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Episode #256: Best Idea Show – Jeremy Schwartz, Jesper Koll, WisdomTree, “Japan Is Trading...
...get a basket of Japanese companies. The 5 companies he bought have a price-to-cash flow yield of around 25%, 4 times price-to-cash flow. But if you look at one of our flagships for Japan DXJ, the average price-to-cash flow is 20%. So it’s a slight discount, it’s like premium price-to-cash flow number, but it’s still cheap. And you don’t have to buy just five companies, you can get a broader portfolio of Japanese companies tied to global growth. A...
Episode #255: Matt Peterson, Peterson Capital Management “We’re In A Global Pandemic; In A...
...ey have strong balance sheets and liquidity, and taking a look at the fixed-income profile and making sure that bonds aren’t trading at 70% off, and maybe there’s clues in that if there is, and it’s understanding, truly, the gems within this pool of firms. And the third step, then, just to move quickly, is, we actually don’t buy things through the traditional market or limit orders that most funds and certainly retail investors would do. So we’re...
Episode #254: Ken Nguyen, Republic “In The Past Ten Years, The Private Market Has...
...ompany. In fact, my only Canna investment today in a company called Ebbu, E-B-B-U. And I had already written it off in my mind. And lo and behold, it was acquired by a very large Canadian public company. But usually, I’m not an experienced vice investor, but I do think that that industry has been unfortunately politically vilified for so many decades, but there’s true potential to it in the use cases in healthcare, and all of that. So, that by far...
Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our...
...challenging. And that’s been reinventing itself a bit for some time with e-commerce and Amazon continue to make huge strides in acquiring consumers and attracting them away from sort of the traditional retail execution. And then obviously, we don’t know it’s early days, but it’ll be interesting to see how office plays out. I’ve heard mixed bag with regards to feedback, with regards to efficiency and work efficiency from home and remote access. So...
The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines:...
...respected money managers and investment researchers from all over the planet. Enough from me, let’s let Vineer take over this special episode. To Read the Original Piece: Visit Forbes, and Vineer’s piece, by clicking here Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/bn5pRQJLasA...
Episode #252: Cem Karsan, Aegea Capital, “30 Day Vol Tends To Be Overbid And...
...d like 95% of my net worth in it and started Aegea Capital after a year-and-a-half, kind of enjoying the fruits of my labour at late 2011. So, Aegea Capital has been around like I said, eight-and-a-half years. We trade volatility products, mostly algorithmic and quantitative approach. Our flagship product is long vol and has been which has been a slog, as you’d imagine starting in late 2011 until recently, but we have kicked off north of 10% Alpha...
Cambria Fund Profile Series – Cambria Global Value ETF (GVAL)
...e in the last 150 years with the exception of the Great Depression, the Dot-Com Bubble at the turn of the Millenia. As I write, the U.S. trades at a long-term CAPE ratio of just over 30. To give you a sense of how high this is, the median CAPE ratio for 45 countries all around the world is 15. That makes the U.S. level more than double that of the average global country stock market. For perspective, the average for countries over time has been ar...
Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like...
...plan for adventure at ikonpass.com. Meb: Hey, hey, friends. We have an out-of-this-world show for you today. Our guest is entrepreneur, advisor, and founder of Space Advisors, a strategic consulting firm for space startups. In today’s episode, we’re jumping into the space industry. Our guest has a new book out, “Space is Open for Business: The Industry That Can Transform Humanity.” Through his career, investments, and his process of research in w...
Episode #250: Startup Series – Kevin Gibbon, Airhouse “We’re The Operations And Logistics Platform...
.... Today’s guest is someone who’s set out to solve the frustrations of the e-commerce business. He’s the CEO and co-founder of Airhouse, a start-up company just out of stealth that helps direct to consumer companies get orders from the factory to the front door by allowing them to outsource and simplify operations and logistics. In today’s episode we’re talking about easing the frustrations of shipping, operations, and logistics for e-commerce comp...
Episode #249: Ben Savage, Clocktower Technology Ventures “Financial Services Has Had A Smaller Share...
...ving room. So, it was, sort of, an interesting experience to be around an e-commerce company very, very early. As I look back on that time, I think one of the really cool things about it was seeing the forefront, like the earliest beginnings of this wave of e-commerce direct to consumer startups. Bonobos was really one of the first ones of those. And I was a very small investor. They were friends of mine. I, sorta, saw what it was like to operate...
