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Value Investing with Legends

Nov 12, 2021

Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns.

 

Today we’re continuing our examination of the activist style of investing by exploring the intersection of two important trends in the money management industry: activism and environmental, social, and...


Oct 29, 2021

In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward.

 

Transformational activism in particular is centered around a deep commitment and trusting relationship between the investor and the company. This multi-dimensional approach forgoes short-term...


Oct 15, 2021

Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way.

 

Through the 5x5x5 Russo Student Investment Fund, he set out to prove the teaching value of a long-term fund rather than the conventional short-term activity that the existing...


Oct 1, 2021

A year and a half into the pandemic, a lot has changed in the investment landscape.

 

Individual investors have been empowered, economies reacted in unpredictable ways, and we still have no clear idea of what is to come. At the same time, when we take a retrospective look, we can find parallels between the trends,...


Sep 17, 2021

Since our first podcast in the spring of 2019, we’ve built a wonderful audience around the world, and now have a terrific collection of interviews with remarkable investors.

 

I have loved the opportunity to host these interviews myself but from the very beginning, I felt that you would benefit from having another...