Invest Like the Best with Patrick O'Shaughnessy

Jeff Gramm – Activist Investing - [Invest Like the Best, EP.01]

Sep 12, 2016

01:26:53

Creator website

Episode guests

Jeff Gramm

Highlights

AI Chapters

Episode notes

Value Investing and Perceptions

01:06

Tone Evolution in Activism Over Decades

01:42

Prioritizing Profits over Sustainability

01:03

Opportunity in Activism and Governance

01:33

Introduction

3min

The History of Stock Ownership in the United States

2min

The History of American Capitalism

2min

Shareholder Value - The Ultimate Gold Mine

3min

The Transition From Graham to Proxy Teers

2min

What's the Next Stage in the History of Actovis?

2min

The Rise of the Corporate Wraters in the Eighties

4min

Making a Quick Buck in the Eighties?

3min

Corporate Management

2min

10.

Vanguard Capter's Market Chair Everyday

3min

11.

Is Shareholder Value Thinking a Mistake?

6min

12.

Shareholder Value

4min

13.

The Opportunity Set for Activists

3min

14.

Going From Life Style to Business School

2min

15.

The Columbia School of Value Investing

2min

16.

How Did the Green Black Class Work?

4min

17.

How Do You Know if You Have a Portfolio?

2min

18.

Yourobok - Dan Lobe vs Star Gas

2min

19.

Ibna Will Follow Star Gas' Restructuring

4min

20.

Is There a Catalist in Value Investing?

2min

21.

Are Good Capital Allicators?

2min

22.

Bybacks

3min

23.

Buy Backs - The New Tool in the Tool Kit for Activists

4min

24.

Are You the Largest Shareholder of Sandy Leather?

3min

25.

Is There a Future of Active Management?

4min

26.

Is That a Good Thing for Long Term Investors?

5min

27.

Is It a Lack of Cheap Opportunities?

2min

28.

Is There a Skill Set That Is Above Average?

3min

29.

The Snowball Is More Valuable Than the Lowenstein

4min

Hedge Fund Manager and author Jeff Gramm talks with Patrick O'Shaughnessy about the history and current state of shareholder activism and discusses how Jeff invests himself, taking large positions and often board seats in undervalued companies.

For comprehensive show notes on this episode go to investorfieldguide.com/gramm/

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on twitter at @patrick_oshag

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Invest Like the Best with Patrick O'Shaughnessy

Jeff Gramm – Activist Investing - [Invest Like the Best, EP.01]

Episode guests

Value Investing and Perceptions

Tone Evolution in Activism Over Decades

Prioritizing Profits over Sustainability

Opportunity in Activism and Governance

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Get the Snipd
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