GuruFocusCast

Join us for a conversation with Dave Sather, founder and CEO of Sather Financial Group, a Texas-based investment firm managing $2.4 billion. Dave will share insights from decades of experience in investing, portfolio management and financial education.Start a Free Trial of GuruFocus Today!: https://www.gurufocus.com/pricing

In this episode of GuruFocus Cast, Bernie Horn of Polaris Capital Management joins GuruFocus for a conversation about value investing, free cash flow, artificial intelligence and finding opportunities in today’s market.

Bernie shares how he evaluates companies, what he looks for when identifying undervalued businesses and how he thinks about risk, market expectations and long-term investing.

Whether you’re a value investor or simply looking to better understand how an experienced portfolio manager approaches the market, this conversation offers plenty of useful insights.

Join us for a special member event with renowned investor Bill Nygren, Partner and Co-CIO-U.S. at Oakmark. With more than four decades of investment experience, Bill has managed the Oakmark Select Fund since 1996 and, among his many accomplishments, was named Morningstar’s Domestic Stock Manager of the Year in 2001.Start a Free Trial of GuruFocus Today!: https://www.gurufocus.com/pricing

Scott Phillips is a Principal and Chief Investment Officer at Templeton and Phillips Capital Management, LLC. Mr. Phillips also serves as Managing Member to the Templeton and Phillips Partners Fund, LLC. Scott will be sharing valuable insight and answering questions from users at the end of the session!

Join us as we explore the core tenets of "Invest Like a Guru," Charlie Tian's transformative guide to value investing. Drawing from his journey from physicist to seasoned investor and hard-won lessons from the dot-com bubble , this episode unpacks Tian's central philosophy: "Buy only good companies at fair prices".

Discover what defines a "good company," focusing on those with:

• Consistent profitability and stable, double-digit operating margins.
• An asset-light structure with high Return on Invested Capital (ROIC) (15%+ typically).
• Continuous double-digit growth in revenue and earnings.
• A strong balance sheet with manageable debt.

We'll also delve into why certain investments like asset plays, turnarounds, and highly cyclical businesses should be largely avoided due to their propensity for value traps and permanent capital loss. Learn about the crucial role of market cycles and the psychological discipline needed to navigate market euphoria and panic. This episode provides actionable insights from "Invest Like a Guru," complemented by the robust tools available on GuruFocus.com.

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.