VALUE Cville

Dive into the world of investment with Steve Gorelik from Firebird Management! Discover their unique strategies and insights into banking sectors in Kazakhstan and Georgia. Learn about the profitability of banks, economic landscapes, and the future of international investments.

The episode explores the intersection of investing and philosophy, focusing on the role of AI in investment decision-making, the importance of understanding value beyond just financial metrics, and the emotional journey of investing.

Jeff and Donnie are joined by Shawn O'Malley from the Investors Podcast Network to delve into the intricacies of Uber's business model. They explore the challenges and opportunities Uber faces in the evolving landscape of autonomous vehicles, advertising, and global expansion. Shawn shares insights from his experience with the Intrinsic Value Podcast, discussing Uber's journey to profitability and the potential impact of autonomous technology on its future. Tune in for a thought-provoking discussion on the dynamics of ride-hailing and the strategic moves that could shape Uber's trajectory.

In Part 2, Jeff and Donnie discuss the evolution of value investing with expert Paul Johnson. They explore the impact of artificial intelligence on investment strategies, the importance of relationships in investing, and the philosophical reflections on wealth and its implications for life choices.

Paul Johnson's Collection:

https://m.youtube.com/playlist?list=PL_Mx9Q1Wge6L-5ZHLAOhc4H1wmGQoRlsB

In this episode of the Value Cville podcast, Jeff and Donnie are joined by esteemed educator and investor Paul Johnson. Together, they delve into the Value of Growth, exploring its evolution and the critical balance between paying for growth and ensuring value. Paul shares his journey from a tech analyst to a thought leader in value investing, offering insights into the dynamics of market expectations and the role of competitive advantage. Tune in for a thought-provoking discussion that challenges traditional investment philosophies and highlights the importance of adapting to today's market realities.

In this episode, we go deeper into the strategic intricacies of NextNav’s positioning within the telecom industry. Whether you're an investment enthusiast or simply curious about how the telecom complex operates from the FCC to implementation, Calgary brings clarity and insight to a complex landscape.

https://www.fcc.gov/ecfs/search/search-filings/results?q=(proceedings.name:(%2224-240%22))   https://www.fcc.gov/ecfs/search/search-filings/results?q=(proceedings.name:(%2225-110%22))   https://www.fcc.gov/ecfs/document/10908064508996/1

In this episode, Jeff and Donnie sit down with Calgary Leveen of Anhinga Investment Partners for a deep dive into the investment thesis behind NextNav. They unpack the regulatory landscape, explore the future of GPS backup systems, and discuss what it all means for investors navigating the evolving world of positioning technology.

Docket 24-240 WTB and OET Seek Comment on NextNav Petition for Rulemaking

Docket 25-110 Promoting the Development of Positioning, Navigation, and Timing Technologies and Solutions

Latest Ex Parte filing with NextNav presentation attached

This episode dives into the intricacies of volatility and position sizing within guerrilla portfolio management. Discover how the power law distribution not only shapes economic and investing outcomes but also influences the decisions that steer our lives.

Join us for our first interview with Jeremy Deal of JDP Capital where we discuss gorillas in the market.

We’re kicking things off with an introduction to our hosts and a taste of what’s to come—real conversations and fresh perspectives from a community of value investors.