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Oct 2024
56m 20s

#40 The Chronicler - Lionel Barber on Ma...

Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
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Aug 20
#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps
Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. Here he explains the strategy which he has exploited over the past near-35 years to outperform the S&P by delivering a 12.3% pa or a 48x return net of fees. We discuss his journey ... Show More
1h 22m
Jul 16
#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.
Rich Pzena, founder of $80bn AUM Pzena Investment Management, explains his value investing philosophy and how he built a deep value franchise by buying good businesses when they are deeply out of favour. He talks through recreating Benjamin Graham’s net net research at Wharton, l ... Show More
1h 25m
Jun 18
#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the keythemes in global finance today. You will learn why James is interested in Japan, his views on the new Fed Chair and why inflationary pressures are here to stay as ... Show More
1h 35m
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