New Favorite Investing Podcast

[GrahamKlarman]

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

[GrahamKlarman]

Anybody listen? Any thoughts?

[ratiman]

 

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.

[GrahamKlarman]

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.

[ratiman]

Yet Another Value podcast, Investing City, Acquisitions Anonymous are good ones.

[GrahamKlarman]

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

[Morgan]

I really like Acquired. I’ve listened to all of them while commuting. They have a long backlog as well. Primarily focused on tech companies and their history, but it’s good and the audio quality is good too. 

[GrahamKlarman]

Thanks for the Acquired recommendations. That looks good and I hadn’t seen it before. 

[GrahamKlarman]

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.

 

[BG2008]

Bill Brewster's Pod is very entertaining and I find Bill's open mindedness to be refreshing

[irnovo]

Here are some that I frequently listen to:

1. Business Breakdowns

2. Chit Chat Money

3. Focused Compounding

4. Acquired

5. Value Investing with Legends

6. Invest Like the Best

7. Capital Allocators

8. InvestED

9. FYI - For Your Innovative

10. The Business Brew

 

 

 

 

 

 

 

 

 

[Simba]

On 5/10/2021 at 10:01 AM, GrahamKlarman said:

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.

 

Thanks - this was good - been a while I heard a good podcast.

[GrahamKlarman]

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=blocks

 

Solana: Faster, Cheaper, More Scalable [Business Breakdowns, EP. 28] https://overcast.fm/+rra4IOWyA

[ValueArb]

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

 

 

Edited January 5, 2022 by ValueArb

[GrahamKlarman]

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!