Podcast by Alexander Polen
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Héichwaasser zu Lëtzebuerg, Polen di schmëlzen, Bränn am Süde vun Europa, Temperature vu bal 50 Grad Celsius a Kanada. Och ouni 6. Rapport vum Weltklimarot ass kloer: d Wiederextremer huelen zou. Virun allem sinn sech awer d'Experten eens a sécher, dass et eng mënschegemaachte Kris ass. Sou akut, dass d'Wuert Klimawandel net méi passt, awer Klima-Urgence. Am Podcast 1Komma5Grad diskutéieren d' Caroline Mart an de Pierre Weimerskirch iwwert eng vun de gréissten Erausfuerderunge fir d' Politik ...
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Tyréns är ett av Sveriges ledande konsultföretag inom samhällsbyggnad. I samspel med kunder och partners skapar vi hållbara lösningar inom stadsutveckling och infrastruktur. Vi har 3 000 medarbetare och verksamhet i Sverige, England, Estland, Litauen och Polen. Tyréns är stiftelseägt och vår ägandeform gör det möjligt för oss att satsa målmedvetet på forskning och utveckling inom samhällsbyggnadsområdet. Vi drivs av nyfikenhet och har ett nära samarbete med universitet och högskolor.
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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevan ...
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Cargo Shorts tackles all things related to the transportation of goods. Each episode digs into a key issue facing North American surface transportation with expert insights from economics, automation, and logistics professionals. Learn more about the complexities in the supply chain you’re facing in your business.
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Sonlife Ministries podcasts including: • 50 day Knowing Him Study supplemental resource • Annual Disciple-making Conference • Ongoing coaching and equipping from Sonlife's trainers • Stories from ordinary disciple-makers sonlife.com
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The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.
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Break the Norm is a podcast designed to create conversation around what it means to have an unconventional career and life on the path to fulfillment. It's an amazing time to pursue your big dreams and create a career path on your own terms. Each week, I'll be giving real life applicable tips & strategies to help you to start breaking the norm right away. Break the Norm so you can have the life & job you want and deserve!
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Matthew McLennan (First Eagle) - Investing for Resilience
46:20
46:20
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46:20Matthew McLennan is co-head of First Eagle’s Global Value team and one of the portfolio managers of Global Value, a strategy that has delivered strong long-term compound returns. We discuss the importance of humility and patience, why resilience is emphasised throughout the portfolio, and how Global Value has survived and thrived across a broad ran…
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Gabrielle Boyle & George Viney (Troy) - Patient Improvement
36:14
36:14
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36:14Gabrielle Boyle and George Viney co-manage Troy’s Global Equity strategy. We discuss why the market persistently underestimates the compounding power of rare and exceptional companies, the importance of recognising one’s biases and striving to learn and improve as investors, and why Gabrielle and George work so well together as a team. Show notes: …
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I det här avsnittet av Tyréns podcast ”Framtidsvisioner” samtalar vi med Anna Olsson, avdelningschef för stadsutveckling, och Gunnar Svensson, avdelningschef för vatten och klimat på Tyréns. De berättar om värmekartor, trädbestånd, behovsanalyser, värmeöar, sårbara grupper, stråkanalyser och mycket mera. De delar också med sig av sina bästa tips ti…
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Ep. 15: The Evolving Supply Chain with Greg Plemmons of OD & Dr. Thomas Goldsby of the University of Tennessee
34:23
34:23
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34:23The domestic supply chain has changed in ways few could predict. It has rebuilt itself in new, dynamic ways, with a stronger version of Just-in-Time shipping emerging. It is called “Just-in-Time 2.0.” This new model keeps the best parts of the old system while focusing on shorter, resilient lines of transport with greater redundancy. Host Jonathan …
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Ep. 14: Accurate Dimensions Affect the Bottom Line with Todd Polen of OD & Glenn Zalusky of Rice Lake Weighing Systems
21:32
21:32
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21:32Every inch counts when it comes to shipping, and accurate dimensioning can tip the scales in your favor. When weighing options, precise pallet dimensioning can make shipping faster and more efficient while reducing surprises on the final bill. Host Jonathan Betz is joined by Todd Polen, Vice President of Pricing Systems at Old Dominion, and Glenn Z…
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Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund
1:16:24
1:16:24
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1:16:24About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …
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Interview with Bill Miller IV of Miller Value Partners
1:06:53
1:06:53
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1:06:53About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…
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Interview with Ric Dillon, founder and CEO of Vela Investment Management
50:03
50:03
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50:03About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ****************************************…
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Ep. 13: Packaging Sciences: Exploring the Future with Clemson Univ.’s Dr. Greg Batt & Geoff Stephany of OD
27:38
27:38
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27:38Whether you are shipping across the country or around the world, the right packaging makes all the difference. As the emphasis on sustainability intensifies, the industry is rapidly evolving, with data playing a vital role. But cost and fragility of freight are factors that need to be considered. Host Jonathan Betz is joined by Dr. Greg Batt, an As…
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#35 - Hur kan vi mäta våra resemönster genom att analysera mobildata
30:47
30:47
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30:47I det här avsnittet av Tyréns podcast ”Framtidsvisioner” samtalar vi med Christian Lewenhaupt, affärsutvecklare på Telia Crowd Insight, och Jonas Hedlund, trafikplanerare på Tyréns. De berättar om hur mobilmastdata fungerar, hur man analyserar informationen, vad den kan användas till och den stora potentialen när vi bygger våra framtida samhällen –…
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Dan Davidowitz (Polen Capital) - Compounding Made Simple
47:12
47:12
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47:12Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years. Show notes: [01:16] Dan discusses how he pivoted from public health to investing [02:56] Thou…
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Interview with Chris Pavese of Broyhill Asset Management
1:34:58
1:34:58
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1:34:58Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When to sell What Chris is reading ********************************************************** Options are not suitable for all investors and carry significant risk…
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Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth opportunities Market penetration Ryan's history at XPEL Margins and returns on invested capital Asset turnover, inventory turnover, and cash conversion cyc…
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#34 - Energiomställning och flexibilitet i nätet
48:00
48:00
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48:00I avsnitt #34 av Tyréns podcast samtalar Martin Olin, Strategisk projektledare och ansvarig e-mobilitet på Energiföretagen och David Larsson, Uppdragsansvarig hållbar energiförsörjning på Tyréns, om behovet av att tänka nytt och få in mer flexibilitet i elsystemet.By Tyréns
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Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)
1:21:06
1:21:06
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1:21:06Diamond Hill is a philosophically pure intrinsic value investing firm Living in Columbus, The Austin of Ohio What makes a great equity analyst vs an average analyst How to determine investing team size (using math) Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes Generalist vs specialist anal…
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Ep. 12: Emerging Technologies, API Standardization, and the Future of LTL Shipping with OD’s Barry Craver and NMFTA’s Paul Dugent
21:51
21:51
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21:51Automation and digitization are rapidly transforming the LTL industry, enabling greater transparency and visibility. Seamless technology fosters improved planning, pricing, service, and relationships among carriers and shippers. Host Jonathan Betz speaks with Barry Craver, VP of Technology at Old Dominion, who served OD on the business side for twe…
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Robbie Robertson (Personal Assets Trust) - Trust Matters
41:46
41:46
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41:46In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A differ…
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Interview with Dan Davidowitz of Polen Capital
1:31:58
1:31:58
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1:31:58Polen Capital's culture: radical candor, autonomy, mastery, purpose Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon Risk management: eliminate risky businesses Analysis of Visa, MasterCard, cyclicals Team str…
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Estimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)
1:06:04
1:06:04
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1:06:04How Harris Oakmark thinks about and defines value investing Mid-cycle earnings and why they are important (using the coin flip analogy) CBRE example of mid-cycle earnings Banks and SCHW example of mid-cycle earnings Additional common adjustments they make to get to true normalized economic earnings power Estimating normalized earnings for software …
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Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software
41:39
41:39
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41:39In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early ca…
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Interview with Todd Ahlsten of Parnassus Investments
1:10:12
1:10:12
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1:10:12Todd Ahlsten is the Chief Investment Officer and Portfolio Manager of Parnassus Investments. Todd is also a panelist on the prestigious Barron's Roundtable. In this episode, we discuss Todd's background, investment process, and what he sees in the market today. Listen in for topics like: - How did Todd become CIO of Parnassus? - What makes a succes…
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Ep. 11: How Can Shippers Use Data to Guide Their Decision-Making? With OD CEO Marty Freeman and Mastio’s Kevin Huntsman
20:31
20:31
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20:31The findings from Mastio’s annual study of LTL carriers help shippers evaluate carriers based on many important attributes. Shippers need to choose the right partner when selecting a carrier. Shippers want to ensure that their freight will make it to their customers on time and damage-free. What tools are available to help shippers choose the right…
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#33 - Energiomställningen ur en nätägares perspektiv
45:12
45:12
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45:12I avsnitt #33 av Tyréns podcast samtalar Fredrik Svensson, Elnätschef på Kristinehamns Elnät, Joakim Johansson, VD på Linde Energi och Mikael Carlson, Uppdragsansvarig elkraftsingenjör på Tyréns, om vad energiomställningen innebär för nätägarna.By Tyréns
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2:00 On Semper Augustus investing philosophy and process 4:00 On what it means to be an “opportunistic” value investor 12:00 What the Semper Augustus portfolio-level metrics look like relative to the S&P 500 20:00 Why he thinks stocks are attractively valued today 24:00 On how he thinks about valuation 37:00 Chris shares his lessons from studying h…
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Ep. 10: Unpacking the Freight Classification System with Expert Erin Topper
17:14
17:14
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17:14Understanding freight classification is a critical part of the shipping process. If freight is not properly classified or wrong item numbers are used, the most accurate rates may not be applied, which can lead to an unwelcome surprise on the final bill. Understanding these classifications is critical to a business, but why is it a struggle for some…
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2:00 – Quoc’s concentrated investing philosophy and portfolio-level metrics 5:00 – Three different categories of stocks Quoc typically invests in 6:00 – Portfolio management philosophy 7:00 – Different layers of risk management 11:00 – On using data to make process improvements such as a moat trajectory review and ESG research 21:00 – Quoc dives de…
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Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies
47:53
47:53
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47:53Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies. We discuss the lessons Stuart has applied to public equity investing from his days in private equity, the rewards derived from investing in good quality companies that can be improved, a…
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Ep. 09: Holiday Shipping Season Expectations with Rutgers Business School’s Dr. Tony Bell and OD’s Steve Hartsell
17:37
17:37
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17:37Customer expectations are growing as economic stress factors remain, giving rise to an uncertain holiday season. Retailers face their peak period during this season of shopping and shipping. This year appears to be shaping up like few others. Inflation remains a concern, interest rates continue to rise, and retailers are worried about weakened spen…
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3:00 – Definition of value investing according to Dan 10:00 – Dan’s risk management and portfolio management philosophy 17:00 – when to sell a stock 22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis 32:00 – Dan describes his team’s equity research process including the reason for nurturing an …
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Bill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you! 2 min 15 seconds – Bill’s background and career. 9 min 20 seconds – Advice for new analysts 19 min 50 seconds – The research pr…
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Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders
40:48
40:48
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40:48In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. We discuss the entrepreneurial energy within these companies, why they are able to reinvest capital at attractive rates for a lon…
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Ep. 08: Navigating Retail Supply Chains with Former Walmart Executive Joe Metzger and OD’s Greg Plemmons
24:58
24:58
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24:58How can carriers evolve to navigate retail supply chain complexities and future consumer expectations? The pandemic caused a seismic shift in the industry and resulted in systemic changes to traditional retail supply chain strategies. What lessons did we learn and where have we landed to better meet customer demands? In this episode hear from Joe M…
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Kiril Sokoloff (13D Research) - An Insidious Environment
43:44
43:44
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43:44Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving. Show notes: [01:23] Kiril talks about the star…
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Ep. 07: Digitization Brings Transparency, Efficiency, & Trust with Todd Polen and Scooter Sayers
25:06
25:06
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25:06There are many reasons for shippers and carriers to share information including better planning, better pricing, and cost savings. It benefits all parties to work together to improve transparency, efficiency, and trust. Business expectations are rapidly changing, therefore it is important to come together to talk about using digitalization in trans…
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Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities
39:24
39:24
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39:24Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of Goldman’s India Equity and Global Emerging Market Equity strategies, and in 2017 founded White Oak Capital Management, where he has continued to deliv…
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Ep. 05: Maintaining Brand Value for Long Term Success with Chip Overbey and Thom Albrecht
26:56
26:56
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26:56Well-known, established companies have successfully navigated downturns by focusing on their foundational principles and values. Maintaining relevance in their markets had little to do with competition or price. In this episode of Cargo Shorts, we focus on understanding brand value in the market and how building good relationships with partners dri…
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Ep. 06: Customer Loyalty Begins with Employee Loyalty with Greg Plemmons and Scott Deming
15:14
15:14
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15:14Anyone who buys goods and services knows how important customer service is, but how can companies deliver it successfully and consistently? What is the difference between service and a truly unique customer experience? We are always looking for ways to understand the needs and challenges of the customer to deliver exceptional service. In this episo…
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I avsnitt #32 av Tyréns podcast samtalar Pontus Grush ,strateg på Trafikverket och Elin Kågas Ramström affärsutvecklare och innovationscoach på Tyréns kring innovation inom infrastruktur.By Tyréns
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Paul Major (Bellevue) - Innovations To Fix a Broken System
46:45
46:45
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46:45Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result. Show notes: [01:15] Paul discusses how he got into finance [03:15] B…
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Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
31:31
31:31
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31:31Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today. Show notes: [1:16] Being deliberate and patient during tough times [3:30] Equity…
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I detta avsnitt får ni lyssna på Markus Olsson, konstruktör och Björn Bjelke-Holtermann, byggnadsantikvarie på Tyréns som samtalar om återbruk vid renovering av äldre byggnader. Leder samtalet gör Kriser Insulander som är journalist och skriver en hel del om samhällsbyggnad.By Tyréns
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#30 - Vad är innovation för samhällsbyggnadsbranschen?
29:02
29:02
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29:02I avsnitt #30 av Tyréns podcast Framtidsvisioner samtalar Amanda von Matern , innovationsledare och strategisk kommunikatör på Landvetter Södra utveckling i Härryda kommun och Martin Andersson innovations- och affärscoach på Tyréns, med Krister Insulander kring innovation. Ett begrepp vi försökt snäva in genom att ställa ett antal krav när vi jobba…
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Swetha Ramachandran (GAM) - Luxury's Broadening Appeal
44:51
44:51
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44:51Swetha Ramachandran manages GAM's luxury brand strategy and knows the luxury industry inside out. We discuss Swetha's definition of luxury, the pre-eminence of European brands, the rise of China and how the industry is evolving. [01:05] Swetha discusses her early career [03:01] Luxury is changing and widening [06:13] Defining luxury [07:53] Sizing …
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Ben Rogoff (Polar Capital) - The Importance Of Not Missing Out
45:31
45:31
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45:31Ben Rogoff is co-head of Polar Capital's Global Technology team. Having joined the industry just before the technology bubble of the late 1990's and early 2000's, Ben has a wealth of experience navigating different market cycles. We discuss the environment today, the similarities and differences with the TMT bubble and what it takes to be a success…
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Ep. 04: How to Keep Domestic Supply Chains Operating During Disruption with Chip Overbey and Prof. Jeffrey Bergstrand
30:37
30:37
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30:37During 2022, the industry has continued to experience global supply chain challenges and the effect it has had on the American economy. The pandemic disrupted global supply chains and it tested the resilience and flexibility of supply chain leaders. While COVID-19 was not a typical risk event, it underscored the need for organizations to reexamine …
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Ep. 03: The Future of Freight Payment and Race Towards Automation with Todd Polen and Curtis Garrett
22:23
22:23
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22:23The trucking industry, specifically less than truckload carriers, has reached an inflection point where digitization and automation are critical parts of the industry’s future. But who will drive that transformation? Like most things we experience in life and business, change takes time and leadership. As manual processes are being replaced by auto…
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Ep. 02: The Total Cost of Transportation with Ed Garner and Lisa Anderson
21:28
21:28
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21:28The rising cost of transportation bottlenecks and service delays have left logistics managers with much to manage. Calculating the total cost of these issues is difficult when only addressing a predetermined price per transaction. Strategic partnerships between shippers and carriers can mitigate pain points and lead to a better customer experience.…
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Ep. 01: Just-in-Time — When Supply Chains are Backlogged with Greg Plemmons and Bob Costello
19:14
19:14
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19:14For decades, companies have used a just-in-time inventory model to reduce excess supply and create a lean production process. But recently, we've seen firms take a more conservative approach with a just-in-case supply used to avoid running out of stock. The pandemic-induced devastation of supply chains put a spotlight on some of the challenges we f…
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Cargo Shorts tackles all things related to the transportation of goods. Each episode digs into a key issue facing North American surface transportation with expert insights from economics, automation, and logistics professionals. Learn more about the complexities in the supply chain you’re facing in your business.…
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Gerard Minack (Minack Advisors) - The End of Secular Stagnation
41:32
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41:32Gerard Minack has a wealth of experience as a macro strategist and founded Minack Advisors in 2013. Gerard has been particularly prescient over the last 18 months, highlighting the probability of rising inflation and higher interest rates well before many others. We discuss how the pandemic changed Gerard's macro views, why he believes secular stag…
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