Podcasts by Value Investing Podcast
A BETTER LIFE IS WITHIN YOUR REACH! Value Investing podcast covers knowledge and discipline that you need to bring financial success to your life. In terms of knowledge, this podcast will deliver wisdom from legendary investors such as Warren Buffett and Peter Lynch and in terms of discipline, this podcast will train you to be a wise and long term investor. Enjoy the podcast!
Further podcasts by Jun Kim, CFA
Podcast on the topic Geldanlage
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EP92 Four Stages of Making Big Money in the Stock Market from 2021-03-21T16:04:31
This episode covers the following four stages of making BIG money in the stock market. Level 1 (Easy - medium): Research on the companiesLevel 2 (Easy): Buy the companies that you like Level 3...
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EP91 Know Where Your Money Goes from 2021-02-28T16:35:27
This episode covers the important of right spending habits and their impacts on your wealth over time.
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EP88 Post Covid Winners&Losers from 2021-01-18T15:19:51
This episode covers two strong secular trends; 1) rise in ecommerce and 2) rise in the internet usage.
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EP87 Three Stages of Becoming Rich from 2020-12-29T22:26:17
Most books cover how to make money, but not cover what to do with money at different stages of becoming rich. In this episode, I talk about my views at different stages.
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EP86 Bank Analysis–Replay of EP18 to 20 from 2020-08-30T12:00:38
The Bank Investor’s Handbook: https://amzn.to/2JnWsm3
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EP85 Putting Growth into Value Investing Framework from 2020-08-16T12:00:58
Why don't we put growth into value investing framework instead of considering the two separately?
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EP84 The Cheesecake Factory (CAKE)–Another Undervalued Stock from 2020-08-01T12:00:59
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-...
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EP83 CARS.com-Likely Undervalued with High Upside Potential from 2020-07-19T12:00:16
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 t...
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EP82 EBAY, SWBI, M, KHC from 2020-07-05T12:00:28
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 perfor...
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EP81 Warren Buffett’s Early Investment Partnership (Replay of EP1 and EP2) from 2020-06-21T12:00:09
Warren Buffett's Early Investment Partnership (Replay of EP1 and EP2)
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EP80 My Portfolio Review from 2020-06-07T12:00:29
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.
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EP79 Warren Buffett on Coronavirus, Airlines and Banks from 2020-05-24T12:00:22
Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link Donate: https://valueinvestpodcast.com/en/donate/
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EP78 Can These Companies Survive? Macy’s, Cars.com, The Cheesecake Factory, Capri Holdings from 2020-05-10T12:00:51
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...
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EP77 How Spanish Flu Impacted Stock Market 100 Yeas Ago from 2020-04-26T16:00:42
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.htmlDonate: https://valu...
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EP76 This Is A Good Time To Invest–Howard Marks from 2020-04-12T16:00:22
Howard Marks'memo about coronavirus: https://www.oaktreecapital.com/docs/default-source/memos/weekly.pdf?sfvrsn=8 Donate: https://valueinvestpodcast.com/en/donate/
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EP75 Coronavirus and Stock Market Drop from 2020-03-29T16:00:08
Donate: https://valueinvestpodcast.com/en/donate/
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EP74 Coronavirus and Recent Market Drop from 2020-03-01T21:04:59
This episode covers my views on Coronavirus and the recent market drop. Donate: https://valueinvestpodcast.com/en/donate/
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EP73 What Makes Investing Hard from 2020-02-16T14:00:52
This episode covers six things that prevent your investing success. Donate: https://valueinvestpodcast.com/en/donate/
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Replay of EP46–Risk Arbitrage Checklist (Originally aired on Feb 3, 2019) from 2020-02-02T16:00:25
Replay of EP46 - Risk Arbitrage Checklist
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EP71 (Part 9) Knowing What You Don’t know–Howard Marks from 2020-01-20T12:46:58
Knowing What You Don't know in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP70 (Part 8) Patient Opportunism–Howard Marks from 2020-01-05T16:00:38
Patient Opportunism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP69 Advice from Legendary Value Investors from 2019-12-22T16:00:24
Advice from Legendary Value Investors
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EP68 (Part 7) Finding Bargains–Howard Marks from 2019-12-08T16:00:46
Chapter 12: Finding bargains in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP67 (Part 6) Contrarianism–Howard Marks from 2019-11-24T16:00:28
Chapter 11: Contrarianism in Howard Marks’ book – The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP66 (Part 5) Combating Negative Influences–Howard Marks from 2019-11-10T16:00:54
Chapter 10: Combating Negative Influences in Howard Marks'book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP65 (Part 4) Everything is a Cycle–Howard Marks from 2019-10-27T16:00:41
Chapter 8: Everything is a cycle in Howard Marks'book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP64 (Part 3) Controlling Risk By Howard Marks from 2019-10-13T16:00:07
Chapter 6&7: Recognizing and Controlling Risk in Howard Marks'book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP63 (Part 2) Understanding Risk By Howard Marks from 2019-09-29T16:00:19
Chapter 5: Understanding Risk in Howard Marks'book - The Most Important Thing (Link to buy from Amazon: https://amzn.to/2ZYx6rO).
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EP62 (Part 1) The Most Important Thing By Howard Marks from 2019-09-15T16:00:23
I talk about a book called The Most Important Thing By Howard Marks (https://amzn.to/2ZYx6rO).
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EP61 Alternative Data For Investing from 2019-09-01T16:00:06
I discuss how hedge fund managers are using alternative data for their investing decisions.
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EP60 (Part 2) 16 Investing Rules By John Templeton from 2019-08-18T16:00:24
16 Investing rules by a legendary value investor John Templeton https://www.franklintempleton.com/forms-literature/download/TL-R16
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EP59 Owner Earnings–Originally aired on June 3, 2018 from 2019-08-04T16:00:23
Warren Buffett defined the earnings called “Owner Earnings” that is more relevant to the valuation of a company than the reported earnings on the income statement. The owner earnings can be calcul...
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EP58 (Part 1) 16 Investing Rules By John Templeton from 2019-07-21T16:00:27
16 Investing rules by a legendary value investor John Templeton https://www.franklintempleton.com/forms-literature/download/TL-R16
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EP57 Advantages of Retail Investors from 2019-07-07T16:00:32
This episode covers the advantages and disadvantages that retail investors have over institutional investors such as hedge fund and private equity fund managers.
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EP56 Insurance Business Basics (Originally aired on April 28, 2018) from 2019-06-23T16:00:09
This episode is a reply of EP7 which was originally aired on April 28, 2018. In this episode, I discuss the following two topics.1) Basics of insurance business in terms of how insurance companies...
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EP55 Amazon CEO Jeff Bezos’Management Philosophy from 2019-06-09T16:00:46
I talk about Amazon CEO Jeff Bezos'Management Philosophy illustrated in 2016 letter to Amazon's shareholders (https://www.sec.gov/Archives/edgar/data/1018724/000119312517120198/d373368dex991.htm) ...
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EP54 (Part 3) Emotional Errors – Behavioral Biases from 2019-05-26T16:00:27
I discuss four behavioral biases that stem from the following emotional errors. Loss aversionOverconfidence Self-control biasEndowment bias Regret aversionStatus quo bias https://shareinves...
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EP53 (Part 2) Cognitive Errors – Behavioral Biases from 2019-05-12T16:00:59
I discuss four behavioral biases that stem from cognitive errors. Website: https://valueinvestpodcast.com
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EP52 (Part 1) Cognitive Errors–Behavioral Biases from 2019-04-28T16:00:38
I discuss five behavioral biases that stem from cognitive errors. https://valueinvestpodcast.com
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EP51 Common Investing Mistakes from 2019-04-14T15:00:22
This episode covers the topics related to common investing mistakes. Podcast homepage: https://valueinvestpodcast.com/My investment Idea website: https://shareinvestmentideas.com/
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EP50 Why Is Korean Stock Market Undervalued? from 2019-03-31T16:00:54
I talk about 7 reasons as to why Korean stock market is undervalued right now, and why it is important for the US investors to expand their circle of confidence in other foreign markets.
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EP49 Macy’s and Kraft Heinz from 2019-03-17T16:00:03
I discuss two stocks, Macy's (M) and Kraft Heinz (KHC) that I own in this episode. Nothing in this episode is a solicitation of buying any stocks. Please consult with your investment professional ...
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EP48 2018 Berkshire Shareholder Letter By Warren Buffett from 2019-03-03T16:00:38
This episode covers 2018 Berkshire Hathaway shareholder letter by Warren Buffett. http://www.berkshirehathaway.com/letters/2018ltr.pdf New mark-to-market GAAP rule Book value no longer useful as...
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EP47 Ebay and AOBC from 2019-02-17T16:00:20
I discuss two stocks (Ebay and AOBC) that I own in this episode. Nothing in this episode is a solicitation of buy of any stocks. Please consult with your investment professional for any investment...
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Podcast Schedule Change Announcement from 2019-02-10T16:00:55
I am making this short recording to make an announcement that going forward, I plan to post one episode in two weeks instead of one episode a week. Also, check out my investment ideas: https://s...
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EP46 Risk Arbitrage Checklist from 2019-02-03T16:00:30
This episodes covers the key items that you need to check prior to investing in risk arbitrage situations. Check out my investment ideas on https://shareinvestmentideas.com
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EP45 Good Management Team from 2019-01-27T16:00:39
This episode covers the traits of a good management team and how an investor can identify them. Check out this free website where you can share your investment ideas with other investors (https:...
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EP44 Margin of Safety from 2019-01-20T16:00:19
This episode covers a concept called margin of safety and why it is not easy for an average investor to implement it in their investment decisions. Podcast website: https://valueinvestpodcast.co...
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EP43 Economic Moat from 2019-01-13T16:00:48
This episode covers a concept called economic moat in detail and discusses various types of business models that have the economic moat. Podcast website: https://valueinvestpodcast.com/Donate: h...
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EP42 Twelve Fun Facts About Warren Buffett from 2019-01-06T16:00:45
We discuss 12 fun facts about Warren Buffet that you may have not known before. Podcast website: https://valueinvestpodcast.com/Donate: https://valueinvestpodcast.com/donate/
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EP40 (Part 2) Five More Don’ts For Investors by Philip Fisher from 2018-12-23T16:00:38
We continue to discuss five more mistakes by investors that Philip Fisher mentioned in his book. Don’t overstress diversificationDon’t forget your Gilbert and Sullivan Dont be afraid of buying...
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EP39 (Part 1) Five Don’ts For Investors By Philip Fisher from 2018-12-16T16:00:12
This episode covers Philip Fisher’s advice on the five things that investors shouldn’t do. Don’t buy into promotional companiesDon’t ignore a good stock just because it is traded “over the count...
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EP38 Philip Fisher – When To SELL Stocks from 2018-12-09T16:00:47
The last episode covered Philip Fisher’s advice on when to BUY stocks and this episode covers when to SELL stocks. The content of this episode was from Philip Fisher’s book (Common Stocks and Unco...
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EP37 Philip Fisher – When To BUY Stocks from 2018-12-02T16:00:39
This episode covers Philip Fisher’s advice on the best timing of your stock purchase. The content of this episode was from Philip Fisher’s book (Common Stocks and Uncommon Profits: https://amzn.to...
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EP36 (Part 2) Philip Fisher’s 15 Points On What Stocks To Buy from 2018-11-25T16:00:47
We continue to talk about the remaining 7 points (out of 15 points) that Philip Fisher checks when buying a company. Does the company have depth to its management?How good are the company’s cost...
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EP35 (Part 1) Philip Fisher’s 15 Points On What Stocks To Buy from 2018-11-18T16:00:58
This episode covers the first 8 points (out of 15 points) that Philip Fisher checks when buying a company. Does the company have products or services with sufficient market potential to make pos...
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EP34 Master Limited Partnership Investments by Peter Lynch from 2018-11-11T16:00:51
This episode covers how Peter Lynch utilized Master Limited Partnership (MLP) investment opportunities in the stock market. List of current MLPs: https://www.mlpassociation.org/mlp-101/list-of-cu...
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EP33 Cyclical Stock Analysis by Peter Lynch from 2018-11-04T16:00:55
This episode covers how Peter Lynch analyzes cyclical stocks through the examples of Phelps Dodge and General Motors. Reference link for total vehicle sales: https://fred.stlouisfed.org/graph/?g=l...
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EP32 Peter Lynch’s 8 Criteria For Finding Undervalued Bank Stocks from 2018-10-28T16:00:45
This episode covers the following Peter Lynch’s 8 criteria for finding undervalued bank stocks.
Initial offering price
EP31 (Part3) Peter Lynch Investing Golden Rules from 2018-10-21T16:00:26
We continue to talk about the investing rules by Peter Lynch and this episode covers the following 8 rules. There is always something to worry about. Avoid weekend thinking and ignore the latest ...
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EP30 (Part2) Peter Lynch Investing Golden Rules from 2018-10-14T16:00:25
We continue to talk about the investing rules by Peter Lynch and this episode covers the following 8 rules. Never invest in a company without understanding its finances. The biggest losses in st...
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EP29 (Part1) Peter Lynch Investing Golden Rules from 2018-10-07T16:00:13
This episode covers the first 9 investing rules by Peter Lynch Investing is fun, exciting, and dangerous if you don't do any work. Your investor's edge is not something you get from Wall Street ex...
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EP28 Buffett’s Views on Global Diversification, Macro Economy, Buying The Entire Business from 2018-09-30T16:00:13
This episode covers Buffett’s views on Global diversificationstrategyMacro economy outlook considerationPros and cons of buying the entire business against buying a portion of business in the st...
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EP27 Buffett’s Views on Good Management, External Influence, Saloman Brothers Question by Bill Ackman from 2018-09-23T16:00:45
This episode covers Buffett’s views on How to identify good management teams for your investmentsHow to deal with the investment analysis by others Buffett's investment in Saloman Brothers (asked ...
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EP26 Buffett’s Views on Derivatives, Intrinsic Value (cash flow, discount rate), Insurance Business from 2018-09-17T01:26:50
This episode covers Buffett's views on Use of derivativesIntrinsic value calculation in terms of cash flow and discount rate Intrinsic value calculation for insurance business1994 Berkshire Hathaw...
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EP25 Four Tips To Identify Good Spin-offs (Case Study-Strattec Security) by Joel Greenblatt from 2018-09-02T16:00:29
In his book (You Can Be a Stock Market GENIUS), Joel Greenblatt provided the following four tips via a spinoff case study (Strattec Security) on how to identify good spinoff opportunities. Check i...
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EP24 How To Identify Good Spin-offs by Joel Greenblatt (Case Study on Marriott) from 2018-08-26T16:00:09
A legendary value investor, Joel Greenblatt, explains why value investors should pay special attention to spin-off stocks. This episode shows you how Joel Greenblatt identified a very attractive i...
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EP23 Why Spin-offs are Good For Value Investors by Joel Greenblatt from 2018-08-19T16:00:28
A legendary value investor, Joel Greenblatt, explains why value investors should pay special attention to spin-off stocks. This episode covers the four points that make the spin-offs very attracti...
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EP22 Investment Basics (Part 2) by Joel Greenblatt from 2018-08-12T16:00:37
Joel Greenblatt is a legendary value investor who founded a hedge fund Gotham Capital with an astonishing track record of 40% annualized return from 1985 to 2006. This episode covers the second pa...
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EP21 Investment Basics (Part 1) by Joel Greenblatt from 2018-08-05T16:00:09
Joel Greenblatt is a legendary value investor who founded a hedge fund Gotham Capital with an astonishing track record of 40% annualized return from 1985 to 2006. This episode covers the first thr...
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EP20 Bank Analysis (Part 3): How To Find Undervalued Banks from 2018-07-29T16:00:35
I created three episodes to explain the basics of analyzing bank stocks which are a black box to many investors. This episode covers how you can find undervalued bank stocks through five steps. Ge...
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EP19 Bank Analysis (Part 2): Financial Statements from 2018-07-22T16:00:32
I will create three episodes to explain the basics of analyzing bank stocks which are a black box to many investors. This episode covers how you can analyze banks'financial statements (balance shee...
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EP18 Bank Analysis (Part 1): Bank Business Model from 2018-07-15T16:00:55
I will create three episodes to explain the basics of analyzing bank stocks which are a black box to many investors. This episode covers the bank business model in terms of how they make money, wha...
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EP17 Capital Allocation Policy (Reinvesting, Dividends, vs. Share-repurchases) from 2018-07-08T16:00:28
This episode covers how management's decision on capital allocation policy can greatly affect the value of your investment in the long term. Earnings/capital can be allocated in various ways. Warr...
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EP16 (Part 2) Business Intrinsic Value Calculation from 2018-07-01T16:00:44
Followed by EP15 that covered three main valuation approaches (ratio-based, asset-based, and acquisition-based), this episode covers a Discount Cash Flow (DCF) approach to derive an intrinsic value...
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EP15 (Part 1) Business Intrinsic Value Calculation from 2018-06-24T16:00:28
This episode and next episode cover four valuation approaches to derive an intrinsic value of a company. Ratio-based approach (covered in this episode)Asset-based approach (covered in this episode)...
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EP14 Why Long-term Investing Works and Is Not So Easy from 2018-06-17T16:00:12
This episode covers seven benefits (four explicit and three implicit benefits) with respect to long-term investing. Additionally, I do a deep-dive analysis on why most people fail to do the long-t...
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EP13 Six Investment Criteria By Warren Buffett from 2018-06-10T16:00:05
This episode covers the following six criteria that Warren Buffett checks when acquiring businesses, and I further discuss how you can apply the Buffett's criteria into your investment strategy as ...
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EP12 Owner Earnings By Warren Buffett from 2018-06-03T16:00:58
Warren Buffett defined the earnings called"Owner Earnings"that is more relevant to the valuation of a company than the reported earnings on the income statement. The owner earnings can be calculat...
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EP11 Mr. Market By Warren Buffett from 2018-05-27T16:00:16
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 co...
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EP10 Warren Buffett’s Views on Boards’ Roles from 2018-05-20T20:00:34
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 di...
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EP9 (Part 2) Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway from 2018-05-13T16:00:36
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 share...
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EP8 (Part 1) Business Principles (Owner’s Manual) of Warren Buffett at Berkshire Hathaway from 2018-05-06T11:49:17
This episode covers the first 7 business principles of the owner's manual written by Warren Buffett for Berkshire Hathaway shareholders. The purpose of the manual is to explain Berkshire’s economic...
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EP7 Basics of Insurance Business and Warren Buffett’s Investment on GEIGO from 2018-04-28T20:57:08
In this episode, I discuss the following two topics.1) Basics of insurance business in terms of how insurance companies make money and why Buffett likes them2) Warren Buffett's investment on an ins...
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EP6 Why Warren Buffett Closed Down His Successful Investment Partnership from 2018-04-23T00:09:30
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 repl...
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EP5 Warren Buffett’s Views on Institutional Investors’ Underperformance and Diversification from 2018-04-15T22:21:08
In this episode, I discuss the following two topics in Buffett's early investment partnership letters. 1) Buffett's views on why institutional investors do not perform as well as the general market...
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EP3 Warren Buffett’s Partnership Investment Case Study (Dempster Mill) and Conservatism from 2018-03-28T00:00
In this episode, I discuss four topics regarding Buffett's investment partnership.1) Deep dive analysis on why Buffett invested in a company called Dempster Mill manufactoring,2) Buffett's definiti...
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EP2 Warren Buffett’s Partnership Performance and Two Largest Investments from 2018-03-24T00:00
In this episode of Value Investing, I discuss how well the first Warren Buffett's investment partnership had performed in its 12 years of operation relative to other mutual funds and the market. In...
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EP1 How Warren Buffett Started His First Investment Partnership from 2018-03-22T00:00
In this episode, I talk about how Warren Buffett started his first investment partnership with a small amount of money and compare his fund's fee structure against that of general hedge funds today...
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