
Charles Lemonides
Founder and CIO of ValueWorks LLC
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Jun 6, 2024 • 54min
Charles Lemonides - ValueWorks
Charles Lemonides, founder of ValueWorks LLC, discusses his investment philosophy focusing on finding growth opportunities at value prices. He shares insights on portfolio management, conceptual position sizing, and why Rivian may be a value investment. The conversation also touches on market cycles, Comcast, and what makes Charles tick.