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: Ritchie connects buyers and sellers through their 40 operational auction sites in more than 13 countries Currently Ritchie Bros. is the largest live auction company in the world and claims approximately a 20% market share Over 80% of their...read more
Summary: 75% of their revenue is earned between the provinces of British Columbia and Alberta. Stuart Olson segments their business into 3 groups, industrials, buildings group and a commercial systems group. Activist investors are pressuring current...read more
Summary: Wajax’s business is primarily driven by two industries, Construction and Resource extraction. Long term debt has gone up by over 100% and shares outstanding has increased by 20% in the past 10 years A bet on Wajax is a bet on Canada’s resource...read more
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
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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