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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,...
Episode #282: Salem Abraham, Abraham Trading Company, “Managing Risk Starts With Imagining the Unimaginable”
...is one of the reasons trend falling and over long enough time horizons buy-and-hold investing works is that while you manage sort of the left tail of taking you out of the game, losing your bankroll, losing all your money, having exposure and systems that allow you to participate in the right tail too, because you do have all the trend followers and investors will tell you these massive wins are what determines all the returns for a portfolio, of...
Episode #281: Adrian Helfert, Westwood Group, “We’re Fundamental Investors And Multiasset Investors That Can...
...nk why. I went back to the University of Virginia in 1994. So I was that 21-year-old in college that everybody likes to know, for obvious reasons. Spend my four years there studying physics, thinking I was going to be a physicist, all the way up until my final semester when JP Morgan came on campus to interview my roommate, at that point, for an investment banking job and said, “Why don’t you come out to dinner with us?” Me, of course, being a poo...
Episode #280: Matthew O’Connor, AdQuick, “People Use The Term Disrupt All The Time…And I...
...g about part of the advertising industry that often isn’t talked about: out-of-home. Matthew walks us through his background, with stops at Instacart and Amazon, and explains why the struggle to advertise on billboards while at Instacart gave him the idea for AdQuick. Then he explains the early days of the company, which included building out both sides of the platform while trying to entice investors and top talent to join AdQuick. We hear how th...
