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Education
Investing

The GuruFocus Podcast

Updated 4 days ago

Business
Education
Investing
Read more

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

Read more

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

iTunes Ratings

10 Ratings
Average Ratings
4
1
2
0
3

Very Crude

By thinreed37 - Dec 03 2019
Read more
Was hoping for an indepth and sophisticated conversation with Joel Tillinghast. What I got were very generic questions and no discussion or preparation. The interviewer starts with something to the effect of “I THINK he’s still beating the S&P/keeping up his track record.” You THINK??? Just Google it. It takes one minute. Extremely disappointed.

Bad

By PaulPaulJest - Jul 29 2018
Read more
Fan of the website but awful interviewer and terrible questions. Even recording quality was awful. Needs to be fixed.

iTunes Ratings

10 Ratings
Average Ratings
4
1
2
0
3

Very Crude

By thinreed37 - Dec 03 2019
Read more
Was hoping for an indepth and sophisticated conversation with Joel Tillinghast. What I got were very generic questions and no discussion or preparation. The interviewer starts with something to the effect of “I THINK he’s still beating the S&P/keeping up his track record.” You THINK??? Just Google it. It takes one minute. Extremely disappointed.

Bad

By PaulPaulJest - Jul 29 2018
Read more
Fan of the website but awful interviewer and terrible questions. Even recording quality was awful. Needs to be fixed.
Cover image of The GuruFocus Podcast

The GuruFocus Podcast

Latest release on Jan 02, 2020

Read more

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

Rank #1: Episode 12: Mohnish Pabrai: Finding Value in India and the US

Podcast cover
Read more
One of today's foremost value investors, Mohnish Pabrai joined GuruFocus to share his insights and discuss recent portfolio moves. Pabrai, the founder of California-based Pabrai Investment Funds and Dhandho Funds, went into why he has shifted most of his $1 billion portfolio from the U.S. to India, and disclosed that he made new investments in Turkey and South Korea. He also described what drove his fourth-quarter investment in U.S. company Micron Technologies. Regarding his investment style, the Buffett disciple talked more about some of his key concepts, including price-earnings ratio of 1 stocks, his checklist and the No. 1 mistake investors make.

Mar 23 2019

Play

Rank #2: Episode 5: Interview With Authors of University of Berkshire Hathaway, Notes From Three Decades of Shareholder

Podcast cover
Read more
Daniel Pecaut and Corey Wrenn discuss their new, highly rated book, University of Berkshire Hathaway. In the unique collection, they share their notes from 30 annual Warren Buffett's annual shareholder meetings, beginning in 1983. The authors speak with GuruFocus about the making of the book and the insights they gained from their unprecedented journey. Daniel Pecaut is a Harvard graduate whose insights have been featured in the New York Times, Money Magazine, Grant's Interest Rate Observer, Outstanding Investor Digest, and the Omaha-World Herald. He has worked in investing for 30+ years and is CEO of a successful investment firm, Pecaut & Company. Corey Wrenn has a B.S. in Business Administration from University of South Dakota and an M.B.A from University of Nebraska at Omaha. Corey is the Vice President, Treasurer, and CCO for Pecaut & Company. Before he joined the firm in 1992, he worked for 9 years as an internal auditor for Berkshire Hathaway.

Aug 18 2017

Play

Rank #3: Episode 9: Out-of-Favor and Small-Cap Stocks With John Dorfman

Podcast cover
Read more
John Dorfman, founder of Massachusetts-based Dorfman Value Investments, joined GuruFocus to talk about his style of value investing. John's approach has led to market-beating returns of 9.79% annually since inception versus 5.4% for the S&P 500. In this episode, our guest tells where he is still finding obscure opportunities in a crowded market, what effect tariffs will have on small caps and why value investing is set to stage a comeback. The investor, who was mentored by the legendary David Dreman, also explains the findings of his studies of low-P/E stocks and analysts' most-loved and most-hated stocks.

Sep 22 2018

Play

Rank #4: Episode 11: International and Emerging Market Small-Cap Investing With Craig Thrasher CFA

Podcast cover
Read more
Craig Thrasher, CFA, is an international small-cap expert. In this podcast, he discusses how he has achieved his outstanding returns in an area that abounds in growth and opportunity. Small caps have historically beaten their large-cap peers and offer a large universe of undiscovered companies to choose from, while having lower volatility than domestic investors may think. Thrasher believes in bottom-up analysis, has concentrated portfolios and seeks only high-quality businesses. In the interview, he talks with GuruFocus about how this plays out when investing internationally. He also gives some of his stock recommendations and shares his thoughts on portfolio holdings.

Jan 19 2019

Play

Rank #5: Episode 8: Cutting Through Emotion With Quantitative Guru Jim O'Shaughnessy

Podcast cover
Read more
Jim O'Shaughnessy wrote the wildly popular investing book, "What Works on Wall Street," in which he documents the strategies that sank or soared during over long periods, with some surprising results. In the podcast, Jim expounds on the follies of predicting markets and how a composite approach outperforms. It's only possible, he says, if you can eliminate those pesky emotions. Jim will also give a presentation at the 2018 GuruFocus Value Investing Conference.

Jan 04 2018

Play

Rank #6: Episode 6: Value Investing With Wally Weitz

Podcast cover
Read more
In the extensive interview, Weitz elucidates his investing process and answers questions ranging from rising markets and geopolitics to individual stocks and what he thinks is inexpensive right now. He issues caution about "raw materials" in place for a correction, and explains why his flagship fund, Partners III, is shorting indexes following the S&P 500 and major market indices.

Sep 27 2017

Play

Rank #7: Episode 4: Jean-Marie Eveillard on Current Market and Investor Psychology

Podcast cover
Read more
Legendary investor Jean-Marie Eveillard previews his talk "Value Investing Makes Sense, It Works Over Time, So How Come There Are So Few of Us?" He also goes into market crashes and what they do to investors psychologically.

Apr 21 2017

Play

Rank #8: Episode 7: GuruFocus Interview With Fidelity Low-Priced Stock Fund's Joel Tillinghast

Podcast cover
Read more
Joel Tillinghast, who runs the $38 billion Fidelity Low-Priced Fund, joined GuruFocus for a podcast interview about how he thinks about investing and selects equities. The most distinctive characteristics of Tillinghast's portfolio are its size -- it has 889 positions -- and its requirement that its stocks have a price under $35 per share. It also has uncommon returns. Since inception, he returned 13.76% versus 9.78% for its benchmark Russell 2000 index.

Oct 11 2017

Play

Rank #9: Episode 10: Value Investing That Is Socially Responsible With Jerome Dodson

Podcast cover
Read more
Jerome Dodson runs San Francisco's Parnassus Funds, where he has blazed past the S&P 500 while investing in socially responsible companies. In this podcast with GuruFocus, he discusses his style of value investing and what investors should do in the return of volatility as higher interest rates and trade battles strike. Dodson also covers some of his favorite sectors and companies, including Google, Micron and Starbucks.

Oct 26 2018

Play

Rank #10: Episode 3: Health Care Strategy in a Time of Tweets, Trump and Innovation

Podcast cover
Read more
How do you invest in health care when bills are failing and policy is up in the air? Is drug price regulation still a danger? Will single-payer spell the end of health care investing as we know it? Mindy Perry, who grew her global health care fund from $5 million to $2.5 billion in eight years, brings the latest from "a strange sector" and shares her strategy. She also offers a preview of her talk for the value investing conference.

Apr 20 2017

Play

Episode 21: Ken Aldrich on 30 Years of Venture Capital and 50 Successful Businesses

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Over the last three decades Ken Aldrich has successfully invested in over fifty businesses and has personally co-founded almost a dozen himself. He considers himself a jack of all trades, having been involved in everything from biomedicine to real estate. Some of his most successful investments include helping start one of the first wind parks in Palm Springs and Green Dot Corporation, which has become the world's largest prepaid debit card company. In May Aldrich published his book Dream Toolbox, which aims to guide readers towards establishing an entrepreneurial mind and gaining control over their financial world.

Jan 02 2020

Play

Episode 20: Jie Song on Becoming the Premiere Data Center Monitoring Software for Enterprise Businesses

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Jie Song, co-founder and CTO of LogicMonitor, grew his business from a two man operation that coded in his apartment to become the premiere SaaS-based data center monitoring software service. The company grew to employ over 200 employees in the states and overseas in China. They acquired over $140 million in funding and had over 1,500 enterprise customers as clients, including the likes of Adidas, Netflix, PayPal, and Blackstone.

Dec 11 2019

Play

Episode 19: Merrilee Kick on Putting the Buzz In Cocktails and Serving Up Millions of Drinks

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Our sixth guest Merrilee Kick, the founder of Buzzballz and Southern Champion, tells us about running the only woman owned winery and distillery in the country. She speaks to the struggles of starting her business and getting the initial loan through the current day where revenue is topping $50 million.

Dec 06 2019

Play

Episode 18: Jared Pope on Revolutionizing Workplace Harassment Management and 50,000 Employees Under Management

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Pope tells the story of founding Work Shield, a company revolutionizing workplace harassment and discrimination management. In the last year his company has earned over $1 million in annualized revenue and is currently on-boarding over 40,000 employees on top of the 13,000 already covered under the plan. The company eliminates the employer from the intake and investigation process of harassment and discrimination claims and is centralizing data in an unprecedented way.

Nov 20 2019

Play

Episode 17: How Russell Layton Put His Skate Sharpener in the Hands of NHL Legends

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We welcome Russell Layton of Sparx Hockey to the show. Layton has created a skate sharpener that uses interchangeable sharpening discs to customize how skates are sharpened. His product has come to be used by the majority of NHL teams and was the official sharpener of the Wayne Gretzky Fantasy Camp. In a short period of time Layton has found worldwide distribution and sold over 20,000 sharpeners.

Nov 19 2019

Play

Episode 16: David Taylor of DizziBrands

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Our third guest, David Taylor, founded DizziBrands in 2018. The company has found a way to freeze alcohol into decadent desserts and has come to be found throughout restaurants, bars, and hotels in the state of Texas. The company plans expansions throughout markets on each coast and currently has 28 different flavors available. Taylor walks us through his past business ventures and how the mistakes he had previously made have helped him to success with DizziBrands.

Nov 12 2019

Play

Episode 15: Helen Du of JD Rig & Supplies Inc.

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We are joined today by our second entrepreneur Helen Du. In 2006 Du founded JD Rig & Supplies, Inc. on the premise that significant cost savings could be accrued by manufacturing oil drilling products in China and then importing them to markets in the United States and Canada. After the economic collapse of 2008 Du shifted the product focus to oil production equipment and saw company profits triple on a yearly basis until selling the company to Schlumberger Ltd. in 2014.

Nov 11 2019

Play

Episode 14: Joseph Boskovich Jr. on Founding a Family Business and Active Management

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Today we sit down with Joseph Boskovich Jr. and discuss how his family's 100-year history in the greater Los Angeles area allowed for them to successfully start Old West Investment Management LLC. He lets us in what it is like to work alongside his father, some early successes and struggles, and what it is like to be an active manager in a industry seemingly dominated by passive strategists.

Oct 29 2019

Play

Episode 13: Dave Sather of Sather Financial Group

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Today we welcome our inaugural guest Dave Sather. In 1999 Sather founded Sather Financial Group on the premise of creating a fee-only fiduciary investment management and strategic planning business. Over the last 20 years Sather Financial Group has provided transparent services that mold to each individual client. In the year 2019 alone, the company has grown from $500 million to approximately $750 million in assets across 1,000 different accounts.

Oct 23 2019

Play

Episode 12: Mohnish Pabrai: Finding Value in India and the US

Podcast cover
Read more
One of today's foremost value investors, Mohnish Pabrai joined GuruFocus to share his insights and discuss recent portfolio moves. Pabrai, the founder of California-based Pabrai Investment Funds and Dhandho Funds, went into why he has shifted most of his $1 billion portfolio from the U.S. to India, and disclosed that he made new investments in Turkey and South Korea. He also described what drove his fourth-quarter investment in U.S. company Micron Technologies. Regarding his investment style, the Buffett disciple talked more about some of his key concepts, including price-earnings ratio of 1 stocks, his checklist and the No. 1 mistake investors make.

Mar 23 2019

Play

Episode 11: International and Emerging Market Small-Cap Investing With Craig Thrasher CFA

Podcast cover
Read more
Craig Thrasher, CFA, is an international small-cap expert. In this podcast, he discusses how he has achieved his outstanding returns in an area that abounds in growth and opportunity. Small caps have historically beaten their large-cap peers and offer a large universe of undiscovered companies to choose from, while having lower volatility than domestic investors may think. Thrasher believes in bottom-up analysis, has concentrated portfolios and seeks only high-quality businesses. In the interview, he talks with GuruFocus about how this plays out when investing internationally. He also gives some of his stock recommendations and shares his thoughts on portfolio holdings.

Jan 19 2019

Play

Episode 10: Value Investing That Is Socially Responsible With Jerome Dodson

Podcast cover
Read more
Jerome Dodson runs San Francisco's Parnassus Funds, where he has blazed past the S&P 500 while investing in socially responsible companies. In this podcast with GuruFocus, he discusses his style of value investing and what investors should do in the return of volatility as higher interest rates and trade battles strike. Dodson also covers some of his favorite sectors and companies, including Google, Micron and Starbucks.

Oct 26 2018

Play

Episode 9: Out-of-Favor and Small-Cap Stocks With John Dorfman

Podcast cover
Read more
John Dorfman, founder of Massachusetts-based Dorfman Value Investments, joined GuruFocus to talk about his style of value investing. John's approach has led to market-beating returns of 9.79% annually since inception versus 5.4% for the S&P 500. In this episode, our guest tells where he is still finding obscure opportunities in a crowded market, what effect tariffs will have on small caps and why value investing is set to stage a comeback. The investor, who was mentored by the legendary David Dreman, also explains the findings of his studies of low-P/E stocks and analysts' most-loved and most-hated stocks.

Sep 22 2018

Play

Episode 8: Cutting Through Emotion With Quantitative Guru Jim O'Shaughnessy

Podcast cover
Read more
Jim O'Shaughnessy wrote the wildly popular investing book, "What Works on Wall Street," in which he documents the strategies that sank or soared during over long periods, with some surprising results. In the podcast, Jim expounds on the follies of predicting markets and how a composite approach outperforms. It's only possible, he says, if you can eliminate those pesky emotions. Jim will also give a presentation at the 2018 GuruFocus Value Investing Conference.

Jan 04 2018

Play

Episode 7: GuruFocus Interview With Fidelity Low-Priced Stock Fund's Joel Tillinghast

Podcast cover
Read more
Joel Tillinghast, who runs the $38 billion Fidelity Low-Priced Fund, joined GuruFocus for a podcast interview about how he thinks about investing and selects equities. The most distinctive characteristics of Tillinghast's portfolio are its size -- it has 889 positions -- and its requirement that its stocks have a price under $35 per share. It also has uncommon returns. Since inception, he returned 13.76% versus 9.78% for its benchmark Russell 2000 index.

Oct 11 2017

Play

Episode 6: Value Investing With Wally Weitz

Podcast cover
Read more
In the extensive interview, Weitz elucidates his investing process and answers questions ranging from rising markets and geopolitics to individual stocks and what he thinks is inexpensive right now. He issues caution about "raw materials" in place for a correction, and explains why his flagship fund, Partners III, is shorting indexes following the S&P 500 and major market indices.

Sep 27 2017

Play

Episode 5: Interview With Authors of University of Berkshire Hathaway, Notes From Three Decades of Shareholder

Podcast cover
Read more
Daniel Pecaut and Corey Wrenn discuss their new, highly rated book, University of Berkshire Hathaway. In the unique collection, they share their notes from 30 annual Warren Buffett's annual shareholder meetings, beginning in 1983. The authors speak with GuruFocus about the making of the book and the insights they gained from their unprecedented journey. Daniel Pecaut is a Harvard graduate whose insights have been featured in the New York Times, Money Magazine, Grant's Interest Rate Observer, Outstanding Investor Digest, and the Omaha-World Herald. He has worked in investing for 30+ years and is CEO of a successful investment firm, Pecaut & Company. Corey Wrenn has a B.S. in Business Administration from University of South Dakota and an M.B.A from University of Nebraska at Omaha. Corey is the Vice President, Treasurer, and CCO for Pecaut & Company. Before he joined the firm in 1992, he worked for 9 years as an internal auditor for Berkshire Hathaway.

Aug 18 2017

Play

Episode 4: Jean-Marie Eveillard on Current Market and Investor Psychology

Podcast cover
Read more
Legendary investor Jean-Marie Eveillard previews his talk "Value Investing Makes Sense, It Works Over Time, So How Come There Are So Few of Us?" He also goes into market crashes and what they do to investors psychologically.

Apr 21 2017

Play

Episode 3: Health Care Strategy in a Time of Tweets, Trump and Innovation

Podcast cover
Read more
How do you invest in health care when bills are failing and policy is up in the air? Is drug price regulation still a danger? Will single-payer spell the end of health care investing as we know it? Mindy Perry, who grew her global health care fund from $5 million to $2.5 billion in eight years, brings the latest from "a strange sector" and shares her strategy. She also offers a preview of her talk for the value investing conference.

Apr 20 2017

Play

Episode 2: Deep Dive Into Wells Fargo After the Scandal

Podcast cover
Read more
In an interview with Bill Smead, GuruFocus digs into the Wells Fargo fake bank accounts scandal that incurred it a $185 million fine and unearthed some other misdeeds. Smead, a popular commentator and the founder of Smead Capital Management, a $2.4 billion firm, talks about the problems in the banking sector, why Millennials will invigorate low-priced financials, how the fallout of the scandal will affect Wells going forward, whether the bank is a buy and more.

Oct 05 2016

Play

iTunes Ratings

10 Ratings
Average Ratings
4
1
2
0
3

Very Crude

By thinreed37 - Dec 03 2019
Read more
Was hoping for an indepth and sophisticated conversation with Joel Tillinghast. What I got were very generic questions and no discussion or preparation. The interviewer starts with something to the effect of “I THINK he’s still beating the S&P/keeping up his track record.” You THINK??? Just Google it. It takes one minute. Extremely disappointed.

Bad

By PaulPaulJest - Jul 29 2018
Read more
Fan of the website but awful interviewer and terrible questions. Even recording quality was awful. Needs to be fixed.