Beste Value Investor Podcasts (2025)

1
3 Lessons from Buffett’s Apple Stock Sales 32:47

3d ago32:47

32:47

Tracey Ryniec, Zacks Value Stock Strategist, discusses what value investors can learn from Warren Buffett’s move to sell shares in one of his 4 pillars. (0:30) - How Much Should You Follow The 13-F Filings? (4:10) - Investing Lessons To Learn From Warren Buffett (27:45) - Episode Roundup: BRK.B, AAPL, COST, V, AXP [email protected]…

1
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 4 of 4 1:16:18

4d ago1:16:18

1:16:18

In this conversation between Guy Spier and Eric Schaanning, the discussion revolves around the intricacies of asset-liability management (ALM) and interest rate risk, particularly in the banking sector. Eric shares insights from his experience, explaining key concepts like the economic value of equity (EVE), DV01 (the sensitivity of a bank's net pr…

1
TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley 1:10:57

1d ago1:10:57

1:10:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve prob…

1
TIVP006: Vital Farms (VITL): Egg-cellent Value? w/ Shawn O'Malley 1:12:05

8d ago1:12:05

1:12:05

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Vital Farms, a company that sells pasture-raised eggs with a cult-like following. Vital Farms missed the memo that eggs are supposed to be a commodity and instead has brought the “premium egg” market mainstream. Shawn goes through how the company has scaled its business sustainably an…

1
3 Value Stocks with Juicy Dividends 25:49

10d ago25:49

25:49

Tracey Ryniec, Zacks Value Stock Strategist, screened for cheap stocks that also pay out attractive dividend yields. (0:45) - Searching For Stocks That Have Strong Income (7:35) - Tracey’s Top Stock Picks (24:00) - Episode Roundup: ADM, UBS, BIP [email protected]

1
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley 1:16:13

15d ago1:16:13

1:16:13

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes money from seemingly-free services like Gmail, Google Maps, and Google Ea…

1
This is the Cheapest AI Stock Right Now 24:50

17d ago24:50

24:50

With the DeepSeek panic sell-off, the AI stocks have gotten cheaper. Are any true value stocks? (0:30) - Has Any Of The Ai Stocks Become Value Stocks? (4:30) - Tracey’s Top Stock Picks (21:20) - Episode Roundup: SMCI, VRT, AVGO, NVDA, [email protected]

1
Peter Finley: From Navy to Wall Street | Ep. 71: Durable Value 17:57

20d ago17:57

17:57

In this episode of Durable Value, Ryan Swehla sits down with Peter Finley, head of institutional capital markets at Graceada Partners. With his extensive background in real estate and capital markets, Peter shares invaluable insights from his days in the Navy to navigating market cycles on Wall Street. He discusses the evolution of institutional la…

1
Should You Buy Berkshire Hathaway’s Stock in 2025? 20:00

21d ago20:00

20:00

Warren Buffett is admired by investors the world over. Many would like to own his stock. Is it a buy right now? (0:20) - Is It Still A Good Idea To Follow Warren Buffett’s Investment Strategy? (3:00) - Should You Be Buying Berskhire Hathaway’s Stock Right Now? (17:20) - Episode Roundup: BRK.B [email protected]…

1
TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley 1:12:53

22d ago1:12:53

1:12:53

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down John Deere, a company as American as Levi’s blue jeans and apple pie. John Deere is a fascinating business because it has survived for nearly two hundred years and remained an industry leader for much of that time, continually building their world-famous green-and-yellow tractors. Dee…

1
Think smarter, not harder with Howard Marks 53:11

25d ago53:11

53:11

In this engaging podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share invaluable investment wisdom with Roi Lipovetzky, a former MBA student and current investment professional at Oakmount Capital. The conversation explores key principles of successful investing, such as mastering market cycles, …

1
5 Stocks on Sale: Values or Traps? 40:27

27d ago40:27

40:27

Tracey discusses 5 stocks that have had big market sell-offs. Should they be on your watch list? (1:00) - Finding Strong Stocks That Are Currently On Sale (5:15) - Tracey’s Top Picks For Your Watchlist Right Now (35:30) - Episode Roundup: PHM, ANF, HVT, LLY, AMN [email protected]

1
TIVP003: Ulta Beauty (ULTA): A Beautiful Compounder w/ Shawn O’Malley 1:13:02

29d ago1:13:02

1:13:02

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America’s largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increas…

1
TIVP002: Coupang (CPNG): The Amazon of South Korea w/ Shawn O’Malley 1:03:45

1M ago1:03:45

1:03:45

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Coupang, the “Amazon of South Korea.” Coupang’s Bom Kim is an impressive founder & CEO who has led the company to incredible growth, with almost half of South Korea’s population becoming active customers of Coupang. And Coupang’s overnight delivery actually puts Amazon to shame…

1
5 Classic Value Stocks for 2025 36:11

1M ago36:11

36:11

These stocks are cheap and have top Zacks Ranks of Strong Buy or Buy. (0;15) - Finding Classic Value Stocks In The Beginning of 2025 (6:15) - Tracey’s Top Stock Picks (30:30) - Episode Roundup: ALR, HSII, USNA, GM, FMS [email protected]

1
The "Why" | Ep. 70: Durable Value 17:01

1M ago17:01

17:01

In this episode, from the 2024 investor day, Ryan talks about the why of Graceada partners. He talks about the foundational principles and history of Graceada Partners, exploring their conservative investment strategies, lessons learned from the Great Financial Crisis, and their focus on secondary and tertiary real estate markets in the Western U.S…

1
TIVP001: Madison Square Garden Sports (MSGS): Buying the Knicks & Rangers w/ Shawn O’Malley 59:57

1M ago59:57

59:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Madison Square Garden Sports Corp., ticker: MSGS, which is the holding company that owns the NBA’s New York Knicks and NHL’s New York Rangers. MSGS is one of the few publicly-traded equities that allows retail investors to directly own professional sports teams, and few franchises are…

1
(Trailer) The Intrinsic Value Podcast 1:46

2M ago1:46

1:46

The Intrinsic Value Podcast by The Investor’s Podcast Network is hosted by Shawn O’Malley. This podcast is inspired by 10 years of interviews with the world’s best investors here at The Investor’s Podcast Network. Shawn applies those lessons while breaking down and valuing a different business every week. From outlining how companies make money to …

1
MI384: Skin in the Game w/ Clay Finck & Kyle Grieve 1:27:14

2M ago1:27:14

1:27:14

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive invest…

1
MI383: Zero to One: Lessons From Peter Thiel w/ Shawn O’Malley 56:03

2M ago56:03

56:03

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) goes through the best-selling book Zero to One by the prolific investor Peter Thiel, who’s best known for co-founding PayPal and Palantir and for being the first outside investor in Facebook. Thiel is a highly contrarian thinker, and the book organizes his notes from his time at Stanford lecturin…

1
2024 Value Stock Winners: What’s Next? 40:27

2M ago40:27

40:27

It wasn’t just a growth stock rally this year. But can value stocks keep the momentum in 2025? (0:30) - What Really Worked For Investing In 2024? (6:00) - Tracey’s Top Picks To Keep On Your Watchlist (32:45) - Episode Roundup: ETD, WSM, HVT, MLKN, RH, ARHS, [email protected]

1
Jonathan Woloshin: Investment Strategies and Real Estate Investments | Durable Value Ep.69 32:16

2M ago32:16

32:16

In this episode of Durable Value, Ryan speaks with Jonathan Woloshin, Head of Real Estate Research for UBS Wealth Management's CIO Office. Jonathan shares insights on his role and expertise in the U.S. real estate market, from residential and commercial real estate to lodging, and discusses key trends and regulatory actions affecting the sector. Th…

1
MI382: Cloning Mohnish Pabrai w/ Shawn O’Malley 56:07

2M ago56:07

56:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too. You’ll learn what it means to circle the wagons in investing, how a few big deci…

1
MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley 57:13

2M ago57:13

57:13

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) takes you into the classroom of legendary investor Joel Greenblatt, sharing his biggest takeaways from watching Greenblatt’s lectures at Columbia. Greenblatt is a wildly successful investor, professor, founder of the Value Investor’s Club forum, and best-selling author of some of the most popular…

1
MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley 54:09

3M ago54:09

54:09

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the concept of hidden compounders, where some of the most boring businesses can make the best long-term investments. Compared to well-known compounders like Apple and Amazon, which have well-known track records in compounding returns for investors, there are loads of lesser-known compan…

1
Ed Sprague Jr - Building A Legacy of Winning | Durable Value Ep. 68 25:11

3M ago25:11

25:11

In this episode of Durable Value, Joe interviews Ed Sprague Jr., the Director of Baseball Operations for the Oakland Athletics. They discuss Ed's impressive career, starting from his achievements in college baseball and the Olympics to his successful stint in Major League Baseball. Ed shares insights into what it takes to be a consistent winner and…

1
MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley 55:06

3M ago55:06

55:06

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the fundamentals of, and merits in, being a long-term, quality-focused investor, using John Huber’s success and philosophy as an example to follow. Huber is the rare money manager who truly aligns incentives with his investors by using the template created by Warren Buffett back in his d…

1
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 3 of 4 56:40

3M ago56:40

56:40

In this gripping segment, Eric Schaanning and Guy Spier delve into the complex world of interest rate risk, revealing how seemingly straightforward banking practices can quickly turn into high-stakes dilemmas. Schaanning breaks down how banks forecast deposit behaviours, merging historical trends with expert judgment. He explains that as interest r…

1
5 Cheap Strong Buy Stocks: Values or Traps? 28:06

3M ago28:06

28:06

These stocks have low P/E and P/S ratios and are Zacks Rank #1 (Strong Buys). But are they true values? (0:30) - Screening Criteria For Top Value Stocks (6:10) - Top Stocks To Keep On Your Watchlist Right Now (25:30) - Episode Roundup: DFH, THC, LOCO, GBX, MD [email protected]

1
MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O'Malley 57:56

3M ago57:56

57:56

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) explores the highs and lows of famed investor Martin Whitman’s career. Whitman is the founder of Third Avenue Management, which, at its peak in 2006, managed 26 billion dollars across a handful of funds. For nearly two decades, Whitman outperformed market benchmarks with average annual returns of…

1
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 2 of 4 1:41:45

3M ago1:41:45

1:41:45

In this episode, we continue our exploration of financial risk management with Eric Schaanning, a thought leader in the field. Following his dynamic insights from the previous discussion, Eric delves into the intricacies of treasury functions within major banks and their critical role in risk management. Together with Guy Spier, they unravel how a …

1
What’s Going on at Berkshire Hathaway? 26:20

3M ago26:20

26:20

Buffett is selling Apple shares and sits on $325 billion in cash while the stock market rips higher. (0:20) - Breaking Down The Recent Moves From Berkshire Hathaway (5:50) - Where Will Warren Buffett Invest With All The Current Cash On Hand? (21:20) - Episode Roundup: BRK.B, GOOGL, AAPL, BAC, V, MA [email protected]…

1
MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley 57:56

3M ago57:56

57:56

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses how companies can age just like people, how to define and understand the corporate life cycle, why the corporate decline phase is both inevitable and almost always poorly managed, how to invest across the corporate life cycle, plus so much more from studying Aswath Damodaran and recent …

1
Niche Investing in the Institutional Real Estate Space | Durable Value Ep. 67 7:18

3M ago7:18

7:18

In this episode of Durable Value, Joe and Ryan discuss the increasing trend of niche investing in the institutional real estate space. They explore why more capital is being allocated to private real estate and the advantages of focusing on secondary and tertiary markets. With an emphasis on multifamily and multi-tenant industrial properties, they …

1
MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley 53:04

4M ago53:04

53:04

In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business books ever written. Christensen was an academic and business consultant w…

1
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 1 of 4 1:27:41

4M ago1:27:41

1:27:41

Eric Schaanning is a dynamic figure in financial risk management, known for his innovative approach to navigating the complexities of market and valuation risk. Leading these critical functions for Nordea Group, Eric blends a wealth of experience with a forward-thinking mindset. His career spans impressive roles, including overseeing risk managemen…

1
Screening for Warren Buffett and Ben Graham Stocks 25:58

4M ago25:58

25:58

Want to invest like the top value gurus? 5 stocks for your watch list. (0:30) - Can You Invest Like Warren Buffett or Ben Graham (5:00) - Stock Screener And Top Stock Picks To Keep On Your Radar (22:15) - Episode Roundup: KBH, PERI, RES, CGAU, ATHM [email protected]

1
MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley 53:53

4M ago53:53

53:53

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses The Alchemy of Finance by George Soros. George Soros is a controversial political figure, but he is a legend on Wall Street. Many know him as the man who “broke the Bank of England” for his epic short bets against the British pound that broke its currency peg. Soros’s hedge fund is amon…

1
MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley 58:07

4M ago58:07

58:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the formula used by some of history’s best investors to systematically beat the market averages. It’s not a secret formula for winning if you don’t have any investing edge, but it is a system for maximizing wealth over time by properly sizing bets based on your conviction in terms of ho…

1
Building a Framework for Business Quality with Simon Kold 1:56:31

4M ago1:56:31

1:56:31

Simon Kold is a Danish entrepreneur and investor who’s making waves in the financial world with his firm, Kold Investments. Before founding Kold Investments, Simon spent over a decadeatNovo Holdings, a powerhouse investment firm managing around €150billionin assets. His approach to investing is anything but ordinary. Simon runs a single-strategy, c…

1
Investing in Secondary and Tertiary Markets: Benefits and Misconceptions | Durable Value Ep. 65 10:00

4M ago10:00

10:00

In Episode 65 of Durable Value, Ryan and Joe discuss the advantages of investing in secondary and tertiary markets compared to larger gateway cities. Our latest research, led by Ryan, debunks common misconceptions, illustrating the long-term stability, diverse economic drivers, and higher cash flow potential of smaller markets. These markets offer …

1
How We Manage Risk In A Downturn | Durable Value Ep. 66 6:33

4M ago6:33

6:33

In this Episode, Joe and Ryan discuss the intricacies of managing risks during a downturn in the real estate market. They discuss the importance of focusing on cash flow, especially in challenging economic times, and the strategies they use to ensure stability and growth. This episode covers their approach to conservative debt, the necessity of hav…

1
5 Top Dirt-Cheap Stocks to Buy Now 34:01

4M ago34:01

34:01

Valuation matters. These companies are all Strong Buy stocks with forward P/Es under 10. (0:30) - Where To Look When Searching For Cheap Value Stocks (6:40) - Stock Screen Criteria And Top Stocks To Keep On Your Radar (30:00) - Episode Roundup: APPS, RMAX, STKS, COOP, CLCO, KT [email protected]

1
MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley 49:00

4M ago49:00

49:00

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the energy drink company Monster Beverage, which you may be surprised to learn has been one of the best-performing stocks of the last few decades. You’ll learn about how Monster got its start almost one hundred years ago and how it took on a new identity in the early 2000s, how Monste…

1
MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley 59:38

4M ago59:38

59:38

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney. You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming effort…

1
The Cheapest Mag 7 Stocks in 2024 31:36

5M ago31:36

31:36

Are there any deals among the largest big cap growth stocks? (0:30) - Can You Find Value Within The Magnificent 7? (6:15) - Breaking Down Recent Performances: What Stocks To Keep On Your Radar? (28:30) - Episode Roundup: META, GOOGL, AAPL, MSFT, AMZN, NVDA, TSLA [email protected]

1
MI371: The Case for Alibaba w/ Daniel Mahncke 1:04:52

5M ago1:04:52

1:04:52

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba. You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investo…

1
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle 1:00:17

5M ago1:00:17

1:00:17

Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much…

1
How Many Stocks Should You Own? 31:02

5M ago31:02

31:02

Even though there are dozens of great value stocks, that doesn’t mean you should own them all. (0:45) - Creating The Perfect Long-Term Portfolio: How Many Investments Should You Have? (9:00) - Tracey’s Top Investments To Create A Manageable Individual Portfolio (27:20) - Episode Roundup: TAK, ALK, RNG [email protected]…

1
MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke 57:25

5M ago57:25

57:25

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global. You’ll learn about the five different business units at S&P Global, how the company has built up such deep moats in its credit ratings and …

Podcasts, die es wert sind, gehört zu werden

Value Investor Podcasts

Podcasts, die es wert sind, gehört zu werden

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