Value Hive Podcast [REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
Apr 11, 2025
Join Ina, known as @BuyCheapAndPray, a contrarian deep value investor with a global outlook. They dive into the essentials of deep value investing, contrasting it with typical strategies and sharing lessons from past missteps. Discussions include the art of portfolio construction and the balance between risk and reward. Ina discusses the emotional aspects of investing and the significance of thorough research. Tune in for insights on undervalued stocks and strategies for adapting to market shifts!
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Ina's Journey to Diversification
- Ina discovered deep value investing through Keith Gill's YouTube streams in 2021, admiring his diverse portfolio approach.
- After making concentration mistakes like with Alibaba, she switched to diversifying hundreds of stocks to reduce stress and embrace humility.
Aharon's Deep Value Path
- Aharon started deep value investing through a series of mistakes and natural concentration rather than forced.
- He bought distressed stocks like RadNet and Hemisphere Energy at fractions of dollar, holding them as they recovered significantly.
Learning Investing Through Early Mistakes
- Aharon bought his first stock, Iridium, after grad school during the tech bubble with limited resources and learned tough lessons.
- Early losses taught him to understand true business value beyond just numbers on a screen.