Tag Archives: money

EP39 (Part 1) Five Don’ts For Investors By Philip Fisher



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The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to/2QRM7mR)

This episode covers Philip Fisher’s advice on the five things that investors shouldn’t do.

  1. Don’t buy into promotional companies
  2. Don’t ignore a good stock just because it is traded “over the counter”
  3. Don’t buy a stock just because you like the tone of its annual report
  4. Don’t assume that the high price at which a stock may be selling in relation to earnings is necessarily an indication that further growth in those earnings has largely been already discounted in the price
  5. Don’t quibble over eighths and quarters

EP32 Peter Lynch’s 8 Criteria For Finding Undervalued Bank Stocks



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Beating the Street by Peter Lynch: https://amzn.to/2yklmzj

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This episode covers the following Peter Lynch’s 8 criteria for finding undervalued bank stocks.

  1. Initial offering price < Current stock price
  2. Equity to assets ratio >7.5%
  3. Dividend paying stocks are a plus
  4. Book value > Current stock price
  5. PE Ratio < 11
  6. High risk real estate assets < 10%
  7. Real estate owned < 1%
  8. 90 day nonperforming assets < 2%

EP11 Mr. Market By Warren Buffett



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This episode covers the concept called Mr. Market that teaches how you can be prepared with short-term stock price fluctuations.  It is a very simple concept to understand, but it is not an easy concept to implement in real life if you are an emotional person and are attached to the money invested in the stock market.  Remember that Mr. Market is there to serve you, not to guide you.

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

Reference Documents: 1987 Berkshire Shareholder Letter; 1985 Berkshire Shareholder Letter


EP10 Warren Buffett’s Views on Boards’ Roles



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This episode covers Warren Buffett’s views on why “independent” directors may not be best positioned to represent a majority of shareholder under the current corporate system, and how the board of directors should perform their job on behalf of shareholders.  Warren Buffett provides his own criteria to select the best directors who can truly be independent and are willing to challenge a forceful CEO.

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

Reference Documents: 1993 Berkshire Shareholder Letter; 2002 Berkshire Shareholder Letter; 2004 Berkshire Shareholder Letter

 


EP9 (Part 2) Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway



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Followed by the EP8 which covered the first 7 business principles, this episode covers the rest of 8 business principles in the owner’s manual written by Warren Buffett for Berkshire Hathaway shareholders. The purpose of the manual is to explain Berkshire’s economic principles of operation and the manual is included in every annual letter for new shareholders as a reference to understand the important principles behind how Buffett and Munger run the company.

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

Owner’s Manual: http://www.berkshirehathaway.com/ownman.pdf


EP6 Why Warren Buffett Closed Down His Successful Investment Partnership



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In this episode, I discuss the following two topics in Buffett’s investment partnership letters.
1) 1967 letter on why Buffett thinks that his past 10-year outstanding performance would not be replicated in the future
2) 1969 letter on the decision to liquidate Buffett’s investment partnership despite the incredibly successful past performance

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