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Value Investing with Legends

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...

Jan 6, 2023

To be a good value investor, you must be a good credit analyst.


Over the years, I learned so much from the many investors I’ve met through Heilbrunn. I’ve shamelessly incorporated these ideas and insights into my lecture notes and the curriculum. Today’s guest is one such person.


Mitch Julis has had a...