GuruFocusCast

May 07 2024 15
GuruFocusCast Podcast artwork

The GuruFocus podcast brings interviews with influential investing leaders, extended discussion with website contributors, original stories and all the happenings in value investing.

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GuruFocus Value Insights: Patrick Brennan on the Opportunity in Irish Banks, Cab Payments and Latin American Cable Companies

May 07 2024 79 mins  
The head of Brennan Asset Management said Irish banks, PTSB in particular, have an advantage over other European banks.

Value Investing Insights: Russ Koesterich on Employment Reports, Cash Flow and Gauging the Economic Environment

Mar 14 2024 20 mins  
The BlackRock Global Allocation Fund manager discusses companies that generate high free cash flow, what indicators in the latest employment report mean for investors and determining where the economy is going.

GuruFocus Value Insights: David Rolfe on the Importance of Learning From Mistakes and Embracing Good Investment Ideas

Feb 15 2024 50 mins  
The CIO of Wedgewood Partners approaches potential investments with the mindset of a business owner.

GuruFocus Value Insights: Jay Hill and Robert Wyckoff on the Importance of Price, Overoptimistic Markets and International Opportunities

Jan 25 2024 57 mins  
The Tweedy Browne managers say the firm is finding value in small and mid-cap stocks currently.

GuruFocus Value Insights: Jeremy Deal Discusses Efficient Growth, Tech Stocks and Time in the Market

Jan 11 2024 55 mins  
The founder and portfolio manager of JDP Capital invests in companies that not only survive, but thrive.

GuruFocus Value Insights: Robert Robotti, Theo van der Meer on Financial Brigadoon, Bottom-Up Stock Picking and the Old-World Economy

Dec 21 2023 46 mins  
The president and CIO of Robotti & Company discusses the importance of building relationships and shares insight on board involvement.

GuruFocus Value Insights: Wade Slome on the SHGR Model, the Magnificent Seven and Being Opportunistic

Nov 22 2023 34 mins  
The leader of Sidoxia Capital Management says his firm's investment model focuses on contrarian indicators to find those opportunities that might not be obvious to others.

GuruFocus Value Insights: Chip Rewey on Why Valuation Always Matters

Nov 15 2023 45 mins  
The CIO of Rewey Asset Management explains his three-pillar investment approach, discusses market trends and shares what he has learned from his guru mentors.

GuruFocus Value Insights: Bill Smead on Fearing Stock Market Failure With Homebuilders and Energy Producers

Nov 08 2023 53 mins  
Bill Smead of Smead Capital Management discusses the strength of the energy sector, the rise of millennial consumers and the impact they will have on homebuilders, financial companies and retailers.

GuruFocus Value Insights: Dave Sather on "Battleship" Companies, Market Dynamics and the Importance of Critical Thinking

Oct 23 2023 61 mins  
Dave Sather of Sather Financial Group shares his thoughts on the current market environment, advice for individual investors and some of his favorite stocks.