Value Investing: The Starvine Way

In this episode, we keep unpacking Pulak Prasad’s What I Learned About Investing from Darwin and move from pure defense to intelligent offense. We recap the non-negotiables from Part 1 (what not to buy), then show how to narrow thousands of stocks to a tight focus list using one “Moneyball” metric: ROCE (Return on Capital Employed). We compare Costco vs. Tiffany to show why operating margin can mislead while ROCE reveals the real e...

In this first installment of our three-part series on What I Learned About Investing From Darwin, we explore one of the most original and thought-provoking contributions to the world of fundamental investing in recent years. Written by Pulak Prasad—an investor with an exceptional long-term track record—this work blends evolutionary biology with practical investment wisdom in a way few others have attempted.

In Part 1, we focus on P...

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...

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:

• Order a copy of "Value Investing: From Theor...

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...