About Vela Investment ManagementVela investment philosophyVela portfolio management philosophyWhy he offers a long/short strategy and uses optionsVela’s iterative research processIdea generationRic’s macro viewsVela’s valuation methodolo

Interview with Chris Pavese of Broyhill Asset Management

Apr 18th, 2024 1h 34m

Broyhill overview and investment philosophyPortfolio managementRisk managementTeam size and research process and idea generationMacro outlook and incorporation into processValuation When to sellWhat Chris is reading**********

Interview with XPEL CEO Ryan Pape

Apr 12th, 2024 1h 29m

Business descriptionBusiness ModelProblems solving and value propositionMarket sharePricing power and pricing strategyBalance SheetIncome statement and biggest costs/expensesFuture growth opportunitiesMarket penetrationRyan's history a

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Mar 28th, 2024 1h 21m

Diamond Hill is a philosophically pure intrinsic value investing firmLiving in Columbus, The Austin of OhioWhat makes a great equity analyst vs an average analystHow to determine investing team size (using math)Analyst productivity and how that

Interview with Dan Davidowitz of Polen Capital

Mar 13th, 2024 1h 31m

Polen Capital's culture: radical candor, autonomy, mastery, purposeInvesting philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizingLarge Company Focus Growth Strategy: 132 stocks in 35 years, largest posit

Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)

Feb 19th, 2024 1h 6m

How Harris Oakmark thinks about and defines value investingMid-cycle earnings and why they are important (using the coin flip analogy)CBRE example of mid-cycle earningsBanks and SCHW example of mid-cycle earningsAdditional common adjustment

Interview with Todd Ahlsten of Parnassus Investments

Jan 24th, 2024 1h 10m

Todd Ahlsten is the Chief Investment Officer and Portfolio Manager of Parnassus Investments. Todd is also a panelist on the prestigious Barron's Roundtable. In this episode, we discuss Todd's background, investment process, and what he sees in

Interview with Chris Bloomstran

Dec 4th, 2023 1h 39m

2:00 On Semper Augustus investing philosophy and process4:00 On what it means to be an “opportunistic” value investor12:00 What the Semper Augustus portfolio-level metrics look like relative to the S&P 50020:00 Why he thinks stocks are attra

Interview with Quoc Tran

Nov 16th, 2023 50m 6s

2:00 – Quoc’s concentrated investing philosophy and portfolio-level metrics5:00 – Three different categories of stocks Quoc typically invests in6:00 – Portfolio management philosophy7:00 – Different layers of risk management11:00 – On using

Interview with Dan O'Keefe

Oct 19th, 2023 1h 15m

3:00 – Definition of value investing according to Dan10:00 – Dan’s risk management and portfolio management philosophy17:00 – when to sell a stock22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a gl

Interview with Bill Nygren

Sep 28th, 2023 1h 29m

Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you!2 min 15 seconds – Bi

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