Charles Lemonides

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.

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.