John Rogers

Join John Rogers, founder and co-CEO of Ariel Investments, a celebrated value investor specializing in mid- and small-cap stocks. He discusses the relevance of value investing against a backdrop of modern trends like AI and passive investing. Rogers highlights his strategies for identifying overlooked 'orphan stocks' and shares intriguing investments, including The Sphere in Vegas. He emphasizes building relationships with company management and the importance of looking for competitive advantages, all while navigating today’s complex market landscape.

John Rogers, Chairman, Co-CEO, and CIO of Ariel Investments, shares his insights on small value companies, which he believes are now greatly undervalued and ripe for investment. He discusses the shift in market sentiment, highlighting the significance of tariffs on mid-cap investors. The conversation touches on the rising demand for live experiences post-COVID and evaluates Paramount's growth amidst streaming competition. Rogers also predicts a surge in M&A activity, citing a friendlier regulatory environment as a catalyst for strategic deals.