『The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking』のカバーアート

The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking

The Value Investing Podcast with Fexingo: Buffett, Graham, and Long-Term Stock Picking

著者： Fexingo
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Lucas and Luna sit down in a wood-panelled value-investing library to dissect the gap between intrinsic value and market price. Each episode takes a real company — from Berkshire Hathaway to a small-cap overlooked by Wall Street — and walks through a Graham-and-Dodd framework: calculating owner earnings, estimating margin of safety, and weighing competitive moats against macroeconomic headwinds. Lucas brings the balance-sheet rigor of a former analyst, while Luna challenges the assumptions, stress-tests the discount rates, and pushes for the human factors — management incentives, industry cycles — that numbers alone miss. This is not a stock-picking hotline. It is a methodical, numbers-first conversation about how to think about price versus value in an era of low interest rates, inflation surprises, and algorithmic trading. The listener is someone who already knows what P/E and ROIC mean but wants to hear two sharp minds argue over terminal growth rates, float valuation, and the psychological discipline required to hold when the market disagrees. Why does Buffett hold Coca-Cola for decades while selling IBM? What does a 30% margin of safety really protect you from? Lucas and Luna don't offer a tip sheet — they offer a way of seeing the market that survives its next crash. #ValueInvesting #WarrenBuffett #BenjaminGraham #IntrinsicValue #MarginOfSafety #StockPicking #LongTermInvesting #BerkshireHathaway #FinancialAnalysis #OwnerEarnings #MoatAnalysis #CompoundInterest #Finance #FexingoBusiness #BusinessPodcast #DailyBusinessNews #InvestingPodcast #ValueTraps Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How to Spot a Value Trap Before It Traps You

    How to Spot a Value Trap Before It Traps You
    2026/09/11
    We examine why deep value stocks often become long-term wealth destroyers. Using Apple and JPMorgan as contrasting examples, we break down the difference between a temporary market overreaction and a structural business decline. With the S&P 500 down two percent this week and interest rates holding steady at three point six three percent, understanding intrinsic value versus price is critical. We explore how to read balance sheets for hidden liabilities and why cash flow matters more than low multiples in today's market. #ValueInvesting #BerkshireHathaway #WarrenBuffett #JPMorgan #Apple #FinancialAnalysis #IntrinsicValue #CashFlow #MarketCorrection #DividendYield #ROI #RiskManagement #StockPicking #LongTermInvesting #EconomicMoat #BalanceSheet #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • How Berkshire Hathaway Uses Cash to Outmaneuver Markets

    How Berkshire Hathaway Uses Cash to Outmaneuver Markets
    2026/09/09
    With the S&P 500 hovering near 7,636 and interest rates holding steady at 3.63 percent, value investors face a unique dilemma in September 2026. Lucas and Luna dissect Berkshire Hathaway's massive cash mountain, exploring how its quarter-over-quarter resilience contrasts with the broader market's volatility. They analyze why preserving capital during high-rate environments matters more than chasing yield, and what Warren Buffett's latest moves signal for long-term stock picking strategies. #BerkshireHathaway #ValueInvesting #WarrenBuffett #CashReserves #CapitalAllocation #LongTermStockPicking #FinancePodcast #BusinessPodcast #FexingoBusiness #InvestmentStrategy #MarketVolatility #InterestRates #SAndP500 #RiskManagement #DividendGrowth #CorporateTreasury #FinancialLiteracy #WealthBuilding Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Berkshire Hathaway Uses Cash to Outmaneuver Markets

    How Berkshire Hathaway Uses Cash to Outmaneuver Markets
    2026/09/08
    We explore why Berkshire Hathaway’s massive cash pile isn’t just a safety net but an active weapon in value investing. With over two hundred and fifty billion dollars in reserves, Warren Buffett’s firm holds immense optionality. We analyze how this liquidity allows them to ignore short-term market noise and strike when others are forced to sell. By examining recent moves in insurance float and energy assets, we show how cash on hand creates asymmetric upside for long-term investors watching from the sidelines. #BerkshireHathaway #WarrenBuffett #ValueInvesting #CashReserves #CapitalAllocation #LongTermInvesting #InsuranceFloat #MarketVolatility #FexingoBusiness #BusinessPodcast #FinancialLiteracy #InvestmentStrategy #CorporateFinance #AssetManagement #StockMarket #WealthBuilding #EconomicOutlook #PortfolioManagement Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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