
The Security Analysis Podcast Tyler Moody: The Enterprising Investor
Jun 5, 2024
Tyler Moody, an electrical engineer and DIY investor, shares his journey from quant investing to value investing, inspired by Warren Buffett. He discusses portfolio construction, investment analysis with examples like Capital One and British American Tobacco, and reflections on mergers and portfolio performance. Moody also talks about transitioning to Substack for stock ideas and offers insights on beating the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
Evolution of Investing Process and Balancing Work-Life Commitments
03:27 • 8min
Portfolio Construction Strategies and Investment Analysis
11:43 • 24min
Analyzing an Investment in Seneca Foods
35:36 • 3min
Investment Case for British American Tobacco
38:51 • 4min
Navigating Mergers and Portfolio Performance
42:29 • 4min
Exploring Blogging Transition to Substack for Stock Ideas
46:16 • 5min
Reflections on Investing Performance and Strategies
51:33 • 2min
