Wall Street Vision Investment Podcast

In this episode we'll dive into a story about how Mohnish Pabrai made a 55%+ return on his Frontline investment (in a few months!). The story takes place in the early 2000's, but there's some great timeless lessons to learn from Mohnish's approach. By the way, in case you're wondering, Frontline is a company that transports crude oil around the world using massive ships.  We'll go over how Mo...

The late 60's and early 70's were the "go-go" years on Wall Street. You had a massive boom in the number of young people joining the investment industry, and there was a group of 50 companies called the Nifty Fifty. These were supposed to be "one decision companies" that you could buy at any price and still get rich. The logic was that their amazing earnings growth would make up for their high pri...

Scale Economics Shared is a business model that creates amazing long term growth in companies that implement it well. It's also a business model that ensures a long runway for a company, excites its customers and keeps competitors at bay. Costco used this strategy to grow a lot during the years Jim Sinegal was CEO. Check out this episode to learn about Scale Economics Shared and the Costco Story....

In this episode we'll cover the amazing story of how Bill Benter made over a billion dollars from betting on horse races. Charlie Munger has often talked about horse race betting as a mental model for how the stock market works. We'll also cover the importance of having a circle of competence in investing, and why Charlie Munger recommends investing in companies with a high return on equity. Charl...

Stocks that return a 10,000% gain are called 100 baggers. The math behind 100 baggers is awesome - Invest $10,000 and get $1,000,000. Sign me up for those types of returns! Well... It's not so easy - the tricky part is finding these types of stocks. Lucky for us, Chris Mayer wrote an amazing book just on that topic. In this episode we'll explore his findings.  100 Bagger Book: https://www.ama...

You often hear that "Time in the Market" beats "Timing the Market". In this episode we'll cover some research that sheds light on why this true, and we'll also look at what some great investors have to say about it. Here are the show notes with links referenced in the episode: Quotes from great investors on Timing the Market: http://mastersinvest.com/newblog/2018/3/29/market-timers J.P. Morgan gui...

You've probably seen the headlines about food prices, lumber and copper prices increasing. With the massive amounts of money printing and government spending, it's no wonder people are starting to think about inflation coming up. Check out this episode for a guide to different types of inflation, and how Warren Buffett thinks about investing during inflationary periods.  Podcast website: Wall...

Bitcoin is now over 10 years old and there's still a healthy debate over it. Is it a legitimate replacement for gold or is it a speculative asset that will end up worth $0? Check out this episode to learn what Warren Buffett and Ray Dalio think about Bitcoin. More info from Ray Dalio is at the link below: https://www.bridgewater.com/research-and-insights/our-thoughts-on-bitcoin Podcast website: Wa...

Leverage is essentially borrowing money to increase your returns. LTCM (Long Term Capital Management) was a hedge fund started by John Meriwether in the 90's. This fund used leverage as a way to make incredible returns for investors... Until it went bust. Tune in to this episode to learn about the LTCM story and what went wrong. I'll also cover 2 non-financial ways to use leverage in your daily li...

Some of the best investment returns can come from market inefficiencies. An inefficient market is one where the price of a stock is below its true value - It's like the stock is selling at a discount!  Certain special situations in markets produce inefficiencies. Warren Buffett and other big investors have often taken advantage of these special situations. Special situations don't come up too...

Warren Buffett loves investing in companies that have wide moats. Moats are a company's competitive advantages. A great example of a business that had a wide moat is See's Candies. Warren Buffett purchased See's Candies in the 1970's. Since then, the business has generated a ton of cash for Warren Buffett. Check out this episode to learn about moats and why See's Candies was such a good investment...

I think you can learn a lot by looking at great investors' successful investments. In this episode we take a look at Warren Buffett's American Express purchase in the 1960's. Learn about the "scuttlebutt" method that Warren used when he bought Amex, and how a salad oil crisis helped him get the deal of a lifetime. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall S...

Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. He's a great investor and a self-made billionaire. His book titled "The Most Important Thing" has some amazing lessons on how to apply Second Level Thinking to your decision making. Check out this episode to learn what Second Level Thinking is, and how you can use it.  Podcast website: Wall Street Vision Investing P...

Charlie Munger has been Warren Buffett's right hand man for many years. He's a great investor, a self made billionaire, and a philanthropist. In 1995 Charlie made a speech at Harvard - The speech was about '24 things that screw up people's decision making'. In the speech he goes over these "blind spots" that can affect anyone. Check out this episode to learn about some "blind spots" or "mental bia...

John Malone made investors 30%+ per year over 25 years. He has an amazing track record that’s better than Warren Buffett’s (Buffett’s record so far is "just" 20% per year). Check out this episode to learn the top 3 lessons on how John Malone achieved this amazing result. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podc...

In this episode we'll cover how Bill Ackman made a 100x return in less than a month. The only way to make a 100x return is if you understand how to harness the power of asymmetric investments. Tune in to learn about Bill's big trade and how asymmetric investments are made. Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This po...

Dr. Michael Burry became popular when Christian Bale portrayed him in "The Big Short". In this episode I explore Michael Burry's unlikely investment story as well as covering investment lessons from Dr. Burry's quarterly client letters.  Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street Vision - Contact Disclaimer: This podcast is for entertainment purp...

In this episode I'm discussing the difference between investing and speculating. I use two stories to illustrate these concepts. If you've started investing recently, understanding the difference between investing and speculating is key for your financial well-being. Check out the episode for more info.  Podcast website: Wall Street Vision Investing Podcast Get in touch with Vlad: Wall Street...