Rob Mahan: Deep Value Investing in Eastern Europe

Value Hive Podcast

This week we chat with Rob Mahan. Rob's a part-time investor and founder of DeepValueInvestments.wordpress.com. Rob's blog is dedicated to finding massively discounted stocks from every part of the world. His findings take him through Eastern Europe, Asia, and all across the market cap spectrum.

Rob is a traditional deep value investor. He seeks businesses trading <6x earnings with double digit yields. To him, anything over 10x earnings is expensive. So far his strategy has worked. Since 2008, Rob has generated a 20% CAGR, crushing any All World Index.

We spent an hour discussing:

• How Rob started investing
• Rob's current investment strategy
• Where he finds ideas
• How Rob screens for companies
• War stories from investing in emerging markets
• Investing in Chinese banana company frauds
• Searching the world for deep value

If you like what you heard, give Rob a follow @DeepValueInvestments. Make sure to subscribe to his website DeepValueInvestments.wordpress.com.

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better, including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.

We're also excited to announce our newest sponsor, Eight Sleep! Eight Sleep makes products that improve your sleep through personalized temperature, smarter data, and patented technology. There is truly nothing like Eight Sleep on the market. With Eight Sleep, you can see exactly how well you sleep, how often you toss and turn, resting/variable heart rate, and more! The technology is unlike anything you've seen from a mattress company. Try an Eight Sleep mattress yourself! Use the code HIVE to get $100 off your mattress purchase!

--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support