Podcasts about Value investing

On this week's episode, we're pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and critically acclaimed books on investing and finance, including Your Money and Your Brain and The Devil's Financial Dictionary. In his most recent project, Jason published an update of Ben Graham's classic book, The Intelligent Investor. And we've devoted a portion of today's episode to delving into Graham and the Intelligent Investor with Jason. Please note that we recorded this interview on April 8, 2025.BackgroundBioYour Money and Your Brain: How the New Science of Neuroeconomics Can Help Make Your RichThe Devil's Financial DictionaryTariffs and TIPS“Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves,” by Jason Zweig, wsj.com, April 4, 2025.“The Mistake You're Making in Today's Stock Market—Without Even Knowing It,” by Jason Zweig, wsj.com, April 25, 2025.“Four Questions You Should Ask to Combat the Market Chaos,” by Jason Zweig, wsj.com, April 10, 2025.“Inflation Isn't Going Away? Some Tips on How to Buy TIPS,” by Jason Zweig, wsj.com, Feb. 14, 2025.The Intelligent InvestorThe Intelligent Investor: The Definitive Book on Value Investing, by Benjamin GrahamThe Intelligent Investor Third Edition: The Definition on Value Investing, by Benjamin Graham and updated with new commentary by Jason Zweig.Jonathan Clements“The WSJ's Jonathan Clements Wants to Leave a Living Legacy,” by Jason Zweig, wsj.com, May 8, 2025.“Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful,'” The Long View podcast, Morningstar.com, Dec. 26, 2023.“Jonathan Clements: ‘Life Is Full of Small Pleasures,'” The Long View podcast, Morningstar.com, Oct. 15, 2024.Private Markets“Private Markets Seem Out of Reach for Individual Investors. BlackRock Thinks It Has an Answer,” by Jason Zweig, wsj.com, Sept. 12, 2024.“You're Invited to Wall Street's Private Party. Say You're Busy,” by Jason Zweig, wsj.com, Dec. 20, 2024.“Don't Buy Into This Easy Fix for Stock-Market Craziness,” by Jason Zweig, wsj.com, April 18, 2025.Other“SEC, States Investigate Firm Holding Couple's $763,094 Retirement Fund,” by Jason Zweig, wsj.com, Dec. 4, 2024.“David Swensen's Coda,” Yale News, news.yale.edu, Oct. 22, 2021.

Discover how Alan Snyder, founder of AShareX, is transforming the future of high-value asset investing with his patented auction system. This TCAST episode dives deep into how fractional ownership, market-based pricing, and regulatory clarity converge on a platform that challenges legacy institutions like Sotheby's. Learn how data, transparency, and smart infrastructure are disrupting traditional investment models and what it means for both institutional and retail investors. This is the digital transformation of finance you need to understand! In this episode, we explore: How AShareX's auction platform allows fractional ownership of high-value assets. The disruption of traditional auction houses and private funds through transparency and technology. Alan Snyder's journey and the inspiration behind AShareX. Real-time fractional bidding mechanics and SEC-cleared, common stock-backed offerings. Use cases beyond art, including music royalties, carbon credits, and venture capital. The growing interest from endowments and pension funds in fractional investing. The future of finance and the trillion-dollar trend of fractional ownership. Why listen? If you're interested in alternative investments, fintech innovation, or the future of asset ownership, this episode offers a unique perspective on how technology is democratizing access to high-value assets. Understand how AShareX is empowering investors with control and transparency in a previously opaque market. Quotes from the episode: “Why should a money manager decide the price? Let the market do it.” – Alan Snyder “We built the test drive of auctions—because investors need comfort, not confusion.” “Fractionalization with control. That's not just innovation—it's investor liberation.” About TCAST: TCAST explores the intersection of technology, data, and ethics, bringing you conversations that challenge the status quo and illuminate the future. Want more? Learn about AShareX: https://asharex.com Subscribe to TCAST for more insights into how fintech and data ethics are reshaping the game.  #FractionalOwnership #AuctionTech #DigitalTransformation #Fintech #SECClear #InvestorEmpowerment #HighValueAssets #AlternativeInvesting #AShareX #TCAST #DataEthics #MarketBasedPricing #Transparency #InvestmentStrategies #RetailInvesting #InstitutionalInvesting #Blockchain #AssetTokenization #Sotheby's #Picasso #RealEstate #MusicRoyalties #CarbonCredits #VentureCapital

In this explosive episode of Tickers, Dr. Matthew Preston & Dr. Thaon Simms analyze NCB Financial Group's dramatic stock decline from $65 APO price to $46 and potentially lower!

Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak's sovereign wealth fund— explores the intersection of personal journey and professional insight in modern investing. From the severe value investing drawdown between 2018 and 2020 to the strategic comeback post-COVID vaccine announcements, Andrew unpacks lessons from one of the most turbulent financial periods in history. He also discusses how investors can build resilience into their portfolios, the nuanced role of crypto assets, and the growing importance of tax-efficient strategies in long-term wealth building. Listen in for a thoughtful discussion that blends research, practical guidance, and a global perspective on today's investment landscape.

It's been announced that Warren Buffett is stepping down as CEO of Berkshire Hathaway. In this episode, I'll discuss Buffett's humble beginnings, his approach to investing, and the philosophy that built one of the most successful companies in history. I'll also break down Warren Buffett's wisdom into seven powerful, practical tips that align with my own approach to advising clients. Listen for tips on starting your investment journey early, staying the course during tough markets, and prioritizing temperament over intellect.  You will want to hear this episode if you are interested in... [00:00] Principles of Warren Buffett's investing strategies. [05:55] Buffett co-founded The Giving Pledge, pledging 99% of his wealth, and influencing other billionaires. [07:08] Berkshire Hathaway class A shares have averaged a 19% annual return since 1966, vastly outperforming the S&P 500's 11%. [12:41] Invest early, stay committed through market ups and downs, and be fearful when others are greedy and greedy when others are fearful. [17:03] Warren Buffett advises most people to use index funds due to the difficulty of replicating his results. [18:43] Make investment decisions based on facts, not emotions. Investment Lessons from Warren Buffett Warren Buffett, often called the “Oracle of Omaha,” has long been considered one of the greatest investors of all time. His recent announcement that he will step down as CEO of Berkshire Hathaway after more than six decades is the perfect time to reflect on what sets Buffett apart, not just as an investor but as an individual. This episode digs into key lessons from Buffett's life and career, exploring practical ways to apply his wisdom to your financial journey. From Humble Beginnings to Monumental Success Warren Buffett's rise didn't begin in a Wall Street boardroom, but in Omaha, Nebraska, where he was born in 1930. From an early age, Buffett showed an affinity for entrepreneurship, selling chewing gum, Coca-Cola, and magazines as a child. His formal education at the University of Nebraska, Wharton Business School, and Columbia University (where he studied under the legendary Benjamin Graham) laid the foundation for his value investing philosophy. Buffett started his first investment partnership in 1956 with $105,100, much of it from family and friends. By the age of 32, he was a millionaire. His acquisition of Berkshire Hathaway, a struggling textile company at the time, became the launchpad for one of the most successful investment conglomerates in history. The Power of Modesty and Discipline Despite amassing unparalleled wealth, Buffett is renowned for his modest lifestyle. He still lives in the house he purchased in 1958 for $31,000 and drives an older model Cadillac, proving that frugality and comfort often go hand in hand. This modesty is more than a quirk; it's a testament to his belief that wealth should serve a purpose beyond personal extravagance. Buffett's philanthropic efforts are equally legendary. Through The Giving Pledge (co-founded with Bill and Melinda Gates), he's committed to donating more than 99% of his fortune. For Buffett, investing is not just about making money, it's about stewarding resources responsibly and generously. Berkshire Hathaway's Long-Term Outperformance Under Buffett's leadership, Berkshire Hathaway's stock has delivered returns averaging 19% annually since 1966, trouncing the S&P 500's historical average of 11%. One share of Berkshire's Class A stock now costs nearly $800,000, a figure that tells the story of sustained outperformance. Buffett has also issued Class B shares at a lower price tag to democratize access for smaller investors, reflecting his desire to make wealth-building accessible. Buffett's Top Investing Lessons 1. Don't Lose Money Buffett's two most famous rules are simple: “Rule number one: don't lose money. Rule number two: don't forget rule number one.” He emphasizes buying quality businesses with durable competitive advantages rather than taking risks on struggling firms with unsustainable dividends. 2. Start Early and Stay the Course In his book The Snowball, Buffett likens investing to rolling a snowball down a long hill: the earlier you start, the bigger the results. Even if you're approaching retirement, encouraging the younger generation to invest early can yield enormous benefits over time. 3. Remaining Committed Through Market Ups and Downs is Equally Vital Buffett urges consistent investing, especially when markets are turbulent. Staying invested and buying during downturns can lead to significant long-term gains. 4. Be Fearful When Others Are Greedy Buffett's contrarian mindset, being “fearful when others are greedy, and greedy when others are fearful”, has served him well during market panics. While it's emotionally taxing to buy during selloffs, history shows that long-term investors are often rewarded. 5. Buy Great Companies at Fair Prices Rather than chasing bargains, focus on acquiring well-run businesses at reasonable valuations. Many of Buffett's best investments, Apple, Coca-Cola, and American Express, embody this approach. 6. Focus on Buying and Holding Low-cost Index Funds Buffett believes this is the simplest and most effective long-term investment strategy because it provides broad market exposure while keeping fees to a minimum, both of which are important for building wealth over time. 7. Temperament Is Key According to Buffett, success in investing is more about temperament than IQ. The ability to remain rational and stick to your plan, regardless of market noise, is what separates great investors from the rest. Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  The Snowball by Warren Buffett The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham  The Giving Pledge  Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

On this week's episode of I AM HOME, our hosts Tyler, Hilary, and Becca are joined by special guests from the Berkshire Hathaway Shareholders Meeting for heartfelt conversations and fresh perspectives. Melaney and Jared share their experience exploring Omaha's local gems, from Borsheims to neighborhood restaurants, and talk about their commitment to dining only at local spots during their stay. They also reflect on who first taught them that investing should be guided by passion rather than profit. (Spoiler: It was Warren Buffett!) First-time visitors Patricia and Kristy talk about their admiration for Buffett, what they find inspiring about his approach to life, and how his practical wisdom, along with the chance to shop at NFM, brought them to this unforgettable weekend in Omaha. Tune in for thoughtful insights on investing with purpose, a fun “Buffet or Bluff It” quiz, and a look at what makes Omaha such a special part of this annual tradition. Resources: I Am Home | Podcast on Furniture and Family | NFM

Investment Strategies for Retirement: Making Your Money Work for You Understanding Value Investing and Income Generation in Retirement In today's episode of The Financial Hour, Tom Dupree and Mike Johnson […] The post Understanding Value Investing and Income Generation in Retirement appeared first on Dupree Financial.

Der Podcast beleuchtet versteckte Kosten in Deutschlands System – von Rundfunkbeiträgen bis zu Offenlegungsverpflichtungen. Neben der Analyse wirtschaftlicher Phänomene wie Schatteninflation und -bürokratie gibt es auch eine Würdigung geistiger Größe, die exemplarisch für echte Exzellenz seht. Ergänzt wird die Episode durch eine Betrachtung des Fear & Greed Index als Stimmungsbarometer der Börse.

This is an episode of the Excess Returns Podcast with Matt Zeigler and me. We go over the highlights from our two interviews with Professor Aswath Damodaran.Lots of wisdom in one full hour, enjoy!Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran's timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. From the ritualistic allure of the Berkshire Hathaway meeting to the pitfalls of factor investing,Main Topics Covered:The dangers of rigid, ritualistic value investing and the Berkshire Hathaway meeting's cult-like atmosphere, contrasted with its networking value.Embracing uncertainty as a feature of investing, not a bug, and avoiding unhealthy coping mechanisms like denial or outsourcing.The limitations of factor investing, emphasizing the need to bring unique value to the table to achieve excess returns.The stock market as a reflection of real-world business value, not a place where money is made, and the futility of fighting market dynamics.The importance of loving the investing process over obsessing about beating the market, with diversification as a safeguard against hubris.Balancing comfort investments with high-risk, high-reward opportunities to build a resilient portfolio.The rise of passive investing and its potential to create opportunities for active investors as fewer people seek market mistakes.The "sleep test" for investors—framing choices with gratitude and perspective to maintain peace of mind.00:00:00 – Introduction and Damodaran's view on contempt in investing00:01:00 – Matt and Bogumil introduce the episode and their admiration for Damodaran00:03:00 – Why the Berkshire Hathaway meeting terrifies Damodaran00:11:42 – Uncertainty as a feature, not a bug, in investing00:21:02 – The shortcomings of factor investing and the need to bring value00:31:01 – The market as the boss and the importance of staying detached00:38:22 – Loving the investing process over beating the market00:44:05 – Comfort investments vs. edge opportunities in portfolio construction00:52:50 – Active investing as bad plumbing and the rise of passive investing01:01:12 – The sleep test: Framing investments for peace of mind01:06:48 – Closing remarks and where to find more from Bogumil and MattPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran's timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. From the ritualistic allure of the Berkshire Hathaway meeting to the pitfalls of factor investing, Main Topics Covered:The dangers of rigid, ritualistic value investing and the Berkshire Hathaway meeting's cult-like atmosphere, contrasted with its networking value.Embracing uncertainty as a feature of investing, not a bug, and avoiding unhealthy coping mechanisms like denial or outsourcing.The limitations of factor investing, emphasizing the need to bring unique value to the table to achieve excess returns.The stock market as a reflection of real-world business value, not a place where money is made, and the futility of fighting market dynamics.The importance of loving the investing process over obsessing about beating the market, with diversification as a safeguard against hubris.Balancing comfort investments with high-risk, high-reward opportunities to build a resilient portfolio.The rise of passive investing and its potential to create opportunities for active investors as fewer people seek market mistakes.The "sleep test" for investors—framing choices with gratitude and perspective to maintain peace of mind.

En este episodio de Invirtiendo a Largo Plazo, Juan Cantus (Portfolio Manager), habla sobre su trayectoria profesional, cómo llegó a dedicarse a la inversión en valor, cómo funciona el proceso inversor junto con el resto de miembros del equipo y cómo es su día a día analizando algunas de las compañías que forman la cartera junto con Carlos González (Director Relación con Inversores). Conecta con nosotros para conocer más acerca de nuestra filosofía de inversión.

David Seaman of Alpha Cygni Asset Management and a seasoned emerging markets investor joins Progressive's Jeremy McKeown for a fascinating discussion with Sean Peche, the manager of the Ranmore Global Equity Fund. Sean recounts how he honed his value investing credentials at Orbis after qualifying as an accountant in South Africa and before launching Ranmore in London in 2008. Sean has a first-hand take on how capital flows have shaped equity values and built up today's imbalances. While relative value is not sufficient reason for capital to flow, it is a necessary pre-condition. Sean says there are now multiple reasons investors, typically fully loaded in the US market, want to recycle their capital. He talks about how he looks for value, why he has recently moved overweight in the UK, why emerging markets have many developed market characteristics, and why he doesn't meet the management of the companies he invests in. As he says, he can best objectively determine the effectiveness of management by watching what they do, not necessarily by listening to what they say. Sean delivers a master class on the principles of value investing combined with an acute sense of how the world is changing and how best to load up on asymmetric risk opportunities that will likely operate in his favour as we confront an unforecastable future.

Analizamos en un programa especial de hora y media la situación que se abre en el mercado bursátil con la guerra arancelaria de Trump. Era inevitable. Tu Dinero Nunca Duerme tenía que analizar en profundidad el escenario de mercados en el que nos movemos después de la guerra arancelaria declarada por Trump a todo el mundo. Una situación de mercados que está "rompiendo" muchas cosas y que está generando, fundamentalmente, una incertidumbre brutal en los mercados. Esta semana hemos vivido caídas sólo comparables con las del Covid en los mercados y subidas igualmente históricas. Además, de efectos en la renta fija norteamericana, cuya rentabilidad ha subido demostrando una desconfianza generalizada del mercado en el que, hasta ahora, se consideraba el activo libre de riesgo: el bono a 10 años de EEUU. En este contexto, Tu Dinero Nunca Duerme cuenta con Javier Sáenz de Cenzano, socio de Azvalor y responsable del Fondo Managers, para analizar este contexto y también para explicar el comportamiento de los fondos de la compañía que representa así como de la estrategia Managers que él mismo capitanea. Respecto a las perspectivas internacionales, Sáenz de Cenzano señalaba que "la edad dorada del value investing todavía está por llegar". En este programa especial que hemos montado de una hora y media de duración, también contamos con Tacho Arrimadas, director comercial y de márketing de Santalucía AM, quien compartía con los oyentes de Tu Dinero Nunca Duerme las previsiones de los expertos de Santa Lucía sobre la situación de mercados abierta por Trump.

I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizingResearch processPortfolio constructionInvestment criteriaLessons learned from mistakesDeep value mentors/idolsAnd more. You're going to love this episode. Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!TIKRTIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

„Gute Unternehmen günstig kaufen“ – klingt einfach, oder? Joel Greenblatt hat mit seiner Magic Formula eine der bekanntesten Value-Strategien entwickelt. Zwei Kennzahlen, ein klares Ranking – fertig ist die Zauberformel! Doch was früher funktionierte, bringt heute oft Frust statt Rendite. In dieser Folge checken Tobias Kramer und Christian W. Röhl (Chief Economist Scalable): Warum die Strategie über Jahre brillierte, aber seit 2010 zunehmend an Relevanz verliert. Sie reden über falsche Freunde im Depot, das Problem mit rückwärtsgewandten Daten – und warum langfristiges Denken und Diversifikation heute wichtiger sind denn je. Greenblatts Börsenweisheiten auf dem Prüfstand – und was du daraus lernen kannst.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Bob Robotti, Founder & CIO of Robotti & Co. and Theo van der Meer, Senior Associate-Asset Management at Robotti & Co. They share their outlook for value investing including the greatest opportunities, challenges and more. They also share their outlook on asset allocation and what investors might be missing.

An insightful conversation with Samantha McLemore, founder and CIO of Patient Capital Management, who spent over two decades investing alongside famed value investor Bill Miller before founding her own firm in 2020.Key Topics & TimestampsEarly Influences & Career Path (03:46 - 10:45)Sam's humble beginnings and early relationship with moneyWorking from age 12 and saving money through collegeFirst investing experience with college funds in Dell Computer during the late 90sMeeting Bill Miller at college and winning the "job lottery"Investment Philosophy (10:45 - 25:45)The power of long-term compoundingThinking about stocks as ownership of real businessesLessons learned from Bill Miller: "The big money's made in the big moves"Value investing that includes growth companies at reasonable pricesLooking beyond traditional financial statementsThe Amazon Story & Jeff Bezos (25:45 - 39:45)Meetings with Jeff Bezos and his insightsThe brilliance of Bezos' long-term thinkingBezos' focus on what won't change rather than what willThe benefit of public markets - participating in others' successInvestment Strategy & Client Relationships (39:45 - 48:45)"Volatility is the price you pay for returns"The ideal client profile for Patient Capital's approachMaximizing long-term capital growth versus capital preservationThe importance of having clients who understand drawdowns are part of the processNavigating Market Volatility (48:45 - 57:45)The futility of trying to time the marketThe importance of time in the market versus timing the marketManaging stress during market downturnsDaily meditation, exercise, and journaling as stress management toolsWomen in Investing (57:45 - 61:45)Advocating for more women in investingThe power of role modelsNatural advantages women may have as investorsActive vs. Passive Investing (61:45 - 68:45)Thoughts on the rise of passive investingThe concentration of the S&P 500 in top namesHow passive could change in a prolonged sideways marketThe importance of maintaining confidence during market downturnsDefinition of Success (68:45 - end)Success as happiness, fulfillment, and being proud of contributionsBeyond financial metrics to personal satisfactionMemorable Quotes"Compounding is so powerful. It should be taught so much earlier to everyone.""Volatility is the price you pay for returns.""The big money's made in the big moves.""Loss and pain is part of the process of growth and compounding. It is what you're paid for.""If you want something, go for it. There's always a shot.""The most powerful force in markets is compounding and the long-term time horizon.""If you are happy, fulfilled, content, and proud of your contributions, that's success."Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

My guest today is Evan Tindell. Evan graduated from MIT and became a professional poker player before entering the investing world. He's now the co-founder and CIO of Bireme Capital, where he's delivered over 19% annualized returns since 2016 by sticking to classic, old-school value investing. In this conversation, we talk about how Evan developed his philosophy, why he stuck with value through challenging cycles, and how he thinks about shorting meme stocks in a market dominated by narratives and momentum. We also dive into his views on the Mag 7, Tesla, Japan, and how he's using AI tools for his research. Please enjoy this conversation with Evan Tindell For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:29) The Cyclical Nature of Value Investing (00:01:21) Challenges and Opportunities in Value Investing (00:04:53) Short Selling Strategies and Risks (00:09:39) Tesla and the Impact of Politics on Stocks (00:15:40) The MAG Seven and Market Concentration (00:25:44) Investment Opportunities in Japan (00:32:13) The Role of AI in Modern Investing (00:35:44) Market Outlook Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we explore how large-cap value investing fits into a well-structured 401(k) plan investment menu with the help of Devin Armstrong, co-lead manager of the Invesco Comstock Fund, who is Senior Portfolio Manager and Director of U.S. Value Research at Invesco.With market uncertainty and shifting economic conditions, value investing remains a compelling strategy for long-term retirement savers. Armstrong breaks down why large-cap value stocks help to diversify 401(k) plan holdings, and walks us through the team's unique contrarian approach and classic value investing techniques that distinguish the Invesco Comstock Fund.Key InsightsImportance of Large-Cap Value in 401(k) PlansLarge-cap value investing plays a crucial role in 401(k) investment menus by providing diversification and long-term stability. As market cycles shift between growth and value investing, maintaining exposure to both styles ensures a balanced portfolio and mitigates risk​.Market Shifts and Investment StrategyThe economic environment is changing, with inflation and rising interest rates creating a more favorable backdrop for value stocks. Historical data shows that during inflationary periods, value stocks tend to outperform growth stocks, making them a strong consideration for retirement portfolios​.Invesco's Contrarian ApproachThe Invesco Comstock Fund follows a disciplined, valuation-driven approach. The team seeks undervalued companies facing temporary challenges, aiming to capitalize on market dislocations while maintaining a long-term investment perspective​.

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Matthew Fine, portfolio manager at Third Avenue Management, about value investing, the outlook for financial markets, industry sectors, and individual stocks.

AI is eating the world, or so the headlines say. But what does this really mean for debt markets? Where does AI truly excel, and what limitations persist? What implications does this technological shift hold for analysts' jobs? And how is 9fin deploying AI to address specific challenges confronting debt market professionals?Sujeet Indap, Wall Street editor at the Financial Times, sat down with Steven Hunter, CEO and co-founder of 9fin, to cut through the hype and dissect the real impact of AI on debt markets. This episode was produced from a recent 9fin webinar. If you'd like to learn more about how 9fin's AI-powered platform can give you a competitive edge in debt markets, we'd love to chat.Schedule a personalised demo→ https://9fin.com/sign-up?utm_source=hubspot&utm_medium=email&utm_campaign=ai_debtmarkets_webinarOr, stay up to date with all the latest for 9fin's insights, news, upcoming events, and new featuresJoin our newsletter→ https://share.hsforms.com/1KaeNlWvzRlqYjJGJjHbZmgby77cFollow us on LinkedIn→ https://www.linkedin.com/company/9finHave any feedback for us? Send us a note at podcast@9fin.com.

No one likes that feeling of being a little too thick in the middle. But finding the right balance of strength and cushion is no easy task. We're talking about the middle office here, of course.The middle office may not always be in the spotlight, but when loan data goes awry it's the team that keeps the gears turning and numbers in check. In this episode, head of podcasts Chase Collum chats with Jared Vest, global co-head of middle office solutions at FIS, to break down the middle office's essential roles, risks, and evolving responsibilities. They explore how accurate data and strong operational support are critical to navigate today's fast-paced loan market.This episode was produced in partnership with FIS as part of a three-part series diving into the challenges facing middle office practitioners and users of global loan data sets.Have any feedback for us? Send us a note at podcast@9fin.com.

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. In this insightful conversation, they look at some of the most insightful clips from our guests including Cliff Asness, Aswath Damodaran, Kai Wu, Scott McBride, Larry Swedroe and Dan Rasmussen. They explore why value investing has struggled in recent years, examine value spreads, and discuss whether this time is truly different. Tobias offers a compelling case for why value investors might finally see their patience rewarded.Topics covered:• Value spreads and how they've evolved from historically consistent ranges to unprecedented widths in recent years• Why value doesn't necessarily need catalysts or multiple expansion to generate returns• The impact of intangible assets on value metrics and whether traditional valuation methods need updating• How indexing and passive investing have affected market dynamics and created potential opportunities• The underperformance of international stocks compared to US markets and whether that trend might reverse• Why the "Magnificent 7" tech stocks have defied mean reversion and if that can continue• How to maintain conviction as a value investor during extended periods of underperformance

Market Volatility and Value Investing: Navigating Uncertain Times with Dividend Growth Stocks   Episode Overview: Market Volatility and Investment Strategy In this episode of The Financial Hour, Tom Dupree and […] The post Market Volatility and Value Investing: Uncertain Times with Dividend Growth Stocks HOUR 2 3-08-25 appeared first on Dupree Financial.

In the credit markets, it's important practitioners get their fax straight. No, you didn't read that wrong — even in 2025, people still use fax machines to transmit some loans data.In our latest Cloud 9fin episode, Chase Collum, head of podcasts, and private credit analyst Devin McGinley, sit down with John Smullen, product manager at FIS. They chat about how global data trends are shaping strategies in the leveraged finance world as private credit CLOs and direct lending gain ground.This episode is part of a three-part series we'll publish in partnership with FIS on Cloud 9fin, so look out for our next episode, coming next Thursday! Have any feedback for us? Send us a note at podcast@9fin.com.

In this episode of Jane's LME Addiction, our head of LME coverage Jane Komsky brings in global chair of Gibson Dunn's restructuring group, Scott Greenberg, to discuss the evolution of cooperation agreements within liability management exercises. They discuss the different types of co-ops, why co-ops have become expected in US deals, their spread to the EU, and the validity of antitrust arguments.Find all our coverage on co-ops at 9fin.com.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

Three media companies, in vaguely the same vicinity, in fair debt markets where we lay our scene — where ancient business models encounter new scrutiny, and AI generates images you can't unsee…Valentine's Day has been and gone, so why on earth are we besmirching Romeo and Juliet with terrible puns? You should listen to the episode for the full picture, but basically we're discussing three recent debt transactions from X/Twitter, Snap, and Getty Images.These deals might not seem immediately connected, but there's a thread running through all three. In an age of political upheaval and rapid technological advancement, what do they tell us about the future of media? William Hoffman, David Bell and Will Caiger-Smith are here to discuss, and to crowdsource ideas for sponsored 9fin Snapchat filters.Want to share feedback on this episode? Send us a note at podcast@9fin.com.

According to CreditCards.com, a new report indicates that 1 in 5 Americans are engaging in hoarding and "doom spending"——with this behavior driven by anxiety about the future. Today's Stocks & Topics: TEM - Tempus AI Inc., Market Wrap, POWL - Powell Industries Inc., ATKR - Atkore Inc., BALT - Innovator Defined Wealth Shield ETF, 1 in 5 Americans Are Doom Spending, FNV - Franco-Nevada Corp., Short Interest, CMCO - Columbus McKinnon Corp, Value Investing, KVYO - Klaviyo Inc., Quantitative Tightening (QT).Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Kinsta: https://kinsta.com* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Christopher Marangi (Co-CIO, Value) discusses key macro-economic dynamics currently impacting the value investing landscape.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• Twitter - https://twitter.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Market Volatility and Finding Value: Why Our Defensive Approach Works In today's volatile market environment, many investors watching broad market indices tumble may be wondering how to better protect their […] The post Market Volatility Explained: How Value Investing Protects Your Retirement Portfolio | appeared first on Dupree Financial.

In the private equity world, continuation vehicles have been a bit of a blockbuster, so can the structure's success transfer to private credit?We have already seen BlackRock's $1.3bn continuation vehicle last year, and some market participants are expecting to see even more in 2025. On the other side however, this might not be as straight forward as in the PE world, and there is a growing pool of skeptics.In this episode of Cloud 9fin, senior private credit reporter Synne Johnsson sits down with private credit reporter Jemima Denham, to discuss all things private credit continuation vehicles -- Why are they the current talk of the town? What are the challenges? And will they eventually take off?Have a listen to hear this discussion on continuation vehicles in the private credit market. If you have any feedback for us, send us a note at podcast@9fin.com. Thanks for listening.

In Episode 402 of Hidden Forces, Demetri Kofinas speaks with Mark Holowesko, the founding Partner and Chief Executive Officer of Holowesko Partners—a Bahamian-based, value-oriented investment firm that allocates capital across a wide range of industries, geographies, and market capitalizations. This episode is part of a series in which Demetri interviews value investors, motivated by his concerns about how the global economy's direction and the ongoing geostrategic competition between the U.S. and China will impact asset markets in the coming years. In the first hour, Holowesko and Kofinas discuss: Mark's macro framework and approach to value investing His concerns about government debt and its implications for interest rates and inflation Trends in global liquidity The future direction of the U.S. dollar Why Holowesko believes that 2022 marked a long-term turning point for value investing—with enormous implications for investors In the second hour, Mark and Demetri explore some of the most promising investment opportunities outside the United States—particularly in the UK and Japan—as well as how to assess similar opportunities in China, whether the country is investible, and the risks investors face when deploying capital in Chinese companies and the broader Chinese market. They also delve deeper into Mark's investment process, his views on the role of gold in one's portfolio, opportunities in the U.S. energy sector, and much more. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 02/11/2025

We talk a lot about leverage at the 9fin office (it's kind of the story behind our company name, in case you were wondering) so it should come as no surprise that we think it's interesting. But in the world of Significant Risk Transfer, it's especially fascinating — and controversial.You may have caught the story that Celeste Tamers, part of our growing asset-based finance team, broke last week about Deutsche Bank pulling back from offering repo financing on SRT trades.In this episode of Cloud 9fin, Celeste and our asset-based finance editor Owen Sanderson pick that story apart and use it to explore the history of SRT, to help listeners understand why regulators are raising their eyebrows at the recent growth of this important market.Any feedback on this episode? Email us at podcast@9fin.com.

Long live liability management.In this episode of our new show Jane's LME Addiction, our head of LME coverage Jane Komsky brings in Latham & Watkins partner George Klidonas and C Street founder and CEO Jon Henes, to discuss the Better Health transaction and its implications for future LMEs.Also under discussion: how liability management has taken off as an industry, how law firms and advisors are adapting to this boom in business, and the creative moves market participants are making to ensure the LME space lives a lengthy and healthy life.Listeners might notice a bit of background noise because this episode is also recorded in video format! Find it on YouTube here! Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

In this episode, we're going to look at how to invest during a tariff trade war.I also cover the following topics in this episode:- What are tariffs?- Brief history of tariff wars- History of stock market reaction- How should you invest now?Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Publicly traded leveraged debt issuers are facing a collective maturity wall of $219 billion in the coming years. But unlike the Chiefs' offensive line in the Super Bowl, credit market watchers aren't expecting that wall to collapse.In this episode of Cloud 9fin, US managing editor Bill Weisbrod sits down with credit analyst Ben Dickerman and leveraged finance reporter Dan Mika about their recent piece looking at how the 2026-27 maturity wall in the US is shaping up.Among the highlights: how issuers are hanging on to cheap debt costs, how a leveraged finance market starved for new-money deals is giving BB-rated companies plenty of time to refinance, the uncertainties surrounding Trump administration's economic policies, and how this story was powered by Dan's love of drum and bass music.As always, if you have any feedback for us, send us a note at podcast@9fin.com

This week on The Patti Brennan Show, we're diving into a crucial conversation about market trends, diversification, and smart investment strategies for 2025. With record-breaking market performance in 2024 and increasing uncertainty in global markets, how should you position your portfolio? Join Patti Brennan and Brad Everett as they break down what's happening in the economy, the risks of overconcentration, and the hidden opportunities investors should consider.

With Super Bowl Sunday upon us, much like over a third of the US, we thought we'd focus on sports.Private credit has been circling sports for some time as an investment opportunity. Many regulatory changes in the past year and an increasing number of emerging sports leagues have brought it back into view to begin this year.In this episode of Cloud 9fin, senior reporter Peter Benson sits down with Aaron Kless, managing partner and CIO at Andalusian Credit Partners, to discuss all things private credit and sports.The discussion topics include the institutionalization of the sports market, how credit works with sports franchises and other areas of the sporting world that are ripe for credit investment.As always, if you have any feedback for us, send us a note at podcast@9fin.com

En el podcast de hoy hablamos por qué no deberías emplear la estrategia del baló, investing a la hora de invertir tu dinero en bolsa. Únete al canal GRATUITO de WhatsApp: https://whatsapp.com/channel/0029VaTrH1L72WTwHEGtyr0m Sígueme en instagram: ⁠https://instagram.com/arnau_invertirbolsa⁠ Todo lo que hacemos en Boring Capital: ⁠https://boringcapital.net/⁠ Consulta nuestras rentabilidades pasadas en Boring Capital: ⁠https://boringcapital.net/informes-rentabilidad⁠ Sígueme en Twitter: ⁠https://twitter.com/ajnogues⁠ Suscríbete a nuestra newsletter: ⁠https://mailchi.mp/1a1f327fc3d5/ideas-de-swing

"Stewardship is a biblical profession." - Tom GaynerOn an incredibly special episode of The Culture Matters Podcast, we are welcoming back our long-time friend, frequent collaborator on the show, and the founder of Arena Securities, Aleck Arena, to co-host today's proceedings as we welcome a very special guest to the show.  Chairman and Portfolio Manager at Davis Funds and Independent Director on the Board of Directors with Berkshire Hathaway Chris Davis is our guest today and we could not be more excited to have him here to share his unparalleled experience and expertise with our listeners.  Chris, Aleck, and Jay are getting into the lessons and values Chris learned from his grandparents, the importance of learning to think in the long-term when it comes to investing and having no better teacher than Charlie Munger, instilling the value of hard work to the next generation, and questioning whether or not the system itself is fair.  It isn't every day that we get to host a person with the life experiences, success, and wealth of knowledge that we had today and it was truly an honor to have this conversation with the one and only Chris Davis.

People love to talk about the battle between banks and private credit firms in leveraged debt markets. And at a high level, it's true that the dealflow has bounced back and forth between the two over recent years — but markets are a lot more complex than a game of table tennis.In this episode of Cloud 9fin, Synne Johnsson sits down with Soren Christensen, partner and head of capital markets at Cinven, and Amit Bahri, co-head of European direct lending at Goldman Sachs, to break down how private credit's role has evolved over the years.Among the highlights: how sponsors have adapted to embrace private credit, what the return of the BSL market means for direct lender strategies, the attraction of junior PIKs, and predictions for 2025.As always, if you have any feedback for us, send us a note at podcast@9fin.com.

The full extent of the damage from this season's California wildfires is yet to be determined, but one thing that is certain is that some leveraged credits are starting to feel the heat.In this week's episode of Cloud 9fin, US managing editor Bill Weisbrod and deputy leveraged finance editor Sasha Padbidri survey the extent of the damage and discuss which industries are among the most impacted.Find Sasha's latest report about the wildfires' impact on leveraged credits here. If you have any feedback or want to get in touch, send us a note at podcast@9fin.com. Thanks for listening!

Are you looking to transform your financial future? Learn how Paul Gabrail applies Warren Buffett's principles to real estate and personal finance to build long-term wealth. In this episode, Gary Heldt sits down with Paul Gabrail, co-host of Everything Money, to discuss the art of value investing, building a successful real estate portfolio, and teaching financial literacy. Paul shares his journey from investing as a teenager to running a YouTube channel with over 278,000 subscribers, offering unconventional but effective strategies for financial success. Key Takeaways: ➤ How Paul started his investing journey and what sparked his passion for value investing. ➤ Why teaching financial literacy is crucial and how Paul plans to impact the next generation. ➤ The importance of dollar-cost averaging and compounding interest for long-term returns. ➤ Tips for getting started in real estate, including evaluating risks and leveraging small investments. ➤ Why Paul believes in managing properties directly and avoiding third-party managers. ➤ Lessons on balancing work and life while maintaining high productivity. Quote from Paul Gabrail: "Successful investing isn't about following someone else's strategy—it's about understanding and applying your money to what you truly know." "Don't get caught up in looking like you're working hard. Focus on being effective. The person who gets the most done the fastest wins." How to Connect with the Guest: Watch Paul's content on YouTube, where he posts multiple videos weekly. Follow him on X (formerly Twitter) at @EMPaulG. Engage with his videos for fresh insights on finance and investing. Closing Statement: Join us next week for more insights to grow your business and wealth. Thanks for tuning in! Learn more about your ad choices. Visit megaphone.fm/adchoices

After years of growth and positive sentiment, 2024 saw private credit's smallest fundraising haul since 2019. But the year-on-year drop in capital raised was far less significant than the drop in the number of funds that were closed.In this week's episode of Cloud 9fin, US private credit editor David Brooke and reporter Anna Russi discuss the latest results in private credit fundraising and how LPs are consolidating around their favorite firms. The conversation walks through how investors are feeling about the asset class and whether the incoming Trump administration can help or hinder funds on the road next year. Read Anna and David's article diving into these trends here.Have any questions or feedback for us? Want to join us on the podcast? Send a note to podcast@9fin.com to get in touch. Thanks for listening!

Karsten Jeske (Big Ern) and Paul Merriman engage in a lively debate about Small Cap Value Investing versus Broad Market Strategies.Should you tilt your portfolio toward small-cap value to capture a potential risk premium, or is sticking with broad-based funds like VTSAX the more reliable approach? With decades of financial expertise, Karsten and Paul offer opposing yet insightful perspectives to help you refine your long-term investment strategy.Watch and Subscribe on YouTubeIn This Episode, We Discuss: 1️⃣ Small Cap Value Premium:

In today's episode, Shawn O'Malley (@Shawn_OMalley_) shares his favorite lessons from the billionaire investor Mohnish Pabrai, who some know as the “Indian Warren Buffett.” Pabrai is a master investor, a close friend of Charlie Munger, and a wonderful storyteller, too. You'll learn what it means to circle the wagons in investing, how a few big decisions will end up mattering the most throughout your investment career, how GEICO changed Benjamin Graham's perspective on investing, why Nick Sleep told his investors to simply buy and hold three stocks, what Pabrai learned from having lunch with Buffett, what it means to be a Dhando Investor, plus so much more!  Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:59 - Why only 4% of Berkshire Hathaway's decisions over the years have explained most of Buffett's outperformance 08:52 - Which three stocks Nick Sleep told his investors to hold after winding down his fund 09:48 - Which types of stocks you'd want to circle the wagons around 10:10 - How GEICO changed Benjamin Graham's perspective on investing 17:19 - What Pabrai learned from having lunch with Warren Buffett 30:26 - Why great companies are not always great investments  37:55 - How the Patels built a motel empire across America 42:24 - What it means to be a Dhando Investor And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Mohnish Pabrai's book, The Dhando Investor. Pabrai's Circle the Wagons presentation. Pabrai's past interviews on The Investors Podcast Network: The Inner Score Card, Masterclass, Playing to Win, Value Investing and Philanthropy. Pabrai's profile in Richer, Wiser, Happier. Check out Richer, Wiser, Happier by William Green. Pabrai's presentation to Peking University students. Pabrai's Dakshana Foundation. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Facet Bluehost Fundrise Public Airbnb NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Today's guest is Matthias Hanauer, a researcher on Robeco's Quant Equity Research team. In today's episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the ‘Factor Zoo,' the integration of machine learning in investment strategies, the evolution of quantitative investing, and more. (1:32) Introduction of Matthias Hanauer (2:01) The state of value investing (7:26) Value investing's relationship with interest rate (14:10) Growth stocks vs. value stocks (16:38) Comparing emerging and developed markets (18:55) Market influences (23:20) Factor Zoo pape (28:57) Machine learning (38:15) Momentum ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Stansberry Investor Hour, Dan and Corey welcome Andrew Walker to the show. Andrew is a portfolio manager at value-oriented hedge fund Rangeley Capital and author of Yet Another Value Blog. He focuses on microcap, deep-value, and special-situations investments. Andrew kicks off the show by sharing how he got his start as an investor and what inspired him to focus on value investing. He says that while value investing has gotten more competitive over the years, investors can still do well in this space if they think outside of the box. Andrew also discusses his renewed interest in special purpose acquisition companies ("SPACs") and whether de-SPACs are worth wading through for winners. (1:47) Next, Andrew names a couple of companies he invested in and gives his reasoning for each play. The first is a bitcoin miner that emerged from bankruptcy. As Andrew explains, there are a multitude of problems with bitcoin mining, but this miner has managed to curtail some of those and stand out from the pack with its integration of AI. Andrew also talks about the revival of spinoffs, including one particular real estate investment trust that he likes thanks to its huge margin of safety. (15:43) Finally, Andrew discusses another spinoff he has invested in – a company that owns prime real estate in Manhattan. It has a lot of cash and no debt on its balance sheet. And with legendary investor Bill Ackman's hedge fund owning nearly 40% of the company, Andrew believes there's much more upside ahead and that a turnaround is likely. (38:39)