
Django Davidson
Host of the Capital Cyclists podcast, focusing on the investment landscape.
Best podcasts with Django Davidson
Ranked by the Snipd community

30 snips
Dec 2, 2024 • 1h 7min
The Value Perspective with Adam Rozencwajg
Adam Rozencwajg, co-founder of Goehring & Rozencwajg, and Django Davidson, founding partner of Hosking Partners, dive into deep value investing in materials and commodities. They discuss integrating real option value and Bayesian thinking into investment strategies. The conversation highlights the importance of commodities in the electric vehicle landscape and the cyclical nature of markets. Special focus is placed on inventory analysis, particularly in the uranium sector, and the complexities of the Platinum Group Metals industry.

Jul 22, 2024 • 51min
The Value Perspective with Django Davidson
Django Davidson, a portfolio manager and founding partner at Hosking Partners with a unique geography background from Oxford, shares his fascinating journey from banking to value investing. He delves into the Capital Cycle framework, explaining how it counters human biases in decision-making. Django contrasts active and passive investing strategies, emphasizing the need for long-term perspectives, especially in the tech sector. He also highlights the impact of market cycles and the importance of aligning client's goals with asset longevity to optimize investments.