Digby Summerhill is a UK based businessman and investor that I had the pleasure of meeting in Omaha in 2022. In this episode he very openly shares his story of business struggles and eventual success, as well as some highlights from a recent visit to Turkey to hunt for deep value investment opportunities.
Enjoy :)
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Check out more from Digby:
Twitter - https://twitter.com/DigbySummerhill
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.
Jason (aka. @afterdinnerinvestor ) returns to the show after almost a year to talk all things investing!
Enjoy :)
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Check out more from Jason, The After Dinner Investor:
Twitter - https://twitter.com/afterinvestor
Podcast - https://afterdinnerinvestor.com/podcast/
YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.
Jack Duffley is a Houston based real estate attorney, investor, businessesman and of course the host of @punchcardinvesting ! It was great to have Jack back on the pod after a couple of years.
Enjoy :)
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Check out more from Jack:
https://www.jackduffley.com/links/
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.
Hamish Hodder is a good friend of mine, and the man behind the successful Hamish Hodder YouTube channel, which recently surpassed 100,000 subscribers. In this episode, we cover everything from the streaming wars, to Australian real estate, and much more.
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Hamish:
YouTube - @HamishHodder
Podcast - @TheYoungInvestorsPodcast
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision. Views expressed by guests are entirely their own, and may not reflect the views of the host or affiliates, nor does their appearance on the program imply an endorsement of them or any entity they represent.
Matthew Peterson runs Peterson Capital Management out of Austin TX, and is a returning guest here on the show. In this episode we cover some of Matt's latest thinking on Seritage Growth Properties, Charlie Munger's bets on Alibaba and Tencent, and answer a number of questions from the audience!
Enjoy :)
Check out more from Matt:
Mesut Ellialtioglu e-mail: me@talascapital.com
Website - https://www.petersonfunds.com/
YouTube - https://www.youtube.com/channel/UCh7EeAyL3aRc9pa_qCBDf8A
Twitter - https://twitter.com/MattPetersonCFA
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Tobias Carlisle is a crowd favourite deep value investor, author and podcast host, and makes a return to the show after almost two years!
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Toby:
Website - https://acquirersmultiple.com/
Twitter - https://twitter.com/Greenbackd/
Podcast - @TheAcquirersPodcast
Book - shorturl.at/oEPV2
ETFs - $ZIG & $DEEP
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
2022 has been a big year here on the podcast, with some amazing guests! Here are some of this year's highlights from the show.
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
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More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Jake had an unconventional start in the investment business after beginning his career in the energy industry. After winning a lunch with Warren Buffett he's gone on to start his own fund, write a book, and launch the investment journaling platform Journalytic!
Enjoy :)
Check out more from Jake:
Journalytic - https://journalytic.com/
Farnam Street Investments - http://farnam-street.com/
Value After Hours - https://www.youtube.com/TheAcquirersPodcast
The Rebel Allocator - https://www.amazon.com/Rebel-Allocator-Jacob-Taylor/dp/173268832X
Jake's Twitter - https://twitter.com/farnamjake1
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Monsoon Pabrai has had a fascinating journey into the investment world, rubbing shoulders with countless legendary investors. Recently Monsoon starting her own fund, Drew Investments, which applies value investing principles globally. It was a lot of fun speaking with Monsoon, and I hope you enjoy this episode!
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Monsoon:
Website - https://www.drewinvestments.com/
Monsoon's Twitter - https://twitter.com/Typhoon_Girl
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Brett Kelly is a best-selling author and the CEO, Founder and majority shareholder of Kelly Partners - an accounting firm listed on the ASX under the ticker KPG.AX. I first met Brett in Omaha NE at the 2022 Berkshire Hathaway annual meeting, and am excited to have him join me for an episode of the podcast to share his wisdom!
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Brett and KPG:
Website - https://www.kellyparnters.com.au
YouTube - https://www.youtube.com/@kellypartnersaccountants/
Brett's Twitter - https://twitter.com/brettkellySYD
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Jason (aka. After Dinner Investor ) is a crowd favourite, and also a regular guest on Punch Card Investing . In this episode Jason shares his 2022 investing experience so far, including adventures in tax loss harvesting, oil multibaggers and a big bet of advertising giant, Google.
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Jason, The After Dinner Investor:
Twitter - https://twitter.com/afterinvestor
Podcast - https://afterdinnerinvestor.com/podcast/
YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Mitch & Kass Dol return to the podcast to give us an update on their treasury bond short. This inflation hedge has so far paid off handsomely!
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Mitch & Kass:
Twitter (Mitch) - https://twitter.com/mitch_dol
Twitter (Kass) - https://twitter.com/kassia_dol
Podcast - https://rss.com/podcasts/buffetting/
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Time Stamps:
0:00 - Intro
2:31 - The big inflation short
6:34 - Bond short & interest rates update
14:31 - Where to next?
27:40 - Managing huge volatility
39:15 - Ignoring market commentary
41:45 - Cash flow matters
46:50 - Investing large sums together
53:27 - Final thoughts on inflation
1:00:25 - Ayr Wellness Stock
1:14:31 - Check out more from Mitch and Kass!
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Guy Spier is the managing partner and principal at Aquamarine Capital. He's a super-investor that I've followed for a long time, and is also one hell of a nice guy.
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Guy:
Twitter - https://twitter.com/GSpier
Newsletter - https://www.guyspier.com/subscribe/
YouTube - https://www.youtube.com/channel/UCPKvc8JeWXDJz08n0DfF1Xg/
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
A huge thank you to Matt for inviting us into Peterson Capital Management HQ in Austin TX. I hope you enjoy this conversation as much as we did. A shout out also to @Hamish Hodder for joining me for this episode, and @New Money for running the cameras.
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Matt:
Website - https://www.petersonfunds.com/
YouTube - https://www.youtube.com/channel/UCh7EeAyL3aRc9pa_qCBDf8A
Twitter - https://twitter.com/MattPetersonCFA
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.
Sam & Chris host the 'Earn More, Spend Less & Invest the Rest' YouTube channel. After discovering the world of value investing in 2008, they've made huge progress towards reaching financial freedom!
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Sam & Chris:
YouTube - https://www.youtube.com/c/EarnMoreSpendLessInvesttheRest
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Guy Spier is the managing partner and principal at Aquamarine Capital. He's also the author of 'The Education Of A Value Investor', a super-investor I've followed for several years!
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Guy:
Twitter - https://twitter.com/GSpier
Newsletter - https://www.guyspier.com/subscribe/
YouTube - https://www.youtube.com/channel/UCPKvc8JeWXDJz08n0DfF1Xg/
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Mitch & Kass are returning guests to the podcast! Following their (very) successful hedge in 2020, we discuss how they're positioning themselves for a period of potentially ongoing high inflation.
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Mitch & Kass:
Twitter (Mitch) - https://twitter.com/mitch_dol
Twitter (Kass) - https://twitter.com/kassia_dol
Podcast - https://rss.com/podcasts/buffetting/
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Jeremy Deal in an Amsterdam based fund manager, running a concentrated portfolio of long term investments. In this episode we discuss how to capture exponential returns from owning great businesses, Spotify and the creator economy, and Jeremy getting to know Guy Spier.
Enjoy :)
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Jeremy:
Website - https://jdpcap.com/
Twitter - https://twitter.com/Jeremy_Deal
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision
Big thanks to Michael for joining me for this conversation, as well as our Movember campaign!
Enjoy :)
Donate to Movember Below:
https://movember.com/m/14270701?mc=1
Movember team updates:
https://movember.com/t/margin-of-shavety?mc=1
Sign up for any Sharesight subscription below and get four months free (33% discount):
https://www.sharesight.com/investingwithtom/
Check out more from Michael:
YouTube - https://www.youtube.com/channel/UC8Muc7mdPxGzBihBqEbVr0A
Instagram - https://www.instagram.com/michaelschmidt.co/
Twitter - https://twitter.com/mschmidtco
More 'Investing with Tom' content:
Main YouTube channel - https://www.youtube.com/investingwithtom
Punch Card Investing - https://www.youtube.com/channel/UCGIdm8-8HO83ZoaL3AXhQxQ
Instagram - https://www.instagram.com/investingwithtom/
Twitter - https://twitter.com/tominvesting
Contact:
E-mail: investingwithtom@gmail.com
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision