Valuewalk's ValueTalks

Good morning listeners, Today is a very special episode with Brian Boyle, CFA, and Erik Ritland, CFA. Brian is the president and portfolio manager at Boyle Capital and Erik is a research analyst at Boyle Capital. Prior to founding Boyle Capital, Brian worked as a portfolio manager at DCM. Before joining Boyle, Erik worked as a research analyst at Prairiewood Capital. In today's we discuss their approach, process, and the state of value investing. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Henry D. Wolfe, author of "Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value". Henry has experience as a private investor where he functioned as an active catalyst to create shareholder value. He is a graduate of Clemson University. In today's episode we discuss why the current governance system is flawed and his proposal for a better way to create value. Enjoy and thanks for the listen!

Interview with Simon Lack of SL Advisors, that takes an in depth look at the US pipeline industry. Find out why the US will soon export more energy products than we consume, and why now is a great time to invest in the energy sector.

Good morning listeners, Today is a very special episode with Seth Patinkin, founder and CEO of Ampersand Markets. He previously worked as a financial engineer at Prop Trading Co. and Infinium Capital Management. In today's episode we discuss Ampersand Markets and how he is modernizing the metals market. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with David Miller, Co-Founder, Chief Investment Officer and Senior Portfolio Manager of Catalyst Capital Advisors. Before co-founding Catalyst, he founded an investment newsletter back in 2005 where he identified undervalued stocks with a near term catalyst. He graduated University of Pennsylvania with a BS in economics and an MBA from the University of Michigan. In today's episode, we discuss IPOs and his IPOX fund. Enjoy and thanks for the listen!

Good morning podcast listeners, Today is a very special episode with Cornelius Bond, author of "T. Rowe Price The Man, The Company, and the Investment Philosophy." He joined T. Rowe as a technology analyst back in 1960. He is a graduate of Princeton University with a B.S. in Electrical Engineering. In today's episode we discuss his book on T. Rowe Price and his investment philosophy. You can find the book here: https://www.amazon.com/T-Rowe-Price-Investment-Philosophy/dp/1119531268?tag=valuewalkllc-20 Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Steve Nadel, partner in Seward & Kissel's Investment Management Group. He joined the firm in 1997 and became partner in 2001. He is the author behind The Seward & Kissel New Hedge Fund Study and The Seward & Kissel Side Letter Study. In today's episode we discuss his findings and trends based on The Seward & Kissel New Hedge Fund Study https://www.sewkis.com/wp-content/uploads/Seward-Kissel%E2%80%99s-2018-New-Hedge-Fund-Study.pdf Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Peter Mantas and Matthew Castel, General Partners of Logos LP. Both share an array of business and legal experience. Peter's experience includes senior managerial roles at large information service and enterprise technology companies and he has capital market experience working in alternative investments at McCarthy Tetrault LLP. Matthew's experience includes working at large enterprise technology companies and international legal firms such as Fasken Martineau LLP. In today's episode we discuss their approach to investing and their take on mental models. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Alex Pettee, CFA, the president and head of ETFs for Hoya Capital Real Estate. He is a graduate of Georgetown where he was a dual-degree holder and a two sport athlete. In this episode, we discuss why he started HOMZ and how it is the first of its kind to include the other aspects of residential real estate such as home financing, technology & services. We also discuss how he defines the residential real estate market. I want to welcome Alex to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

An interview with Kyle Bass of Hayman Capital on investing, American policy regarding China and much more!

Good morning listeners, Today is a very special episode with David Marcus, co-founder, CEO, and CIO of Evermore Global Advisors. He began his career with Michael Price at Mutual Series Fund. Afterwards, he founded Marcstone Capital Management, LP, a long short Europe fund which was largely funded by Jan Stenbeck, a Swedish Financier. David cofounded Evermore Global Advisors back in 2009. He is a graduate of Northeastern University with a B.S. in Business Administration and a concentration in finance. In this episode we discuss his philosophy and approach and the lessons he learned from Michael Price. Enjoy and thanks for the listen! Part I https://soundcloud.com/valuewalk/david-marcus-ceo-and-cio-of-evermore-global-advisors-part-1

Eric Boughton, the Chief Analyst at Matisse Capital talks about CEFs and explains why they could be an integral part of your portfolio. He also explains Matisse Capital's position in Pershing Square, the hedge fund managed by Bill Ackman.

Good morning listeners, Today is a very special episode with David Marcus, co-founder, CEO, and CIO of Evermore Global Advisors. He began his career with Michael Price at Mutual Series Fund. Afterwards, he founded Marcstone Capital Management, LP, a long short Europe fund which was largely funded by Jan Stenbeck, a Swedish Financier. David cofounded Evermore Global Advisors back in 2009. He is a graduate of Northeastern University with a B.S. in Business Administration and a concentration in finance. In this episode we discuss his philosophy and approach and the lessons he learned from Michael Price. Enjoy and thanks for the listen!

Hello Listeners, Today is a very very special episode with William Bernstein. He is back for another episode in which we discuss his upcoming book, "The Madness of Crowds". We discuss the history of human irrationality. Dr. Bernstein is a retired neurologist and PhD. He authored many financial books such as "4 Pillars of Investing", "A Splendid Exchange", and many more. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with the founder of ValueWorks, Charles Lemonides. He founded Valueworks back in 2001. He began his career with Gruntal and Co in their research department. He then joined Sterling Advisors, an investment advisory unit of Gruntal and Co. He has his Bachelors in History from Vassar College and pursued graduate studies in Economics from New York University. He received his CFA designation in 1989. I want to welcome Charles to the show and I want to welcome all our listeners to a very special episode. You can find Charles hotel at https://www.iwantaroomatthebeach.com Enjoy and thanks for the listen!