Get That Bread - A Value Investing Podcast
by Stephen Lee & Mark
Hey! We’re Get That Bread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we hope you make better and more informed investment decisions, particularly in the stock market. If you’re feeling a little hungry and willing to make some bread, come join us in the conversation! You can also find more content available on YouTube at bit.ly/2C4xqHP.
Episodes
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Episode 10 - Stock Analysis 2019: A Case Study of Biglari Holdings (Tickers: BH-A, BH)
Stock Analysis 2019: A Case Study of Biglari Holdings (Tickers: BH-A, BH) Biglari Holdings (tickers: BH-A, BH) is a conglomerate with two distinct lines of businesses: its operating units and its investment arm. The enterprise is led by Chairman and CEO, Sardar Biglari, who owns 55% of the…
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Episode 9 - Making Sense of the Stock Market
Episode 9 - Making Sense of the Stock Market This episode's format is slightly different. Instead of discussing particular investment ideas or financial metrics, I bring on a guest - my brother Victor - to touch on some of the underlying mechanics of the stock market and how it could make sense…
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Episode 8 - Merger Arbitrage (LSC Communications): LKSD
Episode 8 - Merger Arbitrage (LSC Communications): LKSD Please Like, Subscribe and Review to keep us going! Financial Model: http://bit.ly/2DzOg1Q Notes: http://bit.ly/2UYhkLj I discuss a merger arbitrage opportunity involving acquisition candidate LSC Communications (ticker: LKSD). The business…
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Stock Analysis 2019 - NL Industries - A Substantial Discount to Net Asset Value - An Anomaly
Stock Analysis 2019 - NL Industries A Substantial Discount to Net Asset Value - An Anomaly For the Video Version of this Episode Check out our Youtube. http://bit.ly/2C4xqHP Financial Model Link: http://bit.ly/2UEEzK7 Episode Notes Link: http://bit.ly/2GhmPKR I discuss the substantial disconnect...
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Episode 6 - Stock Valuation: Understanding Book Value for Beginners
Episode 6 - Stock Valuation: Stock Valuation: Understanding Book Value for Beginners A Video Version of this episode: http://bit.ly/2C4xqHP 1) Book value IS NOT market value!!! Book value, or equity, is an accounting construct that at times diverges from economic reality. (So just because a…
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Episode 5 - Stock Valuation: EV to EBITDA & EV to EBIT
Episode 5 - Stock Valuation: EV to EBITDA & EV to EBIT Please check out our Youtube Page for a supplementary video on Episode 5 http://bit.ly/2FEn57t Thanks for listening. Please subscribe, review and leave 5 stars to keep us going! Find out more on the Get That Bread - A Value Investing Podcast...
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Episode 4 - Stock Analysis 2019 - Newell Brands
Episode 4 - NEWELL BRAND *Please check these links for more on NEWELL: YouTube Episode: http://bit.ly/2TVm5DX NWL Financial Model: http://bit.ly/2HGVtAa NWL Episode Notes: http://bit.ly/2TdFMCB * 0:04 INTRO 1:57 NEWELL PRODUCTS 2:11 Recapitalization Play - EQUITY AND DEBT 2:52 Investor Confidence...
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Episode 3 - Accounting & Financial Statements for Value Investing
EPISODE 3 Notes: 0:12 Language of Business - Accounting 1:11 Tools of Investopedia. 1:33 3 Core Statements 1:35 Income Statement 1:38 Balance Sheet 1:42 Cash Flow 2:02 Income Statement - Breakdown 3:19 pre Tax income 4:15 Net income net loss 4:42 Basic vs Diluted Shares Outstanding 5:52 Diluted...
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Episode 2 - Beginner Stock Metrics & SEC Filings
EPISODE 2 Notes: 1:10 - Stock Screeners for Investing/Value Investing 4:00 - Joel Greenblatt 5:20 - P/E Multiple (Price-to-Earnings Ratio) 8:00 - Using Yahoo Finance Page + Understanding Metrics 9:00 - 52 Week Range 11:00 - Market Cap 12:00 - EPS / PE Ratio 14:00 - Dividend Yield 15:15 -...
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Episode I - A Beginner's Guide to Investing In Stocks
EPISODE #1: 0:00 - Who We Are 2:54 - Passive & Active Investing 5:10 - Joel Greenblatt 7:00 - Value Investing Research 9:00 - Price to Book Value 13:00 - Charles Munger 15:00 - The Psychology of Investing Youtube Page For More Resources - http://bit.ly/2C4xqHP Find out more on the Get That Bread...
About this show
Hey! We’re Get That Bread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we hope you make better and more informed investment decisions, particularly in the stock market. If you’re feeling a little hungry and willing to make some bread, come join us in the conversation! You can also find more content available on YouTube at bit.ly/2C4xqHP.
Hosted by
Stephen Lee & Mark