Value Investing: The Starvine Way
What are the most important questions to ask when assessing an investment? Enjoy the ride with us as we will target specific topics and interview experts about the markets, industries and more. Send us your questions to: Podcast@StarvineCapital.com Company profile: www.StarvineCapital.com
Episodes
What are the implications of AI for professional investors? This is surely a question on every fund manager's mind.
In this episode, we are joined by Andi Kerenxhi, founder of Ubineer. Andi is at the forefront of merging AI into professional investing with his firm’s proprietary software. Adding to his relevance for this podcast is his affinity for long term value investing. In this conversation, which was recorded on December 17,...
In 2023, a collection of 38 letters from J.D. Rockefeller to his son was published. These letters spanned over four decades and were not previously widely available. Contained in the 194 pages is a treasure trove of wisdom relating to a broad range of topics. However, for this episode, the focus was on Rockefeller's advice that is helpful from an investing perspective. Be sure to obtain a copy of the book to gain access to the inne...
Our guest in this episode was Kim Shannon, a decorated value manager in Canada. Kim has over four decades of industry experience, which covered some of the biggest tumults in market history. Being able to hear Kim's lessons from those major corrections and how she navigated them from a value manager’s perspective is invaluable, to say the least. We also discussed topics such as the importance having mentors, what it takes to be suc...
Downdrafts can make or break your career as a pro investor, and likewise as an everyday investor. In this episode, we welcome back Christopher Mayer, who most of you know as the author of 100 Baggers. I reached out to him after reading his blog post in October 2023, which was aptly published after a pronounced plunge in equity markets. If this episode serves as a catalyst in changing one's behavior in future market and stock-speci...
What do you believe CEOs' primary responsibilities are and what are the key ways that they add enduring value to a corporation?
In this episode, Dr. George Athanassakos shares his expertise in an area that has historically been overlooked by financial academia: the ability of CEOs to allocate capital and the implications on investment returns. Great CEOs tend to be great value seekers. Listen to this insightful interview to benef...
In the finale of Season 2, we spoke with Robert Bruner, the co-author of “The Panic of 1907: Lessons Learned from the Market’s Perfect Storm”. It is important as investors to study business history and the lessons it has to offer. Mr. Bruner identifies the causes of past financial crises and offers insights into how the everyday investor can prepare for difficult times.
The second edition of The Panic of 1907, which will be release...
Moneyball is a parallel universe with value investing. What lessons can we learn from the book and movie? Listen to find out.
The 2015 memo, "Moneyball: How is Baseball Related to Value Investing?" can be accessed with this link: https://starvinecapital.com/wp-content/uploads/2017/07/Memo-Moneyball-and-Investing.pdf
It seems straightforward enough to know when to buy a stock, but knowing when to sell almost always poses a tougher challenge. Should we sell every time a holding's price significantly increases? When is it a mistake to sell? And when does it make sense to sell at a loss? Listen to the latest episode to sharpen your acuity on this subject.
"Invert, always invert" ~ Charlie Munger.
Why is inversion a valuable tool? In this episode, we explore the practical uses of deductive thinking and its relevance to investing. Starting from the goal and working backward requires us to look a problem from a different angle - it can be a discovery process. By gaining awareness of actions that are harmful, we actually make a great leap forward to reaching our objectives.
Anchoring is a psychological short cut that all human beings perform. In investing, the gravity of anchors is so powerful and pervasive that we must educate ourselves on this topic. Listen to this episode to gain awareness of the nuances of anchoring and learn what can be done to prevent it.
In this episode, we are joined by Christopher Mayer, portfolio manager of Woodlock House Family Capital and author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. Chris shares his insights on what attributes to seek in long term winning investments and what he learned from legendary investor Chuck Akre.
In the second part of 100 to 1, we complete our review of Thomas Phelps's investment classic with the numerical and fundamental realities supporting stocks that deliver a high rate of long-term compounding.
In 1972, an investment classic called "100 to 1 in the Stock Market" was published. The concepts laid out in the book are timeless and the author, Thomas Phelps, communicates his teachings in an engaging manner.
This episode deals more with the psychological aspects and investors' self-defeating behaviors explained in the book, whereas the next episode highlights the basic arithmetic behind generating investment returns and key att...
In this episode, we are rejoined by Dr. George Athanassakos during his European lecture tour to discuss his new book, "Value Investing: From Theory to Practice". We discuss numerous topics, including the character and proper mindset needed to succeed as a value investor. Dr. Athanassakos also explores best practices that would benefit the long term well-being of any investor.
Links:
In our season finale, we speak with Dr. George Athanassakos, who is a pioneer in bringing value investing into the university curriculum. He is a Professor of Finance and the Ben Graham Chair in Value Investing at the Ivey Business School.
His upcoming book, Value Investing: From Theory to Practice, is scheduled for release in April 2021. It will be distinguished as the first value investing textbook and will serve as a platform f...
Every company wants Danaher results, but how many CEOs are willing to do what it really takes to succeed in a lean transformation? Listen in as our guest, Mark DeLuzio, provides insights on the unconventional thinking needed to achieve unconventional results. Mark is the principal architect of the Danaher Business System (DBS), the author of Flatlined: Why Lean Transformations Fail and What to Do About It, and founder of Lean Hori...
A spin-off occurs when a company breaks off one or more of its segments into a separate publicly traded company. Besides being a historically 'nutritious' place to hunt for value, the dynamics behind a spin-off are inherently interesting and oppose the forces that make markets efficient.
In this episode, which is part one of an undetermined number of episodes on the subject, we cover key attributes that are indicative of a compell...
How do you generally deal with and think about market fluctuations? In this episode, we cover Chapter 8 of The Intelligent Investor by Benjamin Graham. Warren Buffett identified Chapter 8 ("The Investor and Market Fluctuations") as one of two key chapters in his favorite investment publication of all time. Tune in to learn about Mr. Market and how to use him to your advantage.
If you haven't already, please review us on Apple Pod...
The checklist is a simple yet overlooked tool in making investment decisions. If you haven't been using one up until now, it is a good idea to begin thinking about its importance.
Buying and selling stocks is easy - too easy these days. Technology has reduced the smallest distance between impulse and action to the point where a day trader may not remember how many times the same stock was bought and sold within a single trading da...
The pandemic has understandably darkened market sentiment toward publicly traded REITs, especially those that own office and retail properties. However, how would an ultra long-term investor (e.g. manager of pension assets) think about the viability and durability of these asset classes going forward? Listen in as we speak with Andrew Garrett, Executive Director, Real Estate of IMCO Investments.
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The latest news in 4 minutes updated every hour, every day.
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.