Capital Ideas Podcast cover image

Learning to thrive in unpredictable markets

Capital Ideas Podcast

00:00

Value Investing and Portfolio Construction

Lisa discusses her contrarian value approach, layering cyclical and 'boring' low-valuation companies to manage risk and upside.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app