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Episode #151: Divya Narendra, SumZero, “Valuation Is Probably The Most Critical Component Of SumZero’s...
...ts a series of energy ideas or maybe they posted a handful of the Chinese e-commerce ideas. And let’s say you’re a university endowment or maybe you’re a family office or some other kind of capital allocator, it’s natural that you might reach out to that analyst to get to know that analyst better with the intent of potentially investing in that analyst’s fund. That’s exactly what happened to Josh. I think there’s been over $400 million of capital...
Episode #150: Bill Smead, Smead Capital Management, “The United States Economy Is Highly Likely...
...in a specific pocket of the market. Bill discusses the parabolic move in e-commerce companies, and issues he sees in the strategies and valuations of companies like Amazon. As the conversation winds down, Bill lays out the thesis that the Millennials are in position to drive the economy in the future. Sponsor: Mountain Collective Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159 Interes...
Episode #149: Phil Haslett, EquityZen, “Lyft’s Doing $2 Billion Dollars A Year In Revenue,...
...ht? TaaS, transportation as a service company where they want to handle end-to-end transportation for any individual human being on the planet. Which means they want you, Meb, to get on a scooter somewhere go from your house to another location. Hop into a car with a couple of other people that’s driven by a robot eventually, get to another destination and then from that and hop on another scooter and get to work. They wanna handle like that whole...
Episode #148: Paul Lountzis, Lountzis Asset Management “The Qualitative Characteristics Are Becoming Significantly More...
...n episode? Email Justin at jb@cambriainvestments.com https://youtu.be/2eDFI-vz-VE Links from the Episode: 0:50 – Welcome to the show Paul 1:17 – A look at Paul’s background and his path to becoming a value investor 6:02 – The evolution of Paul’s framework 15:22 – Metrics for analyzing companies 35:24 – Why Wall Street doesn’t do more field research 45:35 – Investing in stocks vs holding cash 46:34 – Steve Romick, “Value Investing Is, To Us, Simply...
Episode #147: The Stay Rich Portfolio (or, How to Add 2% Yield to Your...
...g an episode? Email Justin at jb@cambriainvestments.com https://youtu.be/IP-eo-xS__o Links from the Episode: 0:50 – Welcome 1:36 – The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account) (Faber) 1:53 – Example of Eike Batista losing his wealth 3:23 – How Safe Are Risk Free Treasury Bills? 4:09 – Meb’s tweet about short term Treasury bills 7:12 – What about the safety of other asset classes? 9:29 – Global Asset Allocation: A Surve...
Episode #146: Neil Littman, Bioverge, “The More Risk You Kill, Inherently, The More Value...
...: Yeah, so it has been an epic season thus far. Unfortunately, I have a six-month-old little girl, so I have not been able to take advantage of the great season. So I’ve made exactly one-half day this season so far, but hopefully, I’ll get out there at least one more time. Meb: Well, I just gave a talk to the CFA Society of Salt Lake, which the main reason is they said, “Meb, we’ll give you one or two lift tickets if you come and give a talk.” So...
Episode #145: Cloning The Largest Hedge Fund In The World: Bridgewater’s All Weather
...arket cap weighted, so no value or anything else but a pretty simple apples-to-apples comparison. In the results, when we actually walked this forward since 2014 is the…and we call it GAA for global asset allocation not referencing our fund, but referencing the portfolio we published in our book many years ago, as well as this article, GAA and GAA were 140% which is the leverage version. So, All Weather since ’96 through 2018 did returns of about...
Episode #144: Marty Bergin, Dunn Capital Management, “Adapt Or Die”
...adapt and improve the trading system, from looking at trading from a market-by-market basis, to applying the same techniques to every market, to taking a fresh approach to risk. Meb then asks about what Dunn’s strategy looks like during various environments. Marty goes on to talk about how a trend follower is looking for directional volatility that is consistently applied, and the difficulty of environments like 2018 when trend followers can becom...
Episode #143: David Eifrig, Stansberry Research, “Most People Run Losses Into The Ground”
...ar panel, solar industry stock in Denver, Colorado. The ticker symbol was S-O-L-A, and I put all of my life savings into that because back then, you know, the world is coming to an end, the oil prices were going to the moon, and solar was the future. And I rolled everything into it only to lose everything from my dishwashing baked potato, wine stuff. It was I think my junior year in college, senior year in college. So, yeah, those are my two best...
Episode #142: Ryan Ansin, Revolutionary Clinics, “I Don’t Believe That It’s Easy To Back...
...never experienced before. Certainly, you hear stories like this, in the dot-com boom, in technology, but I’ve never seen anything like this, and it’s a particularly unique scenario because, in those other major bubbles, the bubble was often lead by institutional capital. And in this instance, other than some institutions in Canada and now, some funds that are becoming much larger, relatively speaking, $150 million, $250 million being the top, you...
