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The Bank Investor’s Handbook: https://amzn.to/2JnWsm3

Why don’t we put growth into value investing framework instead of considering the two separately?

This episode covers The Cheesecake Factory (CAKE). You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/08/01/cake-the-cheesecake-factory-could-be-a-good-buy-now/)

In this episode, I talk about CARS.com which is the company that I own in my portfolio and which I believe is undervalued at the current price $5.91 as of this recording on July 18. You can find the details of the investment ideas here (https://shareinvestmentideas.com/2020/07/18/cars-low-risk-and-potentially-big-return-at-current-price-5-91/).

In this episode, I revisit the stocks (EBAY, SWBI, M, KHC) that I talked about one and half years ago.  The main focus is to discuss the main business developments and also one and half year performance relative to S&P500. I also wrote investment articles last year regarding the four stocks here ( https://shareinvestmentideas.com/) SWBI deck for its spinoff rationale (https://ir.smith-wesson.com/static-files/e64b6622-49e5-4413-8e16-4bd465cb4b8d)

Warren Buffett's Early Investment Partnership (Replay of EP1 and EP2)

In this episode, I cover my portfolio in terms of my investment strategy change and individual stocks (M, EBAY, AOBC, SWBI,CAKE, CARS, CPRI) that I have bought and sold during the Covid-19 pandemic.

Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link Donate: https://valueinvestpodcast.com/en/donate/

I talk about four companies (Macy's, Cars.com, The Cheesecake Factory, Capri Holdings) in this episode and assess their survival probability by looking at their liquidity conditions. Stock tickers (M, CARS, CAKE, CPRI) Donate: https://valueinvestpodcast.com/en/donate/

Dow Jones Historical Chart: https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart Spanish Flu: https://www.cdc.gov/flu/pandemic-resources/1918-pandemic-h1n1.html Donate: https://valueinvestpodcast.com/en/donate/

Howard Marks' memo about coronavirus: https://www.oaktreecapital.com/docs/default-source/memos/weekly.pdf?sfvrsn=8 Donate: https://valueinvestpodcast.com/en/donate/

Donate: https://valueinvestpodcast.com/en/donate/

This episode covers my views on Coronavirus and the recent market drop. Donate: https://valueinvestpodcast.com/en/donate/

This episode covers six things that prevent your investing success. Donate: https://valueinvestpodcast.com/en/donate/  

Replay of EP46 - Risk Arbitrage Checklist

Knowing What You Don't know in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Patient Opportunism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).

Advice from Legendary Value Investors

Chapter 12: Finding bargains in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).