MI338: Inside the Mind of a Value Investor w/ Value Stock Geek

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 25 March 2024

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Value Stock Geek to chat about his journey into value investing, how he’s developed his unique investing philosophy, and who his biggest influences have been in the value community. They also talk about how VSG worked his way out of debt, how he got into the FIRE movement, what the “weird portfolio” is, and what he would tell a younger investor just getting started. Value Stock Geek is an anonymous blogger who has been blogging & tweeting about his portfolio and value investing concepts since 2016. He operates a Substack where he investigates new companies every week and posts updates on his personal portfolio, where he buys and sells these companies. He has also written up a unique approach to asset allocation, which they discuss in the interview. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:05 - How VSG got interested in value investing and what his biggest influences were. 05:46 - How the dot com bubble affected him. 06:37 - How he worked his way out of debt after falling into some typical consumer traps. 09:11 - When and how he got interested in the FIRE movement. 15:16 - What value investors have influenced his current approach to stock selection. 17:52 - How VSG has learned to think about moats. 23:10 - What the “weird portfolio” is. 33:59 - Why he writes weekly research reports. 39:33 - How to use Dataroma to clone great investors. 47:35 - What he’s learned from some of the guests on his podcast. 49:58 - What his favorite money and investing movies are. 52:16 - What his favorite stock is right now. 54:22 - What he would tell a younger investor on how to get started investing. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended Book: The Intelligent Investor by Benjamin Graham. Recommended Book: The Snowball by Alice Schroeder. Recommended Book: Early Retirement Extreme by Jacob Lund Fisker. Recommended Book: Deep Value by Tobias Carlisle. Recommended Book: The Little Book that Beats the Market by Joel Greenblatt. Recommended Book: The Little Book That Builds Wealth by Pat Dorsey. Recommended Book: Money by Tony Robbins. Recommended Book: Principles by Ray Dalio. Recommended Book: The Simple Path to Wealth by JL Collins. Recommended Book: Tapdancing to Work by Carol Loomis. Check out: Dataroma. Enjoy ad-free episodes when you subscribe to our Premium Feed. Check out the books mentioned in the podcast here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Patrick: Twitter Connect with VSG: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP. So, I mean, I'd say if you're younger, you want to really focus more on your career and your personal finances than necessarily like stock picking or that kind of thing. So, you know, this is a Harry Brown thing. He says that your career is your most important source of your wealth. And he's right. You want to really focus as much
0:20.9	as possible on your career in those early stages so you can get yourself to a good income in the
0:25.8	future. You don't necessarily want to spend all of your time buried in 10Ks and then neglecting
0:31.0	your actual job. You want to really focus on advancing your career because that's where
0:35.1	a bulk of your capital is going to come from from saving towards your career.
0:41.5	Hey guys, in this week's episode, I got to sit down with the value stock geek. He's an anonymous
0:46.7	Twitter account with over 65,000 followers who's well steeped in the principles of Ben Graham
0:52.3	and Warren Buffett and a whole lot of others.
0:54.7	We dive into a lot of different ways of how he picks individual stocks, along with how he's
0:59.7	developed what he calls the weird portfolio, which is based on a guy named Harry Brown's
1:04.5	permanent portfolio. This is a really interesting podcast for me. Kind of got me back to my
1:09.8	first love, which is the stock market.
1:11.9	Really enjoyed talking to the Value Stock Geek, and I hope you guys enjoy this one. Without further ado,
1:17.0	let's dive into this week's episode with The Value Stock Geek.
1:25.7	Celebrating 10 Years, you are listening to Millennial Investing by the Investors Podcast Network.
1:31.3	Since 2014, we interviewed successful entrepreneurs, business leaders and investors to help educate and inspire the millennial generation.
1:40.3	Now for your host, Patrick Donnelly.
1:56.5	Hey, everybody. Welcome to the millennial investing podcast. I'm your host today, Patrick Donnelly.
2:01.0	And joining me in today's studio is the Value Stock Geek. BSG, welcome to the show.
2:02.7	Hi, thanks for having me.
2:05.0	I am happy to have you on here.
2:07.6	I've been following you for quite a while, it seems like, on Twitter.
	...

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