Value Investing: The Starvine Way

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

January 5, 2021 28 min

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 ...

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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...

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November 25, 2020 33 min

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 ...

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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...

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October 6, 2020 42 min

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 tradi...

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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.

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In this episode, we discuss The Intelligent Investor, a must-read book by Benjamin Graham. In particular, we highlight Chapter 20: "Margin of Safety" as a Central Concept in Investment. What is it about this seminal writing that won Warren Buffett's endorsement and influenced him to study at Columbia University under Graham? Listen to find out.

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In this episode, we have an interesting conversation with Jonathan Baird of the The Global Investment Letter about factors that are driving a volatile 2020 in the markets.  To learn more about Jonathan, please visit www.globalinvestmentletter.com.

If you have any questions about the podcast, please contact us at podcast@starvinecapital.com.

www.starvinecapital.com

 

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What is the connection between price and value? Listen in as we explore this most basic of questions.

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Welcome to our new podcast, Value Investing: The Starvine Way. Our first official episode will be released Wednesday, August 26, 2020. Have a listen to hear what we have planned. 

We look forward to having you join us each week. Please submit any questions or interview queries to podcast@starvinecapital.com

www.starvinecapital.com

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