Business, Value Investing, Videos

The Investor’s Field Guide – With Patrick O’Shaughnessy

The Investor’s Field Guide – With Patrick O’Shaughnessy by The Investor’s Podcast

Executive Summary

In this episode Preston and Stig talk to Patrick O’Shaughnessy about what he does best: “Demystifying stocks with hard core facts!” Patrick O’Shaughnessy is a lead authority in the new generation of quant value investors, and he runs the amazing blog, The Investor’s Field Guide. Co-hosting this week’s show is bestselling author Toby Carlisle, who blogs at

In this episode, you’ll learn:

  • Why you shouldn’t be worried about companies that uses leverage to buy back shares
  • If excess stock returns found through back testing can be expected to continue in the future
  • Why a back testing strategy is more profitable when combined with a basic strategy
  • Why the optimal stock portfolio might be a combination of momentum and value stocks
  • Why buying Amazon stocks is the same as buying lottery tickets
  • Ask the Investors: How should I position my portfolio if the FED hikes rates?

Books and resources mentioned in this episode

Patrick O’Shaughnessy’s Site, The Investor’s Field Guide

Patrick O’Shaughnessy’s book, Millennial MoneyRead reviews of this book

Patrick O’Shaughnessy’s blog post about Debt and Share Buybacks

Patrick O’Shaughnessy’s blog post about Momentum and Value Stocks

Billionaire Mark Cuban’s blog post about Share Buybacks

Toby Carlisle’s Blog:

Toby Carlisle’s Book, Deep ValueRead reviews of this book

Toby Carlisle’s Book, Quantitative ValueRead reviews of this book

Stig’s Blog on Momentum Investing

Stig’s 2nd Blog Post on Momentum Investing

Paul Graham’s Free Essays

Paul Graham’s book, Hackers and PaintersRead reviews of this book

Videos that Support this Podcast

Patrick talking about Millennial’s Investing on CNBC’s Squawk Box

Patrick O’Shaughnessy on Individual Investing

The Investor's Field Guide - With Patrick O'Shaughnessy