GuruFocusCast

The U.S. Value team managers discuss their strategy, market perspective and several current holdings, including PayPal and UPS.

The head of Brennan Asset Management said Irish banks, PTSB in particular, have an advantage over other European banks.

The BlackRock Global Allocation Fund manager discusses companies that generate high free cash flow, what indicators in the latest employment report mean for investors and determining where the economy is going.

The CIO of Wedgewood Partners approaches potential investments with the mindset of a business owner.

The Tweedy Browne managers say the firm is finding value in small and mid-cap stocks currently.

The founder and portfolio manager of JDP Capital invests in companies that not only survive, but thrive.

The president and CIO of Robotti & Company discusses the importance of building relationships and shares insight on board involvement.

The leader of Sidoxia Capital Management says his firm's investment model focuses on contrarian indicators to find those opportunities that might not be obvious to others.

The CIO of Rewey Asset Management explains his three-pillar investment approach, discusses market trends and shares what he has learned from his guru mentors.

Bill Smead of Smead Capital Management discusses the strength of the energy sector, the rise of millennial consumers and the impact they will have on homebuilders, financial companies and retailers.