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: 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...
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...
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...
Summary: Company expects a lot of growth over the next 5 years. Not a stock you would want to hold forever due to industry economics. Deeply discounted business at current prices. Introduction Recently, I have started recording a new podcast called...
Summary: Marketing agency and loyalty reward divisions do not deserve a high multiple. Company should be valued by its separate divisions and not as a whole. Card Services cannot grow at double-digit rates forever.
Summary: Insurance float will maintain size and profitability. High probability investments will continue to produce adequate returns. Safe and reliable company with excellent performing assets.
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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