بهترین پادکست های Value Investor (2025)

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3 Large Cap Stocks with Growth and Value 22:02

6d ago22:02

22:02

Tracey Ryniec, Zacks Value Stock Strategist, screens with the PEG ratio and Zacks Rank. (0:30) - Should You Be Investing Small or Large Stocks As A Value Investor (6:00) - Tracey’s Top Stocks For Your Portfolio (18:45) - Episode Roundup: ADDYY, DELL, NEM [email protected]

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TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley 1:31:59

5d ago1:31:59

1:31:59

Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-e…

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Where Are All the Value Stocks in 2025? 36:36

10d ago36:36

36:36

Tracey Ryniec, Zacks Value Stock Strategist, runs 2 Zacks premium stock screens to find top cheap stocks.

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TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke 1:34:19

12d ago1:34:19

1:34:19

Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligop…

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Durable Value Ep 76: Essential Framework for Real Estate Investing 19:47

16d ago19:47

19:47

In Episode 76 of Durable Value, hosts Ryan Swehla and Joe Muratore talk about the essential framework for real estate investing, drawing on their experience to provide invaluable insights. They break down the three key legs that support successful investing: mastering strategic vision, balancing risk and reward, and excelling through execution. Wit…

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TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley 1:31:14

19d ago1:31:14

1:31:14

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Am…

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Retail Stocks: Values or Traps? 36:47

24d ago36:47

36:47

Is it too early to buy the retail stocks? (0:30) - Finding Strong Investments Within The Retail Sector For Your Portfolio (6:30) - Tracey's Top Stock Picks (34:45) - Episode Roundup: LEVI, LE, ULTA, TGT, DECK [email protected]

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TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke 1:24:38

26d ago1:24:38

1:24:38

Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Am…

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TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley 1:23:14

1M ago1:23:14

1:23:14

Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether y…

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Screening for Basic Value Stocks 28:53

1M ago28:53

28:53

Tracey Ryniec, Zacks Value Stock Strategist, finds 3 value stocks with Strong Buy and Buy recommendations. (0:30) - Getting Back To The Basics With Value Stock Screening (6:00) - Tracey’s Top Stock Picks To Keep On Your Radar Right Now (26:40) - Episode Roundup: CNC, CPA, KB [email protected]

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Durable Value Ep. 75: Building Resilient Portfolios in a Volatile World 13:22

1M ago13:22

13:22

In this episode of Durable Value, Ryan discusses building resilient investment portfolios in unpredictable economic conditions. The discussion includes the impact of inflation and recession fears, key attributes of a resilient portfolio, the importance of geographic diversification, and strategies for weathering economic downturns. 00:00 Introducti…

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Screening for Buffett Stocks 28:25

1M ago28:25

28:25

Tracey Ryniec, Zacks Value Stock Strategist, uses Zacks Research Wizard’s Buffett screen to find value stocks. (0:30) - Using Warren Buffett To Find Strong Value Investments (4:30) - Top Stocks To Keep On Your Radar Right Now (25:40) - Episode Roundup: DFH, KO, AMZN [email protected]

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TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke 1:27:50

1M ago1:27:50

1:27:50

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, includi…

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TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley 1:17:20

2M ago1:17:20

1:17:20

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EV…

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Warren Buffett in His Twilight: 2025 Berkshire Hathaway Annual Meeting 36:53

2M ago36:53

36:53

Tracey Ryniec, Zacks Value Stock Strategist, previews the 2025 Berkshire Hathaway annual meeting. (0:40) - What To Know Heading Into Berkshire Hathaway’s Annual Meeting (7:30) - Breaking Down Warren Buffett's Stock Holdings That Should Be On Your Watchlist Right Now (33:20) - Episode Roundup: BRK.B, AAPL, AXP, BAC, CVX, OXY, MCO, KHC Podcast@Zacks.…

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TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke 1:15:36

2M ago1:15:36

1:15:36

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is so…

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3 Top Cheap Stocks Paying Dividends Over 5% 24:03

2M ago24:03

24:03

Scared about all the volatility right now? Tracey Ryniec, Zacks Value Stock Strategist, brings you three cheap stocks that will also pay you for your patience. (0:30) - Finding Strong Paying Dividend Investments (5:00) - Tracey's Top Stock Picks For Your Watchlist (20:55) - Episode Roundup: [email protected]…

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Tariffs, Debt, and a Recession by Design – Ep 251

2M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_251_-_Tariffs__Debt__and_a_Recession_by_Design_v1_2025-04-20.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active…

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TIVP016: Uber (UBER): Cash Burner To Compounder? w/ Shawn O’Malley & Daniel Mahncke 1:24:25

2M ago1:24:25

1:24:25

Shawn O’Malley and Daniel Mahncke break down Uber (ticker: UBER), a ubiquitous tech giant that has changed how the world travels. Uber became profitable annually for the first time in 2023, and as its user growth accelerates, the company appears to be achieving modest economies of scale, making it an increasingly attractive business. In this episod…

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Value Investors: Are Stocks Cheap or Not? 33:46

2M ago33:46

33:46

Tracey Ryniec, Zacks Value Stock Strategist, discusses stocks that may be cheap, or not, depending on where the economy goes. How can you tell? (0:30) - Where Should You Be Looking To Find True Value Stocks? (4:40) - Tracey's Top Stock Picks For Your Portfolio (30:00) - Episode Roundup: HLT, BKNG, AMN, GAP, RCL [email protected]…

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TIVP015: Nike (NKE): Just Buy It? w/ Daniel Mahncke and Shawn O'Malley 1:06:57

2M ago1:06:57

1:06:57

Daniel Mahncke and Shawn O’Malley break down Nike (ticker: NKE), the global leader in athletic footwear and apparel. With a legacy built on innovation, iconic athlete endorsements, and a brand that resonates across generations, Nike has long been a dominant force in the sportswear industry. But after years of consistent success, the company is now …

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The Paranoid Russian Jew Approach to Investing – Ep 250

2M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_250_-_The_Paranoid_Russian_Jew_Approach_to_Investing_v1_2025-04-10.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ …

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Energy Stocks Take a Dive: Values or Traps? 35:51

2M ago35:51

35:51

Oil is back to $60. Tracey Ryniec, Zacks Value Stock Strategist, looks at the earnings outlook for 3 big oil companies. (0:15) - Can You Find Value In The Energy Industry or Are They Traps? (6:30) - Tracey's Takes A Deep Dive Into 3 Stocks To Consider For Your Portfolio (32:20) - Episode Roundup: XOM, CVX, EOG [email protected]…

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TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke 1:22:34

2M ago1:22:34

1:22:34

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. In this episode, you’ll learn why Reddit is such …

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Uncertainty and Enterprise: A conversation with Amar Bhidé 1:20:54

3M ago1:20:54

1:20:54

What happens when a thoughtful investor sits down with a contrarian academic for a free-flowing, two-hour conversation? In this wide-ranging episode, Guy Spier reconnects with his former professor, Amar Bhidé, who’s the Professor of Health Policy at Columbia University Medical Center, for a dialogue that blurs the lines between economics, storytell…

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The Psychology of Risk and Reward in Real Estate: Durable Value Ep 74 15:31

3M ago15:31

15:31

In this episode of 'Durable Value', hosts Ryan Swehla and Joe Muratore talk about the psychology behind risk and reward, particularly in the context of real estate investing. They discuss topics such as loss aversion, market cycles, and balancing caution with optimism, providing valuable insights and practical advice for investors at any stage in t…

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The 3 Cheapest Gold Miner Stocks Right Now 30:56

3M ago30:56

30:56

Gold is at record highs. Tracey Ryniec, Zacks Value Stock Strategist, searches for the gold miner stocks with the lowest PEG ratios. (0:30) - Should You Be Gaining Exposure Into Gold Right Now? (5:54) - Top Stock Picks For Your Portfolio Watch List (27:20) - Episode Roundup: HMY, NEM, BTG [email protected]…

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TIVP013: Moncler (MONC): Zipped for Success w/ Daniel Mahncke & Shawn O'Malley 1:35:20

3M ago1:35:20

1:35:20

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthen…

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TIVP012: Hershey (HSY): A Deliciously Beaten Down Stock? w/ Shawn O'Malley & Daniel Mahncke 1:30:45

3M ago1:30:45

1:30:45

In today’s episode, Shawn O’Malley and Daniel Mahnke break down Hershey (ticker: HSY), a company about so much more than chocolate. From Hershey’s Kisses to Reese’s, Skinny Pop, and Dot’s Pretzels, Hershey’s is home to a number of iconic brands and is turning into an increasingly diversified snacking company. In this episode, you’ll learn how Hersh…

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It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249

3M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/It_Is_Not_the_Cards_You_are_Dealt__But_is_How_You_Play_Them_v1_2025-03-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWT…

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TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley 1:42:39

3M ago1:42:39

1:42:39

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting tow…

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Sell-Off: The 3 Cheapest Mag 7 Stocks Right Now 25:39

3M ago25:39

25:39

Tracey Ryniec, Zacks Value Stock Strategist, looks at the P/E, PEG, P/B and P/S ratios of the Mag 7 stocks. Who’s cheapest?

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The Importance of Portfolio Diversification | Durable Value Ep. 73 12:35

3M ago12:35

12:35

In this episode of Durable Value, Joe Muratore and Ryan Swehla talk about the intricacies of portfolio composition and the vital role diversification plays within it. They explore various aspects, from balancing risk and opportunity to the importance of geographic and asset-type diversification. Whether you're invested in industrial, multifamily, o…

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Screening for Value Stocks with the Powerful PEG Ratio 27:55

3M ago27:55

27:55

Tracey Ryniec, Zacks Value Stock Strategist, looks for stocks with high Zacks Rank and low PEG ratios. (0:30) - Can The PEG Ratio Help You Find Strong Value Stocks For Your Portfolio? (4:20) - Tracey’s Top Stock Picks To Keep On Your Watchlist Right Now (24:30) - Episode Roundup: UAL, COOP, FOLD, ALK, AAL [email protected]…

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TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley 1:10:04

3M ago1:10:04

1:10:04

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb…

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Q&A Series: Diversification and Position Sizing in Investing – Ep 248

3M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Q_A_Series-_Diversification_and_Position_Sizing_in_Investing_v1_2025-03-06.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QW…

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The Role and Functioning of Investment Committees | Durable Value Ep. 72 13:13

3M ago13:13

13:13

In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversat…

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TIVP009: Blue Owl Capital (OWL): The Next Blackstone? w/ Shawn O’Malley 1:13:51

4M ago1:13:51

1:13:51

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether …

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How to Use the Zacks Rank to Find Long-Term Value Stocks 54:51

4M ago54:51

54:51

Tracey Ryniec, Zacks Value Stock Strategist, discusses using the short-term Zacks Rank to guide a long-term stock portfolio.

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The Hidden Advantages of Investing from NOT New York City – Ep 247

4M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/The_Hidden_Advantages_of_Investing_from_NOT_New_York_City_v1_2025-02-26.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlq…

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TIVP008: VeriSign (VRSN): The Internet’s Toll Road w/ Shawn O’Malley 1:04:07

4M ago1:04:07

1:04:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down VeriSign, a company that underpins the functioning of the internet. VeriSign acts like a toll road, collecting fees from anyone using website domains ending in .com or .net, in exchange for managing the global domain registry system and making these domains accessible. VeriSign is a f…

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DeepSeek Breaks the AI Paradigm – Ep 246

4M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/DeepSeek_Breaks_the_AI_Paradigm_v1_2025-02-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing –…

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TIVP007: AutoZone (AZO): Under The Hood w/ Shawn O’Malley 1:10:57

4M ago1:10:57

1:10:57

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down AutoZone, ticker: AZO, a 100-bagger stock that continues to wow investors with its massive share repurchases after already buying back more than 90% of its total shares outstanding in the past two decades. AutoZone is a seemingly mundane auto parts retailer, a common store you’ve prob…

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3 Lessons from Buffett’s Apple Stock Sales 32:47

4M ago32:47

32:47

Tracey Ryniec, Zacks Value Stock Strategist, discusses what value investors can learn from Warren Buffett’s move to sell shares in one of his 4 pillars. (0:30) - How Much Should You Follow The 13-F Filings? (4:10) - Investing Lessons To Learn From Warren Buffett (27:45) - Episode Roundup: BRK.B, AAPL, COST, V, AXP [email protected]…

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پادکست های Value Investor

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