Meb Faber Research – Stock Market and Investing Blog

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”   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,...

Episode #215: David Chan, FarmTogether, “How Do We Make Farmland As An Asset Class More Accessible?”   Guest: David Chan is the COO and a founding team member of farmland investing startup, FarmTogether, a platform with a mission to democratize farmland investing and make it more accessible as an asset class. Date Recorded: 4/21/2020     |     Run-Time: 57:05 Summary: In...

Episode #214: Jake Gibson, Better Tomorrow Ventures, “We Think This Idea Of Embedded Fintech Is Going To Get Really Interesting In The Years To Come”   Guest: Jake Gibson is founding partner of Better Tomorrow Ventures, an early stage venture fund focused on building the future of fintech. Prior to Better Tomorrow Ventures, he co-founded NerdWallet, a...

Episode #213: David Sanderson, Reelgood, “The Average Household In The US Uses 5 Streaming Services”   Guest: David Sanderson is the founder and CEO of Reelgood, a complete, unified guide to the world of online streaming content with the ability to track & play all your content across 250+ streaming sources from a single interface. Date Recorded: 3/25/2020...

Episode #212: Eric Satz, AltoIRA, “I Want Everybody To Be Able To Invest In Alternative Assets”   Guest: Eric Satz launched his startup, AltoIRA in 2018 and since then, he and his team have set out to democratize alternative asset investing by delivering an easy-to-use platform to invest in alternative assets in retirement accounts. Date Recorded: 3/11/2020    ...

Episode #211: Julie Novack, PartySlate, “We Know Who Works Together…We Can Amplify Those Real World Relationships…That Is Such A Powerful Network Effect”   Guest: Julie Novack is the CEO and co-founder of PartySlate, a content-rich marketplace that connects people planning events with leading event professionals and venues. PartySlate approaches the event planning industry from a fresh angle...

Episode #210: Jonathan Treussard, Research Affiliates, “Be Aware Of The Cracks Under Your Feet”               Guest: Jonathan Treussard leads the Product Management group at Research Affiliates. He contributes at the intersection of investment research and business strategy, and is a permanent member of the Investment Committee and the Product Management Committee. Date Recorded: 4/3/2020     |     Run-Time: 56:11 Summary: We discuss...

Episode #209: Andrew Schulz, NoiseAware, “A Lot Of Our Competitive Advantage Is How We Quantify Sound”   Guest: Andrew Schulz is the co-founder and CEO of NoiseAware. NoiseAware has built what is now referred to as “The Smoke Detector for Noise,” a smart sensor equipped with noise monitoring technology to save short-term rental owners and managers from...

Episode #208: How Long Can You Handle Underperforming?   Guest: Episode #208 has no guest, It’s a Mebisode. Date Recorded: 2/20/20     |     Run-Time: 16:36 Summary: Episode 208 is a Mebisode. Meb reads a recent piece that highlights the data and reality of market drawdowns, underperformance, and some statistics that illustrate that investors may not be prepared to face the...