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This podcast explores investment strategies, economics, personal finance, and stock analysis. It features real conversations and analysis to inform, educate, and entertain. Note that nothing in this podcast is investment advice and it is for entertainment & discussion purposes only. Do your own due diligence before making any investment. www.securityanalysis.org
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Unlock a treasure chest of Old Hollywood storytelling! Every series of the Secret History Of Hollywood unlocks when you sign up at https://www.patreon.com/attaboysecret But that's not all! The Secret History Of Hollywood will now be arriving with you far more frequently! Hear the chapters of these epic stories as they're produced, by becoming a Co-…
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This past August, the day after Micayla Gatto’s 36th birthday, the freerider, filmmaker and artist was at a boatyard in Squamish. She was there to fix up the family’s sailboat. Her goal is not only to get the craft seaworthy, but to use it to travel to new riding destinations—another chapter in the varied career of the rider-Renaissance woman. In t…
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Tim Travis is a deep value investor and the CEO of T&T Capital management. His investing style incorporates options and distressed investing along with value investing to generate income and reduce risk. Links * T&T Value Investing: https://www.ttvalueinvesting.com/ Disclaimer Nothing on this podcast is investment advice.The information in this pod…
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Join West End Frame Editor, Andrew Tomlins for another Show Talk episode! In this episode, Andrew discusses Shifters (Duke of York's Theatre), Oliver! (Chichester Festival Theatre), The 39 Steps (Trafalgar Theatre) and A Night with Janis Joplin (Peacock Theatre). Hosted by Andrew Tomlins. @AndrewTomlins32 Thanks for listening! Email: andrew@westend…
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Before kicking off a new series join West End Frame Editor, Andrew Tomlins for some Show Talk! In this episode, Andrew discusses Something Rotten (Theatre Royal Drury Lane), Oklahoma! (Theatre Royal Drury Lane), Fiddler on the Roof (Regent's Park Open Air Theatre) and Fangirls (Lyric Hammersmith). Hosted by Andrew Tomlins. @AndrewTomlins32 Thanks f…
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In 1939, 20th Century Fox teamed Basil Rathbone with Nigel Bruce in their lavish production of The Hound Of The Baskervilles, and Hollywood introduced one of the most enduring detectives to the world of film. Over the decades interest in Sherlock Holmes wavered and he appeared antiquated to a modern world on the brink on a second world war, until a…
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Cullen Roche returns to the podcast! He is the chief investment officer at Discipline Funds, which focuses on low fee, systematic, index based investing. He is a returning guest to the podcast and I encourage you to check out our first episode from last year. Cullen is a prolific investing blogger where he discusses macroeconomics and the banking s…
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Tim Melvin has worked in the financial industry for 40 years as a stockbroker, advisor, and portfolio manager. He has extensive experience with deep value investing and specializes in small banks. He is a prolific financial writer and has helped write great investing books, such as the Little Book of Value Investing. His substack is also a fantasti…
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Today I am interviewing Adam Mead, the CEO of Mead Capital Management, a New Hampshire based Registered Investment Advisor. He is a prolific writer, writing the Watchlist Investing newsletter, and he has written “The Complete Financial History of Berkshire Hathaway” This discussion focuses mostly on Adam’s work chronicling the history of Berkshire …
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Join West End Frame Editor, Andrew Tomlins for a round-up of some shows at this year's Edinburgh Fringe Festival. The show's discussed include T*t Swingers (Pleasance Courtyard), Jake Roche: Neporrhoids (Pleasance Courtyard), I Wish You Well (Underbelly George Square), Come Dine With Me (Underbelly Bristo Square), Who Do Ya Love (Assembly George Sq…
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Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion. The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation. Links: * Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits…
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Musical theatre writers Caitlyn Burt & Amir Shoenfeld (When We Strike) co-host The West End Frame Show! Andrew Caitlyn and Amir discuss A Chorus Line (Sadler's Wells) and I'm Gonna Marry You Tobey Maguire (Southwark Playhouse) as well as the latest news about Lin-Manuel Miranda's new musical, Your Lie In April, Dear Evan Hansen in Australia, The Hi…
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Years ago, Armando Mastracci got a recumbent bike that could provide him with heart rate, cadence and power data. As Mastracci trained on the bike indoors throughout one winter, the graduate of engineering science at the University of Toronto recorded his training data on spreadsheets. He also started performing his own experiments. What happened i…
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In 1939, 20th Century Fox teamed Basil Rathbone with Nigel Bruce in their lavish production of The Hound Of The Baskervilles, and Hollywood introduced one of the most enduring detectives to the world of film. Over the decades interest in Sherlock Holmes wavered and he appeared antiquated to a modern world on the brink on a second world war, until a…
  continue reading
 
This week’s episode is a solo podcast. I sourced these questions via email and Twitter. Topics discussed: * The small cap value rally. * The role of managed futures in a portfolio. * If fundamental investing still works. * Backtesting rules of thumb. Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for info…
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Join West End Frame Editor, Andrew Tomlins for some extra Show Talk! In this episode, Andrew discusses Hello Dolly! starring Imelda Staunton (London Palladium), Fantastically Great Women Who Changed The World (The Other Palace) and Shrek The Musical (Eventim Apollo, Hammersmith). Hosted by Andrew Tomlins. @AndrewTomlins32 Thanks for listening! Emai…
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Kayleigh McKnight (Six / Hugh Jackman's Arena Tour) returns to co-host The West End Frame Show! Andrew and Kayleigh discuss Next To Normal (Wyndham's Theatre) as well as the latest theatre news about The Producers at the Menier Chocolate Factory, Ragtime at New York City Center, Ghost The Musical's tour casting and lots more. Some of Kayleigh's the…
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Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective. Companies discussed: * Sony * Casio * Best Mart * IMAX …
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Ian Oswald (Burlesque / Moulin Rouge) co-hosts The West End Frame Show! Andrew and Ian discuss The Baker's Wife (Menier Chocolate Factory), Six (Vaudeville Theatre) and Hadestown (Lyric Theatre) as well as the latest news about Here And Now, Becoming Nancy, Sunset Boulevard, House of Cleopatra, I Am Harvey Milk and lots more. Ian is currently in th…
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In March 1993, four men met in secret on a beach in Cuba. The topic of discussion was mountain biking. Could they take the still-young cycling discipline to the Olympic Games in Atlanta within three years? One of the men, the one who’d been helping to build the sport for years, figured it could be done, but they’d have to continue to operate withou…
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This episode is with Compounding Quality. He is a former hedge fund analyst and he has a very popular substack where he shares his philosophy of quality investing. He has written an excellent book, called: The Art of Quality Investing: How to invest in the best companies in the world Links: * Compounding Quality Twitter feed: https://x.com/QCompoun…
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In this edition of the show, allow me to introduce you to two of the weirdest, yet joyously entertaining B movies from one of Hollywood's pioneering studios on Poverty Row... First up, its bloodsuckers ahoy in 1945's The Vampire's Ghost starring one of the most unlikely leading men of the forties. Then we're heading into supernatural mind swap terr…
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Julie Yammanee (I Wish My Life Were Like A Musical / Jerry's Girls) co-hosts The West End Frame Show! Andrew and Julie discuss And Juliet (Manchester Opera House, UK Tour) and the BYMT 20 Years on Stage Gala (The Other Palace) as well as the latest news about Six's new UK & International tour cast, the most streamed Broadway musicals, Equity taking…
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Unlock a summer of Old Hollywood storytelling, and a place to embrace when it comes to visiting a gentler time. Every series of the Secret History Of Hollywood unlocks when you sign up at https://www.patreon.com/attaboysecret But that's not all! The Secret History Of Hollywood will now be arriving with you far more frequently! Hear the chapters of …
  continue reading
 
Unlock a summer of Old Hollywood storytelling, and a place to embrace when it comes to visiting a gentler time. Every series of the Secret History Of Hollywood unlocks when you sign up at https://www.patreon.com/attaboysecret But that's not all! The Secret History Of Hollywood will now be arriving with you far more frequently! Hear the chapters of …
  continue reading
 
Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high quality companies and holds for the long run. His returns have been very impressive in the past couple years,…
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Kyle Birch (A Strange Loop / I’m Gonna Marry You Tobey Maguire) co-hosts The West End Frame Show! Kyle and Andrew discuss Title Of Show (Phoenix Arts Club) as well as the latest news about The Society of London Theatre’s “Theatre for Every Child" campaign, casting for the Les Misérables arena tour, James Corden delaying a performance of The Constit…
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This past spring, Ashlin Barry won two junior national championship titles: one in the time trial and one in road race. The Toronto rider snagged the victories south of the 49th parallel, so he pulled on the stars and stripes each time he stood on the podium. Since the beginning of the year, Barry—son of Michael and Dede Barry—has been racing with …
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On this week's solo episode, Andrew discusses Mean Girls (Savoy Theatre), Starlight Express (Troubadour Wembley Park) and Six (UK Tour, New Theatre Oxford) as well as the latest news about Hercules, the Avenue Q reunion, Natasha Pierre & the Great Comet of 1812 and lots more. Hosted by Andrew Tomlins. @AndrewTomlins32 Thanks for listening! Email: a…
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In 1939, 20th Century Fox teamed Basil Rathbone with Nigel Bruce in their lavish production of The Hound Of The Baskervilles, and Hollywood introduced one of the most enduring detectives to the world of film. Over the decades interest in Sherlock Holmes wavered and he appeared antiquated to a modern world on the brink on a second world war, until a…
  continue reading
 
Paul Gabrail operates the Everything Money YouTube channel and website. The channel covers a wide variety of investment strategies, but focuses on value investing concepts. Paul has been investing via his Family office, the Crossroads Group, investing in everything from stocks to private businesses to real estate. Links: * Everything Money: https:/…
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Choreographer Joanna Goodwin (Pippin / My Fair Lady) co-hosts The West End Frame Show! Andrew and Joanna discuss Kiss Me Kate (Barbican Centre), Rent (New Peterborough Theatre) and Standing At The Sky's Edge (Gillian Lyne Theatre) as well as the latest news about West End Live, Bat Out Of Hell, The Lightening Thief, Ian McKellen and lots more. Some…
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Recently, Environment and Climate Change Canada delivered its summer seasonal forecast. It looks like things will be hot, or at least most of the country will experience above average temperatures. These temperatures will mostly be seen in the North, across most of Ontario, Quebec and the Atlantic Provinces. While we don’t know things like how many…
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Kyla is a prolific financial writer with a focus on analyzing the economy. She makes short form videos, long form videos, podcasts, articles and now she’s written a great book – In This Economy? She grounds her analysis of the economy in a relatable way and makes complex economic topics clearer to understand. Links * Kyla’s main website: https://ky…
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Khalid Daley (The Big Life / Choir Boy) co-hosts The West End Frame Show! Andrew and Khalid discuss Babies (The Other Palace), Kathy & Stella (Ambassadors Theatre) and Marie Curie (Charing Cross Theatre) as well as the latest news about The Tony Awards, Tammy Faye, Dear Evan Hansen, Jemma Rix returning to Wicked and lots more. Having trained at the…
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This time, a brace of movies starring the King of The High Concept, the man who starred as The Bigamist for Ida Lupino, a man who solves his own murder in DOA, and a man who must do battle with a serial killer and his own masculinity in The Hitch Hiker - Mr Edmond O'Brien! I'll tell you all about O'Brien's appearances in Columbia's first ever 3D mo…
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Today’s conversation is with Left Field Investing. He is an anonymous substack writer with a military and engineering background. His blog is appropriately named as he seeks out truly left field ideas in industries such as private prisons and toenail fungus pharmaceutical stocks. Links: * Twitter: https://twitter.com/LeftField_FHRS * Left Field Inv…
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Rushand Chambers (For Black Boys / The Lion King) co-hosts The West End Frame Show! Andrew and Rushand discuss Jesus Christ Superstar (UK & Ireland Tour, New Victoria Theatre Woking), Heathers (@SohoPlace) and Diva: Live From Hell (King's Head Theatre) as well as the latest news about Sondheim On Sondheim, The Devil Wears Prada, Dolly Parton, The P…
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At the recent cross country World Cup in Nové Město, Isabella Holmgren had her one shot to qualify for the Olympics. Her brother Gunnar also had to do well if he wanted to get the single spot Canada has for the men’s XC race in Paris. Isabella won the under-23 women’s XCO event, finishing 2:05 ahead of the second-place rider. Almost 24 hours later,…
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