The entire episode is devoted to answering listener emails. Topics include book value bargains and how to value an insurance company. Two small cap stocks are discussed: Chromcraft Revington (CRC) and Avalon Holdings (AWX).
Run Time: 39 minutes
Listen to the Gannon On Investing Podcast: “Mailbag”
Links
Despite the episode’s title, this isn’t a paid promotion for the Value Line Investment Survey. It’s a discussion of how to best use per-share historical data. I reference a sample page from Value Line’s own website. You might want to download the Value Line report for Johnson & Johnson (JNJ) via the link below, so you can follow along as I discuss the importance of each line of data.
Run Time: 34 minutes
Listen to the Gannon On Investing Podcast: “Value Line”
Links
JNJ Sample Page (the third link down "Ratings & Reports" will open a PDF)
This podcast wraps up Buffett week. The entire show is a discussion of the kind of business Warren Buffett looks to invest in. The discussion focuses on owner’s earnings, return on equity, and earnings growth.
Listen to the Gannon On Investing Podcast: "Buffett Businesses"
This podcast kicks off Buffett week. The entire show is a discussion of select passages from Warren Buffett’s annual letter to shareholders. The discussion focuses on general investing lessons rather than Berkshire’s performance.
Listen to the Gannon On Investing Podcast: "Buffett's Letter"
This podcast is part two of a three part series on spotting a great business. The entire episode is devoted to one long rant on Phil Fisher's writings, and how they can help you in your search for a great business.
Listen to the Gannon On Investing Podcast: "Phil Fisher"
This podcast is part one of a three part series on spotting a great business. The entire episode is devoted to one long rant on the nature of competition in various industries, and how such competition should shape your search for a great business. Simply put, this show is about finding the right industries to begin your search for a great business.
Listen to the Gannon On Investing Podcast: “Nature of Competition”
I begin with a quick review of some news items of interest to value investors. Then, I give my take on this week’s two widest moat contest entries: Microsoft (MSFT) and eBay (EBAY).
Listen to the Gannon On Investing Podcast: "Competitive Advantage"
I begin with a rant on why you should invest in small cap stocks. Then, I discuss Benjamin Graham’s “Security Analysis”, this week’s pick for a worthwhile investment book.
Listen to the Gannon On Investing Podcast: “Why Small Caps?”
I begin with a rant on the dangers of diversification. Then, I discuss Craftmade International (CRFT), this week’s interesting company you haven’t heard of. I also mention the new contest that begins today.
Listen to the Gannon On Investing Podcast: “Dangers of Diversification”
I begin with a rant on the meaning of value investing. Then, I discuss the perils of investing in retail and commodities. I look at three stocks: American Eagle Outfitters, John B. Sanfilippo & Son, and Fresh Del Monte Produce. Finally, I wrap up by talking about Joel Greenblatt’s “The Little Book That Beats the Market”.
Listen to the Gannon On Investing Podcast: "Value Investing"
I begin this first half – hour podcast with a rant on shareholder apathy. Then, I discuss Village Supermarket (VLGEA), this week’s interesting company you’ve never heard of. Finally, I wrap up by talking about the narrow P/E spread in today’s market and the lack of any real quality gap. Of course, I explain what this means for you, the long term investor, and how to take advantage of the situation.
Listen to the Gannon On Investing Podcast: "Shareholder Apathy"
