Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective.Companies discussed:* Sony* Casio* Best Mart* IMAX China* Lao Feng Xiang* KoshidakaLinks:* Michael’s Twitter Feed: https://x.com/MikeFritzell* Michael’s substack: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Former hedge fund analyst Compounding Quality discusses the importance of quality investing, focusing on companies with competitive advantages and reinvestment opportunities. He explores examples like Games Workshop and Visa, highlighting the significance of continuous innovation and good capital allocation. The podcast also delves into the differences between value and quality investors, strategies for company valuation, and the impact of secular trends on stock prices.

Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high quality companies and holds for the long run. His returns have been very impressive in the past couple years, up by 35% in 2023 and 19% in Q1 alone.Companies discussed:* Dollar General* Fever Tree* Match Group* TKO Group* Meta* NetflixLinks.* Alex’s Twitter feed: https://x.com/TSOH_Investing* The first podcast with TSOH from 2023: * The Science of Hitting Substack: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this podcast and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Paul Gabrail operates the Everything Money YouTube channel and website.The channel covers a wide variety of investment strategies, but focuses on value investing concepts.Paul has been investing via his Family office, the Crossroads Group, investing in everything from stocks to private businesses to real estate.Links:* Everything Money: https://www.everythingmoney.com/* Everything Money YouTube: https://www.youtube.com/@EverythingMoneyDisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Kyla is a prolific financial writer with a focus on analyzing the economy. She makes short form videos, long form videos, podcasts, articles and now she’s written a great book – In This Economy? She grounds her analysis of the economy in a relatable way and makes complex economic topics clearer to understand.Links* Kyla’s main website: https://kylascanlon.com/* YouTube channel: https://www.youtube.com/channel/UC-J8PybPmYl6VJbu8sCRdHQ* In This Economy (How Money & Markets Really Work): https://www.amazon.com/This-Economy-Money-Markets-Really/dp/0593727878* Bloomberg articles: https://www.bloomberg.com/search?query=kyla%20scanlon* Kyla’s substack: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Left Field Investing is an anonymous Substack writer with a military and engineering background, specializing in micro-cap stocks. He discusses unconventional investment strategies, highlighting opportunities in niche markets like private prisons and toenail fungus pharmaceuticals. The conversation covers his unique journey into investing, concentrated investment risks, and the challenges of navigating the tobacco industry. He also shares insights on the impact of demographic trends in the funeral service sector and how political changes affect stock performance.

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.

Ben Sparham is a DIY British Investor. He writes the QV Capital newsletter where he writes about a macroeconomics and individual stocks. For his stock portfolio, he is focused on moaty high quality names and we discuss a few of them.Links:* Twitter: https://x.com/bensparham_* Substack: DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Edwin Dorsey started the Bear Cave substack account in 2020 when he was still in college at Stanford. The Bear Cave features excellent analysis of potential short candidates. Edwin performs deep dives into troubled companies.This is our second conversation. I highly recommend that you also check out our first one!In this conversation, we dig right into specific companies. Companies discussed:* Hershey* Palantir* Marqeta* FlywireLinks* The Bear Cave: * My first conversation with Edwin: DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Talented investor from Croatia discusses global micro cap investing, insider ownership benefits, portfolio strategies, and potential acquisitions. Shares insights on business analysis, management alignment, and lessons from investing in a retail turnaround story.