Monthly Archives: September 2018

EP28 Buffett’s Views on Global Diversification, Macro Economy, Buying The Entire Business



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This episode covers Buffett’s views on

  • Global diversification strategy
  • Macro economy outlook consideration
  • Pros and cons of buying the entire business against buying a portion of business in the stock market

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Reference on today’s show: 1994 Berkshire Hathaway Annual Meeting: https://www.youtube.com/watch?v=fjXZbW8ALRA


EP27 Buffett’s Views on Good Management, External Influence, Saloman Brothers Question by Bill Ackman



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This episode covers Buffett’s views on

  • How to identify good management teams for your investments
  • How to deal with the investment analysis by others
  • Buffett’s investment in Saloman Brothers (asked by Bill Ackman)

Podcast Website: http://valueinvesting.blubrry.net/subscribe-to-podcast/

1994 Berkshire Hathaway Annual Meeting: https://www.youtube.com/watch?v=fjXZbW8ALRA


EP26 Buffett’s Views on Derivatives, Intrinsic Value (cash flow, discount rate), Insurance Business



Support this podcast through your donation: https://paypal.me/valueinvesting

This episode covers Buffett’s views on

  • Use of derivatives
  • Intrinsic value calculation in terms of cash flow and discount rate
  • Intrinsic value calculation for insurance business

Podcast Website: http://valueinvesting.blubrry.net/

1994 Berkshire Hathaway Annual Meeting: https://www.youtube.com/watch?v=fjXZbW8ALRA

 


EP25 Four Tips To Identify Good Spin-offs (Case Study-Strattec Security) by Joel Greenblatt



Donation link for this show: https://paypal.me/valueinvesting

Joel Greenblatt’s book (You Can Be a Stock Market GENIUS): https://amzn.to/2vjCwfX

In the book, Joel Greenblatt provided the following four tips via a spinoff case study (Strattec Security) on how to identify good spinoff opportunities.

  1. Check if the spin-off is small in size for institutional investors
  2. Check insider ownership
  3. Check pro forma statements and derive an intrinsic value conservatively
  4. Look for hidden information that could dramatically change the intrinsic value