Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”
Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”
Guest: Before
founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B
multi-strat hedge fund located in Boston, MA. At Sowood, Divya analyzed
investment opportunities across the capital structure. Prior to this, he was an
analyst in...
Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30...
Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range”
Guest: Bill
Smead is the founder of Smead Capital Management, where he oversees the
firm. As Chief Investment...
Episode #149: Phil Haslett, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The...
Episode #149: Phil Haslett, “Lyft’s Doing $2
Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year.
There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That
Kind Of Profile”
Guest: Phil Haslett is a founder and Chief Revenue Officer of EquityZen, a...
Episode #148: Paul Lountzis, “The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis”
Episode #148: Paul Lountzis,“The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis”
Guest: Paul
Lountzis is the Founder and President of Lountzis Asset Management, LLC. Prior
to forming Lountzis, he was an analyst at Royce & Associates from 1989
through 1990, where he evaluated small and mid-cap...
Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)
Episode #147: The Stay Rich Portfolio (or, How
to Add 2% Yield to Your Savings Account)
Guest: Episode
#147 has no guest, It’s a Meb Short.
Date Recorded: 2/27/19
Run-Time: 15:07
To listen to
Episode #147 on iTunes, click here
To listen to
Episode #147 on...
Episode #146: Neil Littman, “The More Risk You Kill, Inherently, The More Value You Create”
Episode #146: Neil Littman, “The More Risk You
Kill, Inherently, The More Value You Create”
Guest: Neil Littman is the Founder of Bioverge, a highly curated impact investment platform exclusively dedicated to healthcare. Bioverge enables a motivated public to finance and support the health-related causes and companies most important to...
Episode #145: Cloning The Largest Hedge Fund In The World: Bridgewater’s All Weather
Episode #145: Cloning The Largest Hedge Fund
In The World: Bridgewater’s All Weather
Guest: Episode
#145 has no guest, It’s a Meb Short.
Date Recorded: 2/27/19
Run-Time: 11:32
To listen to
Episode #145 on iTunes, click
here
To listen to
Episode #145 on Stitcher, click here
Episode #144: Marty Bergin, “Adapt Or Die”
Episode #144: Marty Bergin, “Adapt Or Die”
Guest: Marty
Bergin is the President and Owner of Dunn Capital Management. He oversees all
mission-critical operations of the firm, including the firm’s research and
development efforts as well as the construction and management of the firm’s
managed futures portfolios. Marty, who has a deep background in...
