In this episode, I talk about CARS.com which is the company that I own in my portfolio and which I believe is undervalued at the current price $5.91 as of this recording on July 18. - You can find the details of the investment ideas here (https://shar...

In this episode, I revisit the stocks (EBAY, SWBI, M, KHC) that I talked about one and half years ago.  The main focus is to discuss the main business developments and also one and half year performance relative to S&P500. -

Warren Buffett's Early Investment Partnership (Replay of EP1 and EP2)

In this episode, I cover my portfolio in terms of my investment strategy change and individual stocks (M, EBAY, AOBC, SWBI,CAKE, CARS, CPRI) that I have bought and sold during the Covid-19 pandemic.

Berkshire Hathaway Annual Shareholders Meeting 2020: Youtube Link - Donate: https://valueinvestpodcast.com/en/donate/

I talk about four companies (Macy's, Cars.com, The Cheesecake Factory, Capri Holdings) in this episode and assess their survival probability by looking at their liquidity conditions. - Stock tickers (M, CARS, CAKE, CPRI) -

Dow Jones Historical Chart: https://www.macrotrends.net/1319/dow-jones-100-year-historical-chart - Spanish Flu: https://www.cdc.gov/flu/pandemic-resources/1918-pandemic-h1n1.html - Donate: https://valueinvestpodcast.com/en/donate/

Howard Marks' memo about coronavirus: https://www.oaktreecapital.com/docs/default-source/memos/weekly.pdf?sfvrsn=8 - Donate: https://valueinvestpodcast.com/en/donate/

Donate: https://valueinvestpodcast.com/en/donate/

This episode covers my views on Coronavirus and the recent market drop. - Donate: https://valueinvestpodcast.com/en/donate/