Podcast Travis Cassell terbaik (2024)

1
Ian Cassel: Successful Microcap Investing 51:16

8d ago51:16

51:16

Ian Cassel has been investing in microcaps for the last two decades. He is a full time private investor. He also runs Microcap Club, where microcap investors share interesting ideas. Links * Microcap Club: https://microcapclub.com/ * Intelligent Fanatics Capital: https://if.capital/ * Ian’s Twitter feed: https://x.com/iancassel Disclaimer Nothing o…

1
Zach Abraham - Know Your Risk 1:09:13

15d ago1:09:13

1:09:13

Zach Abraham is the Chief Investment officer at Bulwark Capital and he’s the host of Know Your Risk radio, which has a lot of interesting guests & content. This is a discussion about Zach’s experiences in the industry, his views on the broader market. We also extensively discuss Boeing. Zach was early in identifying the troubles at Boeing in 2019. …

1
The Little Book That Builds Wealth 1:02:10

22d ago1:02:10

1:02:10

Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we’ve revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil Fisher. Today, we’re going to talk about “The Little Book That Builds Wealth” by Pat Dorsey. Pat Dorsey was…

1
Tobias Carlisle: Part 3 1:02:27

29d ago1:02:27

1:02:27

Tobias Carlisle returns to the podcast! This was recorded on 8/1/24 and we discuss the rotation into value that occurred in July, along with many other topics. Tobias has written some of my favorite books about investing, which I highly recommend you check out: * Quantitative Value * Deep Value * Concentrated Investing * The Acquirer’s Multiple He …

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Lawrence Hamtil & Douglas Ott: Investment Prospects for the Southern United States 46:58

1M ago46:58

46:58

This episodes features a discussion with Lawrence Hamtil and Douglas Ott. Lawrence is a partner and portfolio manager at Fortune Financial, and Douglas is the founder and chief investment officer at Andvari Associates. I’ve had Lawrence on the podcast before and I encourage you to check out that podcast, where we talked about a wide variety of topi…

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Solo Q&A Podcast - Booze Stocks, Key Quant Metrics, Taxing Unrealized Profits 46:59

1M ago46:59

46:59

This is a solo Q&A podcast where I answer questions I’ve received on Twitter and via email. Topics covered: * The temptation to enter the casino. * Ethics of investing in alcohol stocks. * Key metrics when evaluating a stock. * Emerging markets. * The unrealized profit tax. * Merits of running multiple strategies. * Gold as an international asset c…

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Tim Travis: Deep Value, Options, and Distressed Investing 50:13

2M ago50:13

50:13

Tim Travis is a deep value investor and the CEO of T&T Capital management. His investing style incorporates options and distressed investing along with value investing to generate income and reduce risk. Links * T&T Value Investing: https://www.ttvalueinvesting.com/ Disclaimer Nothing on this podcast is investment advice.The information in this pod…

1
Cullen Roche: Macro Musings, Part 2 59:34

2M ago59:34

59:34

Cullen Roche returns to the podcast! He is the chief investment officer at Discipline Funds, which focuses on low fee, systematic, index based investing. He is a returning guest to the podcast and I encourage you to check out our first episode from last year. Cullen is a prolific investing blogger where he discusses macroeconomics and the banking s…

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Tim Melvin: 40 Years of Deep Value Investing, Small Bank Investing, and much more. 1:33:08

2M ago1:33:08

1:33:08

Tim Melvin has worked in the financial industry for 40 years as a stockbroker, advisor, and portfolio manager. He has extensive experience with deep value investing and specializes in small banks. He is a prolific financial writer and has helped write great investing books, such as the Little Book of Value Investing. His substack is also a fantasti…

1
Adam Mead: The History of Berkshire Hathaway 1:01:01

2M ago1:01:01

1:01:01

Today I am interviewing Adam Mead, the CEO of Mead Capital Management, a New Hampshire based Registered Investment Advisor. He is a prolific writer, writing the Watchlist Investing newsletter, and he has written “The Complete Financial History of Berkshire Hathaway” This discussion focuses mostly on Adam’s work chronicling the history of Berkshire …

1
Phil Fisher: Common Stocks & Uncommon Profits 53:44

3M ago53:44

53:44

Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion. The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation. Links: * Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits…

1
Solo Podcast: The Small Cap Value Rally, Backtesting Strategies, Managed Futures 31:12

3M ago31:12

31:12

This week’s episode is a solo podcast. I sourced these questions via email and Twitter. Topics discussed: * The small cap value rally. * The role of managed futures in a portfolio. * If fundamental investing still works. * Backtesting rules of thumb. Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for info…

1
Michael Fritzell: Asian Century Stocks, Part 2 46:35

3M ago46:35

46:35

Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective. Companies discussed: * Sony * Casio * Best Mart * IMAX …

1
Compounding Quality 50:55

3M ago50:55

50:55

This episode is with Compounding Quality. He is a former hedge fund analyst and he has a very popular substack where he shares his philosophy of quality investing. He has written an excellent book, called: The Art of Quality Investing: How to invest in the best companies in the world Links: * Compounding Quality Twitter feed: https://x.com/QCompoun…

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Alex Morris: The Science of Hitting, Part 2 57:00

4M ago57:00

57:00

Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high quality companies and holds for the long run. His returns have been very impressive in the past couple years,…

1
Paul Gabrail: Everything Money 59:41

4M ago59:41

59:41

Paul Gabrail operates the Everything Money YouTube channel and website. The channel covers a wide variety of investment strategies, but focuses on value investing concepts. Paul has been investing via his Family office, the Crossroads Group, investing in everything from stocks to private businesses to real estate. Links: * Everything Money: https:/…

1
Kyla Scanlon: In This Economy? 51:53

4M ago51:53

51:53

Kyla is a prolific financial writer with a focus on analyzing the economy. She makes short form videos, long form videos, podcasts, articles and now she’s written a great book – In This Economy? She grounds her analysis of the economy in a relatable way and makes complex economic topics clearer to understand. Links * Kyla’s main website: https://ky…

1
Left Field Investing 39:14

4M ago39:14

39:14

Today’s conversation is with Left Field Investing. He is an anonymous substack writer with a military and engineering background. His blog is appropriately named as he seeks out truly left field ideas in industries such as private prisons and toenail fungus pharmaceutical stocks. Links: * Twitter: https://twitter.com/LeftField_FHRS * Left Field Inv…

1
Tyler Moody: The Enterprising Investor 53:48

5M ago53:48

53:48

Tyler Moody is an electrical engineer and DIY investor. He is an active stock picking value investor. He was inspired by Warren Buffett’s letters and began blogging about his investing process a few years ago. His blog is transparent into his portfolio, providing rationale for buy and sell decisions. His results have been very impressive. He achiev…

1
Ben Sparham 53:41

5M ago53:41

53:41

Ben Sparham is a DIY British Investor. He writes the QV Capital newsletter where he writes about a macroeconomics and individual stocks. For his stock portfolio, he is focused on moaty high quality names and we discuss a few of them. Links: * Twitter: https://x.com/bensparham_ * Substack: Disclaimer Nothing on this substack is investment advice.The…

1
Edwin Dorsey: The Bear Cave, Part 2 55:00

5M ago55:00

55:00

Edwin Dorsey started the Bear Cave substack account in 2020 when he was still in college at Stanford. The Bear Cave features excellent analysis of potential short candidates. Edwin performs deep dives into troubled companies. This is our second conversation. I highly recommend that you also check out our first one! In this conversation, we dig righ…

1
The Mikro Cap: Global Micro Cap Investing 42:11

5M ago42:11

42:11

Mikro Cap David is a talented substack writer & investor. He is based in Croatia. He casts a wide net and looks for attractively priced micro cap stocks anywhere in the world. He also has interesting views on some large cap stocks. Links * David’s Twitter feed: https://twitter.com/david_katunaric * David’s substack: Disclaimer Nothing on this podca…

1
John Huber: Base Hit Investing 47:39

6M ago47:39

47:39

John Huber is the managing partner of Saber Capital Management. Saber is modeled after the original Buffett partnership fee structure. Saber’s investment philosophy is that the best returns come from the best businesses. He is also a prolific value investing blogger and has put out some truly fascinating thought provoking content. Links * John’s Tw…

1
Frank Vasquez: Risk Parity Investing Part 2 1:40:57

6M ago1:40:57

1:40:57

Frank Vasquez is a financially independent retired lawyer who hosts a great podcast, Risk Parity Radio, where he talks about risk parity investing concepts from the perspective of DIY investors. This is our second conversation. I highly recommend that you also check out our first one. This is a very wide ranging discussion. Links * Frank’s Risk Par…

1
The Snowball: Warren Buffett and the Business of Life 1:25:33

6M ago1:25:33

1:25:33

This is a long discussion between myself and Nelson – the Canadian Dividend Investor – about The Snowball: Warren Buffett and the Business of Life by Alice Schroeder. There are really two definitive books about Warren Buffett – this one and Buffett: The Making of An American Capitalist by Roger Lowenstein. Lowenstein’s book is excellent, but he wro…

1
Gautam Baid: The Making of a Value Investor 55:40

6M ago55:40

55:40

Gautam Baid is a CFA and is currently the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the original Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-orient…

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Solo Episode: Paypal, Recession Fears, Paying Off Debt, and more 31:06

7M ago31:06

31:06

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at valuestockgeek@substack.com Topics covered: * The Passive Bubble * Catching up with retirement savings in your 40’s * PayPal * Recession Concerns * Tracking Total Performan…

1
Ryan Telford: Quantitative Microcap Investing 53:28

7M ago53:28

53:28

Ryan Telford is an engineer and a DIY investor. He has a very quantitative approach geared towards microcaps. He has achieved a CAGR over the last 4 years of 37%. Links * Ryan’s Seeking Alpha articles: https://seekingalpha.com/author/ryan-telford * Twitter Feed: https://twitter.com/RTelford_invest * Portfolio123 profile: https://community.portfolio…

1
HML Compounder: Value, Momentum, Trend, & Leverage 46:16

7M ago46:16

46:16

HML Compounder is a good follow on Twitter. Like myself, he is a DIY investor posting about his personal portfolio and connecting with other investors online. HML refers to ‘high minus low’, or the difference in returns between value stocks and growth stocks as define by Fama & French’s three factor model. Links * HML Compounder Twitter: https://tw…

1
Bill Brewster: The Business Brew 1:04:57

7M ago1:04:57

1:04:57

Bill Brewster has a JD and a CFA and has worked in a variety of different roles in law, banking, and was an entrepreneur. He is an independent investor who hosts a fantastic podcast, the Business Brew, where he interviews many different interesting guests about a wide variety of topics. We had a great conversation about a wide variety of topics: Bi…

1
Philoinvestor: Combining Macro & Business Analysis 47:36

8M ago47:36

47:36

Philoinvestor is an anonymous Twitter personality. He writes at the philoinvestor substack and writes about a wide variety of different topics. His work combines macroeconomic analysis with bottom-up work on individual stocks & businesses. Links * Philoinvestor Twitter feed: https://twitter.com/philoinvestor * Philoinvestor Substack: Disclaimer Not…

1
Daniel Crosby: The Psychology of Investing 43:01

8M ago43:01

43:01

Daniel Crosby is a psychologist with a PhD from Brigham Young. He is also an asset manager. He applies his knowledge of human psychology to markets and is a behavioral finance expert. He is the author of several behavioral finance books including the Behavioral Investor and the Laws of Wealth. Links: * The Behavioral Investor: https://www.amazon.co…

1
Craig Rowland: The Permanent Portfolio 57:30

8M ago57:30

57:30

Craig Rowland is the co-author of the most comprehensive book on the Permanent Portfolio. It was written in 2012 and is called “The Permanent Portfolio: Harry Browne’s Long Term Investment Strategy” He is a software entrepreneur who sold a company to Cisco Systems, worked for the Pentagon’s Chief of Naval Operations, and he is the founder of Sandfl…

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Ep 57 - Having Trouble Redefining Who You Are in Business? in Life? Learn How To Change Your Trajectory. 1:08:21

8M ago1:08:21

1:08:21

Do you find yourself struggling to redefine who you are in business or life? Do you see yourself as a particular brand? Do others? Would you like to redefine your personal brand? This episode of Big Truths of Small Business Podcast discusses how Joe and Travis reinvented themselves in business through a creative experience on a business trip to Nas…

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Q&A: Pros & Cons of Dividend Investing, Deere, Value Traps, and more 31:22

8M ago31:22

31:22

Today’s episode is a Q&A podcast where I answer questions that I’ve gathered via Twitter and emails. If you have a question that you would like me to address, reach out to me at valuestockgeek@substack.com Topics covered: * Pros & Cons of Dividend Investing * The Ethics of Materialism * Accounting Books * My Favorite Podcasts * Accumulation vs. Ret…

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Ep 56 - Small Business Owners can Greatly Benefit by Supporting Local Charities with Drew Walston of Mighty Hero Homes 59:46

8M ago59:46

59:46

We are excited to have Drew Walston with Mighty Hero Homes on this episode of the Big Truths of Small Business helping us unpack the benefits of entrepreneurs and small business owners supporting local charities. Drew shares his heart as to how and why housing homeless veterans in a permanent way is important to him, his team, and our nation. From …

1
@Globalflows: Analyzing Macroeconomic Trends 56:41

8M ago56:41

56:41

Globalflows writes under the capitalflowresearch.com website where he shares macroeconomic/financial market analysis and specific trade ideas. He casts an extremely wide net and writes about a variety of different markets and asset classes. His goal is to find information that contains an asymmetrical edge so that he can leverage it in financial ma…

1
Mostly Borrowed Ideas: Deep Dive Research, Meta, Dollar General 1:05:11

9M ago1:05:11

1:05:11

Mostly Borrowed Ideas is an equity analyst who runs the popular website MBI Deep Dives. On a monthly basis, he publishes deep dives about different companies and regularly posts updates on companies in his portfolio. He is originally from Bangladesh and pursued his MBA at Cornell, graduating in the top 10%. He is a CFA charter holder and was an equ…

1
Ian Bezek: Investing in Central & South America 50:16

9M ago50:16

50:16

Ian Bezek earned an Economics degree from Colorado State in 2010 and moved on to a role as a hedge fund analyst for Kerrisdale Capital from 2011-13. Since 2013, he has been an independent investor and looks for strong investment opportunities in overseas markets. He has lived in Mexico, Argentina, and currently lives in Columbia. Links: * Ian’s twi…

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Ep 55 - How do you ACTUALLY determine who is an expert in a subject matter in a crowded social media field of experts? 59:22

9M ago59:22

59:22

When evaluating where to get information including social media experts, consider the following factors: Reputation and Track Record: Look for individuals with a proven track record of success in social media. Check their past projects, client testimonials, or case studies. Expertise and Niche: Choose experts who specialize in your industry or nich…

1
Jamie Catherwood: Lessons From Financial History 50:46

9M ago50:46

50:46

Jamie Catherwood is an expert in financial history. He majored in history at King’s College. Upon graduating in 2017, he began writing a unique and in depth series of articles about various topics of financial history. His website, Investor Amnesia, offers a number of great articles and courses about financial history. I learn something new every t…

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Systematic Microcaps: Global Quantitative Microcap Value Investing 59:39

9M ago59:39

59:39

This interview is with the anonymous writer of the Systematic Investing substack. The substack focuses on global systematic equity investing. He has chronicled his investing journey on Twitter and Substack. He is a German based engineer deploying his personal savings. He uses a systematic approach to identify attractively priced stocks. He casts a …

1
Citrini: Identifying Mega Trends 52:40

10M ago52:40

52:40

Citrini is a Twitter personality who blogs at Citrini Research on Substack and is an avid poster on Twitter under Citrini7. Citrini looks for mega trends that should persist for years – if not decades - with wide-reaching implications for markets and society. The three mega trends that we discuss in this podcast are: GLP-1’s, US Fiscal Primacy, and…

1
JL Collins: The Simple Path to Wealth 54:59

10M ago54:59

54:59

JL Collins is the author of the most iconic book about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and pursuing financial independence. His new book - Pathfinders - contains accounts from people from all walks of life who have pursued financial independence and the impact it has had …

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Ep 54 - How Does Your Mortality Play a Role in Your Thoughts Around Your Business with Juliet Hall 57:42

10M ago57:42

57:42

In this episode of the Big Truths of Small Business podcast, the hosts, Joe and Travis, tackle a profound and impactful topic for business owners – the contemplation of mortality. Joined by their special guest and friend, Juliet Hall, a national public speaker, business coach, and author of "Own Your Opportunities," the episode promises an insightf…

1
Anita Dhake: Retired From Corporate Law @ 33 42:47

10M ago42:47

42:47

Anita Dhake is a blogger at thepowerofthrift.com. She is also the author of a book, Operation Enough, about her approach to financial independence. Anita retired at the age of 33. She graduated with a law degree in 2009 from the University of Chicago. She had a starting salary of $160,000. Instead of using her law income to live an expensive lifest…

1
Matt Cochrane: Discussing Peter Lynch 1:02:24

10M ago1:02:24

1:02:24

This is a discussion about Peter Lynch with Matt Cochrane. Matt is a DIY investor with a focus on moats. Peter Lynch is one of the best investors of all time. Lynch achieved a 29% return running Fidelity’s Magellan mutual fund from 1977 to 1990. US stocks returned 12.9% over this period. Both of us recently re-read Beating the Street, Lynch’s accou…

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George Livadas: Upslope Capital 44:04

11M ago44:04

44:04

George Livadas is the portfolio manager of Upslope Capital Management, a concentrated, long/short equity fund focused on US midcaps and other global developed markets. He also has prior experience at BMO, Citi, and SCB Global. He obtained an MBA at the University of Chicago and did undergraduate work at Georgetown. Links: * Upslope Capital: https:/…

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Andrew Beer: Hedge Fund Strategies Packaged in ETF's 51:33

11M ago51:33

51:33

Andrew Beer is a managing member at DBi, (formerly Dynamic Beta Investments), which manages ETFs and mutual funds that seek to outperform hedge funds with low fees, daily liquidity, and total transparency. Their two ETF’s – DBMF & DBEH bring alternative strategies to public, liquid markets in ETF format with comparatively low fees. He has nearly 30…

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Maj Soueidan: 30 Years of Microcap Investing 54:39

11M ago54:39

54:39

Maj Soueidan is a full time investor with over 30 years of experience. 15 years ago, he founded his firm, Geoinvesting. This is all noteworthy because he has survived through many market environments in the last few decades. He hunts in the arena of the market that is ignored by Wall Street: microcaps. Links: * Geo Investing: https://geoinvesting.c…

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