The GuruFocus podcast brings interviews with influential investing leaders, extended discussion with website contributors, original stories and all the happenings in value investing.
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The Recovering Reality Podcast will pump you full of hope, while sharing endless practical and beneficial insights for your personal recovery journey. Over 13yrs ago Life and Recovery Coach, and sought after public speaker, Erik Frederickson was set free from addiction. God has radically transformed his life. He shares about living in faith, freedom, and the miraculous. Erik speaks regularly and coaches clients from all over the world. His clients can attest to his coaching bringing them gre ...
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Value Investing Insights: Russ Koesterich on Employment Reports, Cash Flow and Gauging the Economic Environment
20:42
20:42
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The BlackRock Global Allocation Fund manager discusses companies that generate high free cash flow, what indicators in the latest employment report mean for investors and determining where the economy is going.
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GuruFocus Value Insights: David Rolfe on the Importance of Learning From Mistakes and Embracing Good Investment Ideas
50:23
50:23
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The CIO of Wedgewood Partners approaches potential investments with the mindset of a business owner.
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GuruFocus Value Insights: Jay Hill and Robert Wyckoff on the Importance of Price, Overoptimistic Markets and International Opportunities
57:54
57:54
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The Tweedy Browne managers say the firm is finding value in small and mid-cap stocks currently.
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GuruFocus Value Insights: Jeremy Deal Discusses Efficient Growth, Tech Stocks and Time in the Market
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55:26
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The founder and portfolio manager of JDP Capital invests in companies that not only survive, but thrive.
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GuruFocus Value Insights: Robert Robotti, Theo van der Meer on Financial Brigadoon, Bottom-Up Stock Picking and the Old-World Economy
46:43
46:43
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The president and CIO of Robotti & Company discusses the importance of building relationships and shares insight on board involvement.
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GuruFocus Value Insights: Wade Slome on the SHGR Model, the Magnificent Seven and Being Opportunistic
34:02
34:02
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The leader of Sidoxia Capital Management says his firm's investment model focuses on contrarian indicators to find those opportunities that might not be obvious to others.
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GuruFocus Value Insights: Chip Rewey on Why Valuation Always Matters
45:32
45:32
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The CIO of Rewey Asset Management explains his three-pillar investment approach, discusses market trends and shares what he has learned from his guru mentors.
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GuruFocus Value Insights: Bill Smead on Fearing Stock Market Failure With Homebuilders and Energy Producers
53:30
53:30
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Bill Smead of Smead Capital Management discusses the strength of the energy sector, the rise of millennial consumers and the impact they will have on homebuilders, financial companies and retailers.
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GuruFocus Value Insights: Dave Sather on "Battleship" Companies, Market Dynamics and the Importance of Critical Thinking
1:01:51
1:01:51
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Dave Sather of Sather Financial Group shares his thoughts on the current market environment, advice for individual investors and some of his favorite stocks.
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What a fun episode with our friend, Kyme Dang. Kyme is an entrepreneur, Hip Hop artist, coach and founder of Collective Healing San Diego. We conversed about encountering God, business, and being a light in a dark world. Enjoy! https://collectivehealingsd.com
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The Goodness of God - speaking @ The Harvest Recovery Ministry
43:48
43:48
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God is good, and He loves us into transformation. In this episode Erik shares stories about how God chased him with His goodness and that was the catalyst to his transformation.
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Changing Culture through Writing w/Brae Wyckoff
1:10:35
1:10:35
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Our friend Brae Wyckoff has authored 14 books and now spends his time traveling the country with his amazing wife Jill empowering and equipping other writers to extend God’s Kingdom here on earth through writing. We talk about writing, miracles, old stories, and more. Enjoy! www.braewyckoff.com - https://www.kingdomwritersassociation.com/…
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Conversations with Jesus w/ Tyler Johnson
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1:02:36
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Get ready to be challenged. Tyler Johnson is an author of five books and founder of an international missions organization. We talk about reaching the lost, miracles, and “the road to Emmaus.” You can connect with Tyler here, https://www.oneglance.org
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You’re Not Failing, You’re Learning - w/ John Huffman / Bryce Lawrence / Vinny Duggan
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Had the privilege of having four of my friends on the show, and repeat guests. Bryce Lawrence, CEO of Vanguard Partners, John Huffman, CEO of Huffman Construction Group, and Vinny Duggan, CEO of Infinite Home Solutions. We got real about our process and journey in growing in business and life. You don’t want to miss this episode as you will receive…
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Radical Transformation with Steven Perez
1:10:35
1:10:35
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Steven Perez encountered God in power in the depths of drug withdrawal and Holy Spirit has walked him into a transformed life. Steven is a business owner, currently finishing a Christian Hip Hop album, and he shares his story regularly. On this episode we discuss faith, business, ministry and the power of God. https://www.recoveringreality.com…
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Bryce Lawrence is the CEO of Vanguard Partners and a former World Champion Kickboxer. He has a powerful journey and story of getting to know God and excelling in business. We talked about faith, ministry, business, and his journey. He shares some amazing nuggets about faith and business. Connect with him here, www.discovervanguard.com - and connect…
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Finding Your Path in Recovery - with Nick Javas
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58:55
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We had the privilege of having Nick Javas on the show. He opened up about his journey and finding his path in long term recovery. Don’t miss this powerful conversation.
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I’ve seen too many people give up on their God given assignment when they were so close to the breakthrough they’re looking for, and it’s usually because they don’t understand what’s going on in the spiritual realm as they draw closer to the breakthrough they’re fighting for. In this episode we explain why often times it can feel like an unseen for…
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We had the privilege of having business owner Vinny Duggan on the show. What a powerful story of redemption! Years ago, he was sleeping next to burned down buildings as drug use had literally taken his mind from him. Nowadays God has fully restored this family man, loyal friend, business owner, and real blessing to his community. Don’t miss this po…
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Hope Driven Leadership - with John Huffman
1:03:33
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What does it look like to step into a powerful leadership position after God rescues you from the depths of darkness?
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In this episode we take a deep dive into the importance of understanding other peoples point of view, listening to why they see it differently, and how healthy communication is needed to do this effectively. Enjoy!
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What if all the wisdom you needed to walk out your calling and purpose was already entirely available to you? Good News, it is. It’s just waiting for you to follow God outside your comfort zone and into the sphere of influence God has called you to.
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Sometimes God does something in culture, or in our life, that we’ve never seen Him do before. I believe we will see a lot of that in this coming season. https://www.recoveringreality.com
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Are we treating people according to their past mistakes, or their future potential? www.recoveringreality.com
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Managing Triggers- with Jenn Kautsch and Staci Danford
1:08:36
1:08:36
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What a privilege to have our friends Jenn Kautsch and Staci Danford back on the show. In this episode we get real about what managing triggers looks like in real time, and on a daily basis. This episode is filled with tips, stories, and insights about becoming more aware of our triggers and overcoming them. To check Jenn Kautsch and her amazing wor…
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Relationship, not Religion- with John Huffman
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57:24
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John Huffman has a powerful story. The life of running the streets and addiction got its hooks in him at a young age. He was lost with no direction, but God never gave up on him. Today John is a husband, a father, and a businessman that joyfully serves his community in Southwest Florida. Don’t miss this powerful story of transformation and God’s gr…
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Will Kitchen is the Executive Director of Southwest Florida Teen Challenge. For 15yrs he has been working in Teen Challenges and seeing lives transformed, but a life of addiction and chaos plagued him for years before God found him and began transforming his life. Don’t miss this powerful episode and share it with someone that needs some hope.…
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Speaking at Teen Challenge Fort Myers, FL - The Renewing of the Mind
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Don’t miss this powerful message about how we can partner with God as He heals our minds. Message given on 3-4-22 at Fort Myers, FL Teen Challenge Treatment Center.
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Finances, Gold, and the Current Economic Climate - with Andy Schectman
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1:04:30
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This is a much needed conversation in this day and age. How does a low financial IQ effective your mental health? Why is gold important right now? What’s going on in the markets and banks, and how does it effect me? We cover these topics and more with Andy Schectman, Owner of MilesFranklin, on this episode. Andy and his company have a fantastic rep…
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“Finding Serenity” with Pro Golfer Chris Kirk
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51:48
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Professional golfer Christopher Kirk joined us on the show to share his powerful story of recovery from alcoholism. Kirk was once ranked the 16th best golfer in the world, but alcohol got its hooks in him and slowly began to tear his life apart. Make sure you check out this powerful episode about how Chris Kirk found serenity and restored his life …
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Each and every person has gold buried deep in their heart, and it’s worth the work to bring it to the surface. They’re worth it.
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Value Investing Live: John Dorfman Tells Investors to Keep Things Simple
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1:00:12
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John Dorfman is chairman of Dorfman Value Investments LLC in Boston, Massachusetts, an investment management firm he founded in 1999. The firm manages accounts for a few dozen individuals and families, a New York financial institution, a Virginia corporation and an Ireland family office. Dorfman was a senior special writer at The Wall Street Journa…
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Value Investing Live: Steven Kiel on Five Aces for Emerging and Aspiring Managers
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1:01:43
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Steven Kiel is the founder and chief investment officer for Arquitos Capital Management. He is also the portfolio manager of Arquitos Capital, a value-oriented private investment fund. Arquitos Capital takes a long term approach with our portfolio and our investor relationships. Our time horizon is decades. We look for alignment of interests: with …
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Value Investing Live: Adam Abbas Stresses Strong Anchors to Keep Investors Grounded
1:08:08
1:08:08
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Adam D. Abbas, Portfolio Manager and Co-Head of Fixed Income Adam Abbas has been a co-manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds. He started at Harris Associates in 2018 after working as a lead portfolio manager at KVK Credit Opportunity Fund LP. Prior to that, he…
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Combating Human Sex Trafficking - with Joann Medinilla
51:27
51:27
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Joann is a champion for survivors of human trafficking and sexually exploited women inSouthwest Florida. She is currently the Executive Director at Into the Jordan Ministries. Shecame to the ministry as a volunteer, mentoring and tutoring vulnerable women. Her love ofeducation and heart of compassion soon found herself on the Board of Directors and…
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Value Investing Live: James Roumell Looks at Informational and Behavioral Advantages for Investors
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57:33
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James Roumell, founder of Roumell Asset Management James Roumell entered the securities industry in 1986. Before founding Roumell Asset Management in 1998, he was a Registered Principal at Raymond James Financial Services, Inc. Roumell is a frequent contributor to Manual of Ideas Global and has been featured in such publications as Barron's, Kiplin…
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Value Investing Live: Tom Macpherson Talks Small Companies Digging Big Moats
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Tom Macpherson, Chief Investment Officer and Managing Director of Nintai Investments LLC. Nintai is a boutique investment house with roughly $39M under management in individually managed accounts. The company focuses on small to mid-cap stocks with high returns (generally greater than 15% over the past decade) on capital, equity, and assets. Other …
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Value Investing Live: Benj Gallander on Practicing Patient Investing
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Gallander is the co-editor of the Contra the Heard Investment Letter, which has amongst the highest returns in the world at 18.1 percent annualized over the past 20 years. He is the author of three best-selling books, two in the stock market sector and The Canadian Small Business Survival Guide, which was first published in 1988 and is still in the…
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Value Investing Live: Dr. Ashok Patel Dives Into Value Investing as a Sustainable Approach for Life and Geopolitical Conflict
1:14:32
1:14:32
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Dr. Ashok Patel, CEO and Chief Investment Officer of Pavaki Capital Ashok is a board-certified allergist. He underwent his fellowship training in allergy immunology at the prestigious National Jewish Health. A patient's mother once called him an "angel" and his YouTube channel is full of numerous patient testimonials. However, Ashok wants to improv…
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Value Investing Live: Chip Rewey on Capital Preservation and Outperformance
1:02:52
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Chip Rewey, Chief Investment Officer of Rewey Asset Management. Chip Rewey has over 30 years of value investing experience with leading buy-side financial institutions including Third Avenue Management, Cramer Rosenthal McGlynn and Sloate Weisman Murray and Co. Chip Rewey worked alongside value gurus Marty Whitman, Jerry Cramer and Laura Sloate. At…
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Value Investing Live: David Marcus Explores Investing In European Special Situations
1:08:59
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David E. Marcus is Co-Founder, Chief Executive Officer and Chief Investment Officer of Evermore Global Advisors, LLC. He co-founded the firm in 2009. David is portfolio manager of the Evermore Global Value Fund and our separate account portfolios. Beginning his career in 1988 at Mutual Series Fund, where he was mentored by renowned value investor M…
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Hear a couple stories that will help you grow in hearing God’s voice. Plus foundational tips and perspectives to empower you to be able to differentiate God’s voice from the noise of the world.
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Value Investing Live: Dr. Wesley Gray Discusses Why Investors Should Avoid Stock Picking
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Wesley Gray, founder of Alpha Architect After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife's hometown of Philadelphia and worked as a finance professor at Drexel Univ…
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Value Investing Live: James Fletcher Dives Into The Last Frontier of Inefficient Markets
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James Fletcher, Founder of Ethos Investment Management James Fletcher is the Founder of Ethos Investment Management, a focused EM Equities fund which is launching in January 2022 with over $100M in committed capital from some renowned anchor clients. Previously he was Director and Senior Portfolio Manager of the EM small and mid-cap equity strategy…
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Value Investing Live: Keith Smith Discusses Value Opportunities in Fragmented Markets
1:26:44
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Keith D. Smith, CFA and Portfolio Manager Smith brings over 20 years of valuation experience to the Bonhoeffer Fund. In addition to managing the fund’s portfolio, he serves as a director for Enterprise Diversified, Inc., and as an advisor to Willow Oak Asset Management, the fund's general partner. He is a CFA charterholder and received his MBA from…
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Value Investing Live: Dan Miller on the Pandemic Pet Revolution
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Dan Miller is Executive Vice President of Gabelli Funds, lead portfolio manager of the Gabelli Pet Parents Fund, the Gabelli Focused Growth and Income Fund, and a member of the investment team for the closed-end and separate accounts businesses. He joined Gabelli after graduating magna Cum Laude from the University of Miami. He also serves as Board…
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Value Investing Live: Vitaliy Katsenelson Examines an Infinitely Expensive Market
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Vitaliy Katsenelson, CFA is CEO of IMA - a value investing firm in Denver. How can you safely invest in a market this speculative? Check out his free series on The 6 Commandments of Value Investing. To read more articles, go to ContrarianEdge.com or listen to them at Investor.fm. Check out Vitaliy's Uber analysis here: https://contrarianedge.com/ou…
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Value Investing Live: David Dietze and Fritz Schoenhut Talk Value Opportunities In 2020
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David Dietze is the founder, President and Chief Investment Strategist at Point View Wealth Management, Inc. Point View Wealth Management is an SEC registered investment adviser and part of Peapack Private, the wealth management division of Peapack-Gladstone Bank, managing over $7 billion, primarily in separately managed accounts. Point View provid…
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Value Investing Live: Brian Yacktman & Elliott Savage Discuss Developing a Safe and Smart Portfolio
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Brian Yacktman, President and Chief Investment Officer of YCG, LLC Yacktman is the President and Chief Investment Officer of YCG, LLC which he founded in 2007 in Austin, TX. YCG is an active management firm that has seen assets grow from $1 million to nearly $1.3 billion as of September 30, 2021, while achieving market beating performance since its…
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Value Investing Live: Azvalor Managers and Chris Mittleman Discuss a Collaborative Portfolio Venture
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Azvalor Asset Management Azvalor AM is an independent employee-owned investment management firm with offices in Madrid and London. Founding partners Alvaro Guzman and Fernando Bernad delivered top decile long-term returns at their previous firm Bestinver, prior to founding Azvalor in 2015. Their long-term valuation oriented investment portfolio is …
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