#216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value
In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.
In today’s episode, we discuss David’s background and what led him down the path of value investing. We cover the characteristics that drive Artisan’s framework and investment process.
With the recent market selloff in mind, we walk through some industries that are offering value right now, from travel and leisure to energy, and where Artisan has been deploying cash.
As the conversation winds down, we talk high-level about the asset management industry and deploying value strategies.
All this and more in episode 216 with Artisan Partners’ David Samra.
More episodes from The Meb Faber Show
#335 – Thomas Eiden, Atomic Alchemy - There Is A Vast Shortage Of Man Made Radioactive Materials
In episode 335, we welcome our guest, Thomas Eiden, founder of Atomic Alchemy, a company dedicated to producing radioisotopes used in nuclear medicine.
In today’s episode, we’re going …
#334 – Peter Johnson, Jump Capital - What I Think About Most Of The Time Is What Crypto Is Going To Mean To The World
In episode 334, we welcome our guest, Peter Johnson, a partner at Jump Capital, where he leads Jump’s investments in the FinTech, crypto, and blockchain sectors.
In today’s episode, …
#333 – Startup Series – Rob Forster, Wonderbird Spirits - Making Gin Is Truly An Art
In episode 333, we welcome our guest, Rob Forster, co-founder of Wonderbird Spirits, Mississippi's first grain-to-glass gin distillery.
In today’s episode, we hear how Rob stopped …
#332 – Mebisode – Journey to 100X
Episode 332 is a Mebisode. In this episode, you’ll hear Meb talk about his journey investing in over 250 private companies since 2014. He explains why he chose to do so and his framework …
#331 – Phil Nadel, Forefront Venture Partners - The Best Companies Are Founded By Folks Who Personally Feel The Pain Point
In episode 331, we welcome back our guest, Phil Nadel, co-founder of Forefront Venture Partners, one of the largest and most successful syndicates on …
#330 – Guillermo Cornejo, Riders Share - Riders Share Is Like An AirBnB, But For Renting Motorcycles
In episode 330, we welcome our guest, Guillermo Cornejo, founder and CEO of Riders Share, the first & largest motorcycle peer-to-peer rentals platform in the United States.
In today’s …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.