What podcasts say about Charles Lemonides
Every statement, with the speaker, the exact quote and the moment it was said.
What Charles Lemonides has said on podcasts
54 statements · 38 positive · 9 negative · 1 mixed · 6 neutral
The bull market has not yet reached its upside blowoff phase.
“the best returns are earned in the final years of a bull market. Bull markets have massive blowups to the upside before the downside happens. And I don't think we've seen that liftoff. quite yet in this cycle.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 0:17
The market is fully valued but not necessarily overvalued.
“The market is not necessarily overvalued, but it is an awful lot more fully valued than it once was.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 1:16
The bull market has not necessarily reached its end.
“there's no reason to believe that the clock has struck.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 2:09
The bull market could continue for another two to five years.
“it could last another two, four years, five years, who knows?”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 2:43
The economic and market cycles can continue.
“this economic cycle can continue and this market cycle can continue.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 3:17
Economic growth is unlikely to slow over the next six months.
“there's nothing to indicate the growth will slow down six months out from now either.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 3:43
Overall market valuations are not excessively high.
“Valuations are totally not overblown.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 4:05
Data-center and chip investment is driving economic growth.
“the investment side of the picture, which is the data centers and the chip purchases, are driving growth”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 5:21
Data-center-related growth is unlikely to slow soon.
“we don't think it's going to slow down anytime soon.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 6:22
Value investing means buying assets below their intrinsic worth.
“value investing means getting a dollar's worth of assets for 50 cents”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 7:25
Micron is no longer attractive to buy at its current price.
“we're no longer excited about buying it at those prices”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 8:59
Micron earnings are likely to remain strong for another couple years.
“We think the earnings are likely to be there for another couple of years”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 10:34
Micron remains a core portfolio holding.
“It's still a core holding for us.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 10:52
Intel remains inexpensive despite having quadrupled.
“I think Intel might be one of them. I mean, it has gone up 4x, but it's still very cheap by all the metrics also.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 11:14
Intel has foundry capacity and is increasing production.
“Intel has it and is ramping it.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 12:50
Intel has substantial upside potential from foundry improvements.
“we think the torque to the upside is pretty dramatic.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 13:16
The portfolio reduces sector exposure after a major run-up.
“when we have 40 exposure to a sector we're scaling it back we're not adding to it”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 18:23
Selected energy stocks offer attractive investment opportunities.
“there's a good story to be had in those energy names.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 19:00
Lyft trades at roughly one-quarter of Uber’s valuation.
“We're Long Lift, which is second to Uber in terms of valuation, but it's roughly a quarter of Uber's valuation.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 19:45
Instacart trades at roughly one-quarter of DoorDash’s valuation.
“And we're along Instacart, which is perceived as second to DoorDash. And again, it's trading at one quarter of the valuation.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 19:53
Lyft has grown consistently while remaining cash-flow positive.
“Lyft has grown consistently and been cash flow positive consistently.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 20:35
Instacart has grown consistently with much higher margins than DoorDash.
“Instacart has grown consistently and had better margins than DoorDash by a lot.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 20:42
Scale is not decisive in rideshare businesses such as Lyft.
“I don't think scale is everything in. in Lyft, in rideshare”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 21:35
Rivian vehicles will be largely self-driving within three years.
“the rivians three years from now we're going to be pretty darn fully self-driving”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 23:40
Driverless vehicles will become ubiquitous.
“driverless vehicles are going to be ubiquitous.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 24:35
Driverless vehicle availability will not be the rideshare bottleneck.
“That's not where the bottleneck is going to be, I don't think.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 24:38
Self-driving technology will become commoditized.
“self-driving technology is going to be a commodity product.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 25:18
- on Investor fatigue in Lyft and related stocksPositiveOct 12, 2026· Monetary Matters with Jack Farley
Investor fatigue around Lyft and related stocks will end within two to five years.
“I think it'll end in the next two to five years.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 28:40
Selected portfolio names could deliver two-to-four-times returns over coming years.
“hopefully some other names give it to me in the other years.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 29:05
Domestic independent E&P companies offer good value.
“Where I think there's good value are the domestic independent E&Ps.”
Open the episode · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLCListen at 30:19
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.