Value investors discuss one new stock idea in detail, per episode. The discussions are focused around the value investing principles of Benjamin Graham and Warren Buffett.
Value Stocks podcast is available on all your favorite podcast listening platforms! Or click on the following links to listen through the StockWriteUps.com website.
Summary: Tailwinds of Starbucks’ future growth will be driven by the pace of the increasing purchasing power of emerging markets . In the next 10 years I think it is very likely that Starbucks will be a much larger organization Growth has been...read more
Although it is still in the works, I have decided to share a more formal and transparent way of explaining our stock rating methodology. Overtime it will be refined and more details to the above chart will be added so that all our listeners can compare...read more
Summary: Capital light resource related stock. Production and earnings have held up despite industry headwinds. Prudent capital allocation could provide investors a healthy return. In this episode, Alex discusses NACCO Industries Inc...read more
Summary: HHC's current earnings do not support the company's valuation. The strategic assets that would determine the future acquisition value of HHC are speculative and may not necessarily be supported by fundamentals. Upside potential for the stock is...read more
Summary: Recent price pullback has brought shares to a much more reasonable value based on future growth expectations. Moat is well-established and will likely not be penetrated by Amazon or any other company in the near term. Growth expectations should...read more
Summary: The railroad industry has a strong moat and a long-term competitive advantage vs. other forms of transportation. Owner earnings are very predictable over the long term. Management has done an excellent job returning capital to shareholders...read more
Summary: Overlooked industry in terms of its importance in facilitating global trade. 10 years of deplorable industry conditions. Industry metrics point to a near term recover in leasing rates. Introduction In this episode we discuss Seaspan Corporation...read more
Summary: Well-managed homebuilder in the United States. Growth will be more limited in the future compared to the last 20 years. Stock still trading above intrinsic value. Introduction In this episode we discuss NVR (NYSE: NVR). NVR is a homebuilder that...read more
Summary: Double-digit growth rates in all the company’s holdings. Large gap between assessed intrinsic value and the recorded book value of their holdings. Good opportunity for investors to dip their toe. Introduction In this episode we discuss Fairfax...read more
Summary: Organic growth will be very modest going forward, but company still produces attractive cash flows. Margins will improve now that they have refranchised their North American bottling operations. The stock price is significantly overvalued even...read more
Value Stocks Podcast
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My name is Alex Middleton and I am from Calgary, Alberta. I believe investing requires one to carefully study publicly available information in an attempt to develop a thesis based on reason and logic. It also requires one to properly account for the unknown by applying probabilities and margin of safety to their thesis. I hope you enjoy the content!
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