Valuewalk's ValueTalks

Hello Podcast listeners,

Today is a very special episode with Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management. He is ultimately responsible for OSAM’s investment strategies. Jim authored several books including, “Invest Like the Best” and “What Works on Wall Street”. In today’s episode we discuss his approach to investing and why you need a big research graveyard. I want to welcome one of the best investors on the podcast and I want to welcome all our listeners to a very special episode.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Tim Koller, Partner at McKinsey & Company, Strategy & Corporate Finance. Tim has been consulting for over 28 years where he has served clients globally on value creation, corporate strategy, capital-market issues and M&A transactions. He co-authored Valuation which is in its 7th edition. Tim earned his MBA from the University of Chicago and his BS in Economics and Accounting from Loyola Marymount University. In today’s episode we discuss some new additions to the Valuation book and why there is a disconnect between the stock market and economy.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing in

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Will Rhind, CEO and Founder at Graniteshares. Before this he was CEO of World Gold Trust Services and Managing Director, USA at ETF Securities. He was also Principal at iShares. In today’s episode we discuss how Graniteshares delivers unique strategies such as gold and his new ETF XOUT. We also discuss some business lessons he had as an entrepreneur. Today’s questions were prepared by Natalie Wu who recently graduated John Hopkins University with a BS in Environmental Science and BA in International Studies.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Rob Wyrick, CIO of Post Oak Private Wealth Management. Rob brings over 25 years of investment experience. He began his career as an intern with Oppenheimer & Co. and then proceeded to Underwood, Neuhaus and Company. Rob earned his Bachelor of Business Administration, Finance from the University of Houston. In today’s episode we talk about his approach to investing and the implications of negative rates.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Eric Becker, Portfolio Manager at Water Island Capital. Eric has been with Water Island Capital since 2010. He earned his MBA from Cornell Univeristy and his Bachelor’s in Business Administration and Management from Bucknell University. In today’s episode we discuss his approach to merger arbitrage and how implement it in an ETF form.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Sean Covey, business executive, author, speaker and innovator. He is the president of Franklin Covey Education. He authored many books including “The Leader in Me” and “The 7 Habits of Highly Effective Teens”. He earned his Bachelor’s with honors from Brigham Young University and his MBA from Harvard. In today’s episode we discuss the new edition of “The 7 Habits of Highly Effective People” which is in its 30th Anniversary and how we can use it to navigate the current times.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Skip Johnson, RICP, Partner and Lead Advisor at Great Waters Financial. Before Co-founding Great Waters Financial, he worked as a National Sales Manager at BNG Holdings, Inc. He was also, co-owner and VP of Sales at Vantage Companies, LLC. He is a graduate of North Dakota State University. In today’s episode we discuss his approach to financial planning and holding cash in the portfolio.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with John Buckingham, Principal and Portfolio Manager at Kovitz and editor at the Prudent Speculator. John brings over 30 years of Investment Management experience beginning with AFAM. In 2018 he joined Kovtiz after Kovitz acquisition of AFAM. In today's episode we discuss where he finds opportunities and the implications of Covid.

Enjoy and thanks for the listen!

Hello podcast listeners.

Today's very special episode with Siggy Eggert, CEO of Grizzly research and activist short selling firm. Before this Siggy worked as an analyst at geo investing, and as a research assistant at forensic economics Incorporated. He specializes in short selling special situations and micro caps. He earned his master's in finance from the University of Rochester. In today's episode, we discussed his approach and opportunities in short selling

He will be speaking at our upcoming conference https://www.eventbrite.com/e/contrarian-investor-virtual-conference-no-2-tickets-104076373234?discount=VALUEWALK

Enjoy and thanks for the listen!