Episode #155: Aswath Damodaran, “They [Uber And The Ride Sharing Companies Collectively] Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out...

            Episode #155: Aswath Damodaran, “They Have Disrupted This Business…That’s The Good News, The Bad News Is I Don’t Think They’ve Figured Out A Business Model That Can Convert That Growth Into Profits” Guest: Aswath Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. Professor Damodaran's contributions...

Episode #154: Frank Curzio, “You Have To Be Able To Adapt To Different Strategies In Different Markets Because They’re Ever Changing”

            Episode #154: Frank Curzio, “You Have To Be Able To Adapt To Different Strategies In  Different Markets Because They’re Ever Changing” Guest: Frank Curzio is the founder of Curzio Research.  Frank learned the tools of the trade from his dad—and developed a world-class track record in his own right. He’s worked for one of the richest hedge fund managers on...

Episode #153: Kim Shannon, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value”

        Episode #153: Kim Shannon, “I’ve Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value” Guest: Kim Shannon is the founder, president, and co-chief investment officer of Sionna Investment Managers. She was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada. Kim serves as a board member with the...

Episode #152: Kevin Smith & Tavi Costa, “We Believe We’re In The Early Stages Of A Bear Market”

Guests: Kevin Smith is the founder and CIO of Crescat Capital. He has been the portfolio manager of Crescat’s three investment strategies since their respective inceptions. Prior to founding Crescat, he worked as a financial advisor with Kidder Peabody. Tavi Costa has been an analyst on Crescat’s...

Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis”

Episode #151: Divya Narendra, “Valuation Is Probably The Most Critical Component Of SumZero’s Thesis” Guest: Before founding SumZero, Divya was an Associate at Sowood Capital Management, a $3.5B multi-strat hedge fund located in Boston, MA. At Sowood, Divya analyzed investment opportunities across the capital structure. Prior to this, he was an analyst in...

Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30...

Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range” Guest: Bill Smead is the founder of Smead Capital Management, where he oversees the firm. As Chief Investment...

Episode #149: Phil Haslett, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The...

Episode #149: Phil Haslett, “Lyft’s Doing $2 Billion Dollars A Year In Revenue, And It’s Growing That Revenue 105% A Year. There Are Only 8 Companies Listed On The Stock Exchange In The U.S. With That Kind Of Profile” Guest: Phil Haslett is a founder and Chief Revenue Officer of EquityZen, a...

Episode #148: Paul Lountzis, “The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis”

Episode #148: Paul Lountzis,“The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis” Guest: Paul Lountzis is the Founder and President of Lountzis Asset Management, LLC. Prior to forming Lountzis, he was an analyst at Royce & Associates from 1989 through 1990, where he evaluated small and mid-cap...