Meb Faber Research – Stock Market and Investing Blog

Episode #335: Startup Series - Thomas Eiden, Atomic Alchemy, “There Is A Vast Shortage Of Man Made Radioactive Materials"     Guest: Thomas Eiden is the founder and CEO of Atomic Alchemy, a company dedicated to producing radioisotopes used in nuclear medicine. Date Recorded: 7/7/2021     |     Run-Time: 1:01:13 Summary: In today’s episode, we’re going nuclear! Thomas is undertaking the audacious...

Episode #334: Peter Johnson, Jump Capital, “What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World"               Guest: Peter Johnson joined Jump Capital in 2013 as its first employee, and leads Jump’s investments in the FinTech, InsurTech, and Crypto / Blockchain sectors. Date Recorded: 7/14/2021     |     Run-Time: 1:08:57 Summary: In...

Episode #333: Startup Series – Rob Forster, Wonderbird Spirits, "Making Gin Is Truly An Art"                 Guest: Rob Forster - A native of south Louisiana, Rob came to Oxford in the footsteps of his father, an Ole Miss Law alum. Rob is a graduate of the University of Virginia, where he studied political science (BA ‘97) and...

Episode #332: Mebisode - Journey to 100X     Guest: Episode #332 has no guest, it’s a Mebisode. Date Recorded: 7/18/2021     |     Run-Time: 54:25 Summary: Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do so and his framework around...

Episode #331: Phil Nadel, Forefront Venture Partners, "The Best Companies Are Founded By Folks Who Personally Feel The Pain Point"                 Guest: Phil Nadel co-founded Forefront Venture Partners (formerly Barbara Corcoran Venture Partners) in 2014 and has been its Managing Director ever since. Phil is also one of the investors on Gimlet Media’s The Pitch podcast. Date Recorded: 6/29/2021    ...

Episode #330: Guillermo Cornejo, Riders Share, "Riders Share Is Like An AirBnB, But For Renting Motorcycles"               Guest: Guillermo Cornejo is the co-founder of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States. Date Recorded: 6/29/2021     |     Run-Time: 45:40 Summary: In today’s episode, we hear why peer to peer rentals for motorcycles works even better...

Episode #329: Samantha McLemore, Miller Value Partners, “We're In Optimism With Pockets Of Euphoria”                 Guest: Samantha founded Patient Capital Management, LLC in 2020 and serves as the portfolio manager of the Patient Strategy. She has served as a portfolio manager for Miller Value Partners since 2008, managing Miller Opportunity Equity, a multi-billion dollar strategy across mutual...

Episode #328: Startup Series – Katie Echevarria Rosen Kitchens, FabFitFun, “Paying $50 And Getting Over $300 In Full-Size Products Is A Pretty Cool Thing”               Guest: Katie Echevarria Rosen Kitchens is the Co-Founder & Editor-in-Chief of FabFitFun, a lifestyle membership that provides a curated selection of full-size products each season. Date Recorded: 6/16/2021     |     Run-Time: 51:39 Summary: In today’s episode,...

Episode #327: Mario Gabelli, GAMCO Investors, “We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time”                 Guest: Mario Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University's College of Business Administration, he also holds...

Episode #326: Startup Series – Viktor Nebehaj, Freetrade, “We Want Everybody To Have Access To Investing”               Guest: Viktor Nebehaj is Freetrade's CMO and Co-founder. He can be found penning the weekly Freetrade emails, as well as major company and product updates. Date Recorded: 6/9/2021     |     Run-Time: 52:05 Summary: In today’s episode, we start with Viktor’s early days...