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Quality Investing

Jake Barfield

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Each episode will profile a business and attempt to examine the quality of that business in terms of value proposition, commercialization efficiency, competitive advantage, and reinvestment opportunities. Each episode is broken up into two parts. Part One includes fundamental analysis of that business, and Part Two includes a discussion with an expert of that business. Part One lays out the framework. Part Two puts meat on the bone.
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Quality Value Investing

David J. Waldron

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Uncovering the winning stocks of enduring enterprises | Seeking Alpha since 2013 | Substack since 2023 Podcast Episodes: Season 3.0 - Quality Value Investing; Season 2.0 - Career Building; Season 1.0 - Goal Setting.
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Today's episode, produced in partnership with Stream by Alphasense, looks at graph databases. I am delighted to be joined by Gaurav Deshpande, Chief Marketing Officer at HyperTrack, and former VP of Marketing at TigerGraph, one of the companies discussed in today's episode. Rather than focus on one single company today, I felt it important to exami…
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00:00 - Stream by Alphasense Promotion 00:45 -- Disclosure 01:29 -- API Basics 04:34 -- Agora Basics 07:22 -- Agora Competitive Advantages 11:12 -- Market Size 13:04 -- Recent Events 15:56 -- Interview Begins / Tony's Background 20:44 -- How has RTC Technology Evolved 27:04 -- Agora the tool vs Zoom the product 32:03 -- Agora vs. WebRTC 37:38 -- Us…
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In today's episode of the Quality Investing Podcast we will be profiling Acast and I will be joined by Acast's CEO Ross Adams. Today's sponsor is Stream by AlphaSense. Stream is an on-demand library of over 25,000 expert interview transcripts. Stream eliminates the time, money and hassle that comes with conducting expert calls and interviews. My re…
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In today's episode of the Quality Investing Podcast we will be profiling Raksul, and I will be joined by Raksul's CEO Yasukane Matsumoto. Today's sponsor is Stream by AlphaSense. Stream is an on-demand library of over 25,000 expert interview transcripts. Stream eliminates the time, money and hassle that comes with conducting expert calls and interv…
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In this episode I examine the infrastructure software company, HashiCorp. In Part One I lay out HashiCorp's value proposition, business model, and potential for competitive advantages. In Part Two [26:20] Kelsey Hightower joins me to test all of this research and try to determine what factors really matter to HashiCorp over the long-term. Today's e…
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David shares his observation that many individuals and teams set achievable goals that ultimately fail because their action-first approach is surprisingly counterproductive. Successful goal setting prioritizes ownership of the objective before taking action toward its intended outcome. Listen to hear why and how this secret to successful goal achie…
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The seemingly unstoppable era of mass shootings demands urgent on-the-job security planning and protocols. David once experienced an eerie reminder of why a safe and secure workplace is as important as quality control and financially stable operations. Does your organization have an emergency plan and does it work the plan? Listen as David discusse…
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David discusses the buying and holding of the stocks of quality companies with the history and continued likelihood of compounding total returns from capital gains and dividends. During an uncertain market, it is crucial to evaluate downside risk and other measurements of the stock's margin of safety. Listen to learn how to search for a wide margin…
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David discusses how Black Swan events, although unpredictable, often produce excellent value opportunities to add or reduce holdings in your common stock portfolio. Self-directed, value-oriented, common stock investors buy wonderful companies with strong fundamentals when macroeconomic events produce attractive valuations. Then sell or reduce the h…
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David discusses how to define the value proposition of the products or services of a publicly-traded enterprise, and then confidently explain it via an elevator pitch. Can you illustrate the value proposition of the company behind your favorite stock with a crayon, i.e., a short sentence or phrase? Successful, do-it-yourself investors don't buy wha…
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Portfolio allocation or how to assign investable capital and reinvested dividends to common stock or ETF holdings is as important as asset allocation. Why automatically reinvesting dividends is not always the best strategy. Whose beach or lake house are you building? Listen as David shares the two most common weighting mechanisms for portfolio allo…
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Self-directed, common stock investors can and should measure shareholder yields beyond just dividends. You can screen for common stocks generating multiple shareholder yields that are comfortably exceeding the ten-year Treasury rate, despite being out of favor on Wall Street. Listen as David offers an alternative yield methodology to outperform Tre…
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