Our guest offers thoughts on the current environment and why he thinks this looks more like the dot-com bubble rather than the aftermath of the global financial crisis. In today’s episode, we’re talking stocks, and we cover Orbis’s investment philosophy and the relentless focus on companies trading at a discount to intrinsic value through a bottom-up security analysis process. Our guest, join the multi-billion dollar asset manager of Orbis Investments in 2002 and leads the U.S-based investment team as director and portfolio manager. We’ve got another awesome show for you today. Mention my code MEB for 20% discount for new users if you sign up within 1 month of this show. To learn more about YCharts, head to and sign up for a free trial. Whether you’re spending most of your time creating custom portfolios, identifying new and better investment opportunities, or trying to build your book of business, YCharts provides the data, tools, and workflow to enable us to do all of that. It’s a tool that every financial advisor should have access to. YCharts combines comprehensive data, powerful visualisation tools, and advanced analytics to simplify security research and analysis. I’ve been using YCharts for years, and even worked with them to add one of my favourite metrics to their platform, shareholder yield. Sponsor Message: Today’s episode is brought to you by YCharts, one of my favourite tools for researching securities, monitoring the markets, and doing my homework on investments. All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria Investment Management or its affiliates. Due to industry regulations, he will not discuss any of Cambria’s funds on this podcast. Better investing starts here.ĭisclaimer: Meb Faber is the co-founder and chief investment officer at Cambria Investment Management. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Welcome Message: Welcome to “The Meb Faber Show,” where the focus is on helping you grow and preserve your wealth. 55:26 – Derek Sivers– Anything you Want, Derek Sivers podcast.54:45 – The Art of Learning: An Inner Journey to Optimal Performance (Waitzkin).53:47 – Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts (Duke).48:39 – The Coffee Can Portfolio (Kirby).47:16 – 100 Baggers: Stocks That Return 100-to-1 and How To Find Them (Mayer).Interested in sponsoring an episode? Email Justin at from the Episode: We get into some of the opportunities in the market today and discuss emphasizing companies with balance sheet strength and thinking in terms of long-term, normalized earnings power.Ĭomments or suggestions? Email us or call us to leave a voicemail at 3 com bubble, rather than the aftermath of the global financial crisis. Adam offers thoughts on the current environment and why he thinks this looks more like the. We cover Orbis’ investment philosophy, and the relentless focus on companies trading at a discount to intrinsic value through a bottom-up analysis process. Summary: In today’s episode, we’re talking stocks and investment process. Guest: Adam Karr is a portfolio manager at Orbis Investment Management and head of the firm’s U.S. Episode #218: Adam Karr, Orbis Investments, “One Of The Most Important Decisions You Make Is The Price That You Pay”
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