Episodes
-
Ted Williams: The Science of Hitting
What can the greatest hitter in baseball history teach you about building a portfolio? More than you'd think. In this episode, we dig into The Science of Hitting — the 1970 classic by Ted Williams, the last player to bat over .400 in a major league season, a record that has stood for eighty-four...
-
What We Can Take Away from Grinding Away in Sports: Applying Lessons from Sports to Investing
How is navigating the unpredictable highs and lows of the stock market just like enduring a long, grueling competitive season in sports? It turns out, surviving both requires the exact same mental stamina. In this short, focused episode, we share an excerpt from Starvine Capital's H2 2025...
-
What I Learned About Investing From Darwin - Part 3: Don't Be Lazy - Be Very Lazy
In this episode of Value Investing: The Starvine Way, we wrap up our three-part deep dive into Pulak Prasad’s "What I Learned About Investing from Darwin" — and tackle the most counterintuitive pillar of his philosophy: “Don’t be lazy… be very lazy.” At first glance, that sounds like standard...
-
What I Learned About Investing From Darwin - Part 2: Buy High Quality at a Fair Price
In this episode, we keep unpacking Pulak Prasad’s What I Learned About Investing from Darwin and move from pure defense to intelligent offense. We recap the non-negotiables from Part 1 (what not to buy), then show how to narrow thousands of stocks to a tight focus list using one “Moneyball”…
more -
What I Learned About Investing From Darwin – Part 1: Avoiding Big Risks
In this first installment of our three-part series on What I Learned About Investing From Darwin, we explore one of the most original and thought-provoking contributions to the world of fundamental investing in recent years. Written by Pulak Prasad—an investor with an exceptional long-term track...
-
AI in Investing: Andi Kerenxhi of Ubineer
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…
more -
Investment Wisdom: Rockefeller's 38 Letters To His Son
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...
-
S3E3: Kim Shannon of Sionna Investment Managers
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...
-
Christopher Mayer on Downdrafts
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…
more -
Dr. George Athanassakos: The Role of a CEO
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...
-
Robert F. Bruner: The Panic of 1907
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…
more -
Moneyball: Investment Lessons
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:...
-
When to Sell
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...
-
Inversion
"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...
-
Anchoring
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.
-
Christopher Mayer: 100 Baggers
In this episode, we are joined by Christopher Mayer, portfolio manager of Woodlock House Family Capital and author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. Chris shares his insights on what attributes to seek in long term winning investments and what he learned from...
-
100 to 1 in the Stock Market (Part 2 - The ”How”)
In the second part of 100 to 1, we complete our review of Thomas Phelps's investment classic with the numerical and fundamental realities supporting stocks that deliver a high rate of long-term compounding.
-
100 to 1 in the Stock Market (Part 1: The ”Why”)
In 1972, an investment classic called "100 to 1 in the Stock Market" was published. The concepts laid out in the book are timeless and the author, Thomas Phelps, communicates his teachings in an engaging manner. This episode deals more with the psychological aspects and investors' self-defeating...
-
Dr. George Athanassakos: The Character of a Value Investor
In this episode, we are rejoined by Dr. George Athanassakos during his European lecture tour to discuss his new book, "Value Investing: From Theory to Practice". We discuss numerous topics, including the character and proper mindset needed to succeed as a value investor. Dr. Athanassakos also...
-
Dr. George Athanassakos - Value Investing: From Theory to Practice
In our season finale, we speak with Dr. George Athanassakos, who is a pioneer in bringing value investing into the university curriculum. He is a Professor of Finance and the Ben Graham Chair in Value Investing at the Ivey Business School. His upcoming book, Value Investing: From Theory to...
-
Mark DeLuzio - Principal Architect of the Danaher Business System (DBS)
Every company wants Danaher results, but how many CEOs are willing to do what it really takes to succeed in a lean transformation? Listen in as our guest, Mark DeLuzio, provides insights on the unconventional thinking needed to achieve unconventional results. Mark is the principal architect of…
more -
Spin-Off Investing
A spin-off occurs when a company breaks off one or more of its segments into a separate publicly traded company. Besides being a historically 'nutritious' place to hunt for value, the dynamics behind a spin-off are inherently interesting and oppose the forces that make markets efficient. In this...
-
The Intelligent Investor: The Investor and Market Fluctuations (Ch. 8)
How do you generally deal with and think about market fluctuations? In this episode, we cover Chapter 8 of The Intelligent Investor by Benjamin Graham. Warren Buffett identified Chapter 8 ("The Investor and Market Fluctuations") as one of two key chapters in his favorite investment publication of...
-
Checklists & MCARV
The checklist is a simple yet overlooked tool in making investment decisions. If you haven't been using one up until now, it is a good idea to begin thinking about its importance. Buying and selling stocks is easy - too easy these days. Technology has reduced the smallest distance between impulse...
-
Andrew Garrett: Commercial Real Estate During the Pandemic
The pandemic has understandably darkened market sentiment toward publicly traded REITs, especially those that own office and retail properties. However, how would an ultra long-term investor (e.g. manager of pension assets) think about the viability and durability of these asset classes going...
-
The Intelligent Investor: Margin of Safety (Ch. 20)
In this episode, we discuss The Intelligent Investor, a must-read book by Benjamin Graham. In particular, we highlight Chapter 20: "Margin of Safety" as a Central Concept in Investment. What is it about this seminal writing that won Warren Buffett's endorsement and influenced him to study at...
-
Jonathan Baird - Factors Driving a Volatile 2020
In this episode, we have an interesting conversation with Jonathan Baird of the The Global Investment Letter about factors that are driving a volatile 2020 in the markets. To learn more about Jonathan, please visit www.globalinvestmentletter.com. If you have any questions about the podcast…
more -
Price and Value: How Do the Dots Connect?
What is the connection between price and value? Listen in as we explore this most basic of questions.
-
Value Investing: The Starvine Way Podcast Intro
Welcome to our new podcast, Value Investing: The Starvine Way. Our first official episode will be released Wednesday, August 26, 2020. Have a listen to hear what we have planned. We look forward to having you join us each week. Please submit any questions or interview queries to...