Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)
ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog. We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up. I'm excited to have ValueStockGeek on the podcast for a few reasons: We share similar investment styles and philosophies His transparency is refreshing He offers unique insights into macro themes as well as micro, company-specific write-ups During the chat we discuss the following: [2:00-10:00] Introduction to ValueStockGeek [11:00-14:30] Maintaining Rationality During Volatility [15:00-21:00] Recession Talk [21:00-31:00] Why Stocks Are Still Expensive [32:00-50:00] ValueStockGeek's Lazy Portfolio [51:00-57:00] ValueStockGeek's Investment Process [60:00-71:00] How ValueStockGeek Values Companies [72:00-End] Final Comments & Last Question If you want to learn more about ValueStockGeek, check out his website and Twitter (links below): Twitter ValueStockGeek Website