Valuewalk's ValueTalks

Hello listeners,

Today is a very special episode with Alex Pettee, CFA, the president and head of ETFs for Hoya Capital Real Estate. He is a graduate of Georgetown where he was a dual-degree holder and a two sport athlete. In this episode, we discuss why he started HOMZ and how it is the first of its kind to include the other aspects of residential real estate such as home financing, technology & services. We also discuss how he defines the residential real estate market. I want to welcome Alex to the show and all our listeners to a very special episode.

Enjoy and thanks for the listen!

An interview with Kyle Bass of Hayman Capital on investing, American policy regarding China and much more!

Good morning listeners,

Today is a very special episode with David Marcus, co-founder, CEO, and CIO of Evermore Global Advisors. He began his career with Michael Price at Mutual Series Fund. Afterwards, he founded Marcstone Capital Management, LP, a long short Europe fund which was largely funded by Jan Stenbeck, a Swedish Financier. David cofounded Evermore Global Advisors back in 2009. He is a graduate of Northeastern University with a B.S. in Business Administration and a concentration in finance. In this episode we discuss his philosophy and approach and the lessons he learned from Michael Price.

Enjoy and thanks for the listen!

Part I https://soundcloud.com/valuewalk/david-marcus-ceo-and-cio-of-evermore-global-advisors-part-1

Eric Boughton, the Chief Analyst at Matisse Capital talks about CEFs and explains why they could be an integral part of your portfolio. He also explains Matisse Capital's position in Pershing Square, the hedge fund managed by Bill Ackman.

Good morning listeners,

Today is a very special episode with David Marcus, co-founder, CEO, and CIO of Evermore Global Advisors. He began his career with Michael Price at Mutual Series Fund. Afterwards, he founded Marcstone Capital Management, LP, a long short Europe fund which was largely funded by Jan Stenbeck, a Swedish Financier. David cofounded Evermore Global Advisors back in 2009. He is a graduate of Northeastern University with a B.S. in Business Administration and a concentration in finance. In this episode we discuss his philosophy and approach and the lessons he learned from Michael Price.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very very special episode with William Bernstein. He is back for another episode in which we discuss his upcoming book, "The Madness of Crowds". We discuss the history of human irrationality. Dr. Bernstein is a retired neurologist and PhD. He authored many financial books such as "4 Pillars of Investing", "A Splendid Exchange", and many more.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with the founder of ValueWorks, Charles Lemonides. He founded Valueworks back in 2001. He began his career with Gruntal and Co in their research department. He then joined Sterling Advisors, an investment advisory unit of Gruntal and Co. He has his Bachelors in History from Vassar College and pursued graduate studies in Economics from New York University. He received his CFA designation in 1989. I want to welcome Charles to the show and I want to welcome all our listeners to a very special episode.

You can find Charles hotel at

https://www.iwantaroomatthebeach.com

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with the co-author of "The Culture Question: How to Create a Workplace Where People Like to Work", Randy Grieser. He is also the author of "The Ordinary Leader. Randy is the CEO and founder of ACHIEVE Centre for Leadership and Workplace Performance and the Crisis & Trauma Resource Institute. He received his Master in Social Work from the University of Manitoba and Bachelors in Conflict Resolution from the University of Winnipeg. In today's episode we discuss the book he co-wrote and what are the underlying principles to have a good work place culture.

For more information on Randy and "The Culture Question: How to Create a Workplace Where People Like to Work"

https://theordinaryleader.com

https://www.amazon.com/Culture-Question-Create-Workplace-People/dp/1988617081

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Eduardo Alfonso Atehortua, Head of Latin America (excluding Brazil) Principles for Responsible Investing. Prior to joining PRI, Eduardo worked as a Professor of Sustainability at Universidad EAFIT, a Sustainability Manager at Deloitte, and a Research Assistant at Banco de la Republica. He received a BA in Economics from Universidad EAFIT and a Masters in Sustainable Studies from Escuela de Organization Industrial. In today's episode we discuss ESG investing in Latin America.

Check out the UN Principles For Responsible Investing at

https://www.unpri.org

Enjoy and thanks for the listen!

Good Morning Listeners,

Today is a very special episode. I am joined with Dan Rasmussen, the founder and Portfolio Manager of Verdad, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. In today’s episode we discuss what they find works in investing.

Transcript here https://valuewalkpremium.com/2019/02/quantitative-investing-rasmussen-schmitz-chingono/

HiddenValueStocks interview with Verdad from the summer of 2017 on their favorite small caps is right here https://hiddenvaluestocks.com/previous-issues/

Check out the Verdad at http://verdadcap.com. I encourage everyone to join their emailing list with their weekly commentaries.

In addition, check out their research papers:

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2776355

Enjoy and thanks for the listen