Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund
About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predi...
19 Jun 20241h 16min
Interview with Bill Miller IV of Miller Value Partners
About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he ...
11 Jun 20241h 6min
Interview with Ric Dillon, founder and CEO of Vela Investment Management
About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation ...
6 Jun 202450min
Interview with Chris Pavese of Broyhill Asset Management
Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When t...
18 Apr 20241h 34min
Interview with XPEL CEO Ryan Pape
Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth oppor...
12 Apr 20241h 29min
Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)
Diamond Hill is a philosophically pure intrinsic value investing firmLiving in Columbus, The Austin of OhioWhat makes a great equity analyst vs an average analystHow to determine investing team size (...
28 Mar 20241h 21min
Interview with Dan Davidowitz of Polen Capital
Polen Capital's culture: radical candor, autonomy, mastery, purpose Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing Large Company Focus Growth Str...
13 Mar 20241h 31min
Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)
How Harris Oakmark thinks about and defines value investing Mid-cycle earnings and why they are important (using the coin flip analogy) CBRE example of mid-cycle earnings Banks and SCHW example of mid...
19 Feb 20241h 6min
