Mailbag
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”
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Comments
What about new podcasts? Didn't you say you would do a new one twice a week?
Posted by: eric | July 21, 2006 05:42 PM
Love your podcasts.
Maybe you can talk about the new fundamental indexing? How about using the Magic formula to create a low cost index?
Instead of buying 30 stocks and paying high transactions costs you'll get them all for 0.2% fee.
Posted by: Hanan | August 29, 2006 10:46 AM
Excellent podcast, as usual. You break everything down into understandable and sensible axioms that are easily applicable accross the board.
Don't compromise the quality of these podcasts in an effort to publish them more often!
Posted by: Jay | August 30, 2006 07:55 PM
Geoff, I just wanted to encourage you to continue your efforts. I have really enjoyed your podcast. Perhaps you could address the role ETFs might play in a value investor's overall strategy. Thanks for your show!
Posted by: Michael O. Connelly | September 24, 2006 03:28 PM
Geoff - I've listened to all of your podcasts twice, and I've enjoyed them all. I'm disappointed you've decided to take a break. That being said, if you're looking for ideas (in case you start up again), I'd love to hear (more of) your opinion on Greenblatt's magic formula, and how an active investor can use his screener in a hybrid fashion. Meaning...how to intelligently choose from his list of 100 top businesses. And when does it make sense to sell, outside of his standard 1 year holding period.
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April 29, 2007 03:15 PM