Episodes

  • A conversation with Jordan Nel from Vineyard Holdings. We discuss Jordan's investment process and go in depth on his thesis for Tencent.

    ★ Seeking Value Newsletter;
    https://seekingvalue.substack.com
    Sign-up for free to receive a monthly deep-dive of my best stock idea for the month.

    ★ Main YouTube Channel 'Frank Taber'
    https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw/featured

    Go Subscribe!
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    Sharesight is an award winning portfolio tracker to help you with capital gains, dividends, currency gains/losses, overall portfolio returns & tax!
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    ★ Sign-up for TIKR with my referral link:
    ➛ TIKR.com/frank

    TIKR is the best resource for researching, analysing and screening stocks. Access up to 20 years of finacial data for over 50,000 stocks wordwide. TIKR is an instutional grade investment research platforom made for the individual investor.
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    Follow me on Twitter
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    ★ Subscribe to Punch Card Investing
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    ★ Disclaimer: I am not a financial advisor. All content on this podcast is for education and entertainment purposes only. Please do your own research on all personal investments. Always speak to a professional financial advisor to receive the support and advice for your own unique financial position.

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    ★ Contact Frank:
    ➛ Email address: seekingvaluefrank@gmail.com
    ➛ DM me on Twitter: @frankinvesting

  • A conversation with Paul from the 'Value in Special Situations' newsletter. We discuss his approach to investing that is based around special situations, particularly in small illiquid companies. We discuss two of Paul's holding; Northern Bear & Kinovo

    Paul's Twitter @investmentideen

    ★ Seeking Value Newsletter;
    Seekingvalue.substack.com
    Sign-up for free to receive a monthly deep-dive of my best stock idea for the month.

    ★ Main YouTube Channel 'Frank Taber'
    https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw/featured

    Go Subscribe!
    __________________________________________________________________________

    ★ Sign-up for Sharesight to support the channel.
    ➛ Use my link below to get 4 months free! (33% discount).
    https://www.sharesight.com/investingwithfrank

    Sharesight is an award winning portfolio tracker to help you with capital gains, dividends, currency gains/losses, overall portfolio returns & tax!
    __________________________________________________________________________

    ★ Sign-up for TIKR with my referral link:
    ➛ TIKR.com/frank

    TIKR is the best resource for researching, analysing and screening stocks. Access up to 20 years of finacial data for over 50,000 stocks wordwide. TIKR is an instutional grade investment research platforom made for the individual investor.

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  • A conversation with private investor & accountant, Tristan Waine. We discuss Tristan's approach to investing, including; coffee-can investing, micro-caps and concentration. We then take a deep dive into two Australian micro-caps; Kelly Partners Group ($KPG) and Australian Family Lawyers ($AFL)

    Tristan's Twitter: @tristanwaine

    Sharesight (use the link to get 4 months free on a 12 month subscription).
    www.sharesight.com/investingwithfrank

    Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide. You can also track cash and over 75 currencies, as well as unlisted investments such as fixed interest and investment properties. And it’s all wrapped up in an easy-to-use online portfolio tracker.

  • A conversation with Edwin Dorsey, author of the Bear Cave newsletter with over 10k subscribers. We discuss everything from Twitter stocks to Bitcoin. There is a lot to learn from this conversation with Edwin, I hope you enjoy.

    Edwin's newsletter:
    thebearcave.substack.com

    Edwin's twitter:
    @stockjabber

    Sharesight (use the link to get 4 months free on a 12 month subscription).
    www.sharesight.com/investingwithfrank

    Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide. You can also track cash and over 75 currencies, as well as unlisted investments such as fixed interest and investment properties. And it’s all wrapped up in an easy-to-use online portfolio tracker.

  • In this episode I talk to Mitch Dol from the Buffett-ing Podcast. Mitch is a full-time investor from Australia with a very unique, concentrated portfolio. We talk inflation, hedges, cannabis, Ayr Wellness and more. I hope you enjoy!

    Follow Mitch on Twitter:
    https://twitter.com/mitch_dol

    Sharesight (use the link to get 4 months free on a 12 month subscription).
    www.sharesight.com/investingwithfrank

    Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide. You can also track cash and over 75 currencies, as well as unlisted investments such as fixed interest and investment properties. And it’s all wrapped up in an easy-to-use online portfolio tracker.

  • In this episode I sit down with Michael Fritzell from Asian Century Stocks. We talk about a range of different asian equites and the risks involved in different markets such as the Phillipines & Malaysia. Michael has worked as an analyst, in a hedge fund and lived in different parts of Asia before settling in Singapore and going full-time on the Asian Century Stocks newsletter/Substack.

    Sharesight (use the link to get 4 months free on a 12 month subscription).
    www.sharesight.com/investingwithfrank

    Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide. You can also track cash and over 75 currencies, as well as unlisted investments such as fixed interest and investment properties. And it’s all wrapped up in an easy-to-use online portfolio tracker.

  • In this episode I sit down with Tom Botica from the Investing with Tom YouTube channel. We talk about his investment process and what he is looking for in individual companies. We take a deep dive on three of Tom's largest holdings; Alibaba, Seritage Growth Properties & Thor Industries (BABA, SRG, THO).

    Sharesight (use the link to get 4 months free on a 12 month subscription).
    www.sharesight.com/investingwithfrank

    Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide. You can also track cash and over 75 currencies, as well as unlisted investments such as fixed interest and investment properties. And it’s all wrapped up in an easy-to-use online portfolio tracker.