Valuewalk's ValueTalks

Good Morning Listeners,

Today is a very special episode with George Muzea, the author of “The Vital Few vs The Trivial Many”. He founded and is president of Muzea Advisors. George has over 40 years of experience as an investment professional. He graduated University of Connecticut with a BS Business Administration and received an MBA from New York University. In this episode, we discuss how to analyze insider actions.

http://www.vitalfew.info

Enjoy and thanks for the listen!

Hello Listeners,

In today’s episode, I am live with Jonathan Boyar, the president of Boyar Value Group, where discuss his approach, process, and some ideas. He started his career at GAMCO investors and then joined Boyar Value Group. He graduated Cornell University with a B.S. in Applied Economics and Business Management and earned a Dean’s Merit Scholarship from the Cardozo School of Law. After law school, he worked as a litigator at the medical malpractice defense law firm, Martin Clearwater and Bell.

Check out his podcast: "The World According to Boyar"

Thanks for the listen and enjoy!

Hello Listeners,

Today is a very special episode with Kimberly Rios, the portfolio manager at Catalyst Hedged Commodity Strategy Fund. Mrs. Rios began her career as currency trading assistant and then proceeded to Brandes Investment Partners in their currency team and equity team. She received her CFA designation in 2001 and earned her Charted Market Technician designation in 2014. In today's episode we discuss technical analysis and commodities such as gold, oil, and corn.

Enjoy and thanks for the listen!

Gate City Capital Management, LLC is a hedge fund based in Chicago, IL - see our interview and read our in-depth profile https://valuewalkpremium.com/?p=2070957

Hello Listeners,

Today is a very special episode with the founder and CIO of Kerrisdale Capital, Sahm Adrangi. We discuss his views on investing, activist short selling, and the use of social media as a tool for activist shorts. Sahm, recently presented at the Kase Learning Short Selling Conference in New York. He presented on CARG and you can watch the presentation at the link https://valuewalkpremium.com/2018/12/sahm-adrangi-short-cargurus-carg

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with the co-founder and CEO of Distillate Capital, Thomas Cole, CFA. We talk about his investment approach and why he chose the passive approach. I encourage everyone to checkout his white papers and reading list.

http://distillatecapital.com/insights

http://distillatecapital.com/wp-content/uploads/2018/10/Distillate_Insights_Reading_List.pdf

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Howard Green, the author of "Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison". Howard wrote an excellent biography on the life of Hunter Harrison who is possibly the best railroader of all time.

https://www.amazon.com/Railroader-Unfiltered-Controversy-Four-Time-Harrison/dp/1989025048/ref=sr_1_sc_1?ie=UTF8&qid=1544119020&sr=8-1-spell&keywords=rail+roader+Howard+green

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Gabriele Grego, founder of Quintessential Capital. He is known for his shorts such as Globo Plc and recently, Follie Follie. We talk about shorting and how he attacks frauds. Gabriel will also be presenting another brilliant short idea at Kase Learning Shorting Conference this December 3, 2108. Use VW10 for a discount.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Whitney Tilson where we talk about his stories of shorting and lessons he learned through the years. In addition, Kase Learning has an upcoming All Shorting Conference December 3rd.

For those listening, use VW10 to save for either the live event or webinar.

https://www.kaselearning.com/

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with the founder of Rosevine Capital, Abhinav Shah. We discuss the launch of his new fund and his overall investment philosophy and approach.

Enjoy and thanks for the listen!