GrahamKlarman Posted March 9, 2021 Share Posted March 9, 2021 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 Link to comment Share on other sites More sharing options...
GrahamKlarman Posted March 11, 2021 Author Share Posted March 11, 2021 Anybody listen? Any thoughts? Link to comment Share on other sites More sharing options...
ratiman Posted March 12, 2021 Share Posted March 12, 2021 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. Link to comment Share on other sites More sharing options...
GrahamKlarman Posted March 12, 2021 Author Share Posted March 12, 2021 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. Link to comment Share on other sites More sharing options...
ratiman Posted March 12, 2021 Share Posted March 12, 2021 Yet Another Value podcast, Investing City, Acquisitions Anonymous are good ones. Link to comment Share on other sites More sharing options...
GrahamKlarman Posted April 19, 2021 Author Share Posted April 19, 2021 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 Link to comment Share on other sites More sharing options...
Morgan Posted April 20, 2021 Share Posted April 20, 2021 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. Link to comment Share on other sites More sharing options...
GrahamKlarman Posted April 21, 2021 Author Share Posted April 21, 2021 Thanks for the Acquired recommendations. That looks good and I hadn’t seen it before. Link to comment Share on other sites More sharing options...
GrahamKlarman Posted May 10, 2021 Author Share Posted May 10, 2021 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. Link to comment Share on other sites More sharing options...
BG2008 Posted May 11, 2021 Share Posted May 11, 2021 Bill Brewster's Pod is very entertaining and I find Bill's open mindedness to be refreshing Link to comment Share on other sites More sharing options...
irnovo Posted May 12, 2021 Share Posted May 12, 2021 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 Link to comment Share on other sites More sharing options...
Simba Posted May 17, 2021 Share Posted May 17, 2021 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. Link to comment Share on other sites More sharing options...
GrahamKlarman Posted January 5, 2022 Author Share Posted January 5, 2022 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 Link to comment Share on other sites More sharing options...
ValueArb Posted January 5, 2022 Share Posted January 5, 2022 (edited) 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 Link to comment Share on other sites More sharing options...
GrahamKlarman Posted January 6, 2022 Author Share Posted January 6, 2022 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! Link to comment Share on other sites More sharing options...
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