Gannon on Investing Podcast
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Value investing podcast influenced by Benjamin Graham, Joel Greenblatt, and Warren Buffett's value investing model. Built upon the value investor insights of intrinsic value, margin of safety, competitive advantage, and protection of principal.
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Mailbag from Gannon on Investing Podcast on June 09, 2006 207 views / likes
The entire episode is devoted to answering listener emails. Topics include book value bargains and how to value an insurance company. Two small cap stocks are discussed: Chromcraft Revington (CRC) and Avalon Holdings (AWX). Run Time: 39 minutes Listen to the Gannon On Investing Podcast: “Mailbag” Links Steven’s Blog Morningstar.com
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Mailbag from Gannon on Investing Podcast on June 09, 2006 198 views / likes
The entire episode is devoted to answering listener emails. Topics include book value bargains and how to value an insurance company. Two small cap stocks are discussed: Chromcraft Revington (CRC) and Avalon Holdings (AWX). Run Time: 39 minutes Listen to the Gannon On Investing Podcast: “Mailbag” Links Steven’s Blog Morningstar.com
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Value Line from Gannon on Investing Podcast on June 06, 2006 201 views / likes
Despite the episode’s title, this isn’t a paid promotion for the Value Line Investment Survey. It’s a discussion of how to best use per-share historical data. I reference a sample page from Value Line’s own website. You might want to download the Value Line report for Johnson & Johnson (JNJ) via the link below, so you can follow along as I discuss the importance of each line of data. Run Time: 34 minutes Listen to the Gannon On Investing Podcast: “Value Line” Links Value Line Morningstar.com JNJ Sample Page (the third link down "Ratings & Reports" will open a PDF)
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Value Line from Gannon on Investing Podcast on June 06, 2006 186 views / likes
Despite the episode’s title, this isn’t a paid promotion for the Value Line Investment Survey. It’s a discussion of how to best use per-share historical data. I reference a sample page from Value Line’s own website. You might want to download the Value Line report for Johnson & Johnson (JNJ) via the link below, so you can follow along as I discuss the importance of each line of data. Run Time: 34 minutes Listen to the Gannon On Investing Podcast: “Value Line” Links Value Line Morningstar.com JNJ Sample Page (the third link down "Ratings & Reports" will open a PDF)
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Buffett Businesses from Gannon on Investing Podcast on March 23, 2006 177 views / likes
This podcast wraps up Buffett week. The entire show is a discussion of the kind of business Warren Buffett looks to invest in. The discussion focuses on owner’s earnings, return on equity, and earnings growth. Listen to the Gannon On Investing Podcast: "Buffett Businesses"
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Buffett Businesses from Gannon on Investing Podcast on March 23, 2006 165 views / likes
This podcast wraps up Buffett week. The entire show is a discussion of the kind of business Warren Buffett looks to invest in. The discussion focuses on owner’s earnings, return on equity, and earnings growth. Listen to the Gannon On Investing Podcast: "Buffett Businesses"
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Buffett's Letter from Gannon on Investing Podcast on March 16, 2006 171 views / likes
This podcast kicks off Buffett week. The entire show is a discussion of select passages from Warren Buffett’s annual letter to shareholders. The discussion focuses on general investing lessons rather than Berkshire’s performance. Listen to the Gannon On Investing Podcast: "Buffett's Letter"
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Buffett's Letter from Gannon on Investing Podcast on March 16, 2006 171 views / likes
This podcast kicks off Buffett week. The entire show is a discussion of select passages from Warren Buffett’s annual letter to shareholders. The discussion focuses on general investing lessons rather than Berkshire’s performance. Listen to the Gannon On Investing Podcast: "Buffett's Letter"
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Phil Fisher from Gannon on Investing Podcast on February 09, 2006 186 views / likes
This podcast is part two of a three part series on spotting a great business. The entire episode is devoted to one long rant on Phil Fisher's writings, and how they can help you in your search for a great business. Listen to the Gannon On Investing Podcast: "Phil Fisher"
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Phil Fisher from Gannon on Investing Podcast on February 09, 2006 117 views / likes
This podcast is part two of a three part series on spotting a great business. The entire episode is devoted to one long rant on Phil Fisher's writings, and how they can help you in your search for a great business. Listen to the Gannon On Investing Podcast: "Phil Fisher"
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Nature of Competition from Gannon on Investing Podcast on January 27, 2006 150 views / likes
This podcast is part one of a three part series on spotting a great business. The entire episode is devoted to one long rant on the nature of competition in various industries, and how such competition should shape your search for a great business. Simply put, this show is about finding the right industries to begin your search for a great business. Listen to the Gannon On Investing Podcast: “Nature of Competition”
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Nature of Competition from Gannon on Investing Podcast on January 27, 2006 105 views / likes
This podcast is part one of a three part series on spotting a great business. The entire episode is devoted to one long rant on the nature of competition in various industries, and how such competition should shape your search for a great business. Simply put, this show is about finding the right industries to begin your search for a great business. Listen to the Gannon On Investing Podcast: “Nature of Competition”
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Competitive Advantage from Gannon on Investing Podcast on January 12, 2006 126 views / likes
I begin with a quick review of some news items of interest to value investors. Then, I give my take on this week’s two widest moat contest entries: Microsoft (MSFT) and eBay (EBAY). Listen to the Gannon On Investing Podcast: "Competitive Advantage"
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Competitive Advantage from Gannon on Investing Podcast on January 12, 2006 150 views / likes
I begin with a quick review of some news items of interest to value investors. Then, I give my take on this week’s two widest moat contest entries: Microsoft (MSFT) and eBay (EBAY). Listen to the Gannon On Investing Podcast: "Competitive Advantage"
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Why Small Caps? from Gannon on Investing Podcast on January 06, 2006 126 views / likes
I begin with a rant on why you should invest in small cap stocks. Then, I discuss Benjamin Graham’s “Security Analysis”, this week’s pick for a worthwhile investment book. Listen to the Gannon On Investing Podcast: “Why Small Caps?”
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Why Small Caps? from Gannon on Investing Podcast on January 06, 2006 114 views / likes
I begin with a rant on why you should invest in small cap stocks. Then, I discuss Benjamin Graham’s “Security Analysis”, this week’s pick for a worthwhile investment book. Listen to the Gannon On Investing Podcast: “Why Small Caps?”
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Dangers of Diversification from Gannon on Investing Podcast on January 03, 2006 126 views / likes
I begin with a rant on the dangers of diversification. Then, I discuss Craftmade International (CRFT), this week’s interesting company you haven’t heard of. I also mention the new contest that begins today. Listen to the Gannon On Investing Podcast: “Dangers of Diversification”
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Dangers of Diversification from Gannon on Investing Podcast on January 03, 2006 132 views / likes
I begin with a rant on the dangers of diversification. Then, I discuss Craftmade International (CRFT), this week’s interesting company you haven’t heard of. I also mention the new contest that begins today. Listen to the Gannon On Investing Podcast: “Dangers of Diversification”
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Value Investing from Gannon on Investing Podcast on December 29, 2005 141 views / likes
I begin with a rant on the meaning of value investing. Then, I discuss the perils of investing in retail and commodities. I look at three stocks: American Eagle Outfitters, John B. Sanfilippo & Son, and Fresh Del Monte Produce. Finally, I wrap up by talking about Joel Greenblatt’s “The Little Book That Beats the Market”. Listen to the Gannon On Investing Podcast: "Value Investing"
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Value Investing from Gannon on Investing Podcast on December 29, 2005 126 views / likes
I begin with a rant on the meaning of value investing. Then, I discuss the perils of investing in retail and commodities. I look at three stocks: American Eagle Outfitters, John B. Sanfilippo & Son, and Fresh Del Monte Produce. Finally, I wrap up by talking about Joel Greenblatt’s “The Little Book That Beats the Market”. Listen to the Gannon On Investing Podcast: "Value Investing"
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Shareholder Apathy from Gannon on Investing Podcast on December 27, 2005 141 views / likes
I begin this first half – hour podcast with a rant on shareholder apathy. Then, I discuss Village Supermarket (VLGEA), this week’s interesting company you’ve never heard of. Finally, I wrap up by talking about the narrow P/E spread in today’s market and the lack of any real quality gap. Of course, I explain what this means for you, the long term investor, and how to take advantage of the situation. Listen to the Gannon On Investing Podcast: "Shareholder Apathy"
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Shareholder Apathy from Gannon on Investing Podcast on December 27, 2005 90 views / likes
I begin this first half – hour podcast with a rant on shareholder apathy. Then, I discuss Village Supermarket (VLGEA), this week’s interesting company you’ve never heard of. Finally, I wrap up by talking about the narrow P/E spread in today’s market and the lack of any real quality gap. Of course, I explain what this means for you, the long term investor, and how to take advantage of the situation. Listen to the Gannon On Investing Podcast: "Shareholder Apathy"
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