-pandemic-h1n1.html Donate: https://valueinvestpodcast.com/en/donate/
Published 04/26/20
Howard Marks' memo about coronavirus: https://www.oaktreecapital.com/docs/default-source/memos/weekly.pdf?sfvrsn=8 Donate: https://valueinvestpodcast.com/en/donate/
Published 04/12/20
Donate: https://valueinvestpodcast.com/en/donate/
Published 03/29/20
This episode covers my views on Coronavirus and the recent market drop. Donate: https://valueinvestpodcast.com/en/donate/
Published 03/01/20
This episode covers six things that prevent your investing success. Donate: https://valueinvestpodcast.com/en/donate/  
Published 02/16/20
Replay of EP46 - Risk Arbitrage Checklist
Published 02/02/20
Knowing What You Don't know in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
Published 01/20/20
Patient Opportunism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
Published 01/05/20