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Stop Ironing Shirts (@StIroningShirts) - Financially Independent at 36
Listen now (54 min) | “Stop Ironing Shirts” is a good Twitter follow. He is a former banker who retired at the age of 36. At the peak of his earnings…
Jun 1
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Value Stock Geek
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Stop Ironing Shirts (@StIroningShirts) - Financially Independent at 36
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May 2023
Occidental Petroleum (OXY)
Value trap or opportunity?
May 27
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Occidental Petroleum (OXY)
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Cullen Roche - Monetary Policy, The Debt Ceiling, and the Banking Crisis
Listen now (64 min) | Cullen Roche is an expert on monetary policy and macroeconomics. His work helped me shed a lot of my misconceptions about monetary…
May 25
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Cullen Roche - Monetary Policy, The Debt Ceiling, and the Banking Crisis
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McDonalds (MCD)
Key Statistics EV/EBIT = 26.63x ROE = N/A* ROIC = 14.4% Debt/Equity = -800% FCF Yield = 2.29% Dividend Yield = 2.07% Market Capitalization = $215.78…
May 20
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McDonalds (MCD)
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Tyler (@PortfolioCharts): The Amazing Power of Uncorrelated Assets
Listen now (61 min) | Tyler runs the website https://portfoliocharts.com/ which features a variety of useful data visualization tools and back testing…
May 17
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Tyler (@PortfolioCharts): The Amazing Power of Uncorrelated Assets
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Deere & Company (DE)
Key Statistics EV/EBIT = 13.6x ROE = 41.84% Debt/Equity = 257% FCF Yield = 2.82% Dividend Yield = 1.34% Market Capitalization = $110.82 billion
May 13
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Deere & Company (DE)
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Alex Morris: Long-Term Buffett-Style Investing
Listen now (49 min) | This conversation is with Alex Morris, who writes The Science of Hitting substack, where he blogs about his concentrated Buffett…
May 10
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Alex Morris: Long-Term Buffett-Style Investing
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NVR, Inc. (NVR)
Key Statistics EV/EBIT = 7.72x ROE = 50.03% Debt/Equity = 29% FCF Yield = 10.98% Dividend Yield = 0% Market Cap = $18.19 billion
May 5
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NVR, Inc. (NVR)
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Lawrence Hamtil: Hunting for the Best Industries & Sectors
Listen now (56 min) | Lawrence Hamtil is a financial advisor with Fortune Financial Advisors. His work emphasizes the importance of sectors and…
May 3
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Lawrence Hamtil: Hunting for the Best Industries & Sectors
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April 2023
Clorox (CLX)
Key Statistics EV/EBIT = 34.47x ROE = 137.22% Debt/Equity = 836.4% Dividend Yield = 2.85% FCF Yield = 3.23% Market Capitalization = $20.45 billion The…
Apr 29
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Clorox (CLX)
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Michael Fritzell: Value Investing in Asia
Listen now | Michael Fritzell is a value investor based in Singapore who previously lived and worked in China. He is a top Substack financial writer…
Apr 26
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Michael Fritzell: Value Investing in Asia
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PepsiCo (PEP)
Key Statistics EV/EBIT = 24.87x ROE = 53.69% Debt/Equity = 242% FCF Yield = 2.06% Dividend Yield = 2.48% Market Capitalization = $255.31 billion The…
Apr 22
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PepsiCo (PEP)
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