Podcast Education - Value Investing Mini Series
Getting Started
This 13-part mini-series walks you through my full investment process — from filtering and valuation to risk and execution. Each episode builds on the last, so feel free to follow it in order or jump to the topics most relevant to you.
Overview of my Investment Process
A behind-the-scenes look at how I approach value investing — from mindset to method. This episode lays the foundation for the entire series, including how I structure decisions, evaluate businesses, and stay focused on long-term returns.
Stock Filters
Learn how I narrow thousands of stocks down to a focused watchlist using simple but powerful filters — based on profitability, debt levels, growth, and business quality.
Valuation Deep Dive
Checklist
Discover how I use a structured investment checklist to reduce emotion and avoid errors. I walk through what I look for before making any decision to buy a company.
Discount Rate
What return do you need to justify your investment risk? I explain how to calculate your personal discount rate and why it’s essential in estimating intrinsic value.
Valuation Overview
Valuation hinges on one key input: expected growth. In this episode, I break down how I assess growth forecasts and why conservative assumptions protect your downside.
Cash Flow
In this episode, we explore the difference between reported earnings and actual cash flow — and why it matters. You’ll learn how to read the Cash Flow Statement, compare it to the Income Statement, and calculate “Owner Earnings” — Warren Buffett’s preferred method for valuing a business.
Growth
In this episode, we explore how to estimate a company’s future growth — one of the most important inputs in any valuation. You’ll learn how to calculate growth using the compound annual growth rate (CAGR), and I’ll walk you through several practical tools I use in my own valuation process, including a spreadsheet available HERE. Plus, we’ll cover key factors to consider before making any growth assumption.
Valuation Methods - Part A
In this two-part episode, we dive into two powerful valuation methods. Part A focuses on the Discounted Cash Flow (DCF) model, bringing together key concepts from earlier episodes — including discount rates, growth, and cash flow. In Part B, we’ll look at how to calculate a company’s liquidation value to assess downside protection. If you haven’t listened to the earlier valuation foundations, now’s a great time to catch up.
Valuation Methods - Part B
In Part B of our valuation series, we shift focus from growth to downside protection. While the DCF model helps value ongoing businesses, liquidation value estimates what a company is worth if it were to shut down and sell its assets. This method is useful for assessing investment risk and understanding the minimum value you might recover as a shareholder.
Wrap-Up & Insights
Margin of Safety
In this episode, we explore the Margin of Safety — the critical buffer between a company’s intrinsic value and its market price. You’ll learn how it differs from the discount rate, how to apply it based on perceived risk, and why it protects you from valuation errors, earnings surprises, and market downturns. A must-know concept for any value investor seeking long-term resilience.
Putting it all Together
In this final episode, we bring everything full circle. Over the last nine episodes, we’ve covered the key components of valuing a business — from filters and checklists to cash flow, growth, and multiple valuation methods. Here, I walk through how all of these pieces fit together into a practical, repeatable investment process. If your goal is to invest with clarity and conviction, this episode will help you get there.
Any Questions?
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