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Episode #292: Tom Barton, White Rock Capital, “I Just Thought, Well, This Is The...
...hey cut a deal with Nestle. Incidentally, I woke up last night and I go, “N-E-S-T-L-E-S, Nestle is the very best chocolate.” Remember that? Every company used to have a slogan…not a slogan, but a little song, little rhyme. I woke up last night singing the Nestle one. And I was just thinking, I’d start writing those. How many companies have a jingle? Meb: Having a three year old now and thinking back to being a child and my breakfast being Fruit Lo...
Episode #291: Ron Lieber, The New York Times, “If You Look At Private Colleges...
...s listen? This is a bigger question. It’s a bigger problem that we have vis-a-vis our elected representatives and their ability to actually do stuff. Meb: That was actually one of our suggestions in my piece, so I’ll send it to you later. But we said, Australia is also the gold medal example when it comes to retirement funds, where they just say, “Look, we understand something, behaviorally, which is we’re going to straight-up opt you in, like, to...
Episode #290: Bill Smead, Smead Capital Management, “There’s Less Respect For Stock Picking Experts...
...we’re talking about clamming 4:19 – Tide transitions at the end of the dot-com bubble 6:15 – Long-term results for the top dot-com stocks 7:25 – Current expectations for glamor stocks 8:51 – Why it is important to remember that tech is cyclical 9:36 – Tesla and GameStop: Pass the Dutchie? (Smead) 11:08 – Wisdom of the crowds and the lack of fundamentals 13:35 – WFH is a WKF (Smead) 15:14 – The future of energy 17:08 – The impending boom in the ho...
Episode #289: Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right?
...scussion on profit margins, but you also don’t have to invest in the market-cap-weighted passive index. There are pockets within the U.S. stock market that offer opportunity, such as low valuation, high cash flow companies distributing cash to shareholders via dividends and buybacks, we call that shareholder yield. You can go online and type in any fun symbol into Morningstar or other sites and they’ll tell you the valuation of that fund. Go try i...
Episode #288: Best Idea Show – Doug Pugliese, Alpha Architect, “Why Not Elect A...
...nd we filter out the securities that are not qualified replacement property-compliant. It took us about, I would say 1,000 man-hours to figure out how to do that. Every client needs that filtering process done because those names change. They come in and out of favor or new securities, emerging securities and retired. And so we filter those securities, we come up with some subset that’s a little less than 80% of the investible universe that we’re...
Episode #287: Jonathan Hsu, Tribe Capital, “Our Specific Areas Of Expertise Are Around Being...
...enture capital firm focused on using product and data science to engineer N-of-1 companies and investments. Previously, he was a Partner at Social Capital. Date Recorded: 1/20/2021 | Run-Time: 57:48 Summary: In today’s episode we’re talking about using a quantitative approach to venture capital investing in a way that hasn’t been done before. Jonathan us through his background, with stops at Facebook and Social Capital. Then we hear how Tribe Capi...
Episode #286: Jeremy Grantham, GMO, “What Day Is The Highest Level Of Optimism? It’s...
...eneration fusion will work or that the giant billion-dollar sucking ITEI, I-T-E-I enterprises and so on that many countries have backed that will work. One or the other will eventually come through. And it may take a few decades and 30 years is a lot better than 70 years. And eventually, we will have lots of cheap green energy. And we’ll either have it because we have battery storage to go with wind and solar, which is already heroically competiti...
Episode #285: Best Idea Show – David Marcus, Evermore Global Advisors, “Do You Sell...
...an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/sQrV-o-sFFA Links from the Episode: 0:40 – Intro 1:44 – Welcome to our guest, David Marcus 3:56 – Lessons from his time investing during the ‘87 crash at Michael Price’s firm 6:34 – Path to launching Evermore Investments 14:46 – His investment philosophy 16:11 – Partnering with others in their investment strategies 20:21- The Meb Faber Show – Episode #260: Joel Greenblatt, Goth...
Episode #284: Michael Gayed, Toroso Investments, “I Don’t Know The Exact Mile Marker I...
...omething like 1,200 paying subscribers, and many of them are advisors, high-net-worth investors that recognize that if you want to kill it in the stock market, you have to not get killed. In other words, the focus is primarily around risk-off, conditions that favor tail events. And it’s not one of those research pieces that kind of focuses on the next hot investment theme or stock. It’s really much more about that downside risk-off potential. So I...
Episode #283: Brian Barish, Cambiar Investors, “In The Digital Age We’re De-Physicalizing Things”
...hanged their marketing. And their marketing was that, “We’re the dot in dot-com,” which is idiotic, like, what the hell does that mean? But they did make a lot of servers, they made a lot of Internet servers, the Internet was exploding. And all of a sudden people were like, “Oh, wow, they’re the dot in dot-com,” and the stock just went bananas. It was up, like, 300% or something crazy like that in the first, like, 6 or 7 months of 1999. It got to,...
