MoneyTalk

 

Nirvana For Value Investors?

20 July 2009
In this week’s episode:

David Kuo explores value investing with Stephen Bland (alias TMFPyad) in this week's Money Talk podcast. Are company fundamentals such as earnings, yield and asset value still useful criteria in today's market? A transcript of this podcast is also available.

Stephen Bland, some bloke in the background and David Kuo.
Stephen Bland, some bloke in the background and David Kuo.

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Comments

The opinions expressed here are those of the individual writers and are not representative of The Motley Fool. If you spot any comments that are unsuitable hit the flag to alert our moderators.

TMFTigger 20 Jul 2009 , 2:21pm

If you enjoyed this, then you might like these two other podcasts featuring Stephen recorded back in 2006. The first is also on value investing while the second is on his High Yield Portfolio strategy.
http://www.fool.co.uk/money-talk/investing/2006/10/17/how-to-be-a-value-investor.aspx
http://www.fool.co.uk/money-talk/investing/2006/09/08/the-high-yield-portfolio.aspx

TMFGoogly 22 Jul 2009 , 11:37am

Marvellous Podcast, as usual.

LordEssex 29 Jul 2009 , 3:14pm

Excellent, he deserves his own show.

TwoUnderPar 12 Aug 2009 , 3:13pm

Very enjoyable - glad to see him back on the site...

TMFDragon 18 Aug 2009 , 2:45pm

Stephen is a true Fool..... and once a Fool, always a Fool!

David

mcturra2000 18 Jun 2010 , 9:30pm

I see that debt really rattles your cage, Stephen.

monegros 22 May 2011 , 12:44pm

@debt stinks: "i don't agree with the tax advantages ... "

imo, that is difficult to prove.
merchant banks will try their best to sell their 'issue debt services'
but every corporate finance professor, and every capital structure thoery will tell you that debt has
- a tax benefit, and
- a disciplinary effect on management.

which objectively is always good.
i am 100% value investor,
but can't understand the fixation with the debt issue from 'the value school'

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About the show

MoneyTalk is a podcast from The Motley Fool (UK). Hosted by David Kuo, it’s a lively roundtable discussion where Fool writers and guests from the world of money thrash out the financial issues of the day.

Join us as we take an irreverent look at anything and everything to do with shares – from how to pick your first share to how to manage your own pension to what mini skirts have to do with Britain's economy (quite a lot, according to David).

From quick tips on how to tidy up a wayward portfolio to in depth discussions with industry experts, MoneyTalk tackles a different topic every week.

The MoneyTalk RSS feed has details of our last 100 shows.

About the presenter

David Kuo is The Motley Fool’s media personality. He can be heard on BBC London’s (94.9FM) Breakfast Show where he arouses listeners every weekday morning with his unique brand of financial news. He is also a regular commentator on national news programmes including CNBC, BBC News, and Sky News.

David stumbled into the world of broadcasting at the turn of the Millennium when he was invited to comment on the stock market crash. He says, “I think I stunned Londoners speechless when I said the good thing about the crash is that shares are now more affordable for people who want to invest in the stock market!”

His attitude to investing has never wavered, as he always sees downturns in the market as a buying opportunity for long-term investors.