Trey Henninger graciously had me on as a guest to his DIY investing podcast.

We talk about:

  • My experience during the internet bubble. The internet bubble is what sparked my early interest in investing during high school.
  • How I’ve expanded on Graham’s Simple Way Approach with other valuation metrics and trading rules. You can read about my strategy here.
  • Evidence-based quantitative value investing strategies and the perils of “quality” factors such as high ROE, ROIC, and growth rates.
  • The influence of Tobias Carlisle’s “Deep Value” on my approach.
  • The importance of balance sheet quality, which I wrote about here.
  • Value traps and how I try to avoid them. We also talk about specific examples of value traps that I bought, such as Gamestop.
  • The ideal number of stocks to hold in a portfolio, which I wrote about here.
  • We also discuss a few of my current holdings: Dick’s Sporting Goods, Micron, and Flanigan’s.
  • Where we are in the market cycle.

You can check it out here:


PLEASE NOTE: The information provided on this site is not financial advice and it is for informational and discussion purposes only. Do your own homework. Full disclosure: my current holdings.  Read the full disclaimer.