Financial expert Gary Mishuris discusses the challenges of bottom-up investing in today's market. He emphasizes transparency with clients, the unique approach of Silver Ring Value Partners, and the psychology behind investing. Gary encourages admitting mistakes and changing your mind when necessary, drawing parallels with poker. The podcast also touches on inflation, gold, and the importance of managing investment risks.

Gary Mishuris, Managing Partner and Chief Investment Officer of Silver Ring Value Partners, shares his childhood experiences and how they influenced him as an investor. Topics discussed include attention as a finite resource, Charlie Munger's early investment record, parallels between investing and caring for a Bonsai tree, and the evolution of value investing.

Gary Mishuris, Managing Partner and CIO at Silver Ring Value Partners, shares a checklist of must-ask questions for investors when interviewing company CEOs. He emphasizes the importance of establishing goals before speaking with management and constructing questions based on those goals. Topics covered include understanding CEO values, assessing competitive advantage and capital allocation, evaluating CEO beliefs through historical actions, and approaching conversations with management about concerns.