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Value Investing with Legends

Feb 26, 2021

Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm’s financials and prospects, while the structural side puts that analysis in the specific context of the industry as well as the economy at large. Our guest, Anna Nikolayevsky,...


Feb 12, 2021

Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting pressure on improving operational performance to generate returns. In such an environment, Europe is fertile ground for the value investor. With room for...


Jan 29, 2021

Many of the guests that I've had on this program are people I've known for years. We approached those conversations as an opportunity to explain together to the audience their methods, philosophies, and approach. Today’s conversation with Samantha Greenberg is a bit different. Samantha is someone I’ve looked forward...


Jan 15, 2021

There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What’s surprising is that while many people listen to them, hardly anyone puts those lessons into practice.

Today’s guest, Mohnish Pabrai, is not one to miss such opportunities and...