David Marcus

David Marcus, a seasoned US investor with a rich background working alongside legends like Michael Price, shares his insights into the financial world. He discusses the strategic maneuvers behind billion-dollar companies and the importance of serial acquisitions. Marcus emphasizes the need for a balanced corporate culture in high-performance settings and the significance of creativity in problem-solving. His own journey from trading desk assistant to a confident investor highlights pivotal lessons learned through personal and market challenges.

David Marcus, a veteran value investor with a distinguished career managing hedge funds and family offices, shares his insights from over three decades in finance. He reflects on his time at Mutual Shares and the vital lessons learned during the 1987 market crash. David recounts memorable experiences working alongside legendary investor Michael Price and discusses the importance of deep analysis in value investing. The conversation also touches on unconventional investment strategies from the 1980s and the value of mentorship in shaping a successful career.

In this engaging conversation, David Marcus, a seasoned value investor with a rich background in stock-picking and family office management, shares insights from his remarkable career. He discusses the evolution of deep value investing in Europe and navigates the challenges of managing permanent capital. Marcus reflects on key partnerships, including a pivotal $100 million investment and the impact of mentorship on his journey. He contrasts active versus passive investment strategies while emphasizing the potential hidden in Europe’s complex market landscape.