#216 - David Samra - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value

56 minutes

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

#241 - Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth

In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today’s episode, we’re talking markets.

We jump …

#240 - Stefan Batory, Booksy - This Is Probably The Last Major Vertical That’s Not Digitalized…And This Is A Massive Space

In episode 240 we welcome our guest, Stefan Batory, co-founder and CEO of Booksy. In today’s episode, we’re talking about helping folks in the hair …

#239 - Chris Fernandez, EnsoData - There Was One Particular Area That Felt Like It Was At Least 5 Years Behind…And That Was The Application Of AI To Waveform Data

In episode 239 we welcome our guest, Chris Fernandez, co-founder and CEO of EnsoData. In today’s episode, we’re talking all things sleep.

We walk through the origin story of EnsoData, from …

#238 - Mark Straub, Smile Identity - Face Recognition Is, In A Sense, Deep Technology

In episode 238 we welcome our guest, Mark Straub, co-founder and CEO of Smile Identity. In today’s episode, we’re talking user authentication and biometric checks.

We kick off the episode …

#237 - Ryan McQuaid, PlushCare - If You Look At Virtual Visits Last Year, They’re Only 1-2% Of All Addressable Visits

In episode 237 we welcome our guest, Ryan McQuaid, co-founder and CEO of PlushCare. In today’s episode, we’re getting into a hot topic in this pandemic environment, telehealth.

We start by …

#236 - Stuart Landesberg, Grove Collaborative - I Believe Deeply That Having A Truly Mission Driven Business Is A Sustainable Competitive Advantage

In episode 236 we welcome our guest, Stuart Landesberg, founder and CEO of Grove Collaborative. In today’s episode, we’re talking about building a …

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.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56