GrahamKlarman
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Posts posted by GrahamKlarman
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On 1/5/2022 at 4:16 PM, ValueArb said:
https://focusedcompounding.com 's podcast with Andrew Kuhn and Geoff Gannon.
Latest covers Amazon & Alibaba, found it insightful.
https://podcasts.apple.com/us/podcast/focused-compounding/id1352422076?i=1000546996236
Thanks. I liked this one!
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Their top podcasts of the year…
i also really enjoyed: Michael Mauboussin on How to Read Stock Prices https://overcast.fm/+x4CjQzRVk
Bill Gurley and Philip Rosedale - Back to the Future https://www.joincolossus.com/episodes/43447310/gurley-back-to-the-future?tab=blocksSolana: Faster, Cheaper, More Scalable [Business Breakdowns, EP. 28] https://overcast.fm/+rra4IOWyA
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William Green is really good.
https://podcasts.apple.com/us/podcast/skippy-and-doogles-talk-investing/id1552573391?i=1000521105998
What an episode this one is! Skippy and Doogles take a break from their usual 1:1 banter of glory to sit down with William Green, the author of Richer, Wiser, Happier. William has spent the last couple decades interviewing, and learning from, some of the greatest investors of the last century and his most recent book summarizes what he's gathered on not only how to get beaucoup returns, but also (and more importantly!) how to live a fulfilled life while doing it. As Borat says, this episode is "very excite" — you'll enjoy it.
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Thanks for the Acquired recommendations. That looks good and I hadn’t seen it before.
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Lots of talk on value investing and the Acquirer’s Multiple book here.
https://podcasts.apple.com/us/podcast/skippy-and-doogles-talk-investing/id1552573391?i=1000517747201
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Good points. I agree. You got any podcast recommendations for me where they do more deep dives?
I did give the podcast a listen and the light tone and chemistry between the two is appealing but I think it might be in the general interest death zone where it's competing with a lot of bigger and better known outlets. The discussion of the Klarman 13F was interesting but I wanted more of a deep dive that would go through his portfolio and try to piece out what he's thinking and why he would pick those stocks, especially some of the smaller holdings. The only people who are going to find a small investing podcast are investing junkies and they are interested in info they can't find elsewhere.
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Anybody listen? Any thoughts?
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TDS & KBAL
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TDS and KBAL
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I think these guys are hilarious. Much more entertaining than your average Investing Podcast where they just go through a white paper or some other book. The one guy is definitely a value investor. Give it a listen...
In defense of value - https://podcasts.apple.com/us/podcast/skippy-and-doogles-talk-investing/id1552573391?i=1000508242842
Some discussion on Klarman’s 13F - https://podcasts.apple.com/us/podcast/skippy-and-doogles-talk-investing/id1552573391?i=1000510169654
And, the most recent - https://podcasts.apple.com/us/podcast/skippy-and-doogles-talk-investing/id1552573391#episodeGuid=451c9f07-625e-4bb4-aed7-4db35fb4080f
2021 Returns Thread
in General Discussion
Posted
My deep value picks.