Value Investing Insights Podcast: A Conversation With Artisan Partners' Craig Inman and Daniel Kane
GuruFocusCast
by GuruFocus
3M ago
The U.S. Value team managers discuss their strategy, market perspective and several current holdings, including PayPal and UPS ..read more
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GuruFocus Value Insights: Patrick Brennan on the Opportunity in Irish Banks, Cab Payments and Latin American Cable Companies
GuruFocusCast
by GuruFocus
7M ago
The head of Brennan Asset Management said Irish banks, PTSB in particular, have an advantage over other European banks ..read more
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Value Investing Insights: Russ Koesterich on Employment Reports, Cash Flow and Gauging the Economic Environment
GuruFocusCast
by GuruFocus
8M ago
The BlackRock Global Allocation Fund manager discusses companies that generate high free cash flow, what indicators in the latest employment report mean for investors and determining where the economy is going ..read more
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GuruFocus Value Insights: David Rolfe on the Importance of Learning From Mistakes and Embracing Good Investment Ideas
GuruFocusCast
by GuruFocus
10M ago
The CIO of Wedgewood Partners approaches potential investments with the mindset of a business owner ..read more
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GuruFocus Value Insights: Jay Hill and Robert Wyckoff on the Importance of Price, Overoptimistic Markets and International Opportunities
GuruFocusCast
by GuruFocus
10M ago
The Tweedy Browne managers say the firm is finding value in small and mid-cap stocks currently ..read more
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GuruFocus Value Insights: Robert Robotti, Theo van der Meer on Financial Brigadoon, Bottom-Up Stock Picking and the Old-World Economy
GuruFocusCast
by GuruFocus
1y ago
The president and CIO of Robotti & Company discusses the importance of building relationships and shares insight on board involvement ..read more
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Value Investing Live: Tom Russo on Lessons Learned From "Global Value" Equity Investing
GuruFocusCast
by GuruFocus
1y ago
Tom Russo, Partner at Gardner Russo & Gardner LLC. Tom Russo joined Gardner Russo & Gardner LLC as a partner in 1989. He is a graduate of Dartmouth College (BA, 1977) and Stanford Business and Law Schools (MBA/JD, 1984) and oversees $3 billion as general partner of the Semper Vic Partners and Semper Vic Partners (Q.P.) limited partnerships along with overseeing funds in discretionary, individually managed accounts for individuals, trusts and endowments. His investment philosophy emphasizes return on invested capital, principally through equity investments. His approach to stock selecti ..read more
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Value Investing Live: Matthew McLennan on Translating Scarcity Into Persistence
GuruFocusCast
by GuruFocus
1y ago
Matthew McLennan, head of the Global Value team and portfolio manager of the Global Value, International Value, U.S. Value and Gold Strategies He joined First Eagle in September 2008 to lead the Global Value team. Previously, Matt worked for Goldman Sachs Asset Management (GSAM) in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the Investment Strategy Group for Goldman Sachs’ private client b ..read more
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Value Investing Live: Dr. Ashok Patel Dives Into Value Investing as a Sustainable Approach for Life and Geopolitical Conflict
GuruFocusCast
by GuruFocus
1y ago
Dr. Ashok Patel, CEO and Chief Investment Officer of Pavaki Capital Ashok is a board-certified allergist. He underwent his fellowship training in allergy immunology at the prestigious National Jewish Health. A patient's mother once called him an "angel" and his YouTube channel is full of numerous patient testimonials. However, Ashok wants to improve both health and wealth. When he received his first paycheck, he started investing. Six years ago he decided to manage his portfolio actively, like a family office, and the returns amazed him. With the knowledge he gained he opened a hedge fund. Sin ..read more
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Value Investing Live: Jeffrey Stacey Delves Into Event-Driven Investments Akin To a Cash Position
GuruFocusCast
by GuruFocus
1y ago
Jeffrey Stacey is the founder of Stacey Muirhead Capital Management Ltd. and he has over 35 years of investment industry experience. Jeff has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a Chartered Financial Analyst. Jeff has been involved in many charitable and board activities throughout his career. He has served on several investment committees including for two Canadian universities. In addition, he has served on the advisory boards for two university student managed investment funds. Jeff is married and has two children. Personal interests ..read more
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