Episode #161: Brandon Zick, “In Row Crops You’re Generating A Lot Of Current Income”
Episode #161: Brandon Zick, “In Row Crops You’re Generating A Lot Of Current Income”
Guest: Brandon Zick focuses on managing all assets of the farm portfolio, performing valuation analysis and due diligence of property acquisitions, deal sourcing and negotiating acquisition terms, tenant sourcing and ongoing relationship management and oversees all portfolio management of the Fund.
Date Recorded: 6/5/19
Run-Time: 1:28:54
To listen to...
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
The Best Investment Writing Volume 3: Jack Vogel – Trust The Process
Author: Jack Vogel is the CIO of Alpha Architect. He conducts research in empirical asset pricing and behavioral finance. His academic background includes experience as an instructor and research assistant at Drexel University in both the Finance and Mathematics departments, as well as a Finance instructor at Villanova...
Episode #160: John Huber, “Stock Prices Fluctuate Much More Than The Underlying Businesses”
Episode #160: John Huber, “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 in undervalued stocks of great businesses.
Date Recorded:...
Episode #159: Ashby Monk, “The Fee And Cost Issue Is Important Because It Is A Catalyst For Innovation”
Episode #159: Ashby Monk, “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. He has a strong track record of academic and industry publications. He was named by CIO Magazine as one of the most influential academics in the...
Episode #158: Tobias Carlisle, “The Way To Get The Best Performance Is To Concentrate Into Industries When They Get Cheap”
Episode #158: Tobias Carlisle, “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 the author of the books The...
Episode #157: Randy Swan, “Always Invested, Always Hedged”
Episode #157: Randy Swan, “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 developed the Swan Defined Risk Strategy to...
Episode #156: Steve Glickman, “I Think There’s A Lot Weighing On How Successful We Are At Achieving The Goals Of Opportunity Zones”
Episode #156: Steve Glickman, “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 of the nation's top Opportunity Zones...
Episode #155: Aswath Damodaran, “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 They’ve Figured Out...
Episode #155: Aswath Damodaran, “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 Stern School of Business. Professor Damodaran's contributions...
