Man-oh-man, we're talking serious ear candy here, folks. The Investor Questions Podcast with Geoff Gannon has an in-depth chat with Jonathan Heller of the Cheap Stocks blog.
This interview is really long -- not sure how long but REALLY long. Yet it contains zero puffery. Well worth every minute of your time.
If you've been reading Controlled Greed over the recent years, you know this blog is a big fan of Cheap Stocks. The way it covers net/nets and spots stocks with significant real estate and/or water assets has been a unique approach in the investment blogging arena.
Truly a standout in a crowded field.
This interview details Jon's take on many stocks as well as his thoughts on blogging (like yours truly, he hasn't been blogging as much over the past few months). For me, Jonathan's thoughts on blogging and writing about stocks was perhaps the most interesting part of the interview. Why? Because I've been thinking about what I want my blog to become -- if it even stays a blog -- and what was said in the interview provided me with even more food for thought.
More about that later.
Another key point in the interview was when Jon said investing in net/nets should not be a core part of someone's investing portfolio -- because most of these companies are losing money, are very small and often provide little or no information. He said he only owns a handful of these stocks at any one time.
I may have missed it, but I'd like to hear his thoughts on what he does/recommends for core portfolio positions -- value mutual funds? Anyway, again, I may have missed that and apologies to Geoff and Jonathan if I did.
And it in now way at all detracts from an otherwise GREAT interview. Between now and over the weekend block out some time and listen to this. Beats anything you'll get on CNBC, that's for sure.