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Episode #182: Larry Hite, “I Want To Be In A Position Where Something Great...
...have for you that I struggle with a lot. I’m a new father, I have a two-and-a-half-year-old who woke me up this morning playing his guitar. And I think the thing that I really struggle with often is what you talk about in the book where so much of your life, resiliency, and worldview was built of one where you encountered challenges, and hurdles, and obstacles, and struggle. And, you know, as I think about someone who will eventually raise, you kn...
Episode #181: Radio Show: Zero Trading Commissions…Valuations…And Trend Following
...envy them in the sense that, how do you know when that manager has just become complacent in their wealth? They’re not excited about going to work as much now that they have a hundred million dollars as they did when they had zero? How do you know they’re not going through a divorce? How do you know they’re not abusing substances? How do you know, you know, that they’re…or is it just their style is out of favour? Right? So these are really hard q...
Episode #180: Rodrigo Gordillo, ReSolve Asset Management, “This Craftsmanship Perspective Is About Identifying The...
...ameter approach does better than all of them. Meb: It just feels like a non-compensated concentration risk. I mean, the example we give when we talk about valuation is you say a lot of times there’s a structural…you mentioned some of the different geographies…structural reason why some of them may be biased. So for example, we talked about Australia earlier, their tax code incentivizes companies pay high dividends. So if you’re just a sword [SP] o...
The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s...
...orld. Enough from me, let’s let Justin take over this special episode. To Read the Original Piece: Visit Validea’s blog, and Justin’s piece, 10 Reasons Why It’s Tough to be a True “Intelligent Investor,” 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/JdwgN5H3MBw...
Episode #179: Dan Ferris, Stansberry Research, “What We Do In The Markets, It’s An...
...book. And I said, you know, what is… And it’s Price Implied Expectations, P-I-E, pie. So I say, you know, “What does the PIE say about Boeing?” And, you know, indeed, of course, the share price bakes in a fair amount of pessimism. Now, you look at the recent quarter, and see the revenue down 30% or so, you know, maybe there’s a reason for that, right? The 737 Max was their absolute best-selling product of all time, and now it’s grounded worldwide,...
Episode #178: Nobody Wants To Invest In Your Sh*t
...g an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/rb-9-MIvXyE Links from the Episode: 1:06 – Nobody Wants to Invest in Your Shit 1:16 – Nobody Wants to Read Your Sh*t (Pressfield, Coyne) Writing | Book 1:41 – The War of Art: Break Through the Blocks and Win Your Inner Creative Battles (Pressfield) 11:07 – Global Asset Allocation: A Survey of the World’s Top Investment Strategies (Faber) 11:20 – The Trinity Portfolio (Faber)...
Episode #177: Alex Rubalcava, Stage Venture Partners, “We Want To Help Build Companies That...
...mpanies now in all sorts of areas in enterprise software, everything from e-commerce to artificial intelligence to defence in aerospace. And so we’ve got a lot of really exciting companies and it’s an interesting time in the market. One of the things that we keep hearing is that there’s all this money sloshing around and that there’s lots and lots of people investing and there’s lots of sloppy activity out in the market, and actually we think that...
The Best Investment Writing Volume 3: Wes Gray – Factor Investing Fact Check: Are...
...orld. Enough from me, let’s let Wes take over this special episode. To Read the Original Piece: Visit Alpha Architect’s website, and Wes’s piece, Factor Investing Fact Check: Are Value and Momentum Dead?, 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/Py8lXJGpMHQ...
Episode #176: Adam Tkaczuk, Sterling Point Capital, “We Think There Is About A 3%...
...capital gains, get a great tax benefit and deferral if you invest in a low-income community or a distressed census tract. And so it’s a little bit different from other sources of location-based financing where you actually have to be located there, your business, your employees, your project has to be there. And you yourself are the one that benefits from the financing. In this case here, the program breaks up two components of a project: the pro...
Episode #175: The Biggest Valuation Spread In 40 Years?
...gh. Just don’t even ask me what my middle name is. So, as a father of a two-year-old, I glanced at Billy to size up the competition. He was licking the display window in front of the pastries. So, with all due respect to the mom, my money is on her perhaps being just a little bit biased. In the investing world, many U.S. investors, commentators, financial media think that the U.S. is gifted. By this I mean they tend to believe that our stock marke...
