Interview with Todd Ahlsten of Parnassus Investments
Todd Ahlsten is the Chief Investment Officer and Portfolio Manager of Parnassus Investments. Todd is also a panelist on the prestigious Barron's Roundtable. In this episode, we discuss Todd's backgrou...
24 Jan 20241h 10min
Interview with Chris Bloomstran
2:00 On Semper Augustus investing philosophy and process 4:00 On what it means to be an “opportunistic” value investor 12:00 What the Semper Augustus portfolio-level metrics look like relative to the ...
4 Des 20231h 39min
Interview with Quoc Tran
2:00 – Quoc’s concentrated investing philosophy and portfolio-level metrics 5:00 – Three different categories of stocks Quoc typically invests in 6:00 – Portfolio management philosophy 7:00 – Differen...
16 Nov 202350min
Interview with Dan O'Keefe
3:00 – Definition of value investing according to Dan 10:00 – Dan’s risk management and portfolio management philosophy 17:00 – when to sell a stock 22:00 – On how he incorporates a macro outlook into...
19 Okt 20231h 15min
Interview with Bill Nygren
Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this i...
28 Sep 20231h 29min
