The Acquirers Podcast cover image

The Acquirers Podcast

Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

Apr 22, 2024
Value investor Zeke Ashton discusses his journey from the early 2000s to his return, covering lessons from the bear market, applying the Kelly formula, and managing funds. He explores the transition to an active ETF, market perspectives, small cap opportunities, and the importance of strong fundamentals in stock ownership. The podcast also delves into the significance of thorough research in value investing and navigating complexities like stock-based compensation and proxy alignment.
01:00:03

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Zeke Ashton emphasizes value and growth investing strategies influenced by Lynch and Buffett.
  • Effective risk management is crucial during market cycles to avoid value traps.

Deep dives

Zeke Ashton's Investing Journey and Background

Zeke Ashton discusses his journey into investing, starting with an internship in the mid-90s that sparked his interest. He highlights influences like Peter Lynch and Warren Buffett, leading him to value and growth investing strategies. Ashton reflects on his diverse experiences, from managing a partnership in Switzerland to writing for the Motley Fool, showcasing his evolution as an investor.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode