Shows
Simply FinanceNasdaq Correction and Leadership Shakeup at Kroger: Market Shifts and Retail SurgesIn today's episode, we delve into the Nasdaq Composite's fall into correction territory, driven by declines in A.I. and chip sectors. We also cover the unexpected resignation of Kroger's CEO Rodney McMullen amid a board investigation, and Burlington Stores' impressive Q4 results that sent shares soaring. Join us for insights into these market movements and their broader implications.
Sources:
https://www.investopedia.com/dow-jones-today-03062025-11692040
https://www.morningstar.com/markets/march-2025-us-stock-market-outlook-tariffs-are-wild-card
https://ir.kroger.com/news/news-details/2025/Kroger-Announces-Resignation-of-CEO-Rodney-McMullen/default.aspx
https://www.cbsnews.com/news/kroger-ceo-resigns-after-probe-into-personal-conduct/
https://www.youtube.com/watch...2025-03-1012 min
The Art of ValueWarren Buffett Interview: Jerome Powell & The Fed - HighlightsI discuss part of a recent CNBC interview with Warren Buffett, in which the legendary investor gave his thoughts on how The Fed and Jerome Powell have handled the US economy during the eventful past few years.
Related content:
Warren Buffett Interview: Banking Crisis? - Highlights
https://youtu.be/2ysbmHbVVYs
The Art of Value Playlist: Warren Buffett Interview Japan 2023
https://youtube.com/playlist?list=PLrNjj1l3MS7URe9G756NDGGqpXnEU-bST
Warren Buffett-recommended reading:
Trillion Dollar Triage: How Jay P...2023-04-2711 minThe Art of ValueWarren Buffett Interview: Banking Crisis? - HighlightsI discuss part of a recent CNBC interview with Warren Buffett in Japan, in which the legendary investor gave his thoughts on a potential repeat of the US banking crisis, and on the recent Silicon Valley Bank and US regional bank troubles. Buffett talks about the importance of having public confidence in the banks, and backstops for all US bank deposits.
Related content:
The Art of Value Playlist: Warren Buffett Interview Japan 2023
https://youtube.com/playlist?list=PLrNjj1l3MS7URe9G756NDGGqpXnEU-bST
Episode 1: Warren Buffett Talks ChatGPT and A...2023-04-2514 minThe Art of ValueWarren Buffett Interview: ChatGPT & AI - HighlightsI react to a recent CNBC interview with Warren Buffett in Japan, in which he gave his thoughts on advanced AI tools such as ChatGPT, and how they could impact the economy, and humanity.
Related content:
Charlie Munger Interview with Todd Combs - Highlights
https://youtu.be/217e7NnDtkE
CNBC interview clip: Warren Buffett on ChatGPT and AI: This is extraordinary but not sure if it’s beneficial yet https://youtu.be/UYrm0DZGhaQ
The main investment brokerage I use to...2023-04-2108 minThe Art of ValueCharlie Munger Interview with Todd Combs - HighlightsI summarize and discuss an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with Munger is from April 2022, on the occasion of the 2022 Singleton Prize for CEO Excellence. Munger offers his wisdom on investing and life in general.
Related content:
Chris Mayer 100 Baggers: Stocks That Return 100 to 1!
https://youtu.be/59CuGd2aAwg
Full interview: Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence https://youtu.be/aciej48jbFk
Highlights from Charlie Munge...2023-04-1809 minThe Art of ValueChris Mayer 100 Baggers: Stocks That Return 100 to 1!Is it possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris Mayer, the author of the excellent investing book 100 Baggers, in which he explains the main characteristics of 100 baggers, and what to look for in these companies that have the potential to compound 100 times in value for every 1 dollar invested.
Related episodes:
Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder
https://youtu.be/vzjCkGWoJfs
Full The Investor’s Podcast Interview with Chris Maye...2023-04-1308 minThe Art of ValueJeremy Grantham Super Bubble: Euphoria to Panic to RecessionI summarize and discuss investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current deflating of that bubble. He’s pessimistic about the short term, but has a very positive outlook on one area of the market for the long term, in which he’s heavily invested.
Related episodes:
Michael Burry: I Was Wrong! | New Bull Market Has Begun?
https://youtu.be/1GzFve2xQCo
Silicon Valley Bank Collapse Explainer | What's happening?!
https://youtu.be/h5y...2023-04-0913 minThe Art of ValueMichael Burry: I Was Wrong! | New Bull Market Has Begun?I discuss how “The Big Short" investor Michael Burry just tweeted that he was "wrong to say sell” stocks, after tweeting “Sell” back at the beginning of February 2023, just two months before. He seems to have changed his mind about the general direction of the stock market. Does this mean there’s a new bull market afoot, and what does Burry mean that he was wrong? Let’s find out.
Related episodes:
Michael Burry Predicts Stock Market Bottom After Bank Panic
https://youtu.be/yXkp5BhQJiw
Michael Burry Has Started to BUY...2023-04-0515 minThe Art of ValueAlibaba Reveals Break-Up Plan! | Big BABA Stock Upside?I discuss the unexpected news that Alibaba is splitting into six independent operating companies. I look at what the company is saying about the break-up, including some key takeaways from a dedicated company conference call on the matter, and whether there might be big upside ahead for BABA stock because of the break-up.
Related episodes:
Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
https://youtu.be/qfrjfIEx1vw
Mohnish Pabrai: Why I Switched from Alibaba to Tencent
https://youtu.be/v27JsHlgPZU
...2023-03-3114 minThe Art of ValueRay Dalio Warns of What Silicon Valley Bank Collapse MeansI respond to what investor Ray Dalio has just said about what happened with the Silicon Valley Bank (SVB) collapse, and what he thinks it means for the US economy and world economy.
Related episodes:
Silicon Valley Bank Collapse Explainer | What's happening?!
https://youtu.be/h5yS-ZMAjPk
Silicon Valley Bank Collapse | Crisis Averted?
https://youtu.be/GkStEtQLKWM
Playlist: Banking Crisis of 2023 - Bank Investing
https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn2023-03-2807 minThe Art of ValueFundsmith’s Terry Smith: Why I Never Invest in Banks!I discuss the reasons why investor and Fundsmith fund manager Terry Smith doesn’t ever invest in bank shares, even though he’s an expert banking analyst.
Related episodes:
Playlist: Banking Crisis of 2023 - Bank Investing
https://youtube.com/playlist?list=PLrNjj1l3MS7U__0khQp2P80FTAEgYFaFn
Using a referral link below helps support the pod, thanks!
Terry Smith’s book, Investing for Growth: How to make money by only buying the best companies in the world (refferal link) https://amzn.to/40c1slY
...2023-03-2413 min
The Art of ValueBig Short Investor Eisman Talks Banking CrisisI react to legendary "Big Short" investor Steve Eisman’s latest interview about the current bank panic, whether it will lead to a 2008-style banking crisis in the U.S. and Europe, and what investing approach he’s taking through it.
Related episodes:Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiw
Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk
Silicon Valley Bank Collapse | Crisis Averted? https://youtu.be/GkStEtQLKWM
Full Steve Eisman interview: You don't want to be a hero in th...2023-03-2114 minThe Art of ValueMichael Burry Predicts Stock Market Bottom After Bank PanicI discuss legendary Big Short investor Michael Burry’s latest tweets about the current bank panic, the prevention of contagion by financial regulators in the US and Europe, and whether Burry sees a stock market bottom ahead.
Related episodes:
Silicon Valley Bank Collapse Explainer | What's happening?!
https://youtu.be/h5yS-ZMAjPk
Silicon Valley Bank Collapse | Crisis Averted?
https://youtu.be/GkStEtQLKWM
Using a referral link below helps support the pod, thanks!
The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral lin...2023-03-1714 minThe Art of ValueMicrosoft Bing Now Using OpenAI’s New GPT4 To Challenge GoogleOpenAI has now launched GPT4, and the new Microsoft Bing is already using it, customised for search. Does this present a further challenge to Google Search with its enhanced capabilities? In this episode I take a look at those new GPT4 AI capabilities, and also a new under-the-radar AI product from Google.
Related episodes:
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
Is OpenAI ChatGPT Disrupting Google? Founders Coming Back!
https://youtu.be/7dLT_CDITmg
Using a referral link below helps support the po...2023-03-1511 minThe Art of ValueSilicon Valley Bank Collapse | Crisis Averted?I give an update on what’s happening with the dramatic Silicon Valley Bank collapse, and what regulators are doing immediately to try and remedy the situation and prevent bank run contagion.
Related episode:
Silicon Valley Bank Collapse Explainer | What's happening?!
https://youtu.be/h5yS-ZMAjPk
Using a referral link below helps support the pod, thanks!
The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
I use GuruFocus for historical, financial and valuation data, screeners, chart...2023-03-1313 minThe Art of ValueSilicon Valley Bank Collapse Explainer | What's happening?!I discuss what’s happening with the dramatic Silicon Valley Bank collapse, the causes and events that led up to the March 2023 SVB bank run, and what else could happen soon.
Using a referral link below helps support the pod, thanks!
The main investment brokerage I use to buy and sell international stocks is
Interactive Brokers (referral link): https://ibkr.com/referral/john5664
I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):
https://www.gur...2023-03-1215 minThe Art of ValueChris Mayer 100 Bagger Portfolio | Response to Stock CompounderI respond to a recent investing video by Stock Compounder - Brad Kaellner: Chris Mayer’s 100 Bagger Portfolio REVEALED. Chris Mayer is a fund manager and the author of excellent investment book 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. With considerable research, Brad was able to compile a list of Mayer's current holdings. I discuss the potential 100-bagger 10 stock portfolio, Mayer’s investing approach, and focus on a couple stocks in the portfolio - one of which I own.
Related video:
Stock Compounder - Brad Kaeliner: Chris Mayer's 100 Bagger Portfolio REVEALED
https://youtu...2023-03-1013 minThe Art of ValueInvestor Li Lu Buying MORE Google Stock | Why?Legendary value investor Li Lu has been buying even more Google/Alphabet Stock, after selling down Meta. In this episode I review Li Lu's recent portfolio holdings and activities, and discuss some of the possible positive and negatives of buying Google stock at this time, as I see them.
Related episodes:
Is OpenAI ChatGPT Disrupting Google? Founders Come Back!
https://youtu.be/7dLT_CDITmg
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
GuruFocus referral link, as mentioned in this episode:
https://www.g...2023-03-0710 min
einfach börseBuffett-Indikator: genial einfach, einfach genialEine Kristallkugel, die zukünftige Renditen vorhersagt, hätte wahrscheinlich jede Anlegerin und jeder Anleger gerne. Bis sie gefunden wird, muss auf andere Tools zurückgegriffen werden. Unter ihnen gibt es eines, das erstaunlich treffsicher und gleichzeitig sehr einfach ist. Die Rede ist vom Buffett-Indikator. Ihn stellen die AKTIONÄR-Redakteure Tim Temp und Benjamin Heimlich Folge 62 des einfach börse-Podcasts vor und zeigen auch, welche Rendite für 2023 zu erwarten ist. Die täglich aktualisieren annualisierten Renditeerwartungen von Gurufocus findet Ihr hier: https://www.gurufocus.com/global-market-valuation.php
Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder An...2023-01-1321 min
GuruFocusCastValue Investing Live: John Dorfman Tells Investors to Keep Things SimpleJohn Dorfman is chairman of Dorfman Value Investments LLC in Boston, Massachusetts, an investment management firm he founded in 1999. The firm manages accounts for a few dozen individuals and families, a New York financial institution, a Virginia corporation and an Ireland family office.
Dorfman was a senior special writer at The Wall Street Journal in 1986-1997, executive editor of Consumer Reports in 1984-1986, and an associate editor at Forbes in 1982-1984. Currently, his stock market column appears in Forbes.com, GuruFocus.com, the Las Vegas Review Journal, the Omaha World Herald, the Pittsburgh Tribune Review, and the...2022-02-171h 00
GuruFocusCastValue Investing Live: Steven Kiel on Five Aces for Emerging and Aspiring ManagersSteven Kiel is the founder and chief investment officer for Arquitos Capital Management. He is also the portfolio manager of Arquitos Capital, a value-oriented private investment fund. Arquitos Capital takes a long term approach with our portfolio and our investor relationships. Our time horizon is decades. We look for alignment of interests: with the leadership in companies we own and with our investment partners. We aim to limit the risk of permanent capital loss.
Steven is also the Executive Chairman of Enterprise Diversified (SYTE), an alternative asset manager. Enterprise Diversified partners with unique emerging managers through its...2022-02-111h 01
GuruFocusCastValue Investing Live: Adam Abbas Stresses Strong Anchors to Keep Investors GroundedAdam D. Abbas, Portfolio Manager and Co-Head of Fixed Income
Adam Abbas has been a co-manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds.
He started at Harris Associates in 2018 after working as a lead portfolio manager at KVK Credit Opportunity Fund LP. Prior to that, he was a portfolio manager at Driehaus Capital Management, a senior research analyst at Neuberger Berman/Lehman Brothers and an analyst at Huron Consulting Group.
Abbas earned a B.S. degree from Northwestern...2022-02-101h 08
GuruFocusCastValue Investing Live: James Roumell Looks at Informational and Behavioral Advantages for InvestorsJames Roumell, founder of Roumell Asset Management
James Roumell entered the securities industry in 1986. Before founding Roumell Asset Management in 1998, he was a Registered Principal at Raymond James Financial Services, Inc. Roumell is a frequent contributor to Manual of Ideas Global and has been featured in such publications as Barron's, Kiplinger's, Value Investor Insight, Financial Planning Magazine, and The Washington Post. He is listed and quoted in "The Art of Value Investing: How the World's Best Investors Beat the Market." Roumell was selected to participate in, and won, two consecutive Wall Street Journal stock picking contests in 2001...2022-02-0157 min
GuruFocusCastValue Investing Live: Tom Macpherson Talks Small Companies Digging Big MoatsTom Macpherson, Chief Investment Officer and Managing Director of Nintai Investments LLC.
Nintai is a boutique investment house with roughly $39M under management in individually managed accounts. The company focuses on small to mid-cap stocks with high returns (generally greater than 15% over the past decade) on capital, equity, and assets. Other investment criteria include little to no debt, high free cash flow margins, management who are outstanding capital allocators, and trade at significant discounts to their estimated intrinsic value. Since the company's inception in 2017, the annual aggregate fund investment returns through December 2020 have been 20.2% (net fees) versus 14.0...2022-01-3152 min
GuruFocusCastValue Investing Live: Benj Gallander on Practicing Patient InvestingGallander is the co-editor of the Contra the Heard Investment Letter, which has amongst the highest returns in the world at 18.1 percent annualized over the past 20 years. He is the author of three best-selling books, two in the stock market sector and The Canadian Small Business Survival Guide, which was first published in 1988 and is still in the stores today. There are also American, Chinese and Czech editions of this work.
He was a regular on BNN – Bloomberg’s number one show for almost 20 years. In addition, he appeared every couple of weeks on CBC’s On the Mo...2022-01-2856 min
GuruFocusCastValue Investing Live: Dr. Ashok Patel Dives Into Value Investing as a Sustainable Approach for Life and Geopolitical ConflictDr. Ashok Patel, CEO and Chief Investment Officer of Pavaki Capital
Ashok is a board-certified allergist. He underwent his fellowship training in allergy immunology at the prestigious National Jewish Health. A patient's mother once called him an "angel" and his YouTube channel is full of numerous patient testimonials. However, Ashok wants to improve both health and wealth.
When he received his first paycheck, he started investing. Six years ago he decided to manage his portfolio actively, like a family office, and the returns amazed him. With the knowledge he gained he opened a hedge fund...2022-01-271h 14
The Intellectual Investor – Value Investing by Vitaliy KatsenelsonGuruFocus Interview – Value Investing with Vitaliy Katsenelsonhttps://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_GuruFocus_Interview_v2_2022-01-24.mp3
In this podcast interview with investment website GuruFocus, Vitaliy shares the full gamut of how he invests, where and why. He touches on the role of being eclectic when investing, how to invest abroad, and how value investors should think about macro, among many other important topics. Enjoy this fun and wide-ranging interview!
You can watch the interview here: https://www.youtube.com/watch?v=eTSTbF0GwVw&t=67s
The post GuruFocus Interview – Value Investing with Vit...2022-01-2700 min
GuruFocusCastValue Investing Live: Chip Rewey on Capital Preservation and OutperformanceChip Rewey, Chief Investment Officer of Rewey Asset Management.
Chip Rewey has over 30 years of value investing experience with leading buy-side financial institutions including Third Avenue Management, Cramer Rosenthal McGlynn and Sloate Weisman Murray and Co. Chip Rewey worked alongside value gurus Marty Whitman, Jerry Cramer and Laura Sloate.
At Third Avenue, Chip Rewey led the Value Equity strategies as the Lead Portfolio Manager of Third Avenue's flagship Value Fund, Lead Portfolio Manager of the Company's Small-Cap Fund and Lead Portfolio Manager of the 15-20 name concentrated Best Ideas Strategy.
Prior to joining...2022-01-251h 02
GuruFocusCastValue Investing Live: David Marcus Explores Investing In European Special SituationsDavid E. Marcus is Co-Founder, Chief Executive Officer and Chief Investment Officer of Evermore Global Advisors, LLC.
He co-founded the firm in 2009. David is portfolio manager of the Evermore Global Value Fund and our separate account portfolios.
Beginning his career in 1988 at Mutual Series Fund, where he was mentored by renowned value investor Michael Price, David rose to manage the Mutual European Fund and co-manage the Mutual Shares and Mutual Discovery Funds, representing over $14 billion in assets. He also served as director of European investments for Franklin Mutual Advisers, LLC.
In 2000, David founded...2022-01-241h 08
GuruFocusCastValue Investing Live: Dr. Wesley Gray Discusses Why Investors Should Avoid Stock PickingWesley Gray, founder of Alpha Architect
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray's interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a...2022-01-211h 02
GuruFocusCastValue Investing Live: James Fletcher Dives Into The Last Frontier of Inefficient MarketsJames Fletcher, Founder of Ethos Investment Management
James Fletcher is the Founder of Ethos Investment Management, a focused EM Equities fund which is launching in January 2022 with over $100M in committed capital from some renowned anchor clients. Previously he was Director and Senior Portfolio Manager of the EM small and mid-cap equity strategy at APG Asset Management where he managed a $1bn AUM fund investing with a long-term, active portfolio approach to invest in high-quality businesses with strong ESG integration. He previously worked as Senior Portfolio Manager of EM Equities at Kayne Anderson Rudnick, where his EM...2022-01-2057 min
GuruFocusCastValue Investing Live: Keith Smith Discusses Value Opportunities in Fragmented MarketsKeith D. Smith, CFA and Portfolio Manager
Smith brings over 20 years of valuation experience to the Bonhoeffer Fund. In addition to managing the fund’s portfolio, he serves as a director for Enterprise Diversified, Inc., and as an advisor to Willow Oak Asset Management, the fund's general partner. He is a CFA charterholder and received his MBA from UCLA. He has held positions with Empire Valuation Consultants, PwC, Management Consulting & Research, and served as a captain in the U.S. Air Force.
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial he...2022-01-181h 26
GuruFocusCastValue Investing Live: Dan Miller on the Pandemic Pet RevolutionDan Miller is Executive Vice President of Gabelli Funds, lead portfolio manager of the Gabelli Pet Parents Fund, the Gabelli Focused Growth and Income Fund, and a member of the investment team for the closed-end and separate accounts businesses. He joined Gabelli after graduating magna Cum Laude from the University of Miami. He also serves as Board Chair of HFC, a nonprofit devoted to improving the lives of families impacted Alzheimer's Disease.
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast2022-01-1751 min
GuruFocusCastValue Investing Live: Vitaliy Katsenelson Examines an Infinitely Expensive MarketVitaliy Katsenelson, CFA is CEO of IMA - a value investing firm in Denver.
How can you safely invest in a market this speculative? Check out his free series on The 6 Commandments of Value Investing. To read more articles, go to ContrarianEdge.com or listen to them at Investor.fm.
Check out Vitaliy's Uber analysis here: https://contrarianedge.com/our-analysis-of-uber-updated/
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast
Watch the full stream: https://youtu...2022-01-141h 03
GuruFocusCastValue Investing Live: David Dietze and Fritz Schoenhut Talk Value Opportunities In 2020David Dietze is the founder, President and Chief Investment Strategist at Point View Wealth Management, Inc.
Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank, managing over $7 billion, primarily in separately managed accounts. Point View provides fee only independent customized portfolio management services.
Using extensive research and sound investment principle, we strive to produce superior returns for our clients in a way that accords with their individual goals and risk tolerances. We do this by constructing a comprehensive investment strategy, using the...2022-01-121h 07
GuruFocusCastValue Investing Live: Brian Yacktman & Elliott Savage Discuss Developing a Safe and Smart PortfolioBrian Yacktman, President and Chief Investment Officer of YCG, LLC
Yacktman is the President and Chief Investment Officer of YCG, LLC which he founded in 2007 in Austin, TX. YCG is an active management firm that has seen assets grow from $1 million to nearly $1.3 billion as of September 30, 2021, while achieving market beating performance since its inception. YCG offers separate account management and is the adviser to the YCG Enhanced Fund (ticker: YCGEX).
Prior to starting YCG, Brian was an Associate at Yacktman Asset Management, the adviser to The Yacktman Funds. He joined them in 2004 from Brigham...2022-01-111h 35
GuruFocusCastValue Investing Live: Azvalor Managers and Chris Mittleman Discuss a Collaborative Portfolio VentureAzvalor Asset Management
Azvalor AM is an independent employee-owned investment management firm with offices in Madrid and London. Founding partners Alvaro Guzman and Fernando Bernad delivered top decile long-term returns at their previous firm Bestinver, prior to founding Azvalor in 2015. Their long-term valuation oriented investment portfolio is focused on bottom-up stock picking, implemented through extensive proprietary company research in out of favour segments of the global equity market. Guzman and Bernad were recently featured in Ronald Chan's book "The Value Investors: Lessons from the World's Top Fund Managers."
Javier Saenz de Cenzano, CFA
...2022-01-101h 02
GuruFocusCastValue Investing Live: Richard Simmons Speaks On a Disciplined Investment Process Seeking Absolute ValueRichard Simmons, Portfolio Manager of Derby Street
Richard Simmons, Portfolio Manager, started Derby Street in 2013. He has over 22 years of investment experience. In 2001, he was authorized by the FCA via Credo Capital, a multi-billion wealth manager in London, to become a professional money manager, and prior to that Richard was investing on his own and for friends and family accounts.
Richard started his career in commercial banking in 1986 and his positions included Head of Bank of Ireland's Corporate Banking centre in London and Assistant Director of Henry Ansbacher, the merchant bank. Between 1997 and 2001 Richard was...2022-01-071h 00
GuruFocusCastValue Investing Live: Patrick Brennan Dives Into Cable PowerhousesPatrick Brennan, founder and portfolio manager of Brennan Asset Management, LLC
Patrick Brennan is the founder and portfolio manager of Brennan Asset Management, LLC (BAM), a Registered Investment Advisory firm based in Napa, CA, which utilizes a concentrated value investing strategy. BAM manages separate accounts and is the sub-adviser for the Oceancross Capital Partners Fund. Patrick has given presentations at multiple value investing conferences, including presentations to The New York Society of Security Analysts (NYSSA), The Nebraska Society of Securities Analysts and presentations on various names at the VALUEx Vail Conferences. Patrick coauthored an article on tracking...2022-01-061h 11
GuruFocusCastValue Investing Live: Ben Claremon and Eugene Robin Discuss Unrecognized Value in ViasatBen Claremon, Co-Portfolio Manger for the Classic Value | Small Cap Plus strategy.
Ben Claremon joined Cove Street in 2011 as a research analyst. He also serves as a Co-Portfolio Manager for our Classic Value | Small Cap Plus strategy. Previously he worked as an equity analyst on both the long and the short side for hedge funds Blue Ram Capital and Right Wall Capital in New York, and interned at West Coast Asset Management in Santa Barbara. Prior to that, he spent four years with a family commercial real estate finance and management business. Mr. Claremon was also the...2022-01-041h 17
GuruFocusCastValue Investing Live: Jeff Auxier on Being a Voracious LearnerJeff Auxier, President of Auxier Asset Management LLC and Founder of the Auxier Focus Fund
J. Jeffrey Auxier is President of Auxier Asset Management LLC and Founder of the Auxier Focus Fund. Prior to forming Auxier Asset Management in 1998, Mr. Auxier spent 16 years at Smith Barney - formerly Foster Marshall American Express, then Shearson - where he was on the Portfolio Management Advisory Board and the Chairman's Council and was Senior Vice President of Investments and Senior Portfolio Management Director. Mr. Auxier graduated with honors from the University of Oregon with a degree in Finance and an...2022-01-031h 03
GuruFocusCastValue Investing Live: Jonathan Boyar Talks About the Dolan DiscountJonathan Boyar is President of Boyar Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world's largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of the Investment Manager, which has been managing money utilizing a value-oriented strategy since 1983.
Mark Boyar began publishing independent equity research on intrinsically undervalued companies in 1975. This led to the establishment of Boyar Asset Management, a Registered Investment Advisor, in 1983. True to Mark's vision, Boyar Asset Management specializes in investing in the equity securities of intrinsically undervalued companies...2021-12-3049 min
GuruFocusCastValue Investing Live: Shree Viswanathan on the Bane of InvestingShreekkanth "Shree" Viswanathan is the founder of SVN Capital.
After growing up in Chennai (then called Madras), in South India, Shree came to the U.S. to pursue graduate studies in 1989.
After graduating from The University of Chicago with an MBA, Shree spent time in the corporate finance world as an investment banker with Alex. Brown, a member of the Mergers & Acquisitions team at Thomas Weisel Partner and as a Corporate Development Executive at Union Bank of California. From 2005 to 2018, Shree honed his craft as a portfolio manager and analyst at Discovery Financial Partners, Advisory...2021-12-2959 min
GuruFocusCastValue Investing Live: Caesar Bryan on the Power of Investing in GoldCaesar Bryan, manager of GAMCO International Growth Fund and Gabelli Gold Fund.
He is also a member of the global investment team which is responsible for the GAMCO Global Growth Fund and the GAMCO Global Opportunity Fund. In addition, he is on the management team of the GAMCO Global Gold and Natural Resources & Income Trust and GAMCO Natural Resources, Gold & Income, two of our closed-end funds. He has been with GAMCO Investors, Inc. since 1994.
Prior to joining GAMCO, Caesar was a portfolio manager at Lexington Management for seven years managing international and precious metals equity...2021-12-2847 min
GuruFocusCastValue Investing Live: Dive Into Long-Term Growers With Gary MishurisGary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners
Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. He also teaches the Value Investing Seminar at the F.W. Olin Graduate School of Business. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. From 2004 through 2010, Mr. Mishuris was a Vice President at Evergreen Investments (later part of...2021-12-271h 01
GuruFocusCastValue Investing Live: Win Murray Explains a Generalist Approach to Identify InvestmentsWin Murray, vice president of the Oakmark Funds, co-manager of the Oakmark Select Fund and director of U.S. equity research at Harris Associates
Win Murray has been a co-manager of the Oakmark Select Fund since 2013. He also serves as the director of U.S. equity research at Harris Associates and is a vice president of the Oakmark Funds.
He joined Harris Associates in 2003 as an equity analyst after working in investment roles at Colonial Management Associates, Federated Investors and ASB Capital Management.
Mr. Murray holds an M.B.A. from Georgia State...2021-12-2259 min
GuruFocusCastValue Investing Live: Bill Smead Talks Industries Transformed by MillenialsBill Smead, founder of Smead Capital Management.
"At Smead Capital Management, we are stock market investors. Our clients are individual investors, advisors, family offices and institutional investors who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking great businesses to build wealth.”
Smead Capital Management had a portfolio valued at $1.59 billion across 31 stocks. Over the years they have seen a turnover of 11% with top holdings in Amgen Inc. (AMGN), Target Corp. (TGT), Discovery Inc. (DISCA), NV...2021-12-211h 05
GuruFocusCastValue Investing Live: Tom Russo on Lessons Learned From "Global Value" Equity InvestingTom Russo, Partner at Gardner Russo & Gardner LLC.
Tom Russo joined Gardner Russo & Gardner LLC as a partner in 1989. He is a graduate of Dartmouth College (BA, 1977) and Stanford Business and Law Schools (MBA/JD, 1984) and oversees $3 billion as general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships along with overseeing funds in discretionary, individually managed accounts for individuals, trusts and endowments.
His investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selection stresses two main points: value and price. He looks for...2021-12-201h 22
GuruFocusCastValue Investing Live: Gary Mishuris on Minimizing Permanent Capital LossGary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners
Mishuris is the Managing Partner and Chief Investment Officer of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. He also teaches the Value Investing Seminar at the F.W. Olin Graduate School of Business. Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy. From 2004 through 2010, Mr. Mishuris was a Vice President at Evergreen Investments (later part of...2021-12-171h 00
GuruFocusCastValue Investing Live: Kevin Carter and the Biggest Growth Opportunity in the History of CapitalismKevin T. Carter is the Founder & Chief Investment Officer of EMQQ. While he considers himself an active "value" investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called "direct indexing" that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel's publishing of "Investment Strategies to Exploit...2021-12-161h 02
GuruFocusCastValue Investing Live: Matthew McLennan on Translating Scarcity Into PersistenceMatthew McLennan, head of the Global Value team and portfolio manager of the Global Value, International Value, U.S. Value and Gold Strategies
He joined First Eagle in September 2008 to lead the Global Value team. Previously, Matt worked for Goldman Sachs Asset Management (GSAM) in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the Investment Strategy Group for Goldman Sachs’ private client business. He joined Goldman Sa...2021-12-141h 03
GuruFocusCastValue Investing Live: Dave Sather on Finding Long-Term CompoundersDave Sather, founder of Sather Financial Group.
Founded in 1999, Sather Financial Group recently celebrated its 20-year anniversary. Last year the team added $250 million in assets bringing them to the current total of approximately $850 million.
In addition to his work with Sather Financial, Sather is a Director of Business at Bank Of Texas. He developed and leads the Bulldog Investment Company internship at Texas Lutheran University and is a member of the schools Executive Advisory Council and the Board of Regents.
Not a Premium Member of GuruFocus? Sign up for a free 7-day trial h...2021-12-131h 03
GuruFocusCastValue Investing Live: Lauren Templeton on Trouble Creating OpportunityLauren C. Templeton is the founder and president of Templeton & Phillips Capital Management, LLC; a value investing boutique located in Chattanooga, Tennessee. Ms. Templeton currently serves on the Board of Directors at Fairfax Financial Holdings, the Board of Directors at Fairfax India Holdings Corporation, and the Board of Directors of Canadian Solar.
Ms. Templeton is the great niece of Sir John M. Templeton and serves on the Board of Trustees of the John Templeton Foundation. She is also a current member the Templeton World Charities Foundation and a Trustee of Templeton Religion Trust. Ms. Templeton is the...2021-12-101h 01
GuruFocusCastValue Investing Live: Jeffrey Stacey Delves Into Event-Driven Investments Akin To a Cash PositionJeffrey Stacey is the founder of Stacey Muirhead Capital Management Ltd. and he has over 35 years of investment industry experience. Jeff has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a Chartered Financial Analyst.
Jeff has been involved in many charitable and board activities throughout his career. He has served on several investment committees including for two Canadian universities. In addition, he has served on the advisory boards for two university student managed investment funds.
Jeff is married and has two children. Personal interests include hiking, fitness, reading, travelling, and...2021-12-091h 17
GuruFocusCastValue Investing Live: Brian Yacktman on Finding Enduring Pricing PowerBrian Yacktman, President and Chief Investment Officer of YCG, LLC
Yacktman is the President and Chief Investment Officer of YCG, LLC which he founded in 2007 in Austin, TX. YCG is an active management firm that has seen assets grow from $1 million to nearly $1 billion as of September 30, 2020, while achieving market beating performance since its inception. YCG offers separate account management and is the adviser to the YCG Enhanced Fund (ticker: YCGEX).
Prior to starting YCG, Brian was an Associate at Yacktman Asset Management, the adviser to The Yacktman Funds. He joined them in 2004 from Brigham...2021-12-071h 22
GuruFocusCastValue Investing Live: Bill Nygren Talks the Extreme Valuation Gap Between Growth and ValueBill Nygren, Vice President of the Oakmark Funds, manager of the Oakmark Select Fund. Chief Investment Officer for U.S. Equities at Harris Associates.
Bill Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the chief investment officer for U.S. equities at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds. He served as the firm's director of research from 1990 to 1998.
He holds an M.S. in finance from the University of Wisconsin's Applied...2021-12-061h 04
GuruFocusCastValue Investing Live: Arnold Van Den Berg Questions Transitory InflationArnold Van Den Berg, CEO and Co-Chief Investment Officer of Century Management Financial Advisors
Arnold Van Den Berg began his investing career in 1968 and founded Century Management Financial Advisors in 1974. Today, he serves as the company's CEO and Co-Chief Investment Officer where he works side-by-side with son, Scott Van Den Berg (President and Portfolio Manager), and son-in-law, Jim Brilliant (Co-Chief Investment Officer and Portfolio Manager). Arnold's accomplishments in the world of investing have been recognized by many. He has been profiled in the books:
- Richer, Wiser, Happier: How The World's Greatest Investors Win in Mar...2021-12-031h 31
GuruFocusCastValue Investing Live: Tom Russo Seeks Companies With the Capacity To SufferTom Russo, Managing Member of Gardner Russo & Quinn LLC and Semper Vic Partners GP, LP
Thomas A. Russo joined Gardner Investments as a partner in 1989. In 2014, Mr. Russo became the Managing Member of the firm. Mr. Russo serves as Managing Member of Gardner Russo & Quinn LLC and of Semper Vic Partners GP, LP, which oversees two "global value," long-only, equity investment partnerships, the first of which Mr. Russo founded in 1983. Mr. Russo oversees more than $8 billion distributed between Semper Vic partnerships and separate accounts managed in parallel fashion.
His investment strategy seeks globally leading companies w...2021-12-031h 26
The Business BrewJonathan Boyar - Intrinsic Value OpportunitiesJonathan Boyar stops by The Business Brew to discuss his investing philosophy. Jonathan is the President of Boyar's Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value oriented strategy since 1983. He has been interviewed by Barron’s, Welling on Wall Street and GuruFocus. He spoke at the 2017 London Value Investor Conference, the 2017 GuruFocus Value Conference and the 2017 International Value Invest...2021-11-181h 27
GuruFocusCastValue Investing Live: Jonathan Boyar Examines Value Investments in Today's MarketJonathan Boyar is President of Boyar Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world's largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of the Investment Manager, which has been managing money utilizing a value-oriented strategy since 1983.
Mark Boyar began publishing independent equity research on intrinsically undervalued companies in 1975. This led to the establishment of Boyar Asset Management, a Registered Investment Advisor, in 1983. True to Mark's vision, Boyar Asset Management specializes in investing in the equity securities of intrinsically undervalued companies. W...2021-11-1759 min
Female Investor Podcast#023 Souverän investieren wie ein Guru. Exklusiv Interview mit Dr. Charlie Tian (Sprache: Englisch)
Investing used to be a rich person's game, but thanks to advances in technology, nearly anyone can invest in the stock market today. Nevertheless, knowing where to invest your money can still be challenging. Jana Misar explores opportunities with Dr. Charlie Tian, founder of gurufocus.com. Dr. Tian describes why the business itself and the way it's run are the most important parts in investing and how value investing was the first strategy that made sense to him. He explains why looking at numbers is more important to him than looking at management skills and gives valuable insight for beginners...2021-10-2742 min
The 7investing PodcastA Continued Conversation with The Science of Hitting7investing Lead Advisor Matthew Cochrane was happy to welcome back The Science of Hitting to the podcast for another conversation covering a wide gamut of companies and financial news.
After writing more than 800 articles on GuruFocus over the last nine years, The Science of Hitting is moving to Substack, where he will post new research ideas, personal portfolio updates, and higher-level thoughts on investment philosophy. He says, "I essentially view this as an opportunity to take the work I've done on Gurufocus over the past decade a step further, to really open up everything about my thoughts and...2021-04-0653 min
Remo Uherek Podcast#3: Tesla's Margins Will Dominate (w/ Ex-Ford CEO Mark Fields)(This episode was originally published on YouTube: https://youtu.be/xAlVJHNQi6Y)
Why Tesla's profitability + gross margins will be much higher than most people expect. They should be compared with Apple and Ferrari, and not with traditional car makers.
Check out my course on personal finance and investing https://courses.remo.org/p/building-wealth (use code "TESLA50" for 50% off)
Links:
Mark Fields on CNBC: https://youtu.be/ydcWsoxiCNA
Tesla Q3 2020 Report: https://tesla-cdn.thron.com/static/4E7BR9_TSLA_Q3_2020_Update_P0Q85...2021-01-0510 min
The Growth With Value PodcastGWV 007: Cash FlowToday 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...2020-06-2519 min
大神也是人 | 体会美国不同人生创业篇-北大博士如何成美国投资公司大神今天我请到的嘉宾是我在美国投资界的一位大神朋友，Charlie 田博士，GuruFocus的创始人，GuruFocus是一个致力于给基于基本面研究的长期投资者提供最可靠方便的分析工具和数据的投资研究平台。由田测产博士于2004年12月在美国达拉斯创立。付费用户来自于121个国家和地区的近三万投资机构，大学和个人投资者。 访谈概括：创业阶段，对今年巴菲特股东大会的看法和总结， 中美经济和股市的浅谈，对中美投资者的建议和对美国疫情下生活的幽默回应。 参考公司link：https://www.gurufocus.cn2020-06-1100 minThe Growth With Value PodcastGWV 002: Overview of my Investment ProcessToday 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...2020-05-1806 min
The GuruFocus PodcastEpisode 29: The Natural Home Goods Revolution with Stuart LandesbergSince 2012 Stuart Landesberg, the CEO and co-founder of Grove Collaborative, has been at the helm of his company. Aiming to produce and distribute natural and healthy consumer goods the company has grown to over 1,000 employees in their eight years of doing business. Leading the revolution towards producing natural and sustainable home goods Landesberg hopes that Grove Collaborative can one day become the largest consumer goods company in the world.2020-04-2300 minThe GuruFocus PodcastEpisode 28: Nicole Sahin on Easy Employment for Global CompaniesSince founding her company in 2012, Nicole Sahin, CEO of Globalization Partners, has been able to spread her business around the world. She has operations in 170 countries, helping businesses employ white-collar workers overseas. Sahin has taken a process that usually would have taken months of time and hundreds of thousands of dollars and cut it down to days. Thanks to these efforts, she has allowed companies to spread around the world and even saw Globalization Partners reach number six on the Inc 5000 list of top growing private companies.2020-04-1500 min
Value Hive PodcastWhat I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)Episode 19 is here! I'm excited to bring y'all my conversation with Alex (aka, The Science of Hitting). Alex is a both a writer and investor. When he's not thinking about which businesses to buy, he's writing about them on GuruFocus.
Alex has over 600 blog posts on GuruFocus to date, a feat few others can claim. I've enjoyed Alex's content for years and getting the chance to chat with him about investing was a blast.
Here's what we cover:
[0:00 - 6:00] Introduction
[7:00 - 14:00] Quality vs. Price
[15:00 - 23:00] TSOH's Investment Process (Soup to nuts)
[24:00 - 40:00] Can you pay...2020-04-031h 32The GuruFocus PodcastEpisode 27: Deeanne Akerson on Building a Business and Innovating for MomsSince 2015 Deeanne Akerson has taken her company Kindred Bravely from a personal need to an extremely successful producer of nursing and maternity clothing. In 2019 they were featured on the prestigious Inc 5000 list at number 20 racking up over 8,500% growth. The company brings in millions of revenue each year and sees tens of thousands of new customers on their site each month. What started with a personal need has now turned into a powerhouse internet retailer in just five short years.2020-03-1800 minThe GuruFocus PodcastEpisode 26: Sara Castillo and Katie Castillo Wilson on Ads People Actually WantSince 2015 Sara Castillo and Katie Castillo Wilson have worked hand in hand to build their company TapOnIt from the ground up. Creating their own tech hub in Iowa the two sisters have created a new solution for ads. Delivering via text messages and seeing opening rates up to 98%, they have created a database of 300 thousand people with 1,400 new members joining organically every month.2020-02-2600 minThe GuruFocus PodcastEpisode 25: Brad Sugars on 17 Books, Over 50 Business, and Building an IndustryFounder of ActionCOACH Brad Sugars is no newcomer to the entrepreneur lifestyle. His franchise, the first of its kind, has been in business approaching 30 years. With over a thousand employees worldwide and doing hundreds of millions in revenue he also has claims to fame as a best selling author with his 17th book hitting shelves. While not the CEO of ActionCOACH Sugars remains as the chairman, dictating the future of the company, and maintaining high level interests in eight other companies.2020-02-2500 minThe GuruFocus PodcastEpisode 24: Crafting Cocktails Into a Nationally Acclaimed DistilleryCo-founders of Tattersall Distilling Dan Oskey and Jon Kreidler founded their craft distillery in 2015. Since then they have created almost thirty different spirits that have won numerous awards around the country. Alongside their craft cocktails the two created a nationally acclaimed cocktail room to feature signature drinks that has been featured in Eater and Playboy Magazine.2020-02-2100 minThe GuruFocus PodcastEpisode 23: Slava Khristich on Dodging the Collapse of the Soviet Union and Realizing His American DreamOver the last seven years Slava Khristich has grown his business Tateeda to almost fifty employees in the United States and Ukraine. The company creates custom software solutions for clients in healthcare, real estate, and field services technologies. With over thirty developers accessible to clients 24/7 the company has already completed over one hundred custom projects. On top of solving communications issues with overseas outsourcing the company has saved their clients over $5 million dollars since going into business.2020-02-2000 minThe GuruFocus PodcastEpisode 22: Calvin Carter on Building Apps for the World's Biggest CompaniesThe smartphones that provide access to endless amounts of information also provide companies with an unparalleled opportunity to interact with their customers. However many of these companies are not positions to develop these types of applications. Calvin Carter has capitalized on this situation. In 2008 he founded Bottle Rocket and has taken his company to the forefront of creating digital experiences to "surprise and delight" both companies and their customers. From their first customer NPR to the likes of Disney, American Express, and Chick-fil-A, Bottle Rocket has created mobile and web applications for some of the most well known companies in...2020-01-2400 minThe GuruFocus PodcastEpisode 21: Ken Aldrich on 30 Years of Venture Capital and 50 Successful BusinessesOver the last three decades Ken Aldrich has successfully invested in over fifty businesses and has personally co-founded almost a dozen himself. He considers himself a jack of all trades, having been involved in everything from biomedicine to real estate. Some of his most successful investments include helping start one of the first wind parks in Palm Springs and Green Dot Corporation, which has become the world's largest prepaid debit card company. In May Aldrich published his book Dream Toolbox, which aims to guide readers towards establishing an entrepreneurial mind and gaining control over their financial world.2020-01-0200 minThe GuruFocus PodcastEpisode 20: Jie Song on Becoming the Premiere Data Center Monitoring Software for Enterprise BusinessesJie Song, co-founder and CTO of LogicMonitor, grew his business from a two man operation that coded in his apartment to become the premiere SaaS-based data center monitoring software service. The company grew to employ over 200 employees in the states and overseas in China. They acquired over $140 million in funding and had over 1,500 enterprise customers as clients, including the likes of Adidas, Netflix, PayPal, and Blackstone.2019-12-1100 minThe GuruFocus PodcastEpisode 19: Merrilee Kick on Putting the Buzz In Cocktails and Serving Up Millions of DrinksOur sixth guest Merrilee Kick, the founder of Buzzballz and Southern Champion, tells us about running the only woman owned winery and distillery in the country. She speaks to the struggles of starting her business and getting the initial loan through the current day where revenue is topping $50 million.2019-12-0600 minThe GuruFocus PodcastEpisode 18: Jared Pope on Revolutionizing Workplace Harassment Management and 50,000 Employees Under ManagementPope tells the story of founding Work Shield, a company revolutionizing workplace harassment and discrimination management. In the last year his company has earned over $1 million in annualized revenue and is currently on-boarding over 40,000 employees on top of the 13,000 already covered under the plan. The company eliminates the employer from the intake and investigation process of harassment and discrimination claims and is centralizing data in an unprecedented way.2019-11-2000 minThe GuruFocus PodcastEpisode 17: How Russell Layton Put His Skate Sharpener in the Hands of NHL LegendsWe welcome Russell Layton of Sparx Hockey to the show. Layton has created a skate sharpener that uses interchangeable sharpening discs to customize how skates are sharpened. His product has come to be used by the majority of NHL teams and was the official sharpener of the Wayne Gretzky Fantasy Camp. In a short period of time Layton has found worldwide distribution and sold over 20,000 sharpeners.2019-11-1900 minThe GuruFocus PodcastEpisode 16: David Taylor of DizziBrandsOur third guest, David Taylor, founded DizziBrands in 2018. The company has found a way to freeze alcohol into decadent desserts and has come to be found throughout restaurants, bars, and hotels in the state of Texas. The company plans expansions throughout markets on each coast and currently has 28 different flavors available. Taylor walks us through his past business ventures and how the mistakes he had previously made have helped him to success with DizziBrands.2019-11-1200 minThe GuruFocus PodcastEpisode 15: Helen Du of JD Rig & Supplies Inc.We are joined today by our second entrepreneur Helen Du. In 2006 Du founded JD Rig & Supplies, Inc. on the premise that significant cost savings could be accrued by manufacturing oil drilling products in China and then importing them to markets in the United States and Canada. After the economic collapse of 2008 Du shifted the product focus to oil production equipment and saw company profits triple on a yearly basis until selling the company to Schlumberger Ltd. in 2014.2019-11-1100 minThe GuruFocus PodcastEpisode 14: Joseph Boskovich Jr. on Founding a Family Business and Active ManagementToday we sit down with Joseph Boskovich Jr. and discuss how his family's 100-year history in the greater Los Angeles area allowed for them to successfully start Old West Investment Management LLC. He lets us in what it is like to work alongside his father, some early successes and struggles, and what it is like to be an active manager in a industry seemingly dominated by passive strategists.2019-10-2900 minThe GuruFocus PodcastEpisode 13: Dave Sather of Sather Financial GroupToday we welcome our inaugural guest Dave Sather. In 1999 Sather founded Sather Financial Group on the premise of creating a fee-only fiduciary investment management and strategic planning business. Over the last 20 years Sather Financial Group has provided transparent services that mold to each individual client. In the year 2019 alone, the company has grown from $500 million to approximately $750 million in assets across 1,000 different accounts.2019-10-2300 min
The DIY Investing PodcastScience of Hitting Interview: How quality limits investing mistakes, portfolio management, and Microsoft ($MSFT)How to connect with The Science of Hitting: Follow him Twitter: https://twitter.com/TSOH_Investing Read his articles on GuruFocus: GuruFocus - Author: The Science of Hitting RSS Feed Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to c...2019-08-2558 minThe GuruFocus PodcastEpisode 12: Mohnish Pabrai: Finding Value in India and the USOne of today's foremost value investors, Mohnish Pabrai joined GuruFocus to share his insights and discuss recent portfolio moves. Pabrai, the founder of California-based Pabrai Investment Funds and Dhandho Funds, went into why he has shifted most of his $1 billion portfolio from the U.S. to India, and disclosed that he made new investments in Turkey and South Korea. He also described what drove his fourth-quarter investment in U.S. company Micron Technologies. Regarding his investment style, the Buffett disciple talked more about some of his key concepts, including price-earnings ratio of 1 stocks, his checklist and the No. 1 mistake investors...2019-03-2300 minThe GuruFocus PodcastEpisode 11: International and Emerging Market Small-Cap Investing With Craig Thrasher CFACraig Thrasher, CFA, is an international small-cap expert. In this podcast, he discusses how he has achieved his outstanding returns in an area that abounds in growth and opportunity. Small caps have historically beaten their large-cap peers and offer a large universe of undiscovered companies to choose from, while having lower volatility than domestic investors may think. Thrasher believes in bottom-up analysis, has concentrated portfolios and seeks only high-quality businesses. In the interview, he talks with GuruFocus about how this plays out when investing internationally. He also gives some of his stock recommendations and shares his thoughts on portfolio holdings.2019-01-1900 minThe GuruFocus PodcastEpisode 10: Value Investing That Is Socially Responsible With Jerome DodsonJerome Dodson runs San Francisco's Parnassus Funds, where he has blazed past the S&P 500 while investing in socially responsible companies. In this podcast with GuruFocus, he discusses his style of value investing and what investors should do in the return of volatility as higher interest rates and trade battles strike. Dodson also covers some of his favorite sectors and companies, including Google, Micron and Starbucks.2018-10-2600 minThe GuruFocus PodcastEpisode 9: Out-of-Favor and Small-Cap Stocks With John DorfmanJohn Dorfman, founder of Massachusetts-based Dorfman Value Investments, joined GuruFocus to talk about his style of value investing. John's approach has led to market-beating returns of 9.79% annually since inception versus 5.4% for the S&P 500. In this episode, our guest tells where he is still finding obscure opportunities in a crowded market, what effect tariffs will have on small caps and why value investing is set to stage a comeback. The investor, who was mentored by the legendary David Dreman, also explains the findings of his studies of low-P/E stocks and analysts' most-loved and most-hated stocks.2018-09-2200 minThe GuruFocus PodcastEpisode 8: Cutting Through Emotion With Quantitative Guru Jim O'ShaughnessyJim O'Shaughnessy wrote the wildly popular investing book, "What Works on Wall Street," in which he documents the strategies that sank or soared during over long periods, with some surprising results. In the podcast, Jim expounds on the follies of predicting markets and how a composite approach outperforms. It's only possible, he says, if you can eliminate those pesky emotions. Jim will also give a presentation at the 2018 GuruFocus Value Investing Conference.2018-01-0400 minThe GuruFocus PodcastEpisode 7: GuruFocus Interview With Fidelity Low-Priced Stock Fund's Joel TillinghastJoel Tillinghast, who runs the $38 billion Fidelity Low-Priced Fund, joined GuruFocus for a podcast interview about how he thinks about investing and selects equities. The most distinctive characteristics of Tillinghast's portfolio are its size -- it has 889 positions -- and its requirement that its stocks have a price under $35 per share. It also has uncommon returns. Since inception, he returned 13.76% versus 9.78% for its benchmark Russell 2000 index.2017-10-1100 minThe GuruFocus PodcastEpisode 6: Value Investing With Wally WeitzIn the extensive interview, Weitz elucidates his investing process and answers questions ranging from rising markets and geopolitics to individual stocks and what he thinks is inexpensive right now. He issues caution about "raw materials" in place for a correction, and explains why his flagship fund, Partners III, is shorting indexes following the S&P 500 and major market indices.2017-09-2700 min
??????????DXPJI 05: Jak inwestuje Warren Buffett, najlepszy inwestor na ?wiecieJak inwestuje Warren Buffett, najlepszy inwestor na ?wiecie? W jaki sposób wybiera spó?ki do portfela i co zdecydowa?o o tym, ?e odniós? tak wielki sukces na gie?dzie? Na te i inne pytania odpowiadamy w 5 odcinku podcastu „21% rocznie | Jak inwestowa?”. Zapraszamy do wys?uchania pi?tego odcinka podcastu i czekamy na Wasze uwagi.
Wci?? zak?adamy, ?e jest to wersja beta podcastu, wi?c zapraszamy do s?uchania i czekamy na wasze uwagi. Mo?ecie je zg?asza? bezpo?rednio w komentarzach na Strefie Inwestorów, na Facebooku, Twitterze (Strefa Inwestorów: @strefainw , Pawe? Biedrzycki: @PawelBiedrzycki, Rafa? Irz...2017-09-1033 minThe GuruFocus PodcastEpisode 5: Interview With Authors of University of Berkshire Hathaway, Notes From Three Decades of ShareholderDaniel Pecaut and Corey Wrenn discuss their new, highly rated book, University of Berkshire Hathaway. In the unique collection, they share their notes from 30 annual Warren Buffett's annual shareholder meetings, beginning in 1983. The authors speak with GuruFocus about the making of the book and the insights they gained from their unprecedented journey. Daniel Pecaut is a Harvard graduate whose insights have been featured in the New York Times, Money Magazine, Grant's Interest Rate Observer, Outstanding Investor Digest, and the Omaha-World Herald. He has worked in investing for 30+ years and is CEO of a successful investment firm, Pecaut & Company. Corey Wrenn...2017-08-1800 min
Get the Popular Titles Audiobooks in Business, Personal Finance & InvestingInvest Like a Guru Audiobook by Charlie TianPlease open https://hotaudiobook.com ONLY on your standard browser Safari, Chrome, Microsoft or Firefox to download full audiobooks of your choice for free.
Title: Invest Like a Guru
Subtitle: How to Generate Higher Returns at Reduced Risk with Value Investing
Author: Charlie Tian
Narrator: Jonathan Yen
Format: Unabridged
Length: 7 hrs and 24 mins
Language: English
Release date: 07-26-17
Publisher: Audible Studios
Ratings: 4.5 of 5 out of 33 votes
Genres: Business, Personal Finance & Investing
Publisher's Summary:
Adopt the investment strategy that built Warren Buffett's fortune.
Invest Like a Guru provides an invaluable resource for high-quality-focused value investing, with expert insight and practical...2017-07-267h 24The GuruFocus PodcastEpisode 4: Jean-Marie Eveillard on Current Market and Investor PsychologyLegendary investor Jean-Marie Eveillard previews his talk "Value Investing Makes Sense, It Works Over Time, So How Come There Are So Few of Us?" He also goes into market crashes and what they do to investors psychologically.2017-04-2100 minThe GuruFocus PodcastEpisode 3: Health Care Strategy in a Time of Tweets, Trump and InnovationHow do you invest in health care when bills are failing and policy is up in the air? Is drug price regulation still a danger? Will single-payer spell the end of health care investing as we know it? Mindy Perry, who grew her global health care fund from $5 million to $2.5 billion in eight years, brings the latest from "a strange sector" and shares her strategy. She also offers a preview of her talk for the value investing conference.2017-04-2000 minThe GuruFocus PodcastEpisode 2: Deep Dive Into Wells Fargo After the ScandalIn an interview with Bill Smead, GuruFocus digs into the Wells Fargo fake bank accounts scandal that incurred it a $185 million fine and unearthed some other misdeeds. Smead, a popular commentator and the founder of Smead Capital Management, a $2.4 billion firm, talks about the problems in the banking sector, why Millennials will invigorate low-priced financials, how the fallout of the scandal will affect Wells going forward, whether the bank is a buy and more.2016-10-0500 minThe GuruFocus PodcastEpisode 1: What Will Happen to Apple? Two Gurus Answer Questions About Why They Own ItAl Frank Asset Management Chief Portfolio Manager John Buckingham and Wedgewood Partners Chief Investment Officer David Rolfe discuss their holdings in Apple. Why is Berkshire Hathaway buying more of the stock? How will iPhone sales affect its business? What are its future prospects? The investors answer these and more questions.2016-09-0700 min
Value Stocks and InvestingBUY SOME STOCKS NOW... I LIKE HDIntroduction
Intentionally, this Podcast starts out with my voice talking about Euphoria and it ends up getting swallowed by the music of the jungle - the market.
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THE LETTER
A couple weeks ago, I was reading a letter from May 29, 1969.
This is what it said...
"...personal considerations were the most important factor among those causing me to modify our objectives. I expressed a desire to be relieved of the (self-imposed) necessity of focusing 100% on BPL. I have flunked this test completely during the last eighteen months. The letter said: "I hope limited objectives will make for...2006-06-2436 min