#218 - Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay
In episode 218 we welcome our guest, Adam Karr. In today’s episode, we’re talking stocks and investment process.
We cover Orbis’ investment philosophy, and the relentless focus on companies trading at a discount to intrinsic value through a bottom-up analysis process. Adam offers thoughts on the current environment and why he thinks this looks more like the .com bubble, rather than the aftermath of the global financial crisis.
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.
All this and more in episode 218 with Orbis Investments’ Adam Karr.
More episodes from The Meb Faber Show
#362 – Seth Stephens-Davidowitz, Data Scientist & Author - You Do Have To Be Willing To Go Where The Data Takes You
In episode 362, we welcome our guest, Seth Stephens-Davidowitz, data scientist and author of Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are, …
The Best Investment Writing Volume 5: Sean Duffin, Cambridge Associates – Benefits of Global Diversification
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#361 – Jeff Hooke, Johns Hopkins - The Buyout Business…Has Not Outperformed The Public Stock Markets For The Last 10 or 15 Years
In episode 361, we welcome our guest, Jeff Hooke, Senior Lecturer at the Johns Hopkins Carey Business School and author of The Myth of Private Equity…
#360 – Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View
In episode 360, we welcome our guest, Erin Browne, portfolio manager for PIMCO, focusing on asset allocation strategies. She was also named as one of …
The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
#359 – Africa Startup Series – Aaron Fu, Sherpa Ventures - We Really Care About The Ability of Our Businesses To Uplift The Other Businesses in Africa
In episode 359, we welcome our guest, Aaron Fu, general partner for Sherpa Ventures, which focuses on pre-seed investments across Africa. He’s also the co-founder of Venture for Africa, 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.