Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11
Chris Bloomstran talks about Warren Buffett & Berkshire Hathaway, return attribution of the S&P 500, the AI arms race, and […]
Chris Bloomstran talks about Warren Buffett & Berkshire Hathaway, return attribution of the S&P 500, the AI arms race, and […]
Spencer Cole explains precious metals royalties, why they offer asymmetric leverage, and how sourcing overlooked royalties creates differentiated investment exposure.
Andrew Walker discusses small-cap special situations investing and his approach to uncovering mispriced opportunities at Rangeley Capital.
Professor Boyson discusses regulatory arbitrage, hedge fund management strategies, and the role of activism within alternative asset investing.
Brian Bares discusses concentrated small-cap investing, inefficiencies in micro-cap markets and building a boutique asset manager from the ground up.
Mikhail Samonov discusses systematic equity investing, multi-asset and alternative factor strategies, and building an asset management firm focused on disciplined
Stephen Clapham discusses identifying accounting red flags, forensic techniques for uncovering earnings manipulation, and why skepticism matters in equity analysis.
Jeff Gramm discusses shareholder activism, corporate governance failures, and balancing investor influence with long-term business stewardship.
Simon Adler discusses UK value investing, integrating ESG into portfolio construction, and lessons from managing global and Pan-European equity strategies.
Vitaliy Katsenelson discusses value investing in range-bound markets, capital discipline in sideways cycles, and lessons from his books on active