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49 - Value Stock Geek Interview: Cheap and Good Balance Sheet ($MU, $BDL, $DKS)

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

Release Date: 11/03/2019

59 - How to manage Currency Risk (Loss of Purchasing Power Parity) show art 59 - How to manage Currency Risk (Loss of Purchasing Power Parity)

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

One potential risk of earning an acceptable return is for your investment returns to be eroded by changes in the value of foreign currency. You can limit this risk by avoiding countries with large problems that may impact the currency.

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58 - Investing Goals for 2020 show art 58 - Investing Goals for 2020

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

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57 - Technical Analysis for Value Investors with David Keller show art 57 - Technical Analysis for Value Investors with David Keller

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

Technical analysis quantifies investor behavior. Value investors can leverage charts to improve their investing process. Behavioral Finance is also critical to reducing investing mistakes.

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56 - HemaCare 100-Bagger with Dan Schum show art 56 - HemaCare 100-Bagger with Dan Schum

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

In this episode, I interview Dan Schum of NoNameStocks.com

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55 - How to manage Inflation Risk (Loss of Purchasing Power) show art 55 - How to manage Inflation Risk (Loss of Purchasing Power)

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

In today's low inflation environment, one of your best opportunities is to find and invest in companies that will thrive when high inflation returns. When the rest of the market gets hammered, your investments would be safe.

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54 - How to Classify Companies by Business Quality: An Investing System show art 54 - How to Classify Companies by Business Quality: An Investing System

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

In this episode, learn how to classify companies by business quality. If you begin your investing research with a business quality classification, you can limit investing mistakes and maximize your margin of safety.

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53 - How to buy illiquid stocks show art 53 - How to buy illiquid stocks

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

Purchasing illiquid stocks presents unique challenges. Your buying process should focus on overcoming those challenges. Use limit orders and study price changes to buy sufficient shares.

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52 - The Acquirer's Multiple with author Tobias Carlisle (Interactive Book Review) show art 52 - The Acquirer's Multiple with author Tobias Carlisle (Interactive Book Review)

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

In this episode, I interview Tobias Carlisle, author of The Acquirer's Multiple and fund manager of the ETF ZIG. Listen to an interactive review of this Deep Value Investing book.

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51 - Psychology of Selling Losers show art 51 - Psychology of Selling Losers

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

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50 - Tim Eriksen Interview: MicroCap Investing $BVERS $WCRS $PIOE $BWEL show art 50 - Tim Eriksen Interview: MicroCap Investing $BVERS $WCRS $PIOE $BWEL

The DIY Investing Podcast: Value Investing | Fundamental Analysis | Mental Models | Business Management

In this episode, I interview Tim Eriksen and we discuss his investing strategy which involves buying microcap companies. Smaller companies offer higher returns historically. Tim Eriksen also provides insight into Beaver Land Company and its business model. We dive into additional companies including Western Capital Resources, P10 Holdings, and JG Boswell.

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Show Outline: Interview with Value Stock Geek

The full show notes for this episode are available at https://www.diyinvesting.org/Episode49

Part 1: ValueStockGeek's Investing Process

  • Basket of Stocks (20-30 positions)
  • Value: Cheap Stocks with Good Balance Sheets
  • Uses multiple valuation ratio's but prefers "Acquirer's Multiple"
  • High portfolio turnover 50-100% churn every year
  • Why the Quality factor reduces your returns
  • How to improve your stock-picking success rate by focusing on the balance sheet

Part 2: Example Stocks

  • Micron Technology ($MU) - Cheapest stock in the S&P 500
  • Flanigan's Enterprises, Inc. ($BDL) - A microcap company that owns bars, restaurants, and liquor stores in Florida
  • Dick's Sporting Goods ($DKS) - A retail company focused on the niche of outdoor sporting goods equipment