Valuewalk's ValueTalks

Hello Listeners, Today is a very special episode with John Buckingham. He is the editor of the Prudent Speculator and CIO and Chief Portfolio Manager of AFAM Capital. Today we talk about the newsletter and his investment strategy. Enjoy and thanks for the listen!

Hello Listners, Today is a very special guest, Stanislas Dupré, the founder of the 2 degree investing initiative. In this episode, we discuss "Limited Visibility: The Current State of Corporate Disclosure on Long-term Risks". 1. What is the degree investing initiative? (12 sec.) 2. What is the tragedy of the horizon and why is this important? (2:16) 3. What are the key findings of your report?(5:53) 4. What are the obstacles to long-term risk disclosures? (13:02) 5. How do analyst use forward looking disclosures? (15:52) 6. What are the implications, positive trends and recommendations? (18:02) 7. What are examples and case studies of companies that do have long-term risk disclosures? (22:28) 8. What are the favorable winds for long-term risk management and disclosure? (23:28) 9. What roles do financial professionals have to try to push these longer term risk disclosures best practices? (30:13) 10. Can you just quickly go over the best practices that you would like to see companies/ investors do? 11. What are you favorite investment books? (36:09) Enjoy and thanks for the listen!

Hello Valuewalk listeners, Today is a very special episode recorded live with Joe Cioffi. We discuss his article "Subprime Surprise? Subprime Auto Overcollateralization May Not Be Overly Protective". Check out his site at http://creditchronometer.com/. Enjoy and thanks for the listen!

Hello Listeners, This is a very special episode. I have Ted Theodore from Trimtabs Asset Management. Trimtabs was one of the first, if not the first firm to track flows of funds. Ted discusses how they approach investing by primarily looking at key factors such as cash flow per share and share count. Enjoy and thanks for the listen.

Hello Listeners, This is a very special episode. Marty, CEO of Level Brands, will be discussing the company and reg A+ filings. Please check out: http://banq.co/listings/lb Enjoy and thank you for the listen!

Hello Listeners, Welcome to another special episode. I have Richard Hurowitz who is the publisher of the Octavian Report and CEO of Octavian Media and Octavian Holdings. He previously sold Octavian Advisers to TPG back in 2013. In this episode, we discuss his investing philosophy and the Octavian Report. Enjoy and thanks for the listen.

Hello Listeners, I have a very special episode with Dr. Craig Callahan, Founder of ICON Advisers. He explains his approach to investing and why traditional ratios do not work and a more robust method is needed. Enjoy and thanks for the listen.

Hello Listeners, This is a very special episode. I have Rachel Carpenter, the CEO and cofounder of Intrinio. We will be discussing her story and how the company started. Enjoy and thanks for the listen.

Hello Valuetalk Listners, In this episode, Josh Brown, the CEO of Ritholtz Wealth Management, will be discussing the Evidenced Based Investment Conference. Enjoy and thanks for the listen.

Hello Listeners, Brad, the director of research at Celent, talks about his recent report on Emerging Trends in Alternative Data. I encourage everyone to check out the report. We discuss the trends and players in the space. Enjoy and thanks for the listen.

Hello Listeners, I have a very special guest, Stephen Hazelton, who is the founder of Street Diligence. Stephen discusses the Toys-R-US bankruptcy and the details about the debt. Enjoy and thanks for the listen!

Hello Listeners, This week's episode was recorded live by Raul Panganiban at the office of Amit. In this episode, we discuss investment philosophy, risk, and how to utilize travel for investment ideas. Thank you for the listen and enjoy!

Hello Listners, Another special episode with the CEO and cofounder of Biz2Credit. Rohit and I discuss trends in digital finance and why he started his company. Thank you for the listen and enjoy!

Hello Listners, This is a very special episode recorded live in New York. Will and I talk about the attention economy and how creativity generates alpha. Thank you for the listen and enjoy!

Hello Valuewalk Listners, This is a very special episode with Trip Miller of Gullane Capital. In this discussion, Trip talks about his investing philosophy and shorts. Also, he recommends some great books to read for any investor. Thank you for the listen and enjoy!