The Security Analysis Podcast, a podcast by Value Stock Geek - Stats, Episodes and Rankings

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https://portfoliocharts.com/
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https://longtermmindset.co/start/
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https://twitter.com/philoinvestor
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https://twitter.com/Citrini7
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Buffett: The Making of an American Capitalist

Saturday, June 21, 2025 • Duration 01:14:21

This is a discussion between Matt Cochrane & I about Buffett: The Making of anAmerican Capitalist by Roger Lowenstein.

This was the first biography of Warren Buffett, published in 1995, and it remains one of the best.

It was written when Buffett was already an investing legend, one of the wealthiest men in the world, and well-known in the investing community. However, it was before Buffett was a mainstream celebrity. It remains the best biography of Warren Buffett ever written.

Links

The book: https://www.amazon.com/Buffett-American-Capitalist-Roger-Lowenstein-ebook/dp/B00DPTL2F0

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

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JL Collins: Part 2

Wednesday, May 21, 2025 • Duration 01:01:39

JL Collins is the godfather of financial independence. This is my second conversation with JL and I encourage you to check out the first one.

He is the author the most iconic books about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and the power of saving large percentages of income.

He is now releasing an updated edition of The Simple Path to Wealth which we discuss in this podcast episode.

Links:

* The Simple Path to Wealth - https://www.amazon.com/Simple-Path-Wealth-financial-independence-ebook/dp/B01H97OQY2/

* Pathfinders - https://www.amazon.com/Pathfinders-Extraordinary-Stories-Financial-Independence-ebook/dp/B0BMLXNMNC/

* JL’s blog - https://jlcollinsnh.com/

* My first conversation with JL Collins:

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

Buffettology

Wednesday, May 7, 2025 • Duration 01:02:34

In this podcast, Matt Cochrane and I discuss Buffettology, a book written in the late 1990’s by Mary Buffett.

She wrote this book about what she learned about Buffett’s investing methods from when she was married to Peter Buffett. I think that the book is a pretty good summary of Buffett’s investing approach, especially for people that are unfamiliar with it.

This was one of the first books I read about Warren Buffett when I first started to get interested in value investing. For Buffett aficionado’s, a lot of the insights might seem pretty basic, but I think that’s the point. It really distills Buffett’s philosophy into a very accessible way.

Links:

* Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett The World's Most Famous Investor - https://www.amazon.com/Buffettology-Previously-Unexplained-Techniques-Investor-ebook/dp/B00367KILK/

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

100 Baggers

Wednesday, April 16, 2025 • Duration 01:01:11

Today’s podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.A 100 bagger is a stock that increases by 100-1. In other words, $10,000 turns into $1,000,000. Breaking it down mathematically, a 14% return achieves a 100 bagger in 35 years. A 20% return does it in 25. 26% does it in 20 years.Chris Mayer did a study of many stocks that did return 100-1 and evaluated the characteristics of those companies. There is a common DNA among all of them profiled in the book, which Matt & I discuss & analyze.

Links

100 Baggers: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650/

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

Cait Flanders - Getting out of Debt, Minimalism, & Mindful Consumption

Wednesday, April 2, 2025 • Duration 55:04

Cait is a Canadian writer who first gained recognition with her blog, Blonde on a Budget, where she documented her journey of paying off $30,000 in debt. That experience became the foundation for her exploration of minimalism, mindful consumption, and intentional living.

She later wrote a bestselling book - The Year of Less - where she took on a year-long shopping ban that transformed her relationship with money and possessions.

The themes she writes about—breaking free from debt, rethinking consumerism, and designing a more intentional life—are incredibly powerful from a personal finance perspective.

Links

* Cait’s website:

https://www.caitflanders.com/

* The Year of Less: https://www.amazon.com/Year-Less-Shopping-Belongings-Discovered-ebook/dp/B0767XNB47

* Adventures in Opting Out: https://www.amazon.com/Adventures-Opting-Out-Leading-Intentional-ebook/dp/B083J17DYJ

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

Dan Rasmussen - The Humble Investor

Wednesday, March 26, 2025 • Duration 50:45

Dan Rasmussen is the founder and portfolio manager at Verdad. Verdad runs capital with rules-based ideas and a strong focus on leveraged small cap value stocks. He has published fascinating research across multiple topics. Today we’re going to talk about his new book, The Humble Investor, which summarizes many of his key ideas for a wide audience.

Links

* The Humble Investor: https://www.amazon.com/Humble-Investor-winning-surprising-world-ebook/dp/B0DM6MW8P3

* Verdad:

https://verdadcap.com/

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

Philoinvestor: Part 2

Wednesday, March 12, 2025 • Duration 01:00:27

Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast.

We last spoke a year ago and I encourage you to check out that podcast.

Links:

* Philoinvestor Twitter feed: https://twitter.com/philoinvestor

* Philoinvestor Substack:

* Our first podcast:

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

A Different Kind of Magic Formula (Solo Episode)

Wednesday, March 5, 2025 • Duration 23:04

Today’s podcast is solo.

I discuss the stock list, which is my version of the magic formula.

Links

* Ben Graham’s Low P/E, Low Debt/Equity Method: https://alphaarchitect.com/wp-content/uploads/2011/04/Simple-and-Easy-Approach-Medical-Economics-Graham-1976.pdf

* The Little Book that Beats the Market: https://www.amazon.com/Little-Still-Market-Books-Profits-ebook/dp/B003VWCQB0/

* The 2025 VSG Stock List:

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

Alex Morris: Buffett and Munger Unscripted

Wednesday, February 26, 2025 • Duration 50:50

This podcast is a conversation with Alex Morris, who writes the Science of Hitting substack, where he performs deep dives & diligence into companies and posts real time updates about his personal portfolio.

Alex is a returning guest, and I encourage you to check out our previous podcasts.

Today we are talking about his new book, Buffett & Munger Unscripted. Alex did a deep dive into all of the annual meetings going back to 1994. He then curated Buffett and Munger’s answers and assembled it into a book organized by specific topic. It’s a great reference to go through and see Buffett and Munger’s thoughts on various topics and how they have evolved over the years.

Links

* Buffett & Munger Unscripted: https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder-ebook/dp/B0DM7HSBQV/

* The Science of Hitting Substack:

* My first conversation with Alex:

* My second conversation with Alex:

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

The Big Short

Wednesday, February 19, 2025 • Duration 01:06:18

Matt Cochrane and I discuss The Big Short by Michael Lewis. On our last podcast, we talked about Liar’s Poker, Michael Lewis’ book about the bond market in the 1980’s.

The Big Short is very much the sequel to Liar’s Poker and it chronicles multiple investors who shorted the housing bubble of the 2000’s.

Links.

The Big Short: Inside the Doomsday Machine by Michael Lewis: https://www.amazon.com/Big-Short-Inside-Doomsday-Machine-ebook/dp/B003LSTK8G

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit

The Security Analysis Podcast – Details, episodes & analysis

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The Security Analysis Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other69

Amazon52

X35

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other69

Amazon52

X35