Valuewalk's ValueTalks

Hello Listeners, Today is a very special episode with Steven Kiel, founder and portfolio manager of Arquitos Capital and chairman of Enterprise Diversified. Before founding Arquitos, Steve was an attorney in a private practice.He is a member of the army reserves and a veteran of operation Iraqi freedom and currently holds the rank of major. In todays episode we discuss his approach and the willow oak asset management. I want to welcome Steve to the show and I want to welcome all our listeners to a very special episode. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Steve Nadel, Partner at Seward & Kissel. He has over 25 years of experience as an attorney to hedge funds, private equity funds, and registered advisers. In this episode we discuss The Seward & Kissel 2017/2018 Form ADV Study which highlights some of the latest business trends for the largest SEC-registered hedge fund advisers. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Wayne Himelsein, President and CIO of Logica Capital Advisers. Wayne began his career as a proprietary trader at Carlin Financial Group. He then launched his first hedge fund in 1999 where he managed money for private clients as well as major institutions such as Hyundai Securities. He is a graduate of University of California Berkeley. In today's episode we discuss his approach too investing. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Bob Robotti, president and CIO of Robotti & Company. He founded Robotti & Company since 1983. Before this he was vice president and shareholder of Gabelli & Company, Inc. He is a graduate of Bucknell University and earned his MBA in Accounting from Pace. Bob is also a CPA. In today's episode we discuss his overall approach and why there is still opportunity for value investors today. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Don Steinbrugge, founder and CEO of Agecroft Partners. In today's episode we discuss his recent article on Hedge Fund Performance Reporting and the kinds of issues that both managers and investors should seek to be addressed. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Dev Kantesaria, Managing Partner at Valley Forge Capital Management. Dev is a graduate of Harvard Medical School. He began his career at McKinsey & Company where he was a senior associate. He was then principal at TL Ventures. After this he was General Partner at Devon Park Bioventures. In today's episode we discuss his approach and why he has a concentrated portfolio. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with the founder and CEO of GraniteShares, Will Rhind. Will has extensive experience in both the ETF and gold industries. He was principal at iShares from 2002 to 2007. Following this he was managing director, USA at ETF Securities. He was then CEO of World Gold Trust Services. He is a graduate of the University of Bath. In today's episode we discuss High Income Pass Through Securities. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Trip Miller, founder and managing partner of Gullane Capital LLC. He previously worked as an associate in the Investment Banking and Equity Research Groups at Wunderlich Securities in Memphis. Before this, he was a research and portfolio management assistant for Trusco Capital Management. He is a graduate of the University of Mississippi with a BBA in Managerial Finance and earned his MBA from the University of Florida. In today's episode we discuss his approach and what he is looking at today. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Andrew Chanin, CEO at ProcureAM and Micah Walter-Range, president of Caelus Partners. Andrew began his career with ETFs in 2007 working at Kellog Group where he worked his way up to lead market maker for global and International equity ETFs. Micah was founder of Space investment services back in 2016. Before that he worked at the Space Foundation where he was a research analyst and director of research and analysis. In today's episode we discuss the UFO ETF and the space industry. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Geoff Gannon, portfolio manager, podcaster and investment writer. He manages accounts at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. He has been writing and podcasting about value investing since the 2005 at the age of 19. He has written hundreds of articles for Seeking Alpha and GuruFocus. In 2006, he launched his own investing newsletter, Gannon On Investing. In today's episode we discuss his overall approach to investing. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Gerhard Anderson, Partner at Seward & Kissel. Gary is a partner in the Corporate Finance Group at Seward and Kissel LLP. Gary represents public and private companies, private investment funds, investment management firms, financial institutions, business owners and managers in connection with a variety of business transactions, financing s and general corporate matters. He also represented clients in Cross Border transactions. He received his BA from Lafayette College and JD from Case Western University School of Law. In today's episode we discuss the recent report done by Seward & Kissel, "Seed Transaction Deal Points". You can find the article: https://www.sewkis.com/wp-content/uploads/2014-2018-Seed-Transactions-Deal-Points-Study.pdf Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Joe Cioffi, author of Credit Chronometer. He recently released a 360 degree report that gauges expectations that encompasses all subprime auto participants. Joe is a partner at Davis & Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He has experience representing financial institutions in Financings, Insolvency Strategies, Restructurings, Creditor’s Rights/ Bankruptcy, Acquisitions. Joe is holds a BBA from Pace University, an MBA from New York University and JD from Rutgers School of Law. Enjoy and thanks for the listen!

Good morning podcast listeners, Today is a very special episode with Mitch Kovitz and Joel Hirsh with Kovitz Investment Group where Kovitz is a sub advisor to the Capital Opportunities Fund (CAPOX). Mitch is the founder & principal, and portfolio manager of Kovitz Investment group. He graduated University of Illinois with a BS in Accounting and is a CPA and a CFA. Joel Hirsh is principal and portfolio manager at Kovitz Investment Group. He began his career at KeyBanc Capital Markets as an equity research analyst. He is a graduate of University of Michigan with a BA in Economics. In today's episode we discuss their approach and what makes them different. Enjoy and thanks for the listen!

Simon Lack talks about Brexit, the US vs China trade war, and the US energy sector. Learn why the US is poised on the edge of the future and why that future looks incredibly good for investors.

Good morning listeners, Today is a very special episode with Nelson Wu. Nelson is the founder of Open Square Capital and he serves as the managing director. He has over 20 years of international business and consulting experience. He has extensive experience in M&A, cross border transactions, and legal entity optimization. He earned his BA from University of California, Berkeley and JD from University of Minnesota Law School. He is admitted to practice law in the state of California. In todays episode we discuss his approach to investing and the themes he has found attractive. Enjoy and thanks for the listen!