Jun Kim, CFA
Value Investing PodcastEpisodes
Episodes of Value Investing Podcast
Mark All
Search Episodes...
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 likeLevel 3 (Difficult): Accumulate enough shares to ma
This episode covers the important of right spending habits and their impacts on your wealth over time.
This episode covers two strong secular trends; 1) rise in ecommerce and 2) rise in the internet usage.
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.
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:
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 investm
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 LinkDonate: 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://valuein
Dow Jones Historical Chart: https://www.macrotrends.net/1319/dow-jones-100-year-historical-chartSpanish Flu: https://www.cdc.gov/flu/pandemic-resources/1918-pandemic-h1n1.htmlDonate: https://valueinvestpodcast.com/en/donate/
Howard Marks' memo about coronavirus: https://www.oaktreecapital.com/docs/default-source/memos/weekly.pdf?sfvrsn=8Donate: 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
Join Podchaser to...
- Rate podcasts and episodes
- Follow podcasts and creators
- Create podcast and episode lists
- & much more
Unlock more with Podchaser Pro
- Audience Insights
- Contact Information
- Demographics
- Charts
- Sponsor History
- and More!
- Account
- Register
- Log In
- Find Friends
- Resources
- Help Center
- Blog
- API
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More
- © 2024 Podchaser, Inc.
- Privacy Policy
- Terms of Service
- Contact Us