Shows
The Grind ChroniclesValue Investing by Bruce GreenwaldThis collection of writings centers on value investing, a strategy championed by Benjamin Graham and David Dodd that emphasizes analyzing securities to find those trading below their intrinsic value. It explores core principles like margin of safety, understanding a company's earnings power value and asset value, and the importance of a sustainable competitive advantage or "franchise." The text examines how investor biases can create opportunities for value investors and critiques common valuation methods like discounted cash flow analysis, offering alternatives. Through profiles of prominent value investors such as Warren Buffett, Seth Klarman, and...
2025-12-3127 min
Squawk PodMedia’s New Soap Opera: Netflix, Paramount, & Warner Bros. Discovery 12/17/25The Warner Bros. Discovery board has unanimously recommended shareholders reject Paramount Skydance’s hostile bid for the company’s film and streaming assets. Netflix Co-CEO Greg Peters joins CNBC’s David Faber, Becky Quick, and Andrew Ross Sorkin to discuss Netflix’s winning bid for Warner Bros., HBO, and HBO Max. Media watcher Rich Greenfield delves into the funding details of each offer, and Becky shares her own reporting on shareholder Mario Gabelli’s reaction to the news. Plus, it’s likely to be the biggest IPO of the year: Medline, a 58-year-old company you may have never heard of. CEO Jim B...
2025-12-1740 min
Squawk on the StreetSOTS 10AM: Exclusive: Disney CEO Bob Iger and OpenAI CEO Sam Altman on new deal 12/11/25Disney CEO Bob Iger and OpenAI CEO Sam Altman join David Faber exclusively to talk about a new content licensing and investment deal between the two companies. Plus, the latest on the Fed decision, Oracle’s big plunge, and media investor Mario Gabelli discusses the Warner Bros. Discovery saga.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2025-12-1155 min
Top Expansión TecnologíaLa IA enciende casos de ansiedad en las empresas00:00 Introducción
00:15 La IA enciende casos de ansiedad en las empresas
El entusiasmo por la IA contrasta con la baja participación de los trabajadores en su adopción y con una formación insuficiente que impulsa el uso no regulado de estas herramientas.
01:29 Netflix elimina función para transmitir series de teléfonos a TV
La empresa no anunció el cambio con un comunicado, sino que lo publicó en su página de soporte y ahora los usuarios ya no encuentran la forma de transmiti...
2025-12-0206 min
Value Investing with LegendsRobert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing JourneyRobert Robotti, President and CIO of Robotti & Company Advisors, joins host Michael Mauboussin to explore a lifetime shaped by value investing. With deep roots in accounting and formative experiences auditing firms like Tweedy, Browne, Bob shares how those early exposures led him to a career buying underfollowed, undervalued companies. In this episode, Bob discusses how his contrarian approach has thrived amid market inefficiencies, especially in cyclical industries and under-the-radar public firms. He breaks down key investments, including Builders FirstSource and Tidewater, and explains why capital allocation, aligned incentives, and patience are critical to long-term success. He also addresses private...
2025-11-211h 02
Black Box - La scatola nera della finanzaIntervista a Mario Gabelli, Musk il trilionario | Morning Finance7/11 U.S. Edition. Mercati, AI, economia, dazi e Fed. L’intervista esclusiva alla leggenda mondiale degli investimenti: Mario Gabelli, presidente e Ceo di GAMCO Investors. Wall Street ancora a singhiozzo, il mercato del lavoro scricchiola. Tesla: il 75% a favore del pacchetto da 1.000 mld di dollari a Musk.
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2025-11-0713 min
TZB阅览E55. 罗杰·默里：价值投资的传承与再发现《The Enduring Value of Roger Murray》讲述的是罗杰·默里（1911—1998），哥伦比亚商学院金融学教授、《证券分析》第五版合著者。本书以罗杰·默里的多重职业生涯为线索，展现他在投资与教学上的思想与实践。两位作者保罗·约翰逊和保罗·松金长期深耕哥大价值投资教学，也在一线投资任职（约翰逊现任 Nicusa Investment Advisors，松金曾在 GAMCO 管理 micro‑cap 价值基金）。两人还合著过哥大商学院必修投资课《Pitch the Perfect Investment》。本书收录了默里 1993 年由马里奥·加贝利（Mario Gabelli，是美国著名价值投资人、GAMCO Investors 创始人，也是罗杰·默里的学生之一）主持的四场讲座，这些讲座成为投资界的经典，并促成布鲁斯·格林沃尔德（Bruce Greenwald）重启哥伦比亚商学院的证券分析课程。
2025-11-0409 min
Legends Of Sport40th Annual Great Sports Legends Dinner | The Buoniconti FundThis week, Andy hits the red carpet at the New York Hilton Midtown in New York City for the 40th Annual Great Sports Legends Dinner! Interviews include: Bob Beamon, Lesley Visser, Jeremy Roenick, Mario Gabelli, Michelle Wie West, Dwight Howard, Teresa Edwards, Kurt Busch, Dominique Wilkins, Warren Moon, Dr. Barth Green, Bob Costas, Gloria Estefan, & Steve Smith!Mugsy Jeans - Mugsy Jeans - Get 20% cash back on your first order! https://tidd.ly/467z5e5
2025-10-2824 min
The Acquirer's Multiple®Weekly Investing Roundup – News, Podcasts, Interviews (10/17/2025)This week’s best investing news:
Howard Marks: Valuations right now are high, but not crazy (CNBC)
Bill Ackman – Evolving Investment Playbook, From MBIA to Moats (VIWL)
Howard Marks: The Best of . . . (OakTree)
Opposing Ideas (Verdad)
Ariel Chairman & Co-CEO John Rogers Talks Small Value Companies (Bloomberg)
Mario Gabelli: National Fuel Gas great way to play AI boom (CNBC)
Paul Tudor Jones on the AI Bubble Debate (Bloomberg)
Ray Dalio on Life, Debt & Global Crisis | Leaders with Francine Lacqua (Bloomberg)
Cliff Asness on Ma...
2025-10-1700 min
Closing BellClosing Bell Overtime: Investing Through Tariff Turmoil with Mario Gabelli; Private Credit Markets Underpricing Risk? 10/14/25As trade tensions rise, Mario Gabelli joins on set to discuss how investors can navigate the uncertainty and some top picks. Fortune Brands CEO Nick Fink on how timber and furniture tariffs are hitting manufacturers. Raymond James Global Head of Private Capital Advisory Sunaina Sinha Haldea joins to break down how tariff pressures could ripple through the consumer economy, the Fed’s next moves, and borrowing conditions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2025-10-1443 minSquawk PodSquawk Box Turns 30! Mario Gabelli & Ted LeonsisTwo longtime guests of Squawk Box help celebrate the show’s 30th anniversary: sports and entertainment entrepreneur Ted Leonsis and famed stock investor Mario Gabelli. Founder and CEO of Monument Sports and Entertainment Ted Leonsis discusses a potential IPO and the future of his teams, including the Wizards, Capitals, and Mystics. Mario Gabelli, chairman and CEO of GAMCO Investors, shares his investment thesis amid a reopened IPO window. Plus, OpenAI is reportedly exploring an exit from California, and Rupert Murdoch’s succession saga has reached a resolution–for now. Ted Leonsis - 10:08Mario Gabelli...
2025-09-0932 minSquawk PodMaking America Affordable: Hakeem Jeffries & Dr. Oz 8/14/25In a lively conversation, House Minority Leader Rep. Hakeem Jeffries (D-New York) discusses the future of the Democratic Party, Zohran Mamdani’s role in it, and strategies to make America more affordable. Centers for Medicare and Medicaid Services administrator Dr. Mehmet Oz discusses the Trump administration’s plans for the American health care system, including prior authorization requirements for Medicare. President Trump is weighing up to 11 potential Fed Chair nominees while pushing for lower interest rates from the central bank. Plus, Chinese AI company DeepSeek has reportedly run into issues using Huawei chips and investor Mario Gabelli is suing Shar...
2025-08-1443 minThe Acquirer's Multiple®Weekly Investing Roundup – News, Podcasts, Interviews (08/01/2025)This week’s best investing news:
Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’ (Long View)
Chris Davis – Why Behavior Is So Important for Investors (Rubenstein)
Ray Dalio: The Risks Are NOT Priced In – Here’s What Happens Next (MIP)
Factors: The Good and the Bad (Verdad)
Mario Gabelli on media landscape, regulatory environment and M&A outlook (CNBC)
Yet Another Munger Masterclass: The 2003 Wesco Financial AGM (Kingswell)
Wall Street’s Big, Bad Idea for Your 401(k) (Jason Zweig)
...
2025-08-0100 minSquawk PodTreasury Secretary Bessent & Media with Mario Gabelli 7/31/25After the U.S. struck a trade deal with South Korea, Treasury Secretary Scott Bessent explains that negotiation and the ongoing talks with China after the administration’s two-day meeting with Beijing officials in Stockholm. Sec. Bessent discusses his team’s frustration with India’s negotiating team and the “2-dimensional chess” match that is the China-U.S. relationship. The day after the Federal Reserve kept interest rates unchanged for the July meeting, Sec. Bessent says he’s compiling a list of candidates to fill the soon-opening seats at the central bank. Veteran media investor Mario Gabelli discusses his 50-year investment i...
2025-07-3158 min
We Study Billionaires - The Investor’s Podcast NetworkRWH059: Ask Me Anything w/ William GreenIn this unusually personal and candid episode, William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets & Life.” Here, William discusses the key qualities, principles, and practices he’s observed in the best investors; how they handle adversity; what he’s learned from his own setbacks, failures, and mistakes; and how he’d invest if he were starting over.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:19 - What were the three best...
2025-07-202h 04The Acquirer's Multiple®Weekly Investing Roundup – News, Podcasts, Interviews (07/18/2025)This week’s best investing news:
Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity (Master Investor)
Howard Marks Interview Trinity SMF (Trinity)
Warren Buffett comes out on top from Kraft Heinz flop (FT)
Jim Chanos vs. Pierre Rochard: MicroStrategy (MSTR) mNAV Debate (BTC)
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank (Acquired)
When Private Funds Are Publicly Traded (Verdad)
Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies (VIWL)
Ray Dalio with David Rubenstein: How Countries Go B...
2025-07-1800 minSquawk on the StreetSOTS 2nd Hour: June CPI Breakdown, LIVE: Energy Sec. Talks AI, & Mario Gabelli’s Stock Picks 7/15/25June consumer inflation coming in as expected: Carl Quintanilla and Sara Eisen broke down the key categories to watch, sectors most impacted by tariffs, and what it all means for stocks alongside the Fed. Famed investor Mario Gabelli joined the team with his take on it all – along with some specific stock picks… While Former Fed Governor Randy Kroszner argued today’s print doesn’t move the needle on rates. Plus: a deep-dive on the big banks, as JPMorgan, Citi, and Wells Fargo kick off earnings from the group this week (all beating estimates). Also in focus...
2025-07-1541 min
Power LunchS&P 500 rebounds as Oracle leads tech stocks higher 6/12/25The S&P 500 is on the rise, as a rally in Oracle lifts investors’ hopes and boosted the big tech sector. We’ll speak to Wall Street titans Mario Gabelli and Mike Novogratz about where and how to invest right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2025-06-1241 minThe Acquirer's Multiple®Weekly Investing Roundup – News, Podcasts, Interviews (05/30/2025)This week’s best investing news:
Mohnish Pabrai’s Session with Ashoka Investment Club (MP)
Greenlight Capital’s Einhorn Is Net Long Europe, Neutral on US (Bloomberg)
Ken Griffin Trump ‘eroding’ US brand, has made the country 20% poorer (Semafor)
Is South Korea the next Japan? (Verdad)
Mario Gabelli: Creative Innovation: Economy, Inflation, Tariffs & Taxes – Annual Meeting 2025 (Gabelli)
John Rogers : Investing in Uncertain Times (Semafor)
Vitaliy Katsenelson on Index Investing, Sideways Markets, Company Analysis (VK)
Michael Mauboussin – Drawdowns and Recoveries (MS)
Supply and Demand (Oa...
2025-05-3000 min
Ruben Gabelli Foto y Video¡Locura total! 43 cursos por 89 € solo hasta el 11 de mayo 📸🔥➡️➡️ENLACE SUPER PACK: https://go.hotmart.com/E99144640F➡️➡️ ENLACE PLAUD: https://bit.ly/plaud_ai_ruben🚨 ¡Oportunidad única y por tiempo muy limitado! 🚨En este episodio, tengo el placer de charlar con Mario Rubio para presentarte una locura absoluta: el Super Pack Audiovisual.Más de 40 cursos de fotografía, vídeo, edición y marketing creados por 43 fotógrafos top (¡sí, estoy incluido!), todo por solo 89 €.📆 Solo disponible hasta el 11 de mayo. Después desaparecerá para siempre. Sin prórrogas.💥 ¿Qué encontrarás dentro?Cursos valorados en más de 4.300 €: fotografía nocturna, retrato, rede...
2025-05-0728 min
Squawk PodIn Omaha: Berkshire Hathaway’s 2025 Meeting with Mario Gabelli 5/2/25Becky Quick is in Omaha, Nebraska, awaiting the tens of thousands of Berkshire Hathaway investors attending the company’s annual shareholders meeting, where Warren Buffett will hold court. Longtime Berkshire shareholder and GAMCO CEO Mario Gabelli stops by for an extended conversation about the markets, media consolidation, and Warren Buffett’s leadership. Tune into CNBC’s TV and digital channels this weekend to catch every minute of the 2025 Berkshire Hathaway Annual Meeting coverage. Mario Gabelli - 04:49In this episode:Mario Gabelli, @MarioGabelliBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross So...
2025-05-0218 min
" Your Financial Future" with Nick Colarossi"Your Financial Future" with Nick Colarossi of NJC Investments 01/25/2025Our Stock Pickers Episode. Find out about the top stock holdings of Warren Buffet, Bill Gates, Nancy Pelosi, and Mario Gabelli. We also review the 500-billion-dollar Stargate Data Center Deal, and which Stocks and ETFs could benefit the most.
2025-01-2559 min
Linea mercatiThe Street | Dow & S&P 500, Inflazione Usa, Fed, Stellantis, Mario GabelliChiusura record per Dow e S&P 500; Attesa per il dato dell'inflazione: possibili i minimi del 2021; Fed divisa sul taglio di 50pb deciso a settembre; Stellantis verso riorganizzazione profonda (stampa); Monza: Mario Gabelli sarebbe l'investitore, non la sua aziendaPuntata a cura di Stefania Spatti - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-10-0904 min
Something More with Chris BoydLessons from the Morningstar Investor ConferenceLessons from the Morningstar Investor Conference – After attending the Morningstar Investors Conference, Chris Boyd summaries lessons learned. Chris starts out by sharing a chance meeting with legendary investor Mario Gabelli. Chris goes on to share what he took away from Morningstar's CEO Kumal Lapoor's comments at the Conference which in part predict lower stock market returns over the next ten years. Chris and Jeff go on to debate the value of long-term market forecasts and why staying true to a financial plan is critical. For more information or to reach Chris Boyd or...
2024-07-0830 min
The Daily Business & Finance ShowBanking Fees, Nvidia's Downgrade & Bitcoin's Fall (+6 more stories)The Daily Business and Finance Show - Saturday, 6 July 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!
Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: JPMorgan's Lake says customers should be ready to pay for bank accounts-report Nvidia receives rare downgrade as New Street sees it fully valued Bitcoin drops 6.5% on a weekly basis as Mt.Gox starts repayments SunPower...
2024-07-0707 minThe Daily Business & Finance ShowNvidia's Downgrade, EV Tariffs & Bitcoin's Fall (+6 more stories)The Daily Business and Finance Show - Friday, 5 July 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days!
Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Nvidia receives rare downgrade as New Street sees it fully valued Chinese EV makers slapped with 'countervailing' EU tariffs Bitcoin drops 6.5% on a weekly basis as Mt.Gox starts repayments SunPower plunges as auditor resigns...
2024-07-0608 min
We Study Billionaires - The Investor’s Podcast NetworkRWH046: A New Golden Age w/ Bob RobottiIn this episode, William Green chats with Bob Robotti, a great investor who’s crushed the S&P 500 over the last 40 years. Bob, the President & Chief Investment Officer of Robotti & Co, explains why he believes we’re in a “new golden age” for active, value-oriented investors (not index funds); why he expects persistently high inflation; why he’s betting heavily on the resurgence of Old Economy businesses; & how he’s positioned to profit from “the first truly global energy crisis.”IN THIS EPISODE YOU’LL LEARN:00:00 - Intro12:18 - How Bob Robotti lucked...
2024-06-232h 02
Squawk PodSquawk Pod Reports: Berkshire Hathaway’s 2024 Annual Meeting 05/03/24Becky Quick is in Omaha, Nebraska, awaiting the tens of thousands of Berkshire Hathaway investors attending the company’s annual shareholders meeting, where Warren Buffett will hold court. This year is the first annual meeting without the late Vice Chair Charlie Munger; Berkshire Hathaway lead director Sue Decker sits down with Becky Quick to discuss Munger’s legacy and the future of Berkshire. Plus, CEOs of Berkshire’s portfolio companies join Becky, BNSF CEO Katie Farmer, who discusses the headwinds for her railway business, and Brooks Running CEO Dan Sheridan, who’s eyeing running business in China. Plus, longtime sharehol...
2024-05-0342 minSquawk PodPutting Money to Work with Mario Gabelli, & Travel Trends with Booking Holdings 8/04/23After a blowout third quarter report, Booking Holdings CEO Glenn Fogel discusses travel trends for Americans and posits why US travelers are looking to Europe for summer vacations. Wrapping up the busiest week of corporate earnings, billionaire value investor Mario Gabelli explains which companies he’s watching for money-making opportunities. He discusses the Fitch downgrade of US debt, the future of linear TV, and deal-making appetite into 2024 and beyond. Plus, the Labor Department has released another report on US employment, and it’s pointing to a labor force that’s slowing down but staying solid. In this ep...
2023-08-0433 min
The NAVigatorThe NAVigator at Morningstar: Mario Gabelli on his long closed-end fund careerHost Chuck Jaffe attended this week's Morningstar Investment Conference in Chicago and took the podcast with him, catching up with 'Super Mario' -- investment legend Mario Gabelli, founder of the Gabelli Funds, a long-tenured fan of closed-end funds, who discusses the pros and cons of the closed-end structure, especially as it relates to the Gabelli Equity Trust and the 10 percent payout he has made a cornerstone of the fund's investment policy.
2023-04-2810 min
Money Life with Chuck JaffeVanguard's Dickson: For most investors, 60-40 remains the answerIt's the third and final day of interviews from the Morningstar Investment Conference in Chicago, and Joel Dickson, global head of advice methodology at Vanguard, carries the dicussion on the classic 60-40 portfolio further -- rivaling Catherine LeGraw from GMO who you heard on Thursday's show -- saying that the classic stock-bonds mix remains the most simple, straightforward, cost-effective solution for investors who can ride out the bumps and bruises along the way. But he's the closer on a show that starts with Super Mario -- Mario Gabelli of the Gabelli Funds -- returning for The NAVigator to discuss...
2023-04-281h 26Money Life with Chuck JaffeSchwab's Sonders: 'Recession is a great cure for an inflation problem'It's Money Life at Morningstar, the first of three days of interviews from the Morningstar Investment Conference in Chicago. Liz Ann Sonders, chief investment strategist at Charles Schwab and Co., says that the market appears to be banking on a near-term recession, in which it takes the pain and the ill-tasting medicine, thereby allowing the Federal Reserve to take its foot off the economic brake. As a result, a recession sooner rather than later would be helpful for the economy. She kicks off seven interviews, including "Super Mario" -- legendary fund manager Mario Gabelli of the Gabelli Funds...
2023-04-261h 24
The Business BrewMario Cibelli - Seeing Value in SMIDMario Cibelli stops by the Business Brew to discuss his views of the world as it exists today. Mr. Cibelli is the CIO and Managing Partner at Marathon Partners Equity Management, LLC. This conversation covers why SMID caps might be an interesting opportunity at the moment, when companies should and should not be public, how Mario does his research, being involved and adding value to management teams, and much more.
Shout out to Stratosphere.io for sponsoring the show. It was a pleasure to pitch your product. Keep up the good work!
2023-04-201h 36
Behind the Balance Sheet#22 The OctogenarianMario Gabelli is the billionaire founder of GAMCO and still managing money in his 80s. He believes in an in-depth research process, limiting his investments to the sectors he feels he understands. He believes in visiting companies – not just investees but their competitors and their whole value chain; in reading trade
journals; and in monitoring the results of the sector. The day after we spoke he was due to visit a company he first visited in 1967!
Few investors active today were investing back in the 1970s and this long history is just one reason why Gabelli is a...
2023-04-2054 minPower LunchMarket Pessimism, and Trump’s Arraignment 4/4/23Stocks are pulling back today after a strong recent run. But despite that good start to 2023, market pessimism is running high. We’ll ask legendary investor Mario Gabelli what he sees ahead for the stock market and the economy. Plus, Fmr. President Donald Trump is about to be arraigned in a New York court. We’ll bring you the latest details as they happen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2023-04-0456 min
Fotografiando la nocheP95. Qué podcasts escucho?Los podcasts son una buena fuente de entretenimiento y también de aprendizaje. Soy seguidor de podcasts desde hace muchos años y he aprendido y disfrutado mucho con la compañía de muchos podcasters que de forma desinteresada han compartido sus experiencias y sus conocimientos. Hoy os recomendaré unos cuantos de fotografía y de astronomia.
En mi web, fotografiandolanoche.online, encontraréis una oferta de formación relacionada con la astrofotografía, planificación, captura y procesado, en tres modalidades: online, presencial y one to one.
Un podcast enfocado en el aprendizaje y práctica de la astrofotografía y astronom...
2023-03-3130 min
Benzinga Daily Stocks To WatchRumors Of Charlie Munger Retiring? Coachella Enters The Metaverse; Options To Watch BONUS Segment- Daily Stocks To Watch April 29, 2022Straight from Benzinga newsdesk, hosts Brent Slava and Steve Krause bring you the market news and stocks to watch.Steve, Brent and Ryan focus today:Coachella Enters The Metaversehttps://time.com/6168688/coachella-enters-the-metaverse/5 StocksTo Watch: BRK/B, BABA, LYV, FNCH, BKYIOptions Play: NKE , PLUG, RUNToday's 5 Stock Ideas:Berkshire Hathaway (BRK/A, BRK/B) - Warren Buffett's famous Berkshire annual shareholder meeting takes place this weekend in Omaha, Nebraska. Berkshire will give it's latest quarter results, discuss the future of the conglomerate and (as always reported) have some fun at t...
2022-04-2930 min
This Week in Intelligent InvestingSPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth CompaniesIn this special episode, Mario Cibelli joins us to talk about the "rapidly forming new reality for public small/mid growth companies," the steps companies can take to adapt to this new normal, and how portfolio managers should think about diversification and turnover.
About the Guest:
Mario D. Cibelli is the General Partner of Marathon Partners L.P., an Investment Partnership focused on less efficient areas of the marketplace. The partnership follows sectors such as spin-offs, orphan IPOs, reverse mergers, rights offerings, re-caps, limited ‘float’ securities, bankruptcies, post bankruptcies, partnership securities, mutual owned conversions, small capi...
2022-02-271h 01
Gabelli RadioKathryn Welling on Merger ArbitrageIn this episode, Kathryn Welling (co-author of Merger Masters with Mario Gabelli and author of Welling on Wall Street) discusses her experiences with merger arbitrage, the history and future of this space, and much more. Jeffrey Illustrato, Senior Vice President at Gabelli, interviews.
2021-10-1822 min
Girls' Guide To InvestingTop 20 Stock & Top High Yield Dividend Stocks in Billionaires Portfolios :)Top Stocks & top high yield dividend stocks in Billionaire profolios like:D E Shaw, Lee Cooperman, Mario Gabelli, Ken Fisher, Billionaire George Soros & Warren Buffett. Thank you for listening and supporting the podcast. Please Subscribe to our YouTube Channel :) https://www.youtube.com/user/Fellinijr/videos, Subcribe :) https://www.youtube.com/channel/UCCNwYcOSlx3rMRBfSuNrzPg?sub_confirmation=1 https://www.buymeacoffee.com/sneakies Check out :) https://enchantedbooks.godaddysites.com/ Other awesome podcasts :) Enchanting Book Readings top 1.5% global podcast, Film Addicts, Thrilling Stories & The Haunting Dairies of Emily Jane.
:) https://www.paypal.com/paypalme2/anonymouscontent Thank you!
Paypal (fri...
2021-10-1828 min
Riches in the Niches Investor PodcastThe Power of Anchoring with Jeff GrammJeff Gramm is the Founder and Portfolio Manager at Bandera Partners, an investment firm focused on special situation and activist investing. Jeff is also the author of Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism. This episode includes a deep dive into capital allocation, shareholder governance and activist investing. It also recounts great stories from Popeyes, Joint Corp (JYNT), PAR Technology (PAR), Donnelley Financial (DFIN) and Denny’s (DENN). To learn more about Jeff please follow him @jeff_gramm on Twitter. To learn more about Richard or to request a transcript of the pod...
2021-10-1447 min
Closed-End Funds & Global ETFs2021 Capital Link's 20th ETFs & Global CEFs Forum - "Industry Leaders on Challenges & Opportunities" A Roundtable Discussion among CEOs"Industry Leaders on Challenges & Opportunities"A Roundtable Discussion among CEOs
Moderator: John S. Koudounis, CEO - Calamos Investments
Panelists:
John P. Calamos, Founder, Chairman and Global CIO - Calamos Investments
Mario Gabelli, CFA, Chairman & Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp
2021-10-0551 min
The Meb Faber Show - Better InvestingMario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time | #327In episode 327, we welcome our guest, Mario Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, the firm he founded in 1977. In today’s episode, we hear the framework behind one of the best stock pickers over the last 50 years. Mario walks us through what he thinks about when analyzing both industries and companies. He touches on the impact of fiscal and monetary stimulus, labor costs, and supply chains. Then we walk through some different industries – media, autos, energy, and yes, I even got him to talk about my favorite – farmland and agri...
2021-07-0732 min
The Investopedia Express with Caleb SilverThe World According to Mario GabelliThe legendary investor joins the show to talk about this market cycle, where he spots opportunities, and his process for picking great companies. Plus, we are living in the land of huge numbers. How rising deficits, debt and household income are combining to create bubbles across capital markets. And, what to expect from the Fed’s meeting on interest rates. All that and more on The Investopedia Express. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2021-06-1426 min
Fotografía día a día36-los podcast y las RR. SS. de mi día a díaVarios podcast se ha convertido en los últimos años en algo cotidiano para mí, lo mismo que para otros ver tal serie o escuchar tal emisora de radio.
Yo, mis ratos libres me los paso con Mario Rubio, con el fotógrafo en el coche, con Fran Palmero, con Xavi Vicient, Ruben Gabelli y un sin fin de podcaster que ahora también me han llevado a you tube, donde les pongo cara, a ellos y a sus acompañantes.
Mi adicción a los podcast y a sus homólogos de la red social de video, me producen algo tan...
2021-03-2118 minValue Investing with LegendsElizabeth Lilly - Embodying the Principles of Value InvestingThe value investing in legends class is one of the highlights of the Heilbrunn year. It's filled with special moments, including the annual visit from our guest today, Elizabeth Lilly. Beth embodies the principles and practices of value investing like very few people do. She makes investing look easy and her lecture always captures the pure essence of value investing. Elizabeth Lilly is Chief Investment Officer and Executive Vice President for The Pohlad Companies, LLC where she oversees the public and private investments for the Pohlad family. Beth began her career with Goldman Sachs in 1985...
2021-03-1257 minValue Investing with LegendsAnna Nikolayevsky - The Value of Independent ThoughtAny sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm's financials and prospects, while the structural side puts that analysis in the specific context of the industry as well as the economy at large. Our guest, Anna Nikolayevsky, is here today to share her approach and how her investment strategy has evolved. Anna Nikolayevsky is the founder and Chief Investment Officer of Axel Capital Management, a fundamentally driven long/short firm investing in equities across a variety of sectors and geographies. Before founding...
2021-02-2646 min
Riches in the Niches Investor PodcastOver-the-Counter Pink Sheet Stock Investing with David WatersWe explore the wonderful world of Over-the-Counter (OTC) Pink Sheet Stocks with David Waters of Alluvial Capital. In this episode, David talks about his love of obscure and unloved OTC Stocks, which is one of the last truly “niche” investment segments. We also discuss well known capital allocators Mario Gabelli, Peter Kamin and Robert Alpert as well as select portfolio holdings. Let's Niche Down with David Waters. For more information on the host please visit www.thinkaen.com. To learn more about David Waters and Alluvial Capital please visit www.alluvialcapital.com.
2021-02-2455 min
Riches in the Niches Investor PodcastConvertible Securities Master Class with James DinsmoreToday's master class is with James Dinsmore, portfolio manager at GAMCO Asset Management. James is focused on convertible securities. For those of you that don’t know, GAMCO is a large money management firm run by legendary investor, Mario Gabelli. On this episode, James will go over his thoughts on convertibles as well as how GAMCO adds value to clients in this niche asset class. Let’s Niche Down with James Dinsmore. For more information on our firm please visit www.thinkaen.com. To download the Convertible Securities White Paper please visit this GAMCO link Conve...
2021-02-1849 minValue Investing with LegendsJan Hummel - The Rare Advantage of Real-World ExperienceModern value investing emphasizes investing in resilient franchises and letting the compounding do the work for you. Today's guest, Jan Hummel, is a fantastic expositor of this subject and a friend of the Center who has been part of many of our events over the years. In 2007, Jan launched the Paradigm Capital Value Fund with Bruce Greenwald, the founder of the Heilbrunn Center and Columbia Business School alumnus, Mario Gabelli. Paradigm's investment philosophy is built around a focus on mispriced securities in the small- and mid-cap space within Europe, deep fundamental research, a concentrated portfolio, and hedging...
2020-12-0454 min
Closed-End Funds2020 19th Annual Closed-End Funds & Global ETFs Forum - Industry Leaders on Challenges & Opportunities - CEOs“Industry Leaders on Challenges & Opportunities”
A Roundtable Discussion among CEOs
Moderator: John S. Koudounis CEO - Calamos Investments
Panelists:
Tracy Maitland President and Chief Investment Officer - Advent Capital Management, LLC
John P. Calamos Founder, Chairman and Global CIO - Calamos Investments
Mario Gabelli, CFA Chairman & Chief Executive Officer - GAMCO Investors, Inc. and LICT Corp
2020-09-101h 02
Stansberry Investor HourHow You Sell Is More Important Than What You BuyDan is out on assignment today, but earlier this week he sat down with Mark Putrino, a man with nearly two decades experience in the institutional investment management industry as a professional securities trader. Mark has spent more than 15 years as a head trader at three different institutional hedge funds and money management groups. Dan and Mark have an enlightening discussion about the current state of the market and Mark's history with Mario Gabelli and Steven A. Cohen, two of the best money managers of all time. Mark even walks Dan through some incredible buying...
2020-09-0348 min
Academia de FotógrafosCómo grabar vídeo con tu cámara réflex o mirrolessRubén Gabelli es fotógrafo, videógrafo, podcaster, youtuber y formador (entre otras cosas). Para nosotros ha sido todo un descubrimiento y un orgullo que se haya sumado a la academia con un vídeo sobre “Cómo grabar vídeo con tu cámara réflex o mirroless” En este programa nos cuenta unos cuantos tips para empezar a hacer nuestros primeros vídeos de una manera sencilla y productiva. También nos cuenta cómo está el sector actual en cuanto a cámaras para adentrarte en este mundo de una manera económica. Abordamos igu...
2020-08-1738 minValue Investing with LegendsDavid Samra - Leveraging Fundamentals to Remain RelevantToday's conversation is with David Samra, managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is the lead portfolio manager of the Artisan International Value Fund, which he has managed since its inception in September 2002. Mr. Samra also was co-portfolio manager for the Global Value Fund from its inception in December 2007 through September 2018. Before joining Artisan Partners, David was a portfolio manager and a senior analyst in international equities at the legendary Harris Associates. David enrolled in Columbia Business School (CBS) in 1991, right before the value investing program was re-launched...
2020-03-0655 min
The Acquirers PodcastPrivate Value: Jonathan Boyar on PM value, spin offs, Liberty and Super Mario Gabelli with Tobias Carlisle on The Acquirers PodcastLink to the Offer: https://share.hsforms.com/1zCrrkwvJTFKAGFSr1YtP_w2qhmh
Jonathan is 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.
After graduating from Cornell University with a B.S. in Applied Economics and Business Management, Jonathan started his investment career at GAMCO Investors. He then joined Boyar where...
2020-02-0350 min
Wall Street Unplugged - What's Really Moving These MarketsThe best value ideas for 2020After a lagging few years for growth stocks, investors are beginning to return to value stocks. Jonathan Boyar, president of Boyar Research, is a value expert. Like me, Jonathan grew up in the industry. He worked alongside investing legend Mario Gabelli. And now he’s the face of the family business. Today, Jonathan breaks down his process for finding the best ideas in the market… and shares a couple of his favorite ways to play 2020 [1:55]. I don’t have an educational segment this week. I hope you and your loved ones have a happy holiday. -------------------------------- Enjoyed this episode? Get Wall S...
2019-12-2528 minWall Street Unplugged - What's Really Moving These MarketsThe best value ideas for 2020After a lagging few years for growth stocks, investors are beginning to return to value stocks. Jonathan Boyar, president of Boyar Research, is a value expert. Like me, Jonathan grew up in the industry. He worked alongside investing legend Mario Gabelli. And now he’s the face of the family business. Today, Jonathan breaks down his process for finding the best ideas in the market… and shares a couple of his favorite ways to play 2020 [1:55]. I don’t have an educational segment this week. I hope you and your loved ones have a happy holiday. -------------------------------- Enjoyed this episode? Get Wall S...
2019-12-2528 minWall Street Unplugged - What's Really Moving These MarketsThe best value ideas for 2020After a lagging few years for growth stocks, investors are beginning to return to value stocks. Jonathan Boyar, president of Boyar Research, is a value expert. Like me, Jonathan grew up in the industry. He worked alongside investing legend Mario Gabelli. And now he's the face of the family business. Today, Jonathan breaks down his process for finding the best ideas in the market… and shares a couple of his favorite ways to play 2020 [1:55]. I don't have an educational segment this week. I hope you and your loved ones have a happy holiday....
2019-12-2528 min
Behind the ScenesGAMCO Investors CEO Mario GabelliBloomberg Surveillance’s Tom Keene sits down with GAMCO Investors CEO Mario Gabelli to discuss value investing, philanthropy and Warren Buffett. See omnystudio.com/listener for privacy information.
2019-08-3010 min
The World According to BoyarMario Gabelli, Chairman & CEO of GAMCO Investors, Inc., on portfolio construction and who he believes could be the next John Malone.The Interview discusses: His decision to start his own firm in the 1970s despite a horrendous economic backdrop. His new book Merger Masters that he wrote with Kate Welling. The rationale behind taking his company public and whether he would do so again. His thoughts on portfolio construction including how many positions should be in a portfolio and how long it takes him to become fully invested for a new account. How he incorporates tax ramifications into his sell decision. His process of what he does when a stock within his portfolio increases or decrea...
2019-04-2424 min
Value Investing with LegendsWelcome to Value Investing with Legends!Today's conversation is with the legendary Mario Gabelli, the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds an M.B.A. from Columbia Business School, and honorary doctorates from Fordham University and Roger Williams University. Since starting his firm Mario has been called "a prophet in the wilderness" by Forbes and strongly believes that the small, neglected stocks are where the money is going to be made in the future. With a focus on strong research and flexibility, it's...
2019-04-1646 min
According To Sources"Merger Masters" Series: Roy Behren & Michael Shannon of Westchester CapitalIn conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series this week with Westchester Capital Management. Michael Shannon and Roy Behren have worked in tandem at WCM for over 25 years. We discussed portfolio structure, how they gain an edge over other merger-arb funds, and hit on some current situations including Aspen Insurance (AHL) and the breakup of United Technologies (UTX)
According to Morningstar the WCM Merger Fund is +7.09% YTD as of Nov 30th
2018-12-0900 minAccording To Sources"Merger Masters" Series: Karen Finerman of Metropolitan CapitalInspired by Kate Welling & Mario Gabelli's new book "Merger Masters," the According to Sources Podcast is interviewing each participant from the book, starting with Karen Finerman of Metropolitan Capital. In this incredibly honest and candid interview, we discuss why Karen has in recent years AVOIDED the merger-arb world, despite beginning her career there. She discusses the future of women in finance, and recounts with vivid detail the painful collapse of the UAL buyout in 1989, and what lessons were learned from it.
2018-11-2400 minAccording To Sources"Merger Masters" By Kate Welling & Mario Gabelli: My interview with the AuthorPaul Singer, Michael Price and John Paulson are just a few of the great merger-arb investors and corporate titans of industry that are interviewed by Kate Welling in the new book "Merger Masters." With contributions by Mario Gabelli, the book examines the founding fathers of this industry, infamous deals gone both right and wrong, and revisits the effect Ivan Boesky had on the industry.
2018-11-0400 min
PetInsiderMario Gabelli and Daniel Miller on the first ever pet ETMF, The Gabelli Pet Parent Fund | PetInsiderMario Gabelli, founder, chairman and CEO of GAMCO Investors, and Daniel Miller, lead portfolio manager of the Gabelli Focus Five Fund and a Managing Director of GAMCO, feel strongly about the value of the pet industry. Loni Edwards, Founder of The Dog Agency and PetInsider, speaks with Mario and Daniel about their new Gabelli Pet Parent Fund - the first pet ETMF, the finance side of the pet world, and their predictions for the future of the pet industry.
2018-07-0225 min
Hedgeye PodcastsEp 39 - Real Conversations: Legendary Investor Mario Gabelli's Best Stock Ideas for 2018Listen to this special Real Conversation with Hedgeye CEO Keith McCullough and legendary investor Mario Gabelli. Mario discusses his top stock ideas for 2018 with Hedgeye CEO Keith McCullough. Following this deep-dive discussion, Keith and Mario take viewer questions.
2018-01-3033 min
The Steve Pomeranz ShowThe 12 Most Vital Insights From The World’s Top InvestorsTwelve Key Insights from the World’s Top InvestorsOn one of my recent commentaries, I spoke about Howard Marks and shared some of his investing philosophies with you. Today, I want to share 12 key insights that are commonly shared by the 99 top investors in the world… but, first, let me give you some background.Magnus Angenfelt is a retired hedge fund manager and financial journalist from Sweden who recently wrote a book titled The World’s 99 Greatest Investors: The Secret of Success where he looks at the top 99 investors by highest absolute returns irrespective of investment style. His li...
2017-01-0408 min
Radiate with Betty LiuMario Gabelli - Legendary Value InvestorLegendary Value Investor and GAMCO CEO Mario Gabelli joins us on Radiate this week to talk about his lifetime of experience on Wall Street. His investment firm has just under $40 billion in assets under management and when he talks, Wall Street listens. Now while we’ve recently featured a lot of entrepreneurs on our show, we wanted to make sure we brought something different for the thousands of college grads and MBA’s who are about to join a Wall Street firm. So here’s a valuable lesson in what it’s like to work for a guy who has worked...
2016-05-3135 min
Masters in BusinessAn Interview With Mario Gabelli: Masters in Business (Audio)Oct. 30 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Mario J. Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. They discuss the art of investing. This interview aired on Bloomberg Radio.See omnystudio.com/listener for privacy information.
2015-10-301h 13