Value Investing: The Starvine Way https://feed.podbean.com/valueinvestingthestarvineway/feed.xml 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: Podcast@StarvineCapital.com Company profile: www.StarvineCapital.com Fri, 12 Dec 2025 10:37:20 -0500 https://podbean.com/?v=5.5 en Copyright 2020 All rights reserved. Business:Investing 1440 episodic This podcast explores the topic of long-term investing via interviews, monologues, and book reviews. Starvine Capital Starvine Capital No false https://feed.podbean.com/valueinvestingthestarvineway/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/9365462/Canva_Podcast_image_with_colon_1400x1400_bhngw.jpg Value Investing: The Starvine Way https://feed.podbean.com/valueinvestingthestarvineway/feed.xml 144 144 What I Learned About Investing From Darwin - Part 3: Don't Be Lazy - Be Very Lazy What I Learned About Investing From Darwin - Part 3: Don't Be Lazy - Be Very Lazy https://valueinvestingthestarvineway.podbean.com/e/what-i-learned-about-investing-from-darwin-pt-3/ https://valueinvestingthestarvineway.podbean.com/e/what-i-learned-about-investing-from-darwin-pt-3/#comments Fri, 12 Dec 2025 10:37:20 -0500 valueinvestingthestarvineway.podbean.com/8ea33923-149d-39cb-adc2-3ecaca991e3f 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 investing advice: trade less, be patient, let compounding work. But Prasad goes much deeper. Drawing on evolutionary biology, punctuated equilibrium, and decades of real-world investing results, he explains why short-term volatility is often meaningless — and how inactivity, when applied to the right businesses, becomes a powerful competitive advantage.

In this episode, we explore:

  • Why evolution (and business) changes rapidly in the short term but stabilizes over long periods

  • The Grant–Kurtén Principle of Investing (GKPI) — using short-term “shocks” to buy, not sell

  • Real case studies like WNS, Thermax, and Page Industries that show how rare buying windows drive outsized returns

  • Why Prasad almost never sells — and the only three reasons he ever does

  • How most wealth is created by a tiny handful of companies, held for very long periods

  • Why focusing on IRR often sabotages true multi-baggers

  • How boredom, patience, and doing nothing separate great investors from merely smart ones

We also cover why:

  • Creative destruction is slower than most people think

  • Stock price movement is not the same thing as business change

  • The biggest gains happen on a tiny fraction of trading days — and you only capture them if you stay invested

I’ll also share where my own approach slightly differs when managing real client portfolios — especially around valuation and concentration risk — while still embracing the core lesson: great businesses deserve time, not tinkering.

This episode is about resisting the urge to act, tuning out noise, and letting compounding quietly do its work — even when it feels uncomfortable, boring, or downright wrong.

If you’ve ever:

  • Sold too early

  • Traded too much

  • Or confused price movement with business reality

…this one’s for you.

 

]]> 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 investing advice: trade less, be patient, let compounding work. But Prasad goes much deeper. Drawing on evolutionary biology, punctuated equilibrium, and decades of real-world investing results, he explains why short-term volatility is often meaningless — and how inactivity, when applied to the right businesses, becomes a powerful competitive advantage.

In this episode, we explore:

  • Why evolution (and business) changes rapidly in the short term but stabilizes over long periods

  • The Grant–Kurtén Principle of Investing (GKPI) — using short-term “shocks” to buy, not sell

  • Real case studies like WNS, Thermax, and Page Industries that show how rare buying windows drive outsized returns

  • Why Prasad almost never sells — and the only three reasons he ever does

  • How most wealth is created by a tiny handful of companies, held for very long periods

  • Why focusing on IRR often sabotages true multi-baggers

  • How boredom, patience, and doing nothing separate great investors from merely smart ones

We also cover why:

  • Creative destruction is slower than most people think

  • Stock price movement is not the same thing as business change

  • The biggest gains happen on a tiny fraction of trading days — and you only capture them if you stay invested

I’ll also share where my own approach slightly differs when managing real client portfolios — especially around valuation and concentration risk — while still embracing the core lesson: great businesses deserve time, not tinkering.

This episode is about resisting the urge to act, tuning out noise, and letting compounding quietly do its work — even when it feels uncomfortable, boring, or downright wrong.

If you’ve ever:

  • Sold too early

  • Traded too much

  • Or confused price movement with business reality

…this one’s for you.

 

]]> Starvine Capital false No 2335 3 8 full What I Learned About Investing From Darwin - Part 2: Buy High Quality at a Fair Price What I Learned About Investing From Darwin - Part 2: Buy High Quality at a Fair Price https://valueinvestingthestarvineway.podbean.com/e/what-i-learned-about-investing-from-darwin-part-2-buy-high-quality-at-a-fair-price/ https://valueinvestingthestarvineway.podbean.com/e/what-i-learned-about-investing-from-darwin-part-2-buy-high-quality-at-a-fair-price/#comments Mon, 20 Oct 2025 06:00:00 -0400 valueinvestingthestarvineway.podbean.com/b4202425-19d2-3174-85db-4a370307b05f 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” metric: ROCE (Return on Capital Employed). We compare Costco vs. Tiffany to show why operating margin can mislead while ROCE reveals the real engine. From there, we layer on robustness—the business equivalent of a roll cage—using traits like excess cash, fragmented customers/suppliers, high entry barriers, stable management, and slow-changing industries. Real-world case studies (Havells, Page Industries, Mindtree) illustrate how high-ROCE, robust companies survive hits, compound cash, and seize opportunity when others can’t.

We also tackle convergence (why certain business models win across time/geographies and others chronically destroy capital) and “Darwin Ate My DCF” (ditch false precision, value what’s proven). Finally, we break the Pavlovian habit of reacting to macro headlines and hot themes, and double down on the only variable we truly control: entry price.

Key Takeaways

  • Slash the universe first: avoid crooks, turnarounds, heavy debt, serial acquirers, fast-changing industries, and misaligned owners.

  • Use ROCE as the first filter; it proxies for great ops, smart capital allocation, and real moats.

  • Favor robust businesses that can take a punch—and convergent models that win repeatedly.

  • Price is the lever. Patience is the edge. Forecast less; observe more.

Next up (Part 3): “Don’t be Lazy—Be Very Lazy.” Why inactivity, focus lists, and fat-pitch timing turn good process into great compounding.

]]> 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” metric: ROCE (Return on Capital Employed). We compare Costco vs. Tiffany to show why operating margin can mislead while ROCE reveals the real engine. From there, we layer on robustness—the business equivalent of a roll cage—using traits like excess cash, fragmented customers/suppliers, high entry barriers, stable management, and slow-changing industries. Real-world case studies (Havells, Page Industries, Mindtree) illustrate how high-ROCE, robust companies survive hits, compound cash, and seize opportunity when others can’t.

We also tackle convergence (why certain business models win across time/geographies and others chronically destroy capital) and “Darwin Ate My DCF” (ditch false precision, value what’s proven). Finally, we break the Pavlovian habit of reacting to macro headlines and hot themes, and double down on the only variable we truly control: entry price.

Key Takeaways

  • Slash the universe first: avoid crooks, turnarounds, heavy debt, serial acquirers, fast-changing industries, and misaligned owners.

  • Use ROCE as the first filter; it proxies for great ops, smart capital allocation, and real moats.

  • Favor robust businesses that can take a punch—and convergent models that win repeatedly.

  • Price is the lever. Patience is the edge. Forecast less; observe more.

Next up (Part 3): “Don’t be Lazy—Be Very Lazy.” Why inactivity, focus lists, and fat-pitch timing turn good process into great compounding.

]]> Starvine Capital false No 2284 3 7 full What I Learned About Investing From Darwin – Part 1: Avoiding Big Risks What I Learned About Investing From Darwin – Part 1: Avoiding Big Risks https://valueinvestingthestarvineway.podbean.com/e/what-i-learned-about-investing-from-darwin-pt-1/ https://valueinvestingthestarvineway.podbean.com/e/what-i-learned-about-investing-from-darwin-pt-1/#comments Tue, 15 Jul 2025 23:01:43 -0400 valueinvestingthestarvineway.podbean.com/0e7f5e88-08e7-3a2e-86a9-5dd1b356c884 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 record—this work blends evolutionary biology with practical investment wisdom in a way few others have attempted.

In Part 1, we focus on Prasad’s central principle: avoiding big risks. While most investors are drawn to potential upside, Prasad emphasizes the importance of minimizing the chance of permanent capital loss—a mindset that aligns with his genuine "forever" holding period. Drawing on lessons from Darwin and the natural world, he highlights how survival—both in nature and in investing—is often about what you don’t do.

Tune in to discover why the skill of not losing may be the most underrated edge in investing, and how evolutionary thinking can sharpen your decision-making in the market.

]]> 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 record—this work blends evolutionary biology with practical investment wisdom in a way few others have attempted.

In Part 1, we focus on Prasad’s central principle: avoiding big risks. While most investors are drawn to potential upside, Prasad emphasizes the importance of minimizing the chance of permanent capital loss—a mindset that aligns with his genuine "forever" holding period. Drawing on lessons from Darwin and the natural world, he highlights how survival—both in nature and in investing—is often about what you don’t do.

Tune in to discover why the skill of not losing may be the most underrated edge in investing, and how evolutionary thinking can sharpen your decision-making in the market.

]]> Starvine Capital false No 1951 3 6 full AI in Investing: Andi Kerenxhi of Ubineer AI in Investing: Andi Kerenxhi of Ubineer https://valueinvestingthestarvineway.podbean.com/e/s3e5-andi-kerenxhi-of-ubineer-on-ai/ https://valueinvestingthestarvineway.podbean.com/e/s3e5-andi-kerenxhi-of-ubineer-on-ai/#comments Wed, 29 Jan 2025 22:35:19 -0500 valueinvestingthestarvineway.podbean.com/34895cfd-5290-388a-b76c-a79aa7462fdb 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 this conversation, which was recorded on December 17, 2024, we explore how AI is benefiting professional investors, and how AI is likely to shape the landscape of both active and passive investing. 

Watch Andi's keynote presentation at the Ben Graham Centre for Value Investing's 2024 Value Investing Conference here. 

]]> 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 this conversation, which was recorded on December 17, 2024, we explore how AI is benefiting professional investors, and how AI is likely to shape the landscape of both active and passive investing. 

Watch Andi's keynote presentation at the Ben Graham Centre for Value Investing's 2024 Value Investing Conference here. 

]]> Starvine Capital false No 2081 3 5 full Investment Wisdom: Rockefeller's 38 Letters To His Son Investment Wisdom: Rockefeller's 38 Letters To His Son https://valueinvestingthestarvineway.podbean.com/e/investment-wisdom-rockefellers-38-letters-to-his-son/ https://valueinvestingthestarvineway.podbean.com/e/investment-wisdom-rockefellers-38-letters-to-his-son/#comments Mon, 09 Dec 2024 20:19:51 -0500 valueinvestingthestarvineway.podbean.com/05d1be21-560a-3e87-bd73-82fc9380cc6b 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 obtain a copy of the book to gain access to the inner workings of his mind.

A word of appreciation is owed to Open Stax Textbooks for making these invaluable writings available to the public. 

]]> 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 obtain a copy of the book to gain access to the inner workings of his mind.

A word of appreciation is owed to Open Stax Textbooks for making these invaluable writings available to the public. 

]]> Starvine Capital false No 2092 3 4 full S3E3: Kim Shannon of Sionna Investment Managers S3E3: Kim Shannon of Sionna Investment Managers https://valueinvestingthestarvineway.podbean.com/e/s3e3-kim-shannon-of-sionna-investment-partners/ https://valueinvestingthestarvineway.podbean.com/e/s3e3-kim-shannon-of-sionna-investment-partners/#comments Wed, 30 Oct 2024 20:51:47 -0400 valueinvestingthestarvineway.podbean.com/ae89212c-92c1-369b-bd95-153b96f2c1e6 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 the importance having mentors, what it takes to be successful in investment management, and the paucity of women in the industry. 

This interview was recorded on August 26, 2024.

]]> 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 the importance having mentors, what it takes to be successful in investment management, and the paucity of women in the industry. 

This interview was recorded on August 26, 2024.

]]> Starvine Capital false No 1698 3 3 full Christopher Mayer on Downdrafts Christopher Mayer on Downdrafts https://valueinvestingthestarvineway.podbean.com/e/s3e2-chris-mayer-on-downdrafts/ https://valueinvestingthestarvineway.podbean.com/e/s3e2-chris-mayer-on-downdrafts/#comments Thu, 26 Sep 2024 00:00:00 -0400 valueinvestingthestarvineway.podbean.com/101583b1-e594-3c2c-bf5e-4b796854c8d2 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 changing one's behavior in future market and stock-specific drawdowns, then it is truly a gift that keeps on giving. Enjoy!

 

Interview recorded on July 11, 2024

]]> 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 changing one's behavior in future market and stock-specific drawdowns, then it is truly a gift that keeps on giving. Enjoy!

 

Interview recorded on July 11, 2024

]]> Starvine Capital false No 1107 3 2 full Dr. George Athanassakos: The Role of a CEO Dr. George Athanassakos: The Role of a CEO https://valueinvestingthestarvineway.podbean.com/e/dr-george-athanassakos-the-role-of-a-ceo/ https://valueinvestingthestarvineway.podbean.com/e/dr-george-athanassakos-the-role-of-a-ceo/#comments Thu, 29 Aug 2024 02:17:20 -0400 valueinvestingthestarvineway.podbean.com/35965572-afd3-3f1c-bd6e-6b301ab8b566 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 seekers.  Listen to this insightful interview to benefit from the compelling investment lessons shared by Dr. Athanassakos.

 

Interview recorded on July 11, 2024

 

 

]]> 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 seekers.  Listen to this insightful interview to benefit from the compelling investment lessons shared by Dr. Athanassakos.

 

Interview recorded on July 11, 2024

 

 

]]> Starvine Capital false No 1793 3 1 full Robert F. Bruner: The Panic of 1907 Robert F. Bruner: The Panic of 1907 https://valueinvestingthestarvineway.podbean.com/e/robert-f-bruner-the-panic-of-1907/ https://valueinvestingthestarvineway.podbean.com/e/robert-f-bruner-the-panic-of-1907/#comments Wed, 01 Mar 2023 13:16:31 -0500 valueinvestingthestarvineway.podbean.com/c63c7f49-1c3a-3854-bec4-63b8ef3e0d3f 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 second edition of The Panic of 1907, which will be released on March 8, 2023, can be purchased from the Wiley website. Mr. Bruner's blog is also very much worth perusing.

 

Listen to the full episode on: Apple Podcasts: https://podcasts.apple.com/us/podcast/value-investing-the-starvine-way/id1528075267…

Spotify: https://open.spotify.com/show/1D96SAh5n7lQhWpLP6X6ef… YouTube: https://youtube.com/@starvinecapital382/videos…

]]> 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 second edition of The Panic of 1907, which will be released on March 8, 2023, can be purchased from the Wiley website. Mr. Bruner's blog is also very much worth perusing.

 

Listen to the full episode on: Apple Podcasts: https://podcasts.apple.com/us/podcast/value-investing-the-starvine-way/id1528075267…

Spotify: https://open.spotify.com/show/1D96SAh5n7lQhWpLP6X6ef… YouTube: https://youtube.com/@starvinecapital382/videos…

]]> Starvine Capital false No 1463 2 9 full Moneyball: Investment Lessons Moneyball: Investment Lessons https://valueinvestingthestarvineway.podbean.com/e/moneyball-investment-lessons/ https://valueinvestingthestarvineway.podbean.com/e/moneyball-investment-lessons/#comments Wed, 22 Feb 2023 00:00:00 -0500 valueinvestingthestarvineway.podbean.com/4db43a8b-96fe-31eb-9cf3-fc8b8ba881ba 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

 

]]> 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

 

]]> Starvine Capital false No 743 2 8 full When to Sell When to Sell https://valueinvestingthestarvineway.podbean.com/e/s2e7-when-to-sell/ https://valueinvestingthestarvineway.podbean.com/e/s2e7-when-to-sell/#comments Wed, 15 Feb 2023 00:00:00 -0500 valueinvestingthestarvineway.podbean.com/c813134a-2ec3-3e38-910b-f39cf30e082c 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.

]]> 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.

]]> Starvine Capital false No 796 2 7 full Inversion Inversion https://valueinvestingthestarvineway.podbean.com/e/inversion/ https://valueinvestingthestarvineway.podbean.com/e/inversion/#comments Wed, 08 Feb 2023 00:00:00 -0500 valueinvestingthestarvineway.podbean.com/12d42c8b-47c7-37cb-a480-ab544a15f40c "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 leap forward to reaching our objectives. 

 

 

]]> "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 leap forward to reaching our objectives. 

 

 

]]> Starvine Capital false No 580 2 6 full Anchoring Anchoring https://valueinvestingthestarvineway.podbean.com/e/anchoring/ https://valueinvestingthestarvineway.podbean.com/e/anchoring/#comments Wed, 01 Feb 2023 00:22:47 -0500 valueinvestingthestarvineway.podbean.com/dc5f3473-426c-3d3f-af1c-e0a4866339ca 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.

]]> 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.

]]> Starvine Capital false No 752 2 5 full Christopher Mayer: 100 Baggers Christopher Mayer: 100 Baggers https://valueinvestingthestarvineway.podbean.com/e/christopher-mayer-100-baggers/ https://valueinvestingthestarvineway.podbean.com/e/christopher-mayer-100-baggers/#comments Wed, 25 Jan 2023 00:00:00 -0500 valueinvestingthestarvineway.podbean.com/b469813f-3437-3663-9eb1-19fc0c8c32ac 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 legendary investor Chuck Akre.

]]> 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 legendary investor Chuck Akre.

]]> Starvine Capital false No 1185 2 4 full 100 to 1 in the Stock Market (Part 2 - The ”How”) 100 to 1 in the Stock Market (Part 2 - The ”How”) https://valueinvestingthestarvineway.podbean.com/e/100-to-1-in-the-stock-market-part-2-the-how/ https://valueinvestingthestarvineway.podbean.com/e/100-to-1-in-the-stock-market-part-2-the-how/#comments Wed, 18 Jan 2023 00:00:00 -0500 valueinvestingthestarvineway.podbean.com/9a6d3f3a-b324-347c-b0e1-29a48cf0374c 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. 

]]> 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. 

]]> Starvine Capital false No 941 2 3 full 100 to 1 in the Stock Market (Part 1: The ”Why”) 100 to 1 in the Stock Market (Part 1: The ”Why”) https://valueinvestingthestarvineway.podbean.com/e/100-to-1-in-the-stock-market-part-1-the-why/ https://valueinvestingthestarvineway.podbean.com/e/100-to-1-in-the-stock-market-part-1-the-why/#comments Wed, 11 Jan 2023 00:52:00 -0500 valueinvestingthestarvineway.podbean.com/1649260b-7487-3d2f-8a9c-49439e4a5588 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 behaviors explained in the book, whereas the next episode highlights the basic arithmetic behind generating investment returns and key attributes to look for in long-term winners.

]]> 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 behaviors explained in the book, whereas the next episode highlights the basic arithmetic behind generating investment returns and key attributes to look for in long-term winners.

]]> Starvine Capital false No 531 2 2 full Dr. George Athanassakos: The Character of a Value Investor Dr. George Athanassakos: The Character of a Value Investor https://valueinvestingthestarvineway.podbean.com/e/dr-athanassakos-the-character-of-a-value-investor/ https://valueinvestingthestarvineway.podbean.com/e/dr-athanassakos-the-character-of-a-value-investor/#comments Wed, 04 Jan 2023 13:00:00 -0500 valueinvestingthestarvineway.podbean.com/16f39bb6-9164-3865-9cf2-24223136ed51 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 explores best practices that would benefit the long term well-being of any investor.

Links:

]]> 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 explores best practices that would benefit the long term well-being of any investor.

Links:

]]> Starvine Capital false No 1281 2 1 full Dr. George Athanassakos - Value Investing: From Theory to Practice Dr. George Athanassakos - Value Investing: From Theory to Practice https://valueinvestingthestarvineway.podbean.com/e/dr-george-athanassakos-value-investing-from-theory-to-practice/ https://valueinvestingthestarvineway.podbean.com/e/dr-george-athanassakos-value-investing-from-theory-to-practice/#comments Tue, 05 Jan 2021 18:53:22 -0500 valueinvestingthestarvineway.podbean.com/093f95a0-cf2d-3dce-a11a-421f5f83b40d 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 Practice, is scheduled for release in April 2021. It will be distinguished as the first value investing textbook and will serve as a platform for the subject of value investing to proliferate in business schools.  

In this interesting interview, Dr. Athanassakos shares his personal journey, offers a sneak peak into his upcoming book, discusses the state of value investing today, and explains how the value investing philosophy is healthy for one's long-term well-being. 

We look forward to returning for the next season in a few months. If you haven't already, please review us on Apple Podcasts as it is a key way to help new listeners discover the show.

]]> 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 Practice, is scheduled for release in April 2021. It will be distinguished as the first value investing textbook and will serve as a platform for the subject of value investing to proliferate in business schools.  

In this interesting interview, Dr. Athanassakos shares his personal journey, offers a sneak peak into his upcoming book, discusses the state of value investing today, and explains how the value investing philosophy is healthy for one's long-term well-being. 

We look forward to returning for the next season in a few months. If you haven't already, please review us on Apple Podcasts as it is a key way to help new listeners discover the show.

]]> Starvine Capital false No 1698 1 9 full Mark DeLuzio - Principal Architect of the Danaher Business System (DBS) Mark DeLuzio - Principal Architect of the Danaher Business System (DBS) https://valueinvestingthestarvineway.podbean.com/e/mark-deluzio-principal-architect-of-the-danaher-business-system-dbs/ https://valueinvestingthestarvineway.podbean.com/e/mark-deluzio-principal-architect-of-the-danaher-business-system-dbs/#comments Wed, 23 Dec 2020 13:33:12 -0500 valueinvestingthestarvineway.podbean.com/756496e6-408f-3e1b-8898-de3036024698 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 the Danaher Business System (DBS), the author of Flatlined: Why Lean Transformations Fail and What to Do About It, and founder of Lean Horizons Consulting. He also discusses his non-profit organization, B.R.A.V.E., which was formed to assist military veteran entrepreneurs reach their dreams with existing businesses or new start-ups.

If you haven't already, please review us on Apple Podcasts. It is a key way to help new listeners discover the show.

]]> 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 the Danaher Business System (DBS), the author of Flatlined: Why Lean Transformations Fail and What to Do About It, and founder of Lean Horizons Consulting. He also discusses his non-profit organization, B.R.A.V.E., which was formed to assist military veteran entrepreneurs reach their dreams with existing businesses or new start-ups.

If you haven't already, please review us on Apple Podcasts. It is a key way to help new listeners discover the show.

]]> Starvine Capital false No 2458 1 8 full Spin-Off Investing Spin-Off Investing https://valueinvestingthestarvineway.podbean.com/e/spin-off-investing-part-1/ https://valueinvestingthestarvineway.podbean.com/e/spin-off-investing-part-1/#comments Wed, 25 Nov 2020 00:05:30 -0500 valueinvestingthestarvineway.podbean.com/ebef0a7c-6a9f-35c7-be48-8905a32f119b 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 episode, which is part one of an undetermined number of episodes on the subject, we  cover key attributes that are indicative of a compelling spin-off worth digging into, as described in Joel Greenblatt's book on special situations.

]]> 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 episode, which is part one of an undetermined number of episodes on the subject, we  cover key attributes that are indicative of a compelling spin-off worth digging into, as described in Joel Greenblatt's book on special situations.

]]> Starvine Capital false No 1985 1 7 full The Intelligent Investor: The Investor and Market Fluctuations (Ch. 8) The Intelligent Investor: The Investor and Market Fluctuations (Ch. 8) https://valueinvestingthestarvineway.podbean.com/e/the-intelligent-investor-the-investor-and-market-fluctuations-ch-8/ https://valueinvestingthestarvineway.podbean.com/e/the-intelligent-investor-the-investor-and-market-fluctuations-ch-8/#comments Wed, 21 Oct 2020 01:43:56 -0400 valueinvestingthestarvineway.podbean.com/0dd46021-eab5-3427-b89d-009456962873 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 all time. Tune in to learn about Mr. Market and how to use him to your advantage. 

If you haven't already, please review us on Apple Podcasts - it is a key way to help new listeners discover the show.

]]> 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 all time. Tune in to learn about Mr. Market and how to use him to your advantage. 

If you haven't already, please review us on Apple Podcasts - it is a key way to help new listeners discover the show.

]]> Starvine Capital false No 1601 1 6 full Checklists & MCARV Checklists & MCARV https://valueinvestingthestarvineway.podbean.com/e/checklists-mcarv/ https://valueinvestingthestarvineway.podbean.com/e/checklists-mcarv/#comments Tue, 06 Oct 2020 19:46:17 -0400 valueinvestingthestarvineway.podbean.com/35e0ad12-a30d-379d-8010-c71204890f20 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 and action to the point where a day trader may not remember how many times the same stock was bought and sold within a single trading day. 

When we buy shares of a company, we become fractional owners. If we want to own a company for the long term, naturally we should care about a great many things that will affect the health and prosperity of the business. And so it makes sense to list those attributes you believe to be important in an investment. Don't leave it up to your experience or mood on the day you transact - have a checklist and ensure you have run through it before making a decision to buy that shiny new opportunity.

If you haven't already, please review us on Apple Podcasts. It is a key way to help new listeners discover the show.

 

]]> 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 and action to the point where a day trader may not remember how many times the same stock was bought and sold within a single trading day. 

When we buy shares of a company, we become fractional owners. If we want to own a company for the long term, naturally we should care about a great many things that will affect the health and prosperity of the business. And so it makes sense to list those attributes you believe to be important in an investment. Don't leave it up to your experience or mood on the day you transact - have a checklist and ensure you have run through it before making a decision to buy that shiny new opportunity.

If you haven't already, please review us on Apple Podcasts. It is a key way to help new listeners discover the show.

 

]]> Starvine Capital false No 2535 1 5 full Andrew Garrett: Commercial Real Estate During the Pandemic Andrew Garrett: Commercial Real Estate During the Pandemic https://valueinvestingthestarvineway.podbean.com/e/andrew-garrett/ https://valueinvestingthestarvineway.podbean.com/e/andrew-garrett/#comments Tue, 15 Sep 2020 21:28:46 -0400 valueinvestingthestarvineway.podbean.com/426a3b93-a3ed-3a1e-9a59-7313bc96b0d8 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 forward? Listen in as we speak with Andrew Garrett, Executive Director, Real Estate of IMCO Investments.

]]> 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 forward? Listen in as we speak with Andrew Garrett, Executive Director, Real Estate of IMCO Investments.

]]> Starvine Capital false No 1680 1 4 full The Intelligent Investor: Margin of Safety (Ch. 20) The Intelligent Investor: Margin of Safety (Ch. 20) https://valueinvestingthestarvineway.podbean.com/e/the-intelligent-investor-margin-of-safety-ch-20/ https://valueinvestingthestarvineway.podbean.com/e/the-intelligent-investor-margin-of-safety-ch-20/#comments Tue, 08 Sep 2020 17:31:09 -0400 valueinvestingthestarvineway.podbean.com/90b7bc64-d817-3a38-9f06-52694f87cfd2 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 Columbia University under Graham? Listen to find out.

]]> 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 Columbia University under Graham? Listen to find out.

]]> Starvine Capital false No 1807 1 3 full Jonathan Baird - Factors Driving a Volatile 2020 Jonathan Baird - Factors Driving a Volatile 2020 https://valueinvestingthestarvineway.podbean.com/e/jonathan-baird/ https://valueinvestingthestarvineway.podbean.com/e/jonathan-baird/#comments Wed, 02 Sep 2020 07:44:46 -0400 valueinvestingthestarvineway.podbean.com/ddbe4d04-e3aa-3d3f-a6a0-6cc07076ff17 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, please contact us at podcast@starvinecapital.com.

www.starvinecapital.com

 

]]> 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, please contact us at podcast@starvinecapital.com.

www.starvinecapital.com

 

]]> Starvine Capital false No 1692 1 2 full Price and Value: How Do the Dots Connect? Price and Value: How Do the Dots Connect? https://valueinvestingthestarvineway.podbean.com/e/price-and-value/ https://valueinvestingthestarvineway.podbean.com/e/price-and-value/#comments Sun, 30 Aug 2020 16:09:45 -0400 valueinvestingthestarvineway.podbean.com/d113bbae-38fd-3312-b2d9-bf8c3b4b951f What is the connection between price and value? Listen in as we explore this most basic of questions.

]]> What is the connection between price and value? Listen in as we explore this most basic of questions.

]]> What is the connection between price and value? Listen in as we explore this most basic of questions. Starvine Capital false No 1429 1 1 full Value Investing: The Starvine Way Podcast Intro Value Investing: The Starvine Way Podcast Intro https://valueinvestingthestarvineway.podbean.com/e/value-investing-the-starvine-way-podcast-intro/ https://valueinvestingthestarvineway.podbean.com/e/value-investing-the-starvine-way-podcast-intro/#comments Tue, 18 Aug 2020 20:47:48 -0400 valueinvestingthestarvineway.podbean.com/f489884a-cd54-3755-82e7-3c996146a466 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 podcast@starvinecapital.com

www.starvinecapital.com

]]> 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 podcast@starvinecapital.com

www.starvinecapital.com

]]> Starvine Capital false No 137 full