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The Price-to-Value Podcast with Southeastern Asset Management

Updated 8 days ago

Business
Investing
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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded in 2018 and 2019. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. Further information regarding the Longleaf Partners Funds, including the Prospectus, as well as performance and holdings information, can be found at www.southeasternasset.com. Please read the Prospectus carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Copyright 2019 Southeastern Asset Management, Inc. All rights reserved.

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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded in 2018 and 2019. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. Further information regarding the Longleaf Partners Funds, including the Prospectus, as well as performance and holdings information, can be found at www.southeasternasset.com. Please read the Prospectus carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Copyright 2019 Southeastern Asset Management, Inc. All rights reserved.

iTunes Ratings

34 Ratings
Average Ratings
32
1
0
1
0

Thank You

By Airplanelover3960 - Aug 05 2019
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I really appreciate the leadership of SAM taking time out of their busy schedules to embrace and leverage the podcast medium to further share their invaluable insights and lessons learned with the rest of us .. I hope this is the beginning of a long and sustainable audio journey

Exceptional resource for value investors

By Middle age mom - Aug 01 2019
Read more
Clear-eyed, calm discussion about companies; and the factors involved in long term outperformance. Thrilled that this podcast exists.

iTunes Ratings

34 Ratings
Average Ratings
32
1
0
1
0

Thank You

By Airplanelover3960 - Aug 05 2019
Read more
I really appreciate the leadership of SAM taking time out of their busy schedules to embrace and leverage the podcast medium to further share their invaluable insights and lessons learned with the rest of us .. I hope this is the beginning of a long and sustainable audio journey

Exceptional resource for value investors

By Middle age mom - Aug 01 2019
Read more
Clear-eyed, calm discussion about companies; and the factors involved in long term outperformance. Thrilled that this podcast exists.
Cover image of The Price-to-Value Podcast with Southeastern Asset Management

The Price-to-Value Podcast with Southeastern Asset Management

Latest release on Dec 09, 2019

Read more

Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded in 2018 and 2019. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. Further information regarding the Longleaf Partners Funds, including the Prospectus, as well as performance and holdings information, can be found at www.southeasternasset.com. Please read the Prospectus carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Copyright 2019 Southeastern Asset Management, Inc. All rights reserved.

Rank #1: Is Value Investing Dead?

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Our Global Investment Team discusses the case for active, long-term value investing in a short-term, momentum-driven environment.

Nov 19 2018

26mins

Play

Rank #2: Unlocking Value in European Conglomerates

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Josh Shores and John Woodman discuss the opportunity for our management team to unlock what we feel is hidden value in European conglomerates.

Dec 18 2018

33mins

Play

Rank #3: Three Generations of Leadership

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Southeastern’s leaders from three generations discuss succession planning and remaining engaged at the firm.

Jan 09 2019

28mins

Play

Rank #4: Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia

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Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco International and Melco Resorts. They cover a range of topics, starting with the history of Melco, the evolution of the Melco-Crown relationship over time and lessons learned from Lawrence’s father and industry legend, Stanley Ho.

They go on to discuss cycles of volatility in Macau, the opportunity in Japan, the impact of geopolitics and macro factors on Melco and its share price and his outlook for Melco’s growth in Macau, amid pending license renewals and infrastructure improvements. They end with a lightning round of questions that gives insight to how Lawrence Ho thinks about the most important topics – ranging from EBITDA growth to his preference for sushi vs. dim sum.

Dec 09 2019

56mins

Play

Rank #5: FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity

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In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal Service; the two-player US parcel market (FedEx and UPS) and why FedEx has a better mousetrap; the long-term expected benefits of the TNT acquisition for FedEx’s intercontinental business, despite recent short-term pain; the negative impact of Trump’s trade wars; FedEx’s unique dashboard on the world economy; management’s top three objectives for the business and management succession planning.

Nov 06 2019

1hr 4mins

Play

Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia

Podcast cover
Read more

Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco International and Melco Resorts. They cover a range of topics, starting with the history of Melco, the evolution of the Melco-Crown relationship over time and lessons learned from Lawrence’s father and industry legend, Stanley Ho.

They go on to discuss cycles of volatility in Macau, the opportunity in Japan, the impact of geopolitics and macro factors on Melco and its share price and his outlook for Melco’s growth in Macau, amid pending license renewals and infrastructure improvements. They end with a lightning round of questions that gives insight to how Lawrence Ho thinks about the most important topics – ranging from EBITDA growth to his preference for sushi vs. dim sum.

Dec 09 2019

56mins

Play

FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity

Podcast cover
Read more

In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal Service; the two-player US parcel market (FedEx and UPS) and why FedEx has a better mousetrap; the long-term expected benefits of the TNT acquisition for FedEx’s intercontinental business, despite recent short-term pain; the negative impact of Trump’s trade wars; FedEx’s unique dashboard on the world economy; management’s top three objectives for the business and management succession planning.

Nov 06 2019

1hr 4mins

Play

Will Thorndike on CNX, Outsiders and Private Equity

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CEO and Head of Research Ross Glotzbach and Vice-Chairman Staley Cates interview Will Thorndike, author of The Outsiders – Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and Chairman of CNX Resources. They discuss progress at CNX, whether energy companies can be considered “good businesses”, the importance of a capital allocation mindset in commodity businesses, frothiness in the private equity world and the characteristics and long-lasting benefits of “Outsiders” in the US and overseas.

Jul 30 2019

38mins

Play

Live from Omaha: International Value with FEG, Southeastern and Evermore

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In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.

May 19 2019

58mins

Play

Prem Watsa – Insights on Investing, Underwriting and the Importance of Culture

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Vice-Chairman Staley Cates interviews Prem Watsa, Chairman and CEO of Fairfax Financial Holdings. They discuss surviving a short attack, Fairfax’s long-term investment track record, underwriting history and unique culture, and Prem’s view on private equity, active vs. passive and value investing.

Mar 06 2019

48mins

Play

Three Generations of Leadership

Podcast cover
Read more

Southeastern’s leaders from three generations discuss succession planning and remaining engaged at the firm.

Jan 09 2019

28mins

Play

Unlocking Value in European Conglomerates

Podcast cover
Read more

Josh Shores and John Woodman discuss the opportunity for our management team to unlock what we feel is hidden value in European conglomerates.

Dec 18 2018

33mins

Play

Is Value Investing Dead?

Podcast cover
Read more

Our Global Investment Team discusses the case for active, long-term value investing in a short-term, momentum-driven environment.

Nov 19 2018

26mins

Play

The Potential Impact of Tariffs and Trade Wars

Podcast cover
Read more

Our Global Investment Team discusses tariffs and how a potential trade war may impact our portfolios.

Oct 16 2018

25mins

Play

The Evolution of Media and Telecom

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Our Global Investment Team discusses the evolution of the media and telecom industries.

Sep 07 2018

26mins

Play

Welcome to The Price-to-Value Podcast with Southeastern Asset Management

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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975.

Aug 23 2018

1min

Play

iTunes Ratings

34 Ratings
Average Ratings
32
1
0
1
0

Thank You

By Airplanelover3960 - Aug 05 2019
Read more
I really appreciate the leadership of SAM taking time out of their busy schedules to embrace and leverage the podcast medium to further share their invaluable insights and lessons learned with the rest of us .. I hope this is the beginning of a long and sustainable audio journey

Exceptional resource for value investors

By Middle age mom - Aug 01 2019
Read more
Clear-eyed, calm discussion about companies; and the factors involved in long term outperformance. Thrilled that this podcast exists.