Archive - Security Analysis

JL Collins: Part 2

JL Collins is the godfather of financial independence.

May 7 •

Value Stock Geek

1:01:39

In this podcast, Matt Cochrane and I discuss Buffettology, a book written in the late 1990’s by Mary Buffett.

May 7 •

Value Stock Geek

1:02:34

General Mills (GIS)

May 4 •

Value Stock Geek

April 2025

PPG Industries (PPG)

Apr 27 •

Value Stock Geek

Apr 20 •

Value Stock Geek

IDEX Corp (IEX)

Apr 13 •

Value Stock Geek

Stock List - Q1 2025 Update

This is just a quick little update on the stock list I launched earlier this year.

Apr 6 •

Value Stock Geek

SS&C Technologies Holdings (SSNC)

Apr 6 •

Value Stock Geek

Trump, Tariffs, and the Case for Doing Nothing

Since launching this Substack, we haven’t really seen a full-blown market meltdown.

Apr 5 •

Value Stock Geek

Today’s podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.

Apr 2 •

Value Stock Geek

1:01:10

March 2025

Mar 30 •

Value Stock Geek

Mar 23 •

Value Stock Geek

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