Samantha McLemore

Samantha McLemore, founder of Patient Capital Management and the successor of investing legend Bill Miller, shares her journey from a dog bite insurance settlement sparking her interest in finance to co-managing a top-performing mutual fund. She discusses the unique opportunities that arise during market chaos, her investment philosophy on Bitcoin despite skepticism, and the essential traits she looks for in early-stage companies. Samantha emphasizes the importance of valuation and maintaining a long-term perspective while navigating the investment landscape.

Samantha McLemore, founder and CIO of Patient Capital Management, chats about her journey from being an analyst with Bill Miller to running her own firm. She dives into the blend of value and growth investing, highlighting her contrarian approach with companies like Amazon. Samantha also shares her shifting views on Bitcoin and the transformative impact of AI on markets, stressing the importance of patience and embracing discomfort in investing. Plus, intriguing insights on melding Buddhist and stoic principles into her investment philosophy!

Samantha McLemore, Founder and CIO of Patient Capital, provides sharp insights on current market trends and investments. She discusses the red flags raised by Alibaba's Joe Tsai regarding a potential bubble in data center construction fueled by AI. McLemore explores the implications for tech investments amid economic uncertainty. The conversation also highlights how Apple's upcoming WWDC could influence investor sentiment, especially as they await tangible results amid rising skepticism about innovation and consumer spending.

Samantha McLemore, founder and CIO of Patient Capital Management and a long-time protégé of value investing icon Bill Miller, shares her insights on wealth building. She emphasizes the significance of viewing stocks as ownership in businesses and the power of long-term compounding. Samantha reveals key lessons from Jeff Bezos about thinking for the long haul and introduces her investment strategy that promotes understanding market volatility. With a focus on maximizing growth, she discusses the necessity of aligning client goals with investment horizons.

Samantha McLemore, a seasoned portfolio manager at Miller Value Partners and founder of Patient Capital Management, shares her extensive experience in investment strategies. She discusses navigating the complexities of longevity risk management and the evolution of value investing, particularly in relation to modern growth potential. McLemore highlights the importance of mentorship, especially for women in finance, and reflects on building resilient portfolios in a changing economic landscape. Her insights offer a fresh take on adapting investment strategies for future challenges.