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Appearance on the Security Analysis Podcast
Homebuilders, trucking, 90s video games - we covered it all.
Last month, I appeared on the Security Analysis podcast, hosted by the anonymous “Value Stock Geek” - or VSG, for short.
VSG has a large Twitter following and has his own successful Substack, which he’s built by providing thoughtful investing insights of his own and asking excellent questions of the guests on his podcast.
We covered a lot in just 50 minutes, including economic moats, relevance, valuation, position sizing, when to sell, and our shared enthusiasm for early 1990s PC games. Companies mentioned are Old Dominion Freight Line (ODFL), Nintendo (NTDOY), and NVR (NVR).
The conversation could have kept rolling, but in my experience those are the best kind to have.
I hope you enjoy my conversation with VSG.
Stay patient, stay focused.
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