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Alistair Cowley
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Discover The Full Audiobook That Keeps Story Seekers Hooked.
The Long Road Home: An Account of the Author’s Experiences by Adrian Vincent
Please visithttps://thebookvoice.com/podcasts/1/audiobook/497715to listen full audiobooks. Title: The Long Road Home: An Account of the Author’s Experiences Author: Adrian Vincent Narrator: Jonathan Cowley Format: Unabridged Audiobook Length: 7 hours 1 minute Release date: April 13, 2021 Genres: Military Publisher's Summary: The honest account of one prisoner-of-war's struggle to survive through five years of Nazi imprisonment. An essential book for listeners of Horace Greasley, Alistair Urquhart, and Heather Morris. On a cold May morning in 1940, Adrian Vincent arrived in France with his battalion. His war didn't last long. Within five days the Siege of Calais was over, and nearly all hi...
2021-04-13
7h 01
Discover the Best Audio Stories in Non-Fiction, Social Science
The Long Road Home: An Account of the Author’s Experiences by Adrian Vincent
Please visithttps://thebookvoice.com/podcasts/1/audiobook/497715to listen full audiobooks. Title: The Long Road Home: An Account of the Author’s Experiences Author: Adrian Vincent Narrator: Jonathan Cowley Format: Unabridged Audiobook Length: 7 hours 1 minute Release date: April 13, 2021 Genres: Social Science Publisher's Summary: The honest account of one prisoner-of-war's struggle to survive through five years of Nazi imprisonment. An essential book for listeners of Horace Greasley, Alistair Urquhart, and Heather Morris. On a cold May morning in 1940, Adrian Vincent arrived in France with his battalion. His war didn't last long. Within five days the Siege of Calais was over, and nearly al...
2021-04-13
7h 01
Discover the Best Audio Stories in Non-Fiction, Social Science
The Long Road Home: An Account of the Author’s Experiences by Adrian Vincent
Please visit https://thebookvoice.com/podcasts/1/audiobook/497715 to listen full audiobooks. Title: The Long Road Home: An Account of the Author’s Experiences Author: Adrian Vincent Narrator: Jonathan Cowley Format: Unabridged Audiobook Length: 7 hours 1 minute Release date: April 13, 2021 Genres: Social Science Publisher's Summary: The honest account of one prisoner-of-war's struggle to survive through five years of Nazi imprisonment. An essential book for listeners of Horace Greasley, Alistair Urquhart, and Heather Morris. On a cold May morning in 1940, Adrian Vincent arrived in France with his battalion. His war didn't last long. Within five days the Siege of Calais was over, and ne...
2021-04-13
30 min
Grab the Top Full Audiobooks in History, Military
The Long Road Home: An Account of the Author’s Experiences by Adrian Vincent
Please visit https://thebookvoice.com/podcasts/1/audiobook/497715 to listen full audiobooks. Title: The Long Road Home: An Account of the Author’s Experiences Author: Adrian Vincent Narrator: Jonathan Cowley Format: Unabridged Audiobook Length: 7 hours 1 minute Release date: April 13, 2021 Genres: Military Publisher's Summary: The honest account of one prisoner-of-war's struggle to survive through five years of Nazi imprisonment. An essential book for listeners of Horace Greasley, Alistair Urquhart, and Heather Morris. On a cold May morning in 1940, Adrian Vincent arrived in France with his battalion. His war didn't last long. Within five days the Siege of Calais was over, and nearly al...
2021-04-13
30 min
Grab the Top Full Audiobooks in History, Military
The Long Road Home: An Account of the Author’s Experiences by Adrian Vincent
Please visithttps://thebookvoice.com/podcasts/1/audiobook/497715to listen full audiobooks. Title: The Long Road Home: An Account of the Author’s Experiences Author: Adrian Vincent Narrator: Jonathan Cowley Format: Unabridged Audiobook Length: 7 hours 1 minute Release date: April 13, 2021 Genres: Military Publisher's Summary: The honest account of one prisoner-of-war's struggle to survive through five years of Nazi imprisonment. An essential book for listeners of Horace Greasley, Alistair Urquhart, and Heather Morris. On a cold May morning in 1940, Adrian Vincent arrived in France with his battalion. His war didn't last long. Within five days the Siege of Calais was over, and nearly all hi...
2021-04-13
7h 01
Stream Popular Full Audiobooks in Biography & Memoir, Military
The Long Road Home: An Account of the Author’s Experiences by Adrian Vincent
Please visithttps://thebookvoice.com/podcasts/1/audiobook/497715to listen full audiobooks. Title: The Long Road Home: An Account of the Author’s Experiences Author: Adrian Vincent Narrator: Jonathan Cowley Format: Unabridged Audiobook Length: 7 hours 1 minute Release date: April 13, 2021 Genres: Military Publisher's Summary: The honest account of one prisoner-of-war's struggle to survive through five years of Nazi imprisonment. An essential book for listeners of Horace Greasley, Alistair Urquhart, and Heather Morris. On a cold May morning in 1940, Adrian Vincent arrived in France with his battalion. His war didn't last long. Within five days the Siege of Calais was over, and nearly all hi...
2021-04-13
7h 01
Stream Popular Free Audiobooks in Biography & Memoir, Military
The Long Road Home: An Account of the Author’s Experiences by Adrian Vincent
Please visit https://thebookvoice.com/podcasts/1/audiobook/497715 to listen full audiobooks. Title: The Long Road Home: An Account of the Author’s Experiences Author: Adrian Vincent Narrator: Jonathan Cowley Format: Unabridged Audiobook Length: 7 hours 1 minute Release date: April 13, 2021 Genres: Military Publisher's Summary: The honest account of one prisoner-of-war's struggle to survive through five years of Nazi imprisonment. An essential book for listeners of Horace Greasley, Alistair Urquhart, and Heather Morris. On a cold May morning in 1940, Adrian Vincent arrived in France with his battalion. His war didn't last long. Within five days the Siege of Calais was over, and nearly al...
2021-04-13
30 min
The Growth With Value Podcast
GWV 014: Flight Centre Analysis
Download PDF Analysis of Flight Centre Travel Group (FLT) HERE.
2021-03-31
33 min
The Growth With Value Podcast
GWV 013: Lovisa Analysis
Download PDF Analysis of Lovisa (LOV) HERE.
2021-03-26
34 min
The Behavioral Investor
S2E6 🐢 What 25% Geometric Return Sounds Like: Alistair Cowley
Alistair Cowley is a value investor who runs a website: growthwithvalue.com and podcast by the same name (https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xZjJjYzQ5MC9wb2RjYXN0L3Jzcw?sa=X&ved=0CAMQ4aUDahcKEwjwy9yy_azvAhUAAAAAHQAAAAAQAg&hl=en-QA). His heroes include Warren Buffett and Tony Hansen (https://www.youtube.com/watch?v=FD7dF2QrnTw), particularly with regard to having skin in the game and only taking a performance fee. As an aspiring fund manager, Alistair has written an owner's manual for his portfolio (https://growthwithvalue.com/wp-content/uploads/2020/11/Owners-Manual-1.pdf).
2021-03-13
58 min
The Behavioral Investor
S2E6 🐢 What 25% Geometric Return Sounds Like: Alistair Cowley
Alistair Cowley is a value investor who runs a website: growthwithvalue.com and podcast by the same name (https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xZjJjYzQ5MC9wb2RjYXN0L3Jzcw?sa=X&ved=0CAMQ4aUDahcKEwjwy9yy_azvAhUAAAAAHQAAAAAQAg&hl=en-QA). His heroes include Warren Buffett and Tony Hansen (https://www.youtube.com/watch?v=FD7dF2QrnTw), particularly with regard to having skin in the game and only taking a performance fee. As an aspiring fund manager, Alistair has written an owner's manual for his portfolio (https://growthwithvalue.com/wp-content/uploads/2020/11/Owners-Manual-1.pdf).
2021-03-13
58 min
The Growth With Value Podcast
GWV 012: Nick Scali Analysis
Download PDF Analysis of Nick Scali (NCK) HERE.
2020-11-04
00 min
The Growth With Value Podcast
GWV 011: Putting it all Together
Over the last nine episodes we covered a number of different topics which together form the basis of valuing a business’ intrinsic value. I began the Investor Education Series in Episode 2 with a brief Overview of my Investment Process. My basic investing concept is to find the best businesses out there and increase my understanding of these businesses so I am ready to invest with conviction if or when the time comes that they trade at or below their respective intrinsic values. I outlined the process I undertake to find these wonderful businesses over the next eight ep...
2020-10-19
00 min
The Growth With Value Podcast
GWV 010: Margin of Safety
Today we will talk about the Margin of Safety. Basically, the Margin of Safety is the difference between the value of a business, its Intrinsic Value, and the price which you pay for that business, its market price. It is different from the Discount Rate and can vary, depending on the perceived risk of the investment. The Margin of Safety is there to; absorb the impact of any unforeseen events that may adversely affect the business or the market in general, minimise the impact of any miscalculations made during the valuation process, allow for small declines in the company’s...
2020-08-05
06 min
The Growth With Value Podcast
GWV 009: Part B - Valuation Methods
Welcome to Part B of the two part episode on Valuation Methods. In part A we ran through how to value a business using the Discounted Cash Flow model. This method can be used to value the majority of businesses, especially those that are expected to continue operating well into the future. Today we will take a look at the Liquidation Value of a business. Liquidation Value can be used to estimate the potential investment risk of holding a company, as it provides you with an estimated value you, as an investor, can expect to receive if the company...
2020-07-22
10 min
The Growth With Value Podcast
GWV 009: Part A - Valuation Methods (DCF)
For this episode we will be discussing two different valuation methods. We will break up the episode into two parts, in part A we will look at the Discounted Cash Flow Model and in part B we will look at how to calculate the Liquidation Value of a business. In this episode we will look at the Discounted Cash Flow method, we will be applying many of the topics we have discussed in previous episodes such as; Discount Rates, Cash Flow and Growth, so if you have not already listened to those episodes I would recommend you go back now...
2020-07-13
12 min
The Growth With Value Podcast
GWV 008: Growth
Today we will be looking at a company’s growth and how we can forecast its expected future growth rate. We will be using the compound annual growth rate formula to calculate the growth rate. I also have a few additional tools we can use to calculate the expected growth of a business in the value investing spreadsheet I created to help me value a business. It is free to download from my website at www.growthwithvalue.com/tools, I have provided a link in the show notes. The Compound Annual Growth Rate formula is...
2020-07-02
14 min
The Growth With Value Podcast
GWV 007: Cash Flow
Today we will be talking about a company’s Cash Flow and how to calculate it by using the Cash Flow Statement. We will also look at earnings as reported on the Income Statement. We will compare the two figures to understand the difference between Cash Flow and Earnings. I will also provide a run down on the difference between the Income Statement and Cash Flow Statement. A final point we will be covering is Owner Earnings, this is another earnings figure used by Warren Buffett when he calculates the Intrinsic Value of a business. You will fi...
2020-06-25
19 min
The Growth With Value Podcast
GWV 006: Valuation Overview
Today I will provide a brief overview of valuation and why we need to calculate a business's intrinsic value. In later episodes I will delve further into some of the different valuation techniques such as the discounted cash flow model, providing you with more detail on how to value a business. In this episode we will primarily focus on the difference between price and value. Intrinsic Value is the calculated value of a business based on its fundamentals such as its level of risk. For example, if the business is carrying too much debt or if the...
2020-06-15
07 min
The Growth With Value Podcast
GWV 005: Discount Rate
Today I will talk about the Discount Rate, also known as the Investors Required Return or even Opportunity Cost. By including a Discount Rate in your Intrinsic Value calculation, you provide yourself with a buffer against things like inflation and investment risk. By purchasing a company at its Intrinsic Value, you should expect to receive a minimum return which includes an offset against inflation and also allow for the inherent risk associated with the purchase of the business. It could be a good idea to have a minimum Required Return of at least 8 – 10%, Warren Buffett suggests a minimum required re...
2020-06-04
10 min
The Growth With Value Podcast
GWV 004: Checklist
Today we will be talking about the importance of having a sound checklist. I see the checklist as the most important step in my investment process. Having a checklist ensures you have minimised as much risk as possible by answering a list of questions you have developed over time from your research and past experience. I know that without my checklist I would forget to look for half of the important points I have listed. Often these checklist items will force you to go looking for answers as to why some things don’t add up. A ch...
2020-05-28
04 min
The Growth With Value Podcast
GWV 003: Stock Filters
A stock filter is a way to screen out any undesirable businesses by using a predetermined set of metrics like low debt and high returns on capital. This will help save you time when it comes to analysing in which business to invest. As you could imagine, trying to analyse each of the roughly 2,000 businesses listed on the ASX, one by one, could take you years, but by applying a simple filtering process you can eliminate many businesses which would almost certainly not meet your criteria. I like to keep my filters pretty broad and not too...
2020-05-21
08 min
The Growth With Value Podcast
GWV 002: Overview of my Investment Process
Today I am going to give you a brief overview of my investment process: First I look to investment in quality businesses which I understand and that have long term prospects. My idea is to find the best businesses on the market and analyse them to give me a better understanding of how they operate. I will continue to monitor and follow these businesses, waiting for the right opportunity to buy. You will find that great companies rarely trade at or below their intrinsic values, but on certain occasions, such as the Global Financial...
2020-05-18
06 min
The Growth With Value Podcast
GWV 001: Welcome Episode and Podcast Overview
Today's episode will provide you with a brief guide of what you can expect to gain from this podcast. First I'll provide you with about a 10 episode series on Investor Education, sharing with you the things I have learnt over the last few years while researching the art of value investing. We will be covering fundamental tools and investing principles such as Stock Filters, Checklists, Discount Rates, Valuation Methods and the Margin of Safety. I also have a free eBook titled, How to Value a Business which is available to download on my website...
2020-05-13
04 min
Silverstring Data Protection Show
Tape is dead - long live tape!
To mis-quote Mark Twain "The reports of the death of tape have been greatly exaggerated."Alistair Mackenzie and Thomas Cowley try to take opposing sides on the seemingly endless discussion about the death of tape as a data protection and storage media.Alistair is pro-tape, or is he?Thomas is anti-tape, or is he?We explore the use cases and examine the place of tape in the world at the end of 2018, whilst trying to avoid an actual fisticuffs situation on the subject.
2018-12-12
17 min
Silverstring Data Protection Show
2018 Data protection review - looking back on the last year and forward to 2019
What were the top five trends we saw in 2018?Alistair Mackenzie and Thomas Cowley discuss the impact of GDPR, the acceleration of the move to the cloud, the further growth of snapshots and data re-use, commoditisation of data protection and the march of the appliances in 2018.We then look forward to 2019, considering how we see further growth of data protection as a service and commoditisation of the market, convergence of data protection into mega-solutions, the rise of AI in this space, realisation of the GDPR threat and the emergence of continuous data protection, or CDP.
2018-12-11
25 min
Silverstring Data Protection Show
Software licensing in data protection - what do you need to consider?
One of the more challenging subjects to cover without inducing insomnia in most listeners - software licensing. Many of our customers also find it frustrating to understand the intricacies of different models and how to ensure they're paying the right price, whilst ensuring their business is compliant with the vendor's rules. Alistair Mackenzie joins Thomas Cowley for an initial discussion about IBM Spectrum Protect licensing - a solution that we know has at least 10 different ways of being licensed, as outlined in one of our blogs here: https://www.silverstring.com/blog/10-ways-to-license-spectrum-protect-tsm
2018-09-05
11 min
New Statesman News
Jason Cowley interview with Alistair Darling
2014-06-10
01 min