Advice from Legendary Value Investors

Chapter 12: Finding bargains in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Chapter 11: Contrarianism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Chapter 10: Combating Negative Influences in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Chapter 8: Everything is a cycle in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Chapter 6 & 7: Recognizing and Controlling Risk in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Chapter 5: Understanding Risk in Howard Marks' book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

I talk about a book called The Most Important Thing By Howard Marks (https://amzn.to/2ZYx6rO).

I discuss how hedge fund managers are using alternative data for their investing decisions.

16 Investing rules by a legendary value investor John Templeton https://www.franklintempleton.com/forms-literature/download/TL-R16

Warren Buffett defined the earnings called “Owner Earnings” that is more relevant to the valuation of a company than the reported earnings on the income statement.  The owner earnings can be calculated by adjusting the reported accounting earnings in the following ways: Owner Earnings = (a) Reported earnings + (b) depreciation, depletion, amortization and certain other non-cash charges – (c) the average annual amount of capitalized expenditures for plant and equipment = cash flow from...

16 Investing rules by a legendary value investor John Templeton https://www.franklintempleton.com/forms-literature/download/TL-R16  

This episode covers the advantages and disadvantages that retail investors have over institutional investors such as hedge fund and private equity fund managers.

This episode is a reply of EP7 which was originally aired on April 28, 2018. In this episode, I discuss the following two topics. 1) Basics of insurance business in terms of how insurance companies make money and why Buffett likes them 2) Warren Buffett’s investment on an insurance company called GEIGO Two key terms for the valuation of insurance companies “Float”, or available reserve, is policyholder money held, but not owned, by insurers, which comes about because there exist...

I talk about Amazon CEO Jeff Bezos' Management Philosophy illustrated in 2016 letter to Amazon's shareholders (https://www.sec.gov/Archives/edgar/data/1018724/000119312517120198/d373368dex991.htm) Podcast website (https://valueinvestpodcast.com)  

I discuss four behavioral biases that stem from the following emotional errors. * Loss aversion * Overconfidence * Self-control bias * Endowment bias * Regret aversion * Status quo bias https://shareinvestmentideas.com/ https://valueinvestpodcast.com/

I discuss four behavioral biases that stem from cognitive errors. Website: https://valueinvestpodcast.com

I discuss five behavioral biases that stem from cognitive errors. https://valueinvestpodcast.com

This episode covers the topics related to common investing mistakes. Podcast homepage: https://valueinvestpodcast.com/My investment Idea website: https://shareinvestmentideas.com/

I talk about 7 reasons as to why Korean stock market is undervalued right now, and why it is important for the US investors to expand their circle of confidence in other foreign markets.

I discuss two stocks, Macy's (M) and Kraft Heinz (KHC) that I own in this episode. Nothing in this episode is a solicitation of buying any stocks. Please consult with your investment professional for any investment decisions. You can find my articles with respect to Ebay and AOBC about the stocks on https://shareinvestmentideas.com

This episode covers 2018 Berkshire Hathaway shareholder letter by Warren Buffett. http://www.berkshirehathaway.com/letters/2018ltr.pdf * New mark-to-market GAAP rule * Book value no longer useful as a proxy to the intrinsic value of Berkshire* Guide to Berkshire's intrinsic value calculation* Four funding sources* The American tailwind Check out my investment ideas athttps://shareinvestmentideas.com/

I discuss two stocks (Ebay and AOBC) that I own in this episode. Nothing in this episode is a solicitation of buy of any stocks. Please consult with your investment professional for any investment decisions. You can find my articles with respect to Ebay and AOBC about the stocks on https://shareinvestmentideas.com

I am making this short recording to make an announcement that going forward, I plan to post one episode in two weeks instead of one episode a week. Also, check out my investment ideas: https://shareinvestmentideas.com

This episodes covers the key items that you need to check prior to investing in risk arbitrage situations. Check out my investment ideas on https://shareinvestmentideas.com