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The Interview Discusses: How his investment strategy has evolved since retiring from managing money professionally. His thoughts on asset allocation. Which areas of the stock market he is currently finding value in. How to invest in a potentially rising interest rate environment. His sell discipline when investing in equities.…
 
The Interview Discusses: How he helped launch CNBC, What it was like working in the cable industry when it finally started to gain popularity, David’s views on the current media landscape and where he believes there could be consolidation, His thoughts on how content will be bundled in the future, David’s thoughts on the current multiples for conte…
 
The Interview Discusses: Michael’s fascinating career from being a columnist and feature writer at Barron’s to becoming a Senior Markets Commentator on CNBC. The importance of Twitter as a tool for journalists. Michael’s famous source, ‘the mystery broker’. How Michael has used his experience covering 9/11 and has applied that to Covid-19.His thoug…
 
The Interview Discusses: How Zoom and other technologies will change how we conduct business going forward. David’s views on how the pandemic has impacted the global economy. How the private equity world is changing in terms of the types of deals they are doing. Key skills needed to be an effective fundraiser. How The Carlyle Group almost went out …
 
The interview Discusses: The differences between the current business climate and the one at the start of his career in the 1980s. His views on when share buybacks are appropriate. Why capital allocation was so critical for shareholder returns at Jarden. Executives he believes are good capital allocators. How he managed to gain control of the compa…
 
The Interview Discusses: Brandon’s views on running a public company (especially during times of stock price volatility). Why ANGI took the rare step for a public company and stopped providing quarterly guidance. How ANGI is trying to transform the way consumers purchase home services and why he believes home services is one of the last major categ…
 
The interview discusses: The state of financial journalism. How Investopedia is helping individual investors. IAC’s strategy with Dot Dash. How you can potentially profit from Investopedia’s proprietary anxiety index. How to get your website on the first page of Google. And much more... Biography: Caleb began his career producing wildlife documenta…
 
The interview discusses: Why having a diverse workforce is a competitive advantage. The changing media landscape. Why the business of content curation will be critical in the future. The reason why movie theater companies will survive. A behind the scenes look of when Mellody’s husband George Lucas’s company, Lucas Films was sold to Disney. The sal…
 
The interview discusses: How Dr. Davis led one of the greatest financial turnarounds in medical history. The reasons why healthcare keeps becoming more expensive along with solutions on how to decrease costs without sacrificing care. Why drug pricing should be a trade issue. Why the current patent system discourages pharmaceutical innovation. What …
 
The interview discusses: How he helped turn Nathan’s Famous from a small restaurant chain into a global licensing business that sells over 480 million hot dogs per year. Characteristics he looks for in companies he looks to acquire. His thoughts on the New York real estate market. What areas within the New York residential real estate market he bel…
 
The Interview discusses: His decision to start his own firm in the 1970s despite a horrendous economic backdrop. His new book Merger Masters that he wrote with Kate Welling. The rationale behind taking his company public and whether he would do so again. His thoughts on portfolio construction including how many positions should be in a portfolio an…
 
The interview discusses: How David and Robert Kirkman took the Walking Dead comic book series and turned it into the most watched show in cable television history. What it means to sell a television show to a network in terms of both economics and creative control. The actual role of a television and film producer. What David and Robert did (that h…
 
The interview discusses: Is Amazon currently engaging in anti-competitive behavior both in publishing and in their other businesses? The tactics Amazon employed to gain such a strong position in the e-book market. Why he believes now is a “golden age” for content creators. An overview of the economics of the publishing industry. The future of the l…
 
The Interview discusses: What is The Acquirer’s Multiple and why investors should pay attention to this metric. What does deep value investing really mean and tips on incorporating it into your investment process. The importance of mean reversion. Two deep value stocks he currently finds attractive. Biography: Tobias Carlisle is the founder of The …
 
The interview discusses: The most important determinants of a successful business. The importance of risk taking. How he was able to convince Ross Perot to let him take his company public. How Ken was able to co-found The Home Depot. How he incentives employees and partners. Why he turned down an investment with Bernie Madoff. The importance of not…
 
Interview discusses: His thoughts on what it would take to create another Berkshire Hathaway. Unique insights into Warren Buffett gleaned from his over 20-year personal and professional relationship with him. His views on Berkshire’s relationship with private equity firm 3G Capital and why he continues to invest with them. The history of super-voti…
 
Interview discusses: Why he believes the current bull market still has room to run. Some of the factors Omega considers in determining position sizing. How Omega blends macroeconomics with fundamental investing. Which sectors of the equity market Omega currently finds to be attractive. Some of the factors Omega considers in determining when to exit…
 
Interview discusses: What investors should look for when analyzing a turnaround situation. His views on Amazon and what physical retailers must do to effectively compete against the online giant. Which publicly-traded retailer (besides Home Depot) he admires. Where he believes we are in the U.S. housing cycle. His surprising thoughts on Wall Street…
 
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