How Value Investing Works: The "Last Puff"

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather & Glassbox Media

Business, Investing

4.2 • 1.5K Ratings

🗓️ 13 February 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode of the Investing for Beginners podcast, Andrew and Dave address a thought-provoking question from Reddit about value investing and discuss how market overreactions and narratives affect stock prices. They delve into the relevance of Warren Buffett's early strategies, the impact of cyclical forces, and the dynamics of unloved companies gaining popularity. The conversation explores examples from different sectors, emphasizing the importance of understanding businesses over reacting to market news. The episode highlights the challenges and rewards of value investing, stressing the need for patience and awareness of market narratives. 00:00 Welcome to Investing for Beginners 00:15 Understanding Value Investing with Warren Buffett 00:42 Market Emotions and Overreactions 01:47 The Impact of News on Market Perception 02:55 Challenges of Predicting Market Movements 05:51 Cyclical Forces and Business Fortunes 08:14 Case Studies: Home Builders and Semiconductors 24:24 Echo Chambers and Market Narratives 30:37 Final Thoughts and Wrap Up Today's show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Go to shipsticks.com and use the code INVESTING for 20% off. Go to get.stash.com/INVESTING to see how you can receive $25 towards your first stock purchase and to view important disclosures. What do Dave and Andrew recommend? Our free ebook and email series, at stockmarketpdf.com. Find great investments & Connect, Learn and Grow at Value Spotlight Have questions? Send them to [email protected] SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Ready to launch your business? Get started with the commerce platform made for entrepreneurs. Shopify is specially designed to help you start, run and grow your business with easy customizable themes that let you build your brand. Marketing tools that get your products out there. Integrated shipping solutions that actually save you time from startups to scale ups online, person and on the go shopify is made for
0:22.9	entrepreneurs like you sign up for your one dollar a month trial at shopify dot com slash setup
0:28.7	welcome to the i can't Sleep Podcast with Benjamin Boster.
0:39.7	If you're tired of sleepless nights, you'll love the I Can't Sleep podcast.
0:47.2	I help quiet your mind by reading random articles from across the web to bore you to sleep with my soothing voice.
0:56.4	Each episode provides enough interesting content to hold your attention,
1:01.2	and then your mind lets you drift off.
1:07.5	Find it wherever you get your podcasts.
1:15.0	That's I Can't sleep with benjamin boster love this podcast because it crushes your dreams and getting rich quick.
1:29.0	They actually got me into reading stats for anything.
1:31.4	You're tuned in to the Investing for Beginners podcast.
1:35.2	Led by Andrew Sather and Dave Ahern.
1:38.6	Step-by-step premium investing guidance for beginners.
1:42.0	Your path to financial freedom starts now. Start now.
1:53.5	All right, folks, welcome to Investing for Beginers podcast. Today, Andrew and I are going to talk about
1:59.3	this great question I found on Reddit. This is an
2:01.6	interesting question and we thought we would have some fun answering it. There's many parts to it,
2:06.0	so bear with us. Here's the first part. So I'm reading Warren Buffett's biography, The Snowball,
2:11.1	and it has me thinking about how value investing works. Early in the late 50s, the story goes that
2:16.9	Warren would find undervalue companies and
2:19.1	simply invest in them. And he'd beat the average market return for a given year by doing so.
2:24.1	My question is, how does that work? So let's maybe tackle that part first. So what are your
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Andrew Sather & Glassbox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andrew Sather & Glassbox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.