What the podcasts are saying about
DJCO
In-depth coverage
0
Mentions · 7d
0
Mentions · 30d
0
Mentions · 90d
1
Episodes
Latest attributed ideas · most recent first
3 MAR3 MARYET ANOTHER VALUE PODCAST · 2:30
Daily Journal's equity portfolio overshadows tech business
“The bear case argued: Daily Journal's large equity portfolio, now managed post-Charlie Munger, creates a corporate drag and misaligned incentives, subsuming the potential upside from the core tech business.”
Core thesis · 5/5Verify in source →
3 MAR3 MARYET ANOTHER VALUE PODCAST · 15:00
Vertical software moat in court systems
“The guest argued that Daily Journal's Journal Technologies (JTI) business is a deeply embedded vertical software provider in a highly regulated, niche court case management market, making it resilient to disruption and new entrants.”
Core thesis · 5/5Verify in source →
3 MAR3 MARYET ANOTHER VALUE PODCAST · 25:00
3 MAR3 MARYET ANOTHER VALUE PODCAST · 20:00
Sum-of-the-parts valuation near current price
“The discussion framed a sum-of-the-parts valuation for Daily Journal, placing a conservative value on the software business and adjusting the investment portfolio for taxes, resulting in a fair value estimate close to the current stock price.”
In depth · 4/5Verify in source →
3 MAR3 MARYET ANOTHER VALUE PODCAST · 30:00
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.