Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44
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I think we're live. This is Value After Hours. I'm Tobias Carlisle, joined as always by my cohost, Jake Taylor, our special guest today. No video, but he is here in voice and spirit. Value Stock Geek, what's up?
Hey, guys. Thanks for having me on.
Welcome back.
For the folks who don't know, Value Stock Geek, give us your investment philosophy.
Those who have been living under a rock. Sure.
So I I run a substack where I analyze a company every week, and I'm basically looking for quality companies, and then I'm trying to identify the cheapest names in that universe. It's a lot like the magic formula, but there's more, I think, qualitative work that goes into that. It's just not systematically selecting the wonderful company is. And then the quantitative component is more about evaluation.
And so what sort of things have you looked at? What sort of names have you looked at?
Yeah. What's what looks good right now?
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