Charles Lemonides
Founder of ValueWorks and hedge fund manager who focuses on a conceptual value-investing discipline and joined the episode to discuss Joby, eVTOLs, and insights from the Dubai Air Show.
Top 3 podcasts with Charles Lemonides
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153 snips
Nov 26, 2025 • 1h 47min
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
In this engaging discussion, Charles Lemonides, founder of ValueWorks, shares his insights on Joby and the future of flying cars. He highlights Joby's unique advantages in the eVTOL industry, including its quiet, fixed-wing design and strategic acquisition of Blade. Ed Yardeni, a renowned economist, presents his bullish outlook on the Roaring 2020s, emphasizing resilience through tech-driven productivity and potential S&P growth. The hosts also analyze market dynamics and dissect the performance of major stocks, making for an intriguing episode.
9 snips
Jul 2, 2025 • 46min
SOTS 2nd Hour: ADP Jobs Breakdown, What it Means for Rates, & Vietnam Trade Deal Latest 7/2/25
Charles Lemonides, Founder of Valueworks, shares his investment insights on Rivian, Joby, Amazon, and Micron. He discusses the complexities of the latest job market data and its potential implications for Federal Reserve rate cuts. The conversation also dives into the U.S.-Vietnam trade deal, highlighting how new tariffs may reshape trade dynamics. Additionally, there's a critical look at major market movements and the challenges facing value investors amid fluctuating economic conditions.
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.
