Episodes

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TIP168: Guy Spier – The Education of a Value Investor

Recorded | 8 December 2017
In this episode of The Investor's Podcast, we have the renown Guy Spier on the show to talk about his new book, The Education of a Value Investor in 2008, Guy and Mohnish Pabrai bid $650,000 to have lunch with Warren Buffett. In our interview, you'll quickly learn there's a lot more to guy than investing and expensive lunches.

TIP167: How The Mighty Fall by Jim Collins

Recorded | 2 December 2017
In today's show, we cover a book recommended by Amazon's Jeff Bezos, titled, How the Mighty Fall. The book's author, Jim Collins, is a New York Times Best Selling Author and a professor at Standford University. The book talks about the various phases a business goes through when declining in the market place. More importantly, the book address what needs to be done to self-correct the problems that are causing the issues.

TIP166: Mastermind Discussion 4Q 2017

Recorded | 25 November 2017
In today's show, we assemble the mastermind group to talk about four new stock ideas at the end of 2017. As usual, the group digs into each idea and provides counter-arguments and conclusions on the intrinsic value of each business. At the end of the episode, the group talks about Bitcoin & Bitcoin Cash.

TIP165: Tobias Carlisle & The Acquirer’s Multiple

Recorded | 18 November 2017
In today's show, we talk to Tobias Carlisle about his new book, The Acquirer's Multiple. The book explains how investors like Buffett, Icahn, and many others capture big stock market returns by filtering for companies with a low enterprise value compared to EBIT.

TIP164: Billionaire Ray Dalio’s Book: Principles

Recorded | 11 November 2017
Billionaire Ray Dalio is one of the biggest names in finance.  He achieved this recognition due to Bridgewater Associate's stellar performance over numerous decades of operations.  For instance, during the 2008 financial crisis, the US Stock market was down -50% and Dalio's Pure Alpha fund was up 9.4%.  In this week's episode, we read Ray's new book, Principles.  The book was recently released on Amazon in October, and it's quickly rose to numerous bestseller ranking.