Episode #160: John Huber, Saber Capital Management, “Stock Prices Fluctuate Much More Than The Underlying Businesses”
Episode #160: John Huber, Saber Capital Management, “Stock Prices Fluctuate Much More Than The Underlying Businesses”
Guest: John Huber is the portfolio manager of Saber Capital Management, LLC. Saber manages Saber Investment Fund, LP, an investment partnership modeled after the original Buffett partnerships. Saber’s objective is to compound capital over the long-term by making concentrated investments...
Episode #159: Ashby Monk, Stanford Global Projects Center, “The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation”
Episode #159: Ashby Monk, Stanford Global Projects Center, “The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation”
Guest: Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. Outside of Stanford, he is the co-founder and Chairman of Long Game Savings.
Date Recorded: 5/28/19 | ...
Episode #158: Tobias Carlisle, Acquirers Funds, “The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap”
Episode #158: Tobias Carlisle, Acquirers Funds, “The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap”
Guest: Tobias Carlisle is founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm’s deep value strategy. Tobias is the creator of The Acquirer’s Multiple®. He is also...
Episode #157: Randy Swan, Swan Global Investments, “Always Invested, Always Hedged”
Episode #157: Randy Swan, Swan Global Investments, “Always Invested, Always Hedged”
Guest: Randy Swan is the founder, CEO and Lead Portfolio Manager of Swan Global Investments and the creator of the proprietary Defined Risk Strategy (Swan DRS). In 1997, recognizing the limitations of Modern Portfolio Theory and the difficulty of market timing and picking stocks, Randy...
Episode #156: Steve Glickman, Develop LLC, “I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones”
Episode #156: Steve Glickman, Develop LLC, “I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones”
Guest: Steve Glickman is the Founder and Chief Executive Officer of Develop LLC, the first full service, independent advisory firm dedicated to building and supporting Opportunity Zone Funds, and he is one...
Episode #155: Aswath Damodaran, New York University, “They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think...
Episode #155: Aswath Damodaran, New York University, “They Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits”
Guest: Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University...
Episode #154: Frank Curzio, Curzio Research, “You Have To Be Able To Adapt To Different Strategies In Different Markets Because They’re Ever Changing”
Episode #154: Frank Curzio, Curzio Research, “You Have To Be Able To Adapt To Different Strategies In Different Markets Because They’re Ever Changing”
Guest: Frank Curzio is the founder of Curzio Research.
Date Recorded: 4/25/19 | Run-Time: 59:27
Summary: Frank begins with his origin story, learning to conduct financial research from his dad, working for Jim...
Episode #153: Kim Shannon, Sionna Investment Managers, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value”
Episode #153: Kim Shannon, Sionna Investment Managers, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value”
Guest: Kim Shannon is the founder, president, and co-chief investment officer of Sionna Investment Managers. She was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada.
Date Recorded:...
