Value Investing: The Starvine Way

Jan 29 2025 24 ep. 23 mins 12
Value Investing: The Starvine Way Podcast artwork

What are the most important questions to ask when assessing an investment? Enjoy the ride with us as we will target specific topics and interview experts about the markets, industries and more. Send us your questions to: [email protected] Company profile: www.StarvineCapital.com

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AI in Investing: Andi Kerenxhi of Ubineer

Jan 29 2025 34 mins  
What are the implications of AI for professional investors? This is surely a question on every fund manager's mind. In this episode, we are joined by Andi Kerenxhi, founder of Ubineer. Andi is at the forefront of merging AI into professional investing with his firm’s proprietary software. Adding to his relevance for this podcast is his affinity for long term value investing. In

Investment Wisdom: Rockefeller's 38 Letters To His Son

Dec 09 2024 34 mins  
In 2023, a collection of 38 letters from J.D. Rockefeller to his son was published. These letters spanned over four decades and were not previously widely available. Contained in the 194 pages is a treasure trove of wisdom relating to a broad range of topics. However, for this episode, the focus was on Rockefeller's advice that is helpful from an investing perspective. Be sure to o

S3E3: Kim Shannon of Sionna Investment Managers

Oct 30 2024 28 mins  
Our guest in this episode was Kim Shannon, a decorated value manager in Canada. Kim has over four decades of industry experience, which covered some of the biggest tumults in market history. Being able to hear Kim's lessons from those major corrections and how she navigated them from a value manager’s perspective is invaluable, to say the least. We also discussed topics such as t

Christopher Mayer on Downdrafts

Sep 25 2024 18 mins  
Downdrafts can make or break your career as a pro investor, and likewise as an everyday investor. In this episode, we welcome back Christopher Mayer, who most of you know as the author of 100 Baggers. I reached out to him after reading his blog post in October 2023, which was aptly published after a pronounced plunge in equity markets. If this episode serves as a catalyst in changi

Dr. George Athanassakos: The Role of a CEO

Aug 28 2024 29 mins  
What do you believe CEOs' primary responsibilities are and what are the key ways that they add enduring value to a corporation? In this episode, Dr. George Athanassakos shares his expertise in an area that has historically been overlooked by financial academia: the ability of CEOs to allocate capital and the implications on investment returns. Great CEOs tend to be great value see

Robert F. Bruner: The Panic of 1907

Mar 01 2023 24 mins  
In the finale of Season 2, we spoke with Robert Bruner, the co-author of “The Panic of 1907: Lessons Learned from the Market’s Perfect Storm”. It is important as investors to study business history and the lessons it has to offer. Mr. Bruner identifies the causes of past financial crises and offers insights into how the everyday investor can prepare for difficult times. The s

Moneyball: Investment Lessons

Feb 21 2023 12 mins  
Moneyball is a parallel universe with value investing. What lessons can we learn from the book and movie? Listen to find out. The 2015 memo, "Moneyball: How is Baseball Related to Value Investing?" can be accessed with this link: https://starvinecapital.com/wp-content/uploads/2017/07/Memo-Moneyball-and-Investing.pdf

When to Sell

Feb 14 2023 13 mins  
It seems straightforward enough to know when to buy a stock, but knowing when to sell almost always poses a tougher challenge. Should we sell every time a holding's price significantly increases? When is it a mistake to sell? And when does it make sense to sell at a loss? Listen to the latest episode to sharpen your acuity on this subject.

Inversion

Feb 07 2023 9 mins  
"Invert, always invert" ~ Charlie Munger. Why is inversion a valuable tool? In this episode, we explore the practical uses of deductive thinking and its relevance to investing. Starting from the goal and working backward requires us to look a problem from a different angle - it can be a discovery process. By gaining awareness of actions that are harmful, we actually make a great le

Anchoring

Jan 31 2023 12 mins  
Anchoring is a psychological short cut that all human beings perform. In investing, the gravity of anchors is so powerful and pervasive that we must educate ourselves on this topic. Listen to this episode to gain awareness of the nuances of anchoring and learn what can be done to prevent it.