Preview Mode Links will not work in preview mode

Value Investing with Legends

Mar 17, 2023

When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That’s why today’s guest, Scott Hendrickson, heavily emphasizes management quality and companies where diligence can provide a high level of conviction.


As a Columbia Business School graduate and adjunct professor,...

Mar 3, 2023

With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With over 40 years of experience in the industry, this is a lesson that today’s guest, Bill Nygren of Harris Associates, instills in the younger analysts he mentors.


Bill is...

Feb 17, 2023

One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the investment process. Our guest today, Angela Aldrich, fits that bill perfectly.


Angela is the co-founder of Bayberry Capital Partners, a hedge fund with a half-billion...

Feb 3, 2023

Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in the market to a market saturated with well-equipped and highly resourced experts competing against each other.


When I think about my pantheon of all-time great...

Jan 20, 2023

Success comes from value creation. 


For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sell. Otherwise, the resources expended will not flow into profitability.


Today’s discussion is one I was looking forward to because we’re focusing on value-based...