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The Security Analysis Podcast

The Security Analysis Podcast

Auteur(s): Value Stock Geek
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This podcast explores investment strategies, economics, personal finance, and stock analysis. It features real conversations and analysis to inform, educate, and entertain. Note that nothing in this podcast is investment advice and it is for entertainment & discussion purposes only. Do your own due diligence before making any investment.

www.securityanalysis.orgValue Stock Geek
Finances personnelles Économie
Épisodes
  • Tobias Carlisle: Sun Tzu & Warren Buffett
    Nov 12 2025

    This episode is with a returning guest to the podcast - Tobias Carlisle.

    We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking”

    The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I like this because the focus of Buffett books is often prior to this, but this focuses on “recent” deals.

    Links

    * Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking https://www.amazon.com/Soldier-Fortune-Buffett-Ancient-Risk-Taking-ebook/dp/B0FT516BDW

    * My last conversation with Tobias, with links to the other episodes as well:

    Disclaimer

    Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

    Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

    The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

    Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
    Voir plus Voir moins
    56 min
  • The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
    Oct 25 2025

    In this podcast, Matt Cochrane & I discuss “The Outsiders: Eight Unconventional CEOs” and their radically rational blueprint for success by William Thorndike Jr.

    The book was written in 2012 and breaks down 8 amazing CEO’s. The CEO’s discussed are: Henry Singelton, Warren Buffett, Tom Murphy, John Malone, Dick Smith, Bill Anders, and Bill Stiriz, and Katharine Graham.

    I had never read this book, but Matt did. I’m glad he suggested it because I really enjoyed it.

    Links

    The Outsiders: Eight Unconventional CEOs: https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672

    Disclaimer

    Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

    Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

    The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

    Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
    Voir plus Voir moins
    55 min
  • Benjamin Graham: The Einstein of Money
    Oct 5 2025

    Matt Cochrane & I recently read “The Einstein of Money: The Life and Timeless Financial Wisdom of Benjamin Graham.” This podcast is a discussion about this book.

    The book alternates between vivid chapters about Graham’s remarkable life story and follows with chapters that offer clear explanations of his most enduring financial principles. It’s a fascinating portrait of the man who pioneered value investing and mentored Warren Buffett.

    Links

    * The Einstein of Money: The Life and Timeless Financial Wisdom of Benjamin Graham: https://www.amazon.com/Einstein-Money-Timeless-Financial-Benjamin-ebook/dp/B009IUPNXM/

    Disclaimer

    Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

    Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

    The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

    Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
    Voir plus Voir moins
    55 min
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