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There has never been a better time to start investing in the stock market and secure a sound financial future. Join in and learn with us as we discuss all things related to the stock market and investing on our journey to becoming better investors at 2 Buds Talk Stocks. Invest at your own risk. Jun 10, Tune in for all this and more! Swing Trading the Stock Market. For working traders or those with a heavy family load, it can be difficult combing through hundreds if not thousands of stocks looking for that one quality swing trade setup.
In this episode I talk about how one can trim down the stocks that they have to follow as well as trading off of a bare number of stocks and ETFs. Whiskey: King's Creek Tennessee Sour Mash Whiskey Be sure to check out my Swing-Trading offering through Patreon that goes hand-in-hand with my podcast, offering all of the research, charts and technical analysis on the stock market and individual stocks, not to mention my personal watch-lists and regular updates on the most popular stocks, including FAANG stocks, Microsoft and Tesla.
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These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. Despite the vast and volatile changes in the economy and securities markets during the last several decades, value investing has proven to be the most successful money management strategy ever developed. Available episodes. Ashvin Chhabra - The Aspirational Investor. How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals?
The Simons Foundation is dedicated to advancing research in mathematics and the basic sciences and is currently one of America's largest private funders in those areas. He's also the author of a terrific book, The Aspirational Investor, which was published in Ashvin holds a Ph.
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting gsb. Jun 3, Abby was most recently Senior Investment Strategist at Goldman Sachs and she is now a full-time member of the faculty at Columbia Business School, where she teaches a very popular course called the Future of the Global Economy. Abby started her Wall Street career at T.
Rowe Price, ultimately landing at Goldman Sachs in She made her name there as Chief US Portfolio Strategist, was named a Managing Director in , and made Partner in shortly before the firm went public. Abby is a native New Yorker, attended Cornell University, and received a master's degree in economics from George Washington University.
May 20, Welcome back to Season 7! From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, there have been many changes since we wrapped our last season at the end of Outside of that, a lot has happened in the markets.
Joining us today to discuss the international dimension of investing in this situation is our guest, Allison Fisch. She earned a B. Dec 3, Time arbitrage is one of the biggest behavioral advantages an investor can have. Joining us today to talk about what it means to be an engaged, long-term shareholder is Munib Islam. Munib is someone who has experienced investing from many different angles, from a traditional long-short hedge fund to sitting on corporate boards and seeing the process of approving corporate performance from the inside.
Nov 12, Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns. Lauren is co-founder and Managing Partner of Impactive Capital, an activist investment management firm that currently has more than 1.
Lauren earned her M. In this episode, Lauren, Michael and I discuss her non-linear journey to investing, what she learned from working in different industries, how she became interested in activist investing, what Impactive is doing to improve diversity in the industry, and so much more! Oct 29, 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 solutions like financial engineering and instead focuses on working with great leaders to put together the right people, resources, and strategies for long-term results. ValueAct has a very highly concentrated portfolio and one of its partners has served on the Boards of Directors of 44 public companies over the life of this great activist fund. Mason himself has served as a director of Microsoft Corporation, Valeant, Bard, Immucor, and many other companies.
In this episode, Mason and I discuss why he became interested in the psychological aspect of economics, how the activist investor landscape has shifted, the difference between transactional and transformational activism, the value of a learn-teach relationship, and so much more! Oct 15, 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 systems favored. Each year, students submit their ideas for new investments with five ideas ultimately being selected and held in their entirety for five years.
At the end of those five years, the inflation-adjusted original amount is invested back into the fund and any other gains are used to support scholarships for traditionally under-represented members of the class. I continue to be impressed with the sophistication of the insights made by the students and the professional discussions that arise for each pitch.
In this episode, Tom, Rainbow, Andreas, Ryan, and I discuss why they were initially attracted to the companies they pitched, the competitive advantages and under-appreciated opportunities that exist, key factors that appealed to each of them for their selected companies, and so much more!
Thanks for Listening! Oct 1, 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, behaviors, and reactions of today and events in the past.
Chris joined Davis Advisors in as a financial analyst and has been a portfolio manager of the firm's flagship fund, the Davis New York Venture Fund since That fund has a very long history, having been founded more than a half-century ago. Sep 17, I have loved the opportunity to host these interviews myself but from the very beginning, I felt that you would benefit from having another voice to challenge the guests and bring a different point of view to the podcast.
That time has finally come. Michael is a colleague, a friend, and someone I admire enormously for his passion and ability to match academic research with the practical considerations of investing. Prior to attending Columbia, Chase was a senior vice president at Citadel Investment Group, a hedge fund based in Chicago and a partner at Q.
Capital, an arbitrage firm based in Chicago. He joined the firm in after graduating from Harvard College. Apr 9, Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. Since then they have led several groundbreaking activist campaigns in Europe, capturing the attention of the financial press everywhere.
Mar 26, One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A great example of this is the new generation of activist investors in Europe. Students of mine have heard me say for some time that Europe has been ripe for activism.
I believe that with structural changes in European capital markets, combined with the state of global markets, a new wave of activism is happening and will be quite transformative. They have been making headlines with groundbreaking campaigns and change they are bringing to European Capital Markets. AOC has built a remarkable record over the last five years, beating the Europe ex UK Small Cap benchmark by a factor of almost three since inception.
AOC is an independent, partner-managed investment company acquiring significant minority stakes in publicly listed, undervalued small- and mid-size companies in German-speaking countries and Scandinavia. AOC follows an active ownership approach and fosters value creation through operational, strategic, and structural improvements.
Florian Schuhbauer is a founding partner of AOC and has more than 20 years of relevant experience. Klaus Roehrig is also a founding partner of AOC and has more than 20 years of relevant investing experience. Mar 12, The value investing in legends class is one of the highlights of the Heilbrunn year. Beth embodies the principles and practices of value investing like very few people do.
She makes investing look easy and her lecture always captures the pure essence of value investing. Beth began her career with Goldman Sachs in and shortly after moved to Greenwich, Connecticut to work as an analyst in Fund American Companies in In , she co-founded Woodland Partners in Minneapolis which focused on investing in small capitalization equities.
Feb 26, Any sound investment strategy must include both a tactical and a structural component. Our guest, Anna Nikolayevsky, is here today to share her approach and how her investment strategy has evolved. She is a wonderful friend of the Centre and I'm incredibly tha…. Feb 12, 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. Jan 29, Samantha Greenberg - Recognizing True Asymmetry. 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. Jan 15, There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. After working in research and development, Mohnish launched his own successful IT consulting firm, TransTech, in One of the most original investors out there, Mohnish arrived relatively late in his professional career to the world of investing but he has made such an impact ever since.
Through Pabrai Investments, Mohnish has built one of tho…. Dec 4, Modern value investing emphasizes investing in resilient franchises and letting the compounding do the work for you. On this episode, Jan and I discuss the advantages of real-world experienc…. Nov 20, The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes in spades. Howard started his career at Citicorp as an equity research analyst and then Director of Research, Vice President, and Senior Portfolio Manager overseeing convertible and high yield debt.
After leaving Citicorp, he moved to The TCW Group, where once again, he was responsible for investments in distressed debt, high yield bonds, and convertible securities. In he and another group of partners from TCW founded Oaktree, where he remains today. Howard is known for his penetrating mind and his memos are a must-read for any serious student of the market and….
Oct 16, Before that, he was a Vice President of T. Rowe Price, T. Equity Growth, the lead Portfolio Manager for the U. Anouk is a Partner of Durable who joined the firm at its inception in