Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)

<p>ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog.&nbsp;</p> <p>We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up.&nbsp;</p> <p>I'm excited to have ValueStockGeek on the podcast for a few reasons:&nbsp;</p> <ol> <li>We share similar investment styles and philosophies</li> <li>His transparency is refreshing</li> <li>He offers unique insights into macro themes as well as micro, company-specific write-ups</li> </ol> <p>During the chat we discuss the following:&nbsp;</p> <ul> <li>[2:00-10:00] Introduction to ValueStockGeek</li> <li>[11:00-14:30] Maintaining Rationality During Volatility</li> <li>[15:00-21:00] Recession Talk</li> <li>[21:00-31:00] Why Stocks Are Still Expensive</li> <li>[32:00-50:00] ValueStockGeek's Lazy Portfolio</li> <li>[51:00-57:00] ValueStockGeek's Investment Process</li> <li>[60:00-71:00] How ValueStockGeek Values Companies</li> <li>[72:00-End] Final Comments &amp; Last Question</li> </ul> <p>If you want to learn more about ValueStockGeek, check out his website and Twitter (links below):&nbsp;</p> <ul> <li><a href="https://twitter.com/ValueStockGeek">Twitter</a></li> <li><a href="https://valuestockgeek.com/">ValueStockGeek Website</a></li> </ul>