Valuewalk's ValueTalks

Simon Lack talks about Brexit, the US vs China trade war, and the US energy sector. Learn why the US is poised on the edge of the future and why that future looks incredibly good for investors.

Good morning listeners,

Today is a very special episode with Nelson Wu. Nelson is the founder of Open Square Capital and he serves as the managing director. He has over 20 years of international business and consulting experience. He has extensive experience in M&A, cross border transactions, and legal entity optimization. He earned his BA from University of California, Berkeley and JD from University of Minnesota Law School. He is admitted to practice law in the state of California. In todays episode we discuss his approach to investing and the themes he has found attractive.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Brian Boyle, CFA, and Erik Ritland, CFA. Brian is the president and portfolio manager at Boyle Capital and Erik is a research analyst at Boyle Capital. Prior to founding Boyle Capital, Brian worked as a portfolio manager at DCM. Before joining Boyle, Erik worked as a research analyst at Prairiewood Capital. In today's we discuss their approach, process, and the state of value investing.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Henry D. Wolfe, author of "Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value". Henry has experience as a private investor where he functioned as an active catalyst to create shareholder value. He is a graduate of Clemson University. In today's episode we discuss why the current governance system is flawed and his proposal for a better way to create value.

Enjoy and thanks for the listen!

Interview with Simon Lack of SL Advisors, that takes an in depth look at the US pipeline industry. Find out why the US will soon export more energy products than we consume, and why now is a great time to invest in the energy sector.

Good morning listeners,

Today is a very special episode with Seth Patinkin, founder and CEO of Ampersand Markets. He previously worked as a financial engineer at Prop Trading Co. and Infinium Capital Management. In today's episode we discuss Ampersand Markets and how he is modernizing the metals market.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with David Miller, Co-Founder, Chief Investment Officer and Senior Portfolio Manager of Catalyst Capital Advisors. Before co-founding Catalyst, he founded an investment newsletter back in 2005 where he identified undervalued stocks with a near term catalyst. He graduated University of Pennsylvania with a BS in economics and an MBA from the University of Michigan. In today's episode, we discuss IPOs and his IPOX fund.

Enjoy and thanks for the listen!

Good morning podcast listeners,

Today is a very special episode with Cornelius Bond, author of "T. Rowe Price The Man, The Company, and the Investment Philosophy." He joined T. Rowe as a technology analyst back in 1960. He is a graduate of Princeton University with a B.S. in Electrical Engineering. In today's episode we discuss his book on T. Rowe Price and his investment philosophy.

You can find the book here:

https://www.amazon.com/T-Rowe-Price-Investment-Philosophy/dp/1119531268?tag=valuewalkllc-20

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Steve Nadel, partner in Seward & Kissel's Investment Management Group. He joined the firm in 1997 and became partner in 2001. He is the author behind The Seward & Kissel New Hedge Fund Study and The Seward & Kissel Side Letter Study. In today's episode we discuss his findings and trends based on The Seward & Kissel New Hedge Fund Study https://www.sewkis.com/wp-content/uploads/Seward-Kissel%E2%80%99s-2018-New-Hedge-Fund-Study.pdf

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Peter Mantas and Matthew Castel, General Partners of Logos LP. Both share an array of business and legal experience. Peter's experience includes senior managerial roles at large information service and enterprise technology companies and he has capital market experience working in alternative investments at McCarthy Tetrault LLP. Matthew's experience includes working at large enterprise technology companies and international legal firms such as Fasken Martineau LLP. In today's episode we discuss their approach to investing and their take on mental models.

Enjoy and thanks for the listen!