David Samra

David Samra, Managing Director at Artisan Partners, delves into the fascinating world of Samsung, the fifth most valuable brand globally. He reveals how Samsung's true profit drivers lie in semiconductors rather than consumer electronics and discusses the company's evolution from component manufacturer to tech titan. The conversation also covers the significance of Extreme Ultraviolet technology, market dynamics in South Korea, and the advantages of conservative financing strategies. Samra paints a vivid picture of Samsung's strategic maneuvers in a competitive landscape.

David Samra, an investment professional with over 30 years of experience in value investing, shares his insights on achieving impressive returns in a challenging market. He reveals his approach of focusing on quality companies and buying them at significant discounts while emphasizing management quality and strong balance sheets. The discussion also delves into the complexities of managing a large portfolio, the evolving trends in sectors like luxury goods and alcohol consumption, and the importance of strategic risk-taking in successful investment management.

In this chat, David Samra, Managing Director at Artisan Partners and value investing expert, dives into the art of identifying good businesses through Economic Value Added. He shares insights on the critical difference between strong and weak management teams and how innovation erodes traditional competitive moats. David emphasizes the importance of shareholder activism and navigating large asset bases in search of opportunities. Plus, he explores the potential pitfalls of AI investments and offers sage advice for budding investors.

Guest David Samra and hosts discuss international value investing strategies, importance of learning from mistakes, analyzing top holdings' profitability, patience in investing, valuations of US vs. international stocks, and Jack Ma's investment strategies.

Warren Buffett, the "Oracle of Omaha," shares his investment wisdom during a lively Q&A with Berkshire Hathaway shareholders. He discusses everything from global tariffs to his recent correspondence with Apple CEO Tim Cook. Steve Kovach elaborates on Apple's earnings and the impacts of tariffs, while David Samra highlights Berkshire’s international investments, including Japan. Ajit Jain provides insights into the insurance industry’s future as it adapts to new challenges. This engaging dialogue captures the essence of strategic investment and corporate dynamics.