GuruFocusCast

GuruFocus

The GuruFocus podcast brings interviews with influential investing leaders, extended discussion with website contributors, original stories and all the happenings in value investing.

  • 1 hour 19 minutes
    GuruFocus Value Insights: Patrick Brennan on the Opportunity in Irish Banks, Cab Payments and Latin American Cable Companies

    The head of Brennan Asset Management said Irish banks, PTSB in particular, have an advantage over other European banks.

    7 May 2024, 11:00 am
  • 20 minutes 42 seconds
    Value Investing Insights: Russ Koesterich on Employment Reports, Cash Flow and Gauging the Economic Environment

    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.

    14 March 2024, 11:00 am
  • 50 minutes 23 seconds
    GuruFocus Value Insights: David Rolfe on the Importance of Learning From Mistakes and Embracing Good Investment Ideas

    The CIO of Wedgewood Partners approaches potential investments with the mindset of a business owner.

    15 February 2024, 12:00 pm
  • 57 minutes 54 seconds
    GuruFocus Value Insights: Jay Hill and Robert Wyckoff on the Importance of Price, Overoptimistic Markets and International Opportunities

    The Tweedy Browne managers say the firm is finding value in small and mid-cap stocks currently.


    25 January 2024, 12:00 pm
  • 55 minutes 26 seconds
    GuruFocus Value Insights: Jeremy Deal Discusses Efficient Growth, Tech Stocks and Time in the Market

    The founder and portfolio manager of JDP Capital invests in companies that not only survive, but thrive.

    11 January 2024, 12:00 pm
  • 46 minutes 43 seconds
    GuruFocus Value Insights: Robert Robotti, Theo van der Meer on Financial Brigadoon, Bottom-Up Stock Picking and the Old-World Economy

    The president and CIO of Robotti & Company discusses the importance of building relationships and shares insight on board involvement.

    21 December 2023, 12:00 pm
  • 34 minutes 2 seconds
    GuruFocus Value Insights: Wade Slome on the SHGR Model, the Magnificent Seven and Being Opportunistic

    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.

    22 November 2023, 12:00 pm
  • 45 minutes 32 seconds
    GuruFocus Value Insights: Chip Rewey on Why Valuation Always Matters

    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.

    15 November 2023, 12:00 pm
  • 53 minutes 30 seconds
    GuruFocus Value Insights: Bill Smead on Fearing Stock Market Failure With Homebuilders and Energy Producers

    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.

    8 November 2023, 4:59 pm
  • 1 hour 1 minute
    GuruFocus Value Insights: Dave Sather on "Battleship" Companies, Market Dynamics and the Importance of Critical Thinking

    Dave Sather of Sather Financial Group shares his thoughts on the current market environment, advice for individual investors and some of his favorite stocks.

    23 October 2023, 10:03 pm
  • 1 hour 12 seconds
    Value Investing Live: John Dorfman Tells Investors to Keep Things Simple

    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 Journal in 1986-1997, executive editor of Consumer Reports in 1984-1986, and an associate editor at Forbes in 1982-1984. Currently, his stock market column appears in Forbes.com, GuruFocus.com, the Las Vegas Review Journal, the Omaha World Herald, the Pittsburgh Tribune Review, and the Virginian Pilot.

    Dorfman worked for Dreman Value Management in 1997 through March 2002, and considers David Dreman his mentor and a formative influence. He was a Senior Vice President at Dreman from September 1997 through 2000, and a Managing Director in 2001-2002.

    Dorfman has written nine books, including Family Investment Guide (Atheneum, 1981) and The Stock Market Directory (Doubleday, 1982).

    He was born on April 19, 1947 in Chicago. He lives in Newton, Mass., with his wife Katharine Davidge and their three children.

    Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast

    Watch the full live stream: https://youtu.be/ViYoJxWZG98

    17 February 2022, 8:36 pm
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