Anna Nikolayevsky - The Value of Independent Thought
Any 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...
26 Feb 202146min
David Marcus - Developing a 3D Perspective of Investing
Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting pressure on improving operational performance to ...
12 Feb 20211h 21min
Samantha Greenberg - Recognizing True Asymmetry
Many of the guests that I've had on this program are people I've known for years. We approached those conversations as an opportunity to explain together to the audience their methods, philosophies, a...
29 Jan 20211h 1min
Mohnish Pabrai - The Value of Continuous Learning
There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What's surprising is that while many people listen to them, hard...
15 Jan 20211h 11min
Jan Hummel - The Rare Advantage of Real-World Experience
Modern 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...
4 Des 202054min
Howard Marks - Successful Investing Through Buying Things Well
The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes ...
20 Nov 202052min
The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
Today's conversation is with Henry Ellenbogen and Anouk Dey from Durable Capital Partners. Henry founded Durable in 2019 and serves as Managing Partner and Chief Investment Officer. Before that, he wa...
16 Okt 20201h 11min
Rishi Renjen - Evolving Your Investment Process
Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capit...
2 Okt 202055min
