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Transcript
Chapters
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Fund Origins
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The Power of Patience and Dry Powder
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Can You Explain Why Underperformance Does Not Always Equal Undervalued?
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Are Small Caps Still Overvalued and Are There Any Pockets of Value?
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What Did You Buy in Q1?
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Defining Closely Held
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Buybacks and The Dearth of Clean Balance Sheets
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Will Clean Balance Sheets Be the New ESG?
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Where Do You See Value on The Next Leg Down?
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Why Not Just Buy the Credit?
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The Advantages of Mature Companies
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Valuing Businesses Hit Hard By Coronavirus
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Value Investing With a Bearish Outlook