Investment philosophy is always a work in progress. In this episode I was joined by substack authors Daye Deng and Balkar Sivia who have an article titled Memo: Value Investing Revisited - Rethinking volatility, conviction, and Mr. Market. Value investing is a philosophy learned from well-known investors like Warren Buffett and Benjamin Graham. There is a standard set of principles in value investing. These principles, such as "volatility is not a risk" and "conviction is key," are useful when applied correctly. However, there are always nuances and compromises in these principles that arise in practice. In this context, Daye & Balkar examined the five most common value investing principles and offer a practical perspective based on their own experiences.

Find out more at the blog post: https://www.stocksforbeginners.net/blog/valuepunks

Here are links to the substacks mentioned in the interview:

1. https://valuepunks.substack.com/p/memo-value-punks-on-value-investing

2. https://valuepunks.substack.com/p/international-investing

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Value Punks | Value investing - not as easy as Warren Buffett makes it seem. 35:09 Share

Stocks for Beginners

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Value Punks | Value investing - not as easy as Warren Buffett makes it seem.