In episode 163, we welcome our guest, Albert Meyer. Albert begins with his backstory as an accountant and his time in academia with the ultimate transition to the world of investment management.
He then gets into his early days in the investing world and the work he did that eventually became public, to uncover the Ponzi scheme at the Foundation for New Era Philanthropy.
Meb then asks Albert what the path looked like when he decided to start his own firm, Bastiat Capital. Albert discusses the evolution from running a research service to having demand for him to manage assets.
Albert follows with Bastiat’s investment philosophy, where he dives into his process, looking at company business models, financial statements, corporate governance, and why he gets into the details of items like equity based compensation.
The conversation then turns to Bastiat’s portfolio, where Meb asks about portfolio positioning on a high level and where Albert sees opportunities today. Albert discusses positions in things like Microsoft, Google, and Apple, as well as some Chinese stocks. He also explains how through complicated accounting rules, it may actually be easier now than in the past to hide accounting shenanigans.
As the conversation winds down, Meb and Albert discuss Albert’s ideas on social security and African development.
Don’t miss jam-packed episode 163 full of this and more, including some of Albert’s incredible work uncovering some of the most famous financial frauds in modern history.
Episode 167 is a Meb Short. In this episode, you’ll hear Meb discuss a fresh opportunity…The Cannabis Opportunity. Meb covers some of his thoughts on thematic investing and how we arrived …
Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio:
Bonds, stocks, and valuation
In episode 165, we welcome our guest, Chris Mayer. Meb starts off asking Chris about his background, then shifts to the subject of 100 baggers. Chris provides insight into his work on …
Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …
In episode 164, we welcome our guest, Jake Shapiro. Jake begins by talking about his background, as well as his early days in public radio with NPR.
Meb asks Jake to expand on major moments …
Last year when we published The Best Investment Writing Volume 2, we offered authors the opportunity to record an audio version of their chapter to …
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