144 episodes

Growth at a reasonable price. Seek outsized returns. Seek the truth. 🍀

VITV Podcast valueinvestor.org, LLC

    • Business
    • 4.9 • 36 Ratings

Growth at a reasonable price. Seek outsized returns. Seek the truth. 🍀

    [MIK] Michaels - Part 2 | Value Investor TV - Podcast #144

    [MIK] Michaels - Part 2 | Value Investor TV - Podcast #144

    The Michaels Companies, Inc. is an American company that is one of North America's largest provider of arts, crafts, framing, floral and wall décor, and merchandise for makers and do-it-yourself home decorators. The company was founded by Michael J. Dupey in Dallas, Texas. The Michaels Companies' corporate headquarters are located in Irving, Texas. [Wiki]


    Email: info@valueinvestor.org
    Twitter: @valueinvestortv
    Instagram: @valueinvestortv
    Facebook: /valueinvestortv
    Database: www.valueinvestor.org

    • 32 min
    [MIK] Michaels - Part 1 | Value Investor TV - Podcast #143

    [MIK] Michaels - Part 1 | Value Investor TV - Podcast #143

    The Michaels Companies, Inc. is an American company that is one of North America's largest provider of arts, crafts, framing, floral and wall décor, and merchandise for makers and do-it-yourself home decorators. The company was founded by Michael J. Dupey in Dallas, Texas. The Michaels Companies' corporate headquarters are located in Irving, Texas. [Wiki]


    Email: info@valueinvestor.org
    Twitter: @valueinvestortv
    Instagram: @valueinvestortv
    Facebook: /valueinvestortv
    Database: www.valueinvestor.org

    • 22 min
    [LEN] Lennar Corporation - Part 2 with Stock Stories Podcast | VITV Podcast #142

    [LEN] Lennar Corporation - Part 2 with Stock Stories Podcast | VITV Podcast #142

    Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. Wikipedia

    Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. 

    How does their top line and bottom line look? - 0:00
    Debt load and overall balance sheet health - 16:37
    Return on capital - 21:05
    Excess cash management (ie. dividend, buyback) - 28:50
    Management incentives - 38:30
    Valuation - 43:30
    Conclusion - 53:05

    Email: info@valueinvestor.org
    Twitter: @vitvpodcast
    Instagram: @vitvpodcast
    Facebook: /vitvpodcast
    Database: www.valueinvestor.org

    • 55 min
    [LEN] Lennar Corporation - Part 1 with Stock Stories Podcast | VITV Podcast #141

    [LEN] Lennar Corporation - Part 1 with Stock Stories Podcast | VITV Podcast #141

    Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. Wikipedia

    Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. 

    What does Lennar do? How did it start? - 0:00
    What is its strategic edge? - 8:40
    Margin optimization - 13:58
    Lennar's main competitive advantage - 21:26
    Home building industry macro trends & Lennar's long-term prospects - 31:20
    Next episode - 40:03

    Email: info@valueinvestor.org
    Twitter: @vitvpodcast
    Instagram: @vitvpodcast
    Facebook: /vitvpodcast
    Database: www.valueinvestor.org

    • 41 min
    Chat with Alex from Stock Stories Podcast | VITV Podcast #140

    Chat with Alex from Stock Stories Podcast | VITV Podcast #140

    Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. 

    Intro - 0:00
    How did VITV Podcast begin? - 2:17
    VITV investment philosophy and process - 6:06
    What is the focus of Stock Stories Podcast? - 8:06
    Importance of diving into stories behind companies - 11:30
    What is our full time job? What do we do outside of podcasting? - 18:34
    Lessons learned / insights from running our podcasts - 24:30
    Our very first stock pick - 30:00
    Who do you look up to the most? - 32:40
    Closing - 38:40

    Email: info@valueinvestor.org
    Twitter: @vitvpodcast
    Instagram: @vitvpodcast
    Facebook: /vitvpodcast
    Database: www.valueinvestor.org

    • 39 min
    [MU] Micron Technologies - Part 2 | VITV Podcast #139

    [MU] Micron Technologies - Part 2 | VITV Podcast #139

    Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia

    Intro - 0:00
    Micron’s Chinese Competitors - 1:06
    Is Micron Underpriced? - 15:44
    Is it fair to compare Micron with Nvidia? - 22:23
    Conclusion - 31:24

    Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
    Sunil Shah Email: shah@icon.co.za

    Email: info@valueinvestor.org
    Twitter: @vitvpodcast
    Instagram: @vitvpodcast
    Facebook: /vitvpodcast
    Database: www.valueinvestor.org

    • 32 min

Customer Reviews

4.9 out of 5
36 Ratings

36 Ratings

IndianaJones95 ,

Huge Fan

Truly one of the best investing podcasts out there. As a young guy interested in value investing, these guys have consolidated tons of education and insights into an entertaining, accessible, and applicable platform with real-world examples. It’s fun to learn about companies and the investment process with these two hosts.

RDITCH ,

Highly Recommend!!!

I’ve learned more about investing from Hari and Beko than from all the books I’ve been reading for the last 5 years. These 2 guys are very smart and very generous with the information they provide. You will learn a great deal listening to their podcasts.
Highly Recommended!!!

kings_alpha ,

Best value investing podcast. Period.

I am a finance student, and this podcast has taught me more about investing than my business college ever has. Additionally, the quality of the content here far surpasses that of any other value investing podcast (and I have listened to so many) because the hosts actually walk you through the down and dirty details of analyzing actual companies and financial statements. Other podcasts give you a lot of great motivational speeches about Buffett's legacy but leave you without any practical information on how he evaluates potential equity investments. I finally feel confident in my ability to invest thanks to the generosity of the hosts. It's truly life changing. Mahalo.

Top Podcasts In Business

Listeners Also Subscribed To