Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking
In this episode, hosts Tano Santos and Michael Mauboussin welcome Django Davidson, Partner and Portfolio Manager at Hosking Partners, for a discussion of the capital cycle approach to investing. Djang...
26 Juni 56min
Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture
Jim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets. In this episode, hosts Michael Mauboussin and Tano Santo...
12 Juni 46min
Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios
In this episode, hosts Tano Santos and Michael Mauboussin speak with Matthew Fine, portfolio manager at Third Avenue Management, about his path into investing and the firm's value-driven philosophy. M...
8 Maj 59min
Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams
In this episode, hosts Michael Mauboussin and Tano Santos speak with Jenny Harrington, CEO of Gilman Hill Asset Management, about her approach to dividend-focused investing. Jenny shares her journey f...
17 Apr 1h 1min
Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
In this episode, Tano Santos speaks with Samer Sarraf, Founding Partner and COO of Amwal Capital Partners, about his journey from engineering and construction to Lehman Brothers and ultimately foundin...
13 Mars 1h 16min
Ricky Sandler - Investing Through Perception Shifts and Market Cycles
Ricky Sandler, founder, CEO, and CIO of Eminence Capital, joins hosts Michael Mauboussin and Tano Santos to explore a dynamic career spanning over three decades in long-short investing. Starting with ...
19 Dec 202555min
Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
Robert 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 ...
21 Nov 20251h 2min
Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
In this episode, host Tano Santos sits down with Richard Brekka, founder and managing partner of Second Alpha, to examine the lesser-known world of secondary investing in private technology companies....
7 Nov 20251h 3min
