Value Investing: The Starvine Way

The pandemic has understandably darkened market sentiment toward publicly traded REITs, especially those that own office and retail properties. However, how would an ultra long-term investor (e.g. manager of pension assets) think about the viability and durability of these asset classes going forward? Listen in as we speak with Andrew Garrett, Executive Director, Real Estate of IMCO Investments.

In this episode, we discuss The Intelligent Investor, a must-read book by Benjamin Graham. In particular, we highlight Chapter 20: "Margin of Safety" as a Central Concept in Investment. What is it about this seminal writing that won Warren Buffett's endorsement and influenced him to study at Columbia University under Graham? Listen to find out.

In this episode, we have an interesting conversation with Jonathan Baird of the The Global Investment Letter about factors that are driving a volatile 2020 in the markets.  To learn more about Jonathan, please visit www.globalinvestmentletter.com. If you have any questions about the podcast, please contact us at podcast@starvinecapital.com. www.starvinecapital.com  

What is the connection between price and value? Listen in as we explore this most basic of questions.

Welcome to our new podcast, Value Investing: The Starvine Way. Our first official episode will be released Wednesday, August 26, 2020. Have a listen to hear what we have planned.  We look forward to having you join us each week. Please submit any questions or interview queries to podcast@starvinecapital.com www.starvinecapital.com