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Similares a Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15

20 vecinos (text_768) · 1.9K views · The Acquirers Podcast · Estados Unidos

Legendary value investor Rich Pzena on his 30-year career and the opportunity today | S07 E15

The Acquirers Podcast

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19Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK, | S08 E14

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16.1KEstados Unidos95
11Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC) | S08 E04

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3.2KEstados Unidos95
5Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08

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2.8KEstados Unidos96
15Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07

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18Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

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16Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT Preferreds | S08 E05

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10Juan Torres on emerging market value investing, China, Indonesia and Taiwan | S08 E06

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3Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

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1Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio | S07 E44

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1.6KEstados Unidos96
17Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT | S07 E43

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7How *Not* to Invest with Barry Ritholtz | S07 E13

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20Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

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1.3KEstados Unidos95
9Liquid real assets with Will Thomson of Massif Capital; natural gas, tungsten and tin | S07 E33

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12Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

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4Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

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2Winning Long-Term Games and Ergodicity with Author Luca Dellanna | S07 E37

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14Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

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6Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19

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8Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18

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13Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39

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