
The Meb Faber Show - Better Investing George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
Aug 11, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Fly Fishing Country
01:31 • 2min
What's the Lens With Which You Think About Value Investing?
03:15 • 2min
What's the Valuation Process?
05:07 • 3min
What's the Process for Large Cap Value?
07:39 • 2min
Markets Can Help by Going Kind of Back Crazy
09:51 • 2min
What Do You Think About the World to Day?
11:31 • 2min
Equity Markets - What's Looking Good to You?
13:17 • 2min
Growth Versus Value Opportunity - What You Think
14:58 • 2min
Long Term Compounding
17:11 • 3min
Is There a Coffee Cam Portfolio?
20:00 • 2min
Overtime Hack
22:19 • 3min
The Resiliency of Attitude When Things Aren't Going Well
25:46 • 3min
The Attributes of a Successful Investor
28:47 • 3min
Using Six Sector Teams to Improve Decision Making
31:55 • 3min
Wells Fargos
34:47 • 3min
The Art Science of Building a Sustainable Company
37:35 • 4min
Investing for the Long Term
41:49 • 3min
The Seers Catalogue
44:59 • 2min
Cambria Shareholdr Yield ETF
47:03 • 3min
