406 Episoder

  1. Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15

    Udgivet: 12.5.2025
  2. Markets in Turmoil: Tariffs and China. Brewster joins us for a classic Value:After Hours | S07 E14

    Udgivet: 28.4.2025
  3. How *Not* to Invest with Barry Ritholtz: | S07 E13

    Udgivet: 21.4.2025
  4. Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai | S07 E12

    Udgivet: 14.4.2025
  5. Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11

    Udgivet: 20.3.2025
  6. Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10

    Udgivet: 17.3.2025
  7. Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09

    Udgivet: 10.3.2025
  8. Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08

    Udgivet: 3.3.2025
  9. Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07

    Udgivet: 24.2.2025
  10. Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06

    Udgivet: 18.2.2025
  11. Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05

    Udgivet: 10.2.2025
  12. Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04

    Udgivet: 3.2.2025
  13. Ian Cassel on small and micro cap investing and the traits of good and great investors | S07 E03

    Udgivet: 27.1.2025
  14. Jim O'Shaughnessy on AI, ventures, publishing, markets and his new book Two Thoughts | V:AH S07 E02

    Udgivet: 20.1.2025
  15. Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01

    Udgivet: 13.1.2025
  16. Jason C. Buck on volatility, options, crises, crashes, value and reasons to be optimistic | S06 E47

    Udgivet: 23.12.2024
  17. Activism, REITs, capital allocation and Four Corners Property Trust with Bill Lenehan | S06 E46

    Udgivet: 16.12.2024
  18. Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden | S06 E45

    Udgivet: 9.12.2024
  19. Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44

    Udgivet: 2.12.2024
  20. Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl Institute | S06 E43

    Udgivet: 27.11.2024

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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.

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