Meb Faber Research – Stock Market and Investing Blog

Episode #224: Eric Kinariwala, Capsule, “The Pharmacy Sits At The Center Of The Healthcare System”               Guest: Eric Kinariwala is Founder and CEO of Capsule, a pharmacy startup disrupting the industry by rebuilding the model from the ground up with the help of technology to completely transform the experience for everyone involved. Date Recorded: 5/13/2020 Sponsor: YCharts     Run-Time: 41:26 To listen to Episode #224 on...

Episode #223: Steven Jorgenson, Starbridge Venture Capital, “The Launch Sector is Literally Less Than 2% Of The Space Industry”           Guest: Steven Jorgenson is Managing General partner of Starbridge Venture Capital. Starbridge is focused on space related technologies, investing in early stage companies with large terrestrial market potential, defined milestones, clear paths to liquidity, and whose products work to expand the...

Episode #222: Dakin Sloss, Prime Movers Lab, “Power Law Is The Key To Understanding Venture Capital”           Guest: Dakin Sloss is Founder and General Partner of Prime Movers Lab. Over the course of the last decade, he has created billions of dollars of enterprise value including founding two breakthrough start-ups, a dozen personal angel investments, and coaching 10+ Prime Movers. Most...

Episode #221: Chris Davis, Davis Advisors, “As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions Produce”           Guest: Chris Davis joined Davis Advisors in 1989. He has more than 28 years experience in investment management and securities research. He is a portfolio manager for the Davis Large Cap Value Portfolios and...

Episode #220: Andrew Beer, Dynamic Beta Investments, “Can You Match Or Outperform Leading Hedge Funds, But With Low Fees, Daily Liquidity, And Less Downside Risk?”           Guest: Andrew Beer serves as Managing Member of New-York-based Dynamic Beta Investments, a firm running liquid portfolios that seek to match or outperform portfolios of leading hedge funds based on over a decade of research. Date...

Episode #219: Paul Collier, “What Capitalism Offers Is A Combination Of Competition And Collaboration”             Guest: Sir Paul Collier is Professor of Economics and Public Policy at the University of Oxford’s Blavatnik School of Government and a Professorial Fellow of St Antony’s College. Throughout his career, he has authored a number of publications and books. From 1998–2003 he took a five-year...

My company Cambria is looking to hire 2-4 people. Strong preference for kick ass candidates from anywhere in the US that believe in the Cambria story. Email us at info@cambriainvestments.com to apply. See below for description Investment Consultant (aka what industry calls a Wholesaler, which for the foreseeable future is remote) Responsibilities: Build, grow, and maintain advisor relationships by developing a thorough understanding...

Episode #218: Adam Karr, “One Of The Most Important Decisions You Make Is The Price That You Pay”           Date Recorded: 4/22/2020 Sponsor: YCharts     Run-Time: 56:48 To listen to Episode #218 on iTunes, click here To listen to Episode #218 on Stitcher, click here To listen to Episode #218 on Pocket Casts, click here To listen to Episode #218 on Google Play, click here To stream Episode #218,...

Episode #217: Mary Wheeler, “2019…There Were 20 $1B Biopharma IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare”         Guest: Mary Wheeler is Founding Managing Director of BioRock Ventures, a Silicon Valley based life sciences venture fund investing in startups developing novel drugs to treat diseases. BioRock Ventures is open for new LPs and includes a startup developing a...