WWII 050: 50th Episode Celebration, Why I Started the Podcast, How I Select Topics, Fed Hike Will Cost Consumers Billions

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Main Topic: It's the 50th episode of the podcast and I'm celebrating by sharing and caring!

I feel like the 50th episode is a good time to take a break and celebrate where the show is, and where it's going.

Why I started this podcast

o Share what I have learned about investing

o Have a good reason to explore investing topics

o Find an audience who want to know the answers like I do

o Stay focused on investing – I’m curious about a lot of things

o Become part of the conversation about investing

How I plan the show

o Mix up topics so there is something new every show.

o Think about how I can best serve listeners.

o Mix of covering investment concepts like whether to concentrate or diversify (episode 14), how to do a sum-of-the-parts valuation (episode 20), Interpreting the price to earnings ratio (episode 28), and analyzing dividend paying stocks (episode 36)

o Book reviews like the Intelligent Investor in (episode 11), the Manual of Ideas (episode 21), the Davis Discipline (episode 30), and Distress Investing (episode 48)

o Investor Case Studies like Ronald Read (episode 3), Jack Gsantner (episode 12), and the millionaire recluse twins (episode 24)

o 13F reviews for investors like Warren Buffett (episode 29), Bill Gates (episode 35), J. Carlo Cannell (episode 44), not to mention Seth Klarman (episode 23)

Some about me

o For 17 years did corporate restructering work

§ Bank referred us in

§ Pitch the board

§ Forecast liquidity and put a turnaround plan together

§ Execute the turnaround plan, sell of divisions, plants, reduce headcount (a la “up in the air”), pay down debt

§ Sometimes this included Chapter 11 bankruptcy work

How I found my way into value investing and running money for clients

o Found value investing in the mid- 2008. First Warren Buffett book I read was the Warren Buffett way and was researching investments and making my own decisions at night in the hotel, and on weekends.

o Started thinking like an owner and was far more interested in my investing endeavors than in continuing with the intense stress of turnaround, not to mention the constant travel.

o In 2012, I had more than enough capital to work with and I left the turnaround world to start my investment business Burgeon Group, Inc.

About my office and some hobbies / interests I have:

o I have a standing desk with two monitors, and microphone on a boom arm where I do almost all my work. The desk itself is Ikea, with adjustable legs also from Ikea. The two monitors are on hydraulic arms so I move them up and down, back and forth, whatever I need. To the left I have my investing book library within easy reach. To the left of the investment book library is another bookshelf filled with books about treasure hunting.

o Spanish mining activities in the lower United States in the 1500's and 1600's

o Lost Mines

o Buried treasures you can find

o And Pirates, arrrrrr ye matey!

Learning about anything as complex as investing is like eating an elephant, you have to take it one bite at a time.”

Jeremy Scott Bailey
Burgeón Group, Inc.

Ask JB: What tools can I use to track news about companies I am following?

: Looking for tools to track news relevant to companies in which I've invested (self.investing_discussion)

submitted 8 days ago by uzai

Can anyone recommend any sites, apps, or suggestions on how I can create a watchlist of the stocks I own or have interest in to keep up to date on the relevant news about those companies? Thanks in advance.

JB Says:

o Use a separate watch-list website outside your brokerage account to insulate yourself from account

o There are numerous sites you can use such as Seeking Alpha, Bloomberg.com, Fool.com. Just type “watchlist” into Google and look at all the sites. Try each of them out and you may find one you like.

Do you have a burning question on investing you would like answered? Click the button below to send it to me and I will answer it on the podcast!

Thoughts on this podcast? Disagree with me on some point? Something I missed? Leave a comment!

About the Author

Jeremy Scott Bailey is an investor, author, entrepreneur and host of the "What Works In Investing?" podcast now available on iTunes. He is founder and Chief Investment Officer of Burgeón Group, Inc. an investment advisory firm that provides portfolio management services to families and individuals.

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