Episode #223: Steven Jorgenson, Starbridge Venture Capital, “The Launch Sector is Literally Less Than 2% Of The Space Industry”

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...

Episode #222: Dakin Sloss, Prime Movers Lab, “Power Law Is The Key To Understanding Venture Capital”

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...

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 [Tend To] Produce”

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...

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?”

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...

Episode #219: Paul Collier, Oxford, “What Capitalism Offers Is A Combination Of Competition And Collaboration”

Episode #219: Paul Collier, Oxford, “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...

Hiring

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 Internal or External Wholesaler) Responsibilities: Build, grow, and maintain advisor relationships by developing a thorough understanding of advisors needs and...

Episode #218: Adam Karr, Orbis Investments, “One Of The Most Important Decisions You Make Is The Price That You Pay”

Episode #218: Adam Karr, Orbis Investments, “One Of The Most Important Decisions You Make Is The Price That You Pay”   Guest: Adam Karr is a portfolio manager at Orbis Investment Management and head of the firm’s U.S. division. Date Recorded: 4/22/2020     |     Run-Time: 56:48 Summary: In today’s episode, we’re talking stocks and investment process.  We cover Orbis’ investment philosophy,...

Episode #217: Mary Wheeler, BioRock Ventures, “2019…There Were 20 $1B IPOs…We Just Don’t Call Them Unicorns Because They’re Not That Rare”

Episode #217: Mary Wheeler, BioRock Ventures, “2019…There Were 20 $1B 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...

Episode #216: David Samra, Artisan Partners, “The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value”

Episode #216: David Samra, Artisan Partners, “The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value”   Guest: David Samra is a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is the lead portfolio manager of the Artisan International Value Fund,...