The JRo Show

Jun 19 2024 13 ep. 77 mins 41
The JRo Show Podcast artwork

The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.

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Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund

Jun 19 2024 76 mins  
About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What he looks for in management and cor

Interview with Bill Miller IV of Miller Value Partners

Jun 11 2024 66 mins  
About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest corporate owner of bitcoin Team st

Interview with Ric Dillon, founder and CEO of Vela Investment Management

Jun 06 2024 50 mins  
About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ********************************************************** Option

Interview with Chris Pavese of Broyhill Asset Management

Apr 18 2024 94 mins  
Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When to sell What Chris is reading ********************************************************** Options are not suitable for all investors and carry significant risk. Certain complex options

Interview with XPEL CEO Ryan Pape

Apr 12 2024 89 mins  
Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth opportunities Market penetration Ryan's history at XPEL Margins and returns on invested capital Asset turnover, inventory turnover, and cash conversion cycle Operating cash flow convers

Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)

Mar 28 2024 81 mins  
Diamond Hill is a philosophically pure intrinsic value investing firmLiving in Columbus, The Austin of OhioWhat makes a great equity analyst vs an average analystHow to determine investing team size (using math)Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomesGeneralist vs specialist analyst team structureHow Diamond Hill is s

Interview with Dan Davidowitz of Polen Capital

Mar 13 2024 91 mins  
Polen Capital's culture: radical candor, autonomy, mastery, purpose Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon Risk management: eliminate risky businesses Analysis of Visa, MasterCard, cyclicals Team structure: meetings twice weekly,

Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)

Feb 19 2024 66 mins  
How Harris Oakmark thinks about and defines value investing Mid-cycle earnings and why they are important (using the coin flip analogy) CBRE example of mid-cycle earnings Banks and SCHW example of mid-cycle earnings Additional common adjustments they make to get to true normalized economic earnings power Estimating normalized earnings for software and faster-growing tech companies

Interview with Todd Ahlsten of Parnassus Investments

Jan 23 2024 70 mins  
Todd Ahlsten is the Chief Investment Officer and Portfolio Manager of Parnassus Investments. Todd is also a panelist on the prestigious Barron's Roundtable. In this episode, we discuss Todd's background, investment process, and what he sees in the market today. Listen in for topics like: - How did Todd become CIO of Parnassus? - What makes a successful investor? - How does

Interview with Chris Bloomstran

Dec 04 2023 99 mins  
2:00 On Semper Augustus investing philosophy and process 4:00 On what it means to be an “opportunistic” value investor 12:00 What the Semper Augustus portfolio-level metrics look like relative to the S&P 500 20:00 Why he thinks stocks are attractively valued today 24:00 On how he thinks about valuation 37:00 Chris shares his lessons from studying high price-to-sales stocks