#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
#281 – Adrian Helfert, Westwood Group - We’re Fundamental Investors And Multiasset Investors That Can Look Across The Capital Spectrum
In episode 281, we welcome our guest, Adrian Helfert, Director of Multi-Asset Portfolios for Westwood Group, where he leads Westwood’s multi-asset …
#280 – Matthew O’Connor, AdQuick - People Use The Term Disrupt All The Time…And I Like To Think We Can Kind Of Help Erupt The Industry
In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing …
#279 – Kevin Davitt, John Hiatt, Cboe - Relative To The Overall Portfolio, Small Allocations To Tail Risk Ideas Can Have An Outsized Impact
In episode 279, we welcome our guests, Kevin Davitt and John Hiatt, both of whom work for the Cboe as the Senior Options Institute Instructor and VP of Derivatives Strategy, respectively.
…
#278 – Lucas White, GMO - Since Inception Of The Strategy…We’ve Been Buying Companies At A Significant Discount, Yet Our Portfolio Has Had Earnings Growth That Far Exceeded The Broad Equity Market
In episode 278, we welcome our guest, Lucas White, a portfolio manager for the Resources and Climate Change Strategies at GMO.
In today’s episode …
#277: Top Podcasts 2020 – Replay: Rick Rule, Joe Davis, Tom Basso
Episode 277 is a replay of The Meb Faber Show’s top podcasts of 2020. Guests include Rick Rule, Joe Davis, and Tom Basso
Hear Rick Rule discuss the …
The Best Investment Writing Volume 4: Selected Writing from Prominent Investors and Authors
Last year when we published The Best Investment Writing Volume 3, we offered authors the opportunity to record an audio version of their chapter to …
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.