Value Investor TV

Value Investor TV

www.valueinvestor.org
We explore the stock market as value investors. Seek value stocks. Seek outsized returns. Seek the truth.🍀


Spin-off, Known Secret in Value Investing - Part 1 | Value Investor TV - Podcast #62
Jul 16 • 29 min
Spin-off is a known secret in the value investing community. It makes for an outsized returns - Joel Greenblatt said it and so did Charlie Munger. So what is it? What do you look for in a spin-off? Why is it a known secret? Let’s find out.
The Most Important Metric in Investing - Part 2 | Value Investor TV - Podcast #61
Jul 11 • 31 min
Let’s discuss return on equity. This is the most - the most - important metric in value investing.
The Most Important Metric in Investing - Part 1 | Value Investor TV - Podcast #60
Jul 9 • 22 min
Let’s discuss return on equity. This is the most - the most - important metric in value investing.
[GME] GameStop - Part 2 | Value Investor TV - Podcast #59
Jul 3 • 26 min
GameStop Corp. is an American video game, consumer electronics, and wireless services retailer. The company is headquartered in Grapevine, Texas, United States, a suburb of Dallas, and operates 7,267 retail stores throughout the United States, Canada,…
[GME] GameStop - Part 1 | Value Investor TV - Podcast #58
Jul 1 • 27 min
GameStop Corp. is an American video game, consumer electronics, and wireless services retailer. The company is headquartered in Grapevine, Texas, United States, a suburb of Dallas, and operates 7,267 retail stores throughout the United States, Canada,…
Q&A (ie. when do you sell?) | Value Investor TV - Podcast #57
Jun 25 • 39 min
It has been really fun communicating with you guys on and off the podcast. In this episode, we are answering questions that you sent over via email and Twitter.
[LB] L Brands - Part 2 | Value Investor TV - Podcast #56
Jun 23 • 26 min
L Brands, Inc. is an American fashion retailer based in Columbus, Ohio. Its flagship brands include Victoria’s Secret and Bath & Body Works. L Brands posted $12.63 billion in revenue in 2017, and was listed as 231 on the 2018 Fortune 500 list of largest…
[LB] L Brands - Part 1 | Value Investor TV - Podcast #55
Jun 11 • 28 min
L Brands, Inc. is an American fashion retailer based in Columbus, Ohio. Its flagship brands include Victoria’s Secret and Bath & Body Works. L Brands posted $12.63 billion in revenue in 2017, and was listed as 231 on the 2018 Fortune 500 list of largest…
[LEVI] Levi’s Strauss & Co. - Part 2 | Value Investor TV - Podcast #54
May 23 • 25 min
Levi Strauss & Co. is an American clothing company known worldwide for its Levi’s brand of denim jeans. It was founded in May, 1853 when German immigrant Levi Strauss moved from Buttenheim, Bavaria, to San Francisco, California to open a west coast branch…
[LEVI] Levi’s Strauss & Co. - Part 1 | Value Investor TV - Podcast #53
May 21 • 26 min
Levi Strauss & Co. is an American clothing company known worldwide for its Levi’s brand of denim jeans. It was founded in May, 1853 when German immigrant Levi Strauss moved from Buttenheim, Bavaria, to San Francisco, California to open a west coast branch…
[LUV] Southwest Airlines - Part 2 | Value Investor TV - Podcast #52
May 16 • 29 min
Southwest Airlines Co. is a major American airline headquartered in Dallas, Texas, and is the world’s largest low-cost carrier. Wikipedia
[LUV] Southwest Airlines - Part 1 | Value Investor TV - Podcast #51
May 14 • 31 min
Southwest Airlines Co. is a major American airline headquartered in Dallas, Texas, and is the world’s largest low-cost carrier. Wikipedia
[LYFT] Lyft - Part 2 | Value Investor TV - Podcast #50
Apr 25 • 30 min
Lyft, Inc. is a transportation network company based in San Francisco, California and operating in 640 cities in the United States and 9 cities in Canada. It develops, markets, and operates the Lyft mobile app, offering car rides, scooters, and a…
[LYFT] Lyft - Part 1 | Value Investor TV - Podcast #49
Apr 23 • 32 min
Lyft, Inc. is a transportation network company based in San Francisco, California and operating in 640 cities in the United States and 9 cities in Canada. It develops, markets, and operates the Lyft mobile app, offering car rides, scooters, and a…
[ULTA] Ulta Beauty - Part 2 | Value Investor TV - Podcast #48
Apr 18 • 31 min
Ulta Beauty Inc., is a chain of beauty stores in the United States, headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men’s and women’s fragrances, nail products, bath and body products, beauty tools and haircare…
[ULTA] Ulta Beauty - Part 1 | Value Investor TV - Podcast #47
Apr 16 • 28 min
Ulta Beauty Inc., is a chain of beauty stores in the United States, headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men’s and women’s fragrances, nail products, bath and body products, beauty tools and haircare…
[NFLX] Netflix - Part 2 | Value Investor TV - Podcast #46
Apr 5 • 24 min
Deep dive into Netflix - Part 2!
[NFLX] Netflix - Part 1 | Value Investor TV - Podcast #45
Apr 3 • 34 min
Deep dive into Netflix - Part 1!
Q&A (ie. our historical returns?) | Value Investor TV - Podcast #44
Mar 28 • 34 min
It has been really fun communicating with you guys on and off the podcast. In this episode, we are answering questions that you send over via email and Twitter.
We comment on daily news through Twitter | Value Investor TV - Podcast #43
Mar 26 • 11 min
Why should you follow us on Twitter? Because we comment daily on a variety of news sources.
[NVR] NVR, Inc - Part 2 | Value Investor TV - Podcast #42
Mar 14 • 29 min
Analyzing NVR, Inc as Value Investors
[NVR] NVR, Inc - Part 1 | Value Investor TV - Podcast #41
Mar 12 • 27 min
Analyzing NVR, Inc as Value Investors
[NVDA] Nvidia Corporation - Part 2 | Value Investor TV - Podcast #40
Feb 21 • 28 min
Analyzing Nvidia Cooperation as Value Investors
[NVDA] Nvidia Corporation - Part 1 | Value Investor TV - Podcast #39
Feb 19 • 33 min
Analyzing Nvidia Cooperation as Value Investors
[GOOS] Canada Goose - Part 2 | Value Investor TV - Podcast #38
Feb 7 • 26 min
Canada Goose (https://www.canadagoose.com/). It is a premium winter wear company that makes highly functional winter jackets, among others. Let’s dive in!
[GOOS] Canada Goose - Part 1 | Value Investor TV - Podcast #37
Feb 5 • 40 min
Canada Goose (https://www.canadagoose.com/). It is a premium winter wear company that makes highly functional winter jackets, among others. Let’s dive in!
[SKX] Skechers - Part 2 | Value Investor TV - Podcast #36
Feb 1 • 23 min
Skechers (https://www.skechers.com/) - you most likely have heard of this company. They make shoes =). Let’s do a deep dive into this footwear company.
[SKX] Skechers - Part 1 | Value Investor TV - Podcast #35
Jan 30 • 39 min
Skechers (https://www.skechers.com/) - you most likely have heard of this company. They make shoes =). Let’s do a deep dive into this footwear company.
Portfolio Management - Diversification | Value Investor TV - Podcast #34
Jan 25 • 16 min
Portfolio Management Part 2! Is diversification necessary? What does it mean to build a diversified portfolio? Let’s check it out.
Portfolio Management - Asset Allocation | Value Investor TV - Podcast #33
Jan 22 • 26 min
Portfolio Management Part 1! How should you allocate capital? Should you own 50% in stocks and 50% in cash? Let’s explore the concept of asset allocation in value investing.
Discounted Cash Flow (DCF) Formula | Value Investor TV - Podcast #32
Jan 16 • 18 min
We introduced DCF in the previous episode. Let’s go over its formula in detail!
Discounted Cash Flow (DCF) | Value Investor TV - Podcast #31
Jan 5 • 21 min
DCF is a wildly used metric in the investing community. It is a more robust measurement of the value of a business by taking into account revenue growth projections. Enjoy!
Price to Book (P/B) and Special Situations | Value Investor TV - Podcast #30
Jan 2 • 17 min
Price to Book (P/B) is another valuation metric analysts use to determine how cheap or expensive something is. Let’s have a look!
Price to Free Cash Flow (P/FCF) in Depth | Value Investor TV - Podcast #29
Dec 20, 2018 • 18 min
Price to Free Cash Flow (P/FCF) is a valuation ratio that analysts use to examine the price of a company relative to the free cash it is generating. To put it simply, if a company is easy to understand, has durable competitive advantage, ran by an honest…
Price to Earnings (PE) in Depth | Value Investor TV - Podcast #28
Dec 18, 2018 • 14 min
PE is one of the first valuation ratios analysts use to determine how cheap a stock is. It is easy to calculate and useful for quick and easy valuation but there are some downsides to it. Let’s check it out!
Checklist Deep Dive Part 2 | Value Investor TV - Podcast #27
Dec 16, 2018 • 45 min
The second half of the checklist! It will be much easier to follow along if you have our checklist in front of you. Please reach out to us at [email protected] to get a copy!
Checklist Deep Dive Part 1 | Value Investor TV - Podcast #26
Dec 14, 2018 • 40 min
As covered in the previous episode, using a checklist is a great way to stay disciplined in one’s investment process. It is easy to forget things and you can quickly become sloppy in your analysis. In this episode, we discuss the questions that are in our…
Introduction to Checklist | Value Investor TV - Podcast #25
Dec 11, 2018 • 26 min
Using a checklist is important for a disciplined investment process. It allows us to make sure we cover all the grounds before coming to a conclusion about an investment opportunity. In this episode, we are talking about the importance of using a…
Financial Ratios (Debt to Equity, Cash to Debt, etc..) | Value Investor TV - Podcast #24
Nov 27, 2018 • 16 min
How do we determine financial health of a company? Do they have too much debt? What is their capital structure? Various financial ratios can tell us the answers to these questions.
Operational Ratios (ROE, ROIC, etc..) | Value Investor TV - Podcast #23
Nov 20, 2018 • 31 min
Operational ratios tell us We often measure a car’s efficiency by measuring miles per gallon. Similarly, there are ratios that tell us how we can measure how efficiently a company is operating.
Valuation Ratios (PE, PEG, P/B, etc..) | Value Investor TV - Podcast #22
Nov 16, 2018 • 39 min
Let’s take a deep dive into valuation ratios! These ratios tell us how cheap or expensive a company is.
Valuation, Operational, and Financial Ratio Overview | Value Investor TV - Podcast #21
Nov 14, 2018 • 22 min
We introduce to you various ratios used to examine a company’s valuation (how cheap it is), operations (how efficient it is), and financials (how healthy is it financially). Let’s start!
Relationships Between Financial Statements | Value Investor TV - Podcast #20
Nov 9, 2018 • 33 min
Now that we have covered the three financial statements individually, let’s discuss how they are all linked together!
Cash Flow Statement Part 2 | Value Investor TV - Podcast #19
Nov 1, 2018 • 26 min
Part 2 of the Cash Flow Statement! The final episode of six part series about the financial statements.
Cash Flow Statement Part 1 | Value Investor TV - Podcast #18
Oct 31, 2018 • 17 min
Cash flow statement is often ignored but that would be a big big mistake. Let’s understand what it is.
Balance Sheet Part 2 | Value Investor TV - Podcast #17
Oct 25, 2018 • 25 min
Liability and equity makes up the rest of the balance sheet. We explore them more in detail here.
Balance Sheet Part 1 | Value Investor TV - Podcast #16
Oct 23, 2018 • 35 min
Balance sheet is like your personal bank statement.. but for business. Let’s find out more about balance sheet
Income Statement Part 2 | Value Investor TV - Podcast #15
Oct 21, 2018 • 24 min
From Operating Income to Net Income.
Income Statement Part 1 | Value Investor TV - Podcast #14
Oct 17, 2018 • 14 min
For the next few episode, we will be going over the three financial statements. First one in line - Income Statement. Let’s take a look!
Financial Statements Overview | Value Investor TV - Podcast #13
Oct 14, 2018 • 17 min
High level summary of financial statements.
Stock Market Players | Value Investor TV - Podcast #12
Oct 10, 2018 • 44 min
The stock market as we know it today is made possible by various parties that play in it. Let’s find out who they are and how they influence each other.
Brokerage Account | Value Investor TV - Podcast #11
Oct 6, 2018 • 16 min
Brokerage account is a channel through with you access the public stock market. But it is much more than that. Let’s find out!
SEC Filings | Value Investor TV - Podcast #10
Sep 25, 2018 • 25 min
SEC filings such as annual reports or quarterly reports help us, investors, make sound investment decisions.
Going Public (IPO) | Value Investor TV - Podcast #9
Sep 22, 2018 • 29 min
Becoming a public company and the public market place are major cornerstones of the democratized capitalism. Find out more in this episode.
Company Structure | Value Investor TV - Podcast #8
Sep 17, 2018 • 21 min
Companies are organized in specific ways for appropriate governance.Understanding the role of board of directors and executive officers will give you an edge as an investor.
Market Analysis | Value Investor TV - Podcast #7
Sep 13, 2018 • 24 min
Growth vs Steady vs Declining markets? They have different features and as such investors need to fine tune our thinking and analysis accordingly.
Competitive Advantage | Value Investor TV - Podcast #6
Sep 12, 2018 • 41 min
Competitive advantage is what protects businesses from competition. Let’s explore different types of competitive advantage used to sustain their edge.
Debt and Equity | Value Investor TV - Podcast #5
Sep 6, 2018 • 10 min
Debt and equity are two different ways to finance a business. There are pros and cons to each and different repercussions for debt and equity investors.
Purpose Of Company | Value Investor TV - Podcast #4
Sep 5, 2018 • 8 min
Companies are the best vehicle for growing your wealth. Let’s dig deeper into this.. Why do companies exist at all.
Why Invest In Companies? | Value Investor TV - Podcast #3
Aug 30, 2018 • 21 min
Why should you invest in companies? Why not crypto, gold, real estate
What Is Value Investing? | Value Investor TV - Podcast #2
Aug 29, 2018 • 24 min
It is an investing philosophy that world’s wealthiest investors swear by!
Why Invest At All? | Value Investor TV - Podcast #1
Aug 23, 2018 • 12 min
Why should you invest at all? Could you just put it in your savings account? Let’s find out.