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Value Hive Podcast

Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)

Mar 13, 2020
01:23:46

ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog. 

We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up. 

I'm excited to have ValueStockGeek on the podcast for a few reasons: 

  1. We share similar investment styles and philosophies
  2. His transparency is refreshing
  3. He offers unique insights into macro themes as well as micro, company-specific write-ups

During the chat we discuss the following: 

  • [2:00-10:00] Introduction to ValueStockGeek
  • [11:00-14:30] Maintaining Rationality During Volatility
  • [15:00-21:00] Recession Talk
  • [21:00-31:00] Why Stocks Are Still Expensive
  • [32:00-50:00] ValueStockGeek's Lazy Portfolio
  • [51:00-57:00] ValueStockGeek's Investment Process
  • [60:00-71:00] How ValueStockGeek Values Companies
  • [72:00-End] Final Comments & Last Question

If you want to learn more about ValueStockGeek, check out his website and Twitter (links below): 

--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

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