Geoff Gannon audio podcasts

I think I figured out that I'm not really a listener; instead, I am really a reader. I don't know if I covered it in this blog but the great management thinker, Peter Drucker, suggested that some people learn by listening while others learn by reading. I think I know where I stand. I think I absorb way more information through reading than listening. I started commuting to work by car and I was investigating whether audio broadcasts in the car was something worth pursuing and I doesn't think I absorbed much. I was listening to the audio edition of The Economist (requires subscription) and the audio edition was great—highly recommended if you are a listener type and into macro-oriented stuff—but I just don't learn much through listening. My mind just doesn't concentrate on the speech, even if I'm in slow, stop & go, traffic.

Having said all that, I do listen to audio as a break from reading. Some of you may have already encountered it but for those that haven't, I want to recommend Geoff Gannon's audio podcasts. They are apparently being sponsored by GuruFocus and Gannon has 9 broadcasts so far.

Geoff Gannon is an investor who pretty much has the value investing framework nailed (another guy I'm impressed with is Saj Karsan.) This doesn't necessarily mean you will be successful in investing but it does mean that you are headed in the right direction (at least for value investors.) Staying true to his knitting, it is obvious that Gannon is pretty good at financial statement analysis.

There are 9 audio broadcasts that you can access from the GuruFocus site or from the iTunes site here. Some of the broadcasts and short and to the point, while others are more insightful and deeper. I think the broadcasts are likely to be helpful to anyone who is between a beginner to an intermdiate investor.

Comments

  1. Andrew MeyerMarch 23, 2010 at 10:08 PM

    Interesting, thanks.  Narrative stories (novels, historical fiction, etc.) are great in audio format as are the SuperStar teachers courses (http://www.teach12.com), which present ideas in sort of a story form at the 101 level.  However, I think you're right, something that requires focused attention and going back to reread something is terribly difficult with an audio book.

    Love your blog,

    Andy

    ReplyDelete

Post a Comment

Popular Posts

Thoughts on the stock market - March 2020

Image
Right now, DJIA has a P/E of 16.8 and forwand P/E of 15.1, whereas S&P 500 is at 20.1 with forward P/E of 15.8. Source: WSJ market Data If you ignore interest rates and inflation expectations--both of these influence valuations but depends on your macro call-- the market is not cheap. Long-term P/E is around 15. Trailing P/E is around 20% (Dow) to 40% (S&P500) higher than average. Forward P/E is in line with long term average but that assumes a strong V recovery. Consensus forecast is for profits to drop 1.2% in 2020. In 2008, it dropped 25.4% so current forecast is a very mild recession. Covid-19 coronavirus is not going to last more than a few months but these forecasts are still too rosy in my opinion. So I wouldn't rely on forward P/E. The richly valued (mostly tech or high quality) have not fallen much but the distressed ones have. So if you want to outperform in the long run, I think one’s choice right now is to: • Wait for market to fall another, say...
✖ READ MORE >>>

Warren Buffett's Evolution and his Three Investment Styles

Image
A Young Warren Buffett In a comment to one of my posts , Mark Carter, who incidentally appears to have a  good blog worth checking out , asked: "Buffett Prime is 1970's to early 1990's" Could you elaborate? I have vaguely indicated how I view Warren Buffett in the past, but I thought I would detail my view of his investing behaviour. This is more of an opinion piece and many others would disagree with me (if you do, I'm curious to hear your thoughts). I don't follow Warren Buffett as closely as many value investors so I may get some facts wrong. My view is that Warren Buffett went through three different phases, with each consisting of different investment techniques. The overall investment theory remained the same—what people call value investing—but his execution, tactics, and strategy differs across the three phases. Some people may break up his career into additional periods but my feeling is that the three I will describe essentially capt...
✖ READ MORE >>>

Hugh Hendry discussion at the Alternative Investment Conference

Thanks to Value Investing World for bringing this Hugh Hendry interview to my attention. I may not agree with all the things—short-term orientation of hedge funds is actually worse IMO; the sharp pencil effect doesn't always work—but Hendry is a true contrarian and worth listening. Like Marc Faber or Jim Rogers, you also can't take everything Hugh Hendry says seriously. I had always felt Hugh Hendry was firmly in the deflation camp but I get the feeling that he is now opening up to high-inflation possibilities. Otherwise, his stance appears to be similar to past opinions.
✖ READ MORE >>>