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Innehåll tillhandahållet av Aznaur Midov. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Aznaur Midov eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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AccentWealth: Amit Wadhwaney, Co-Founder of Moerus Capital, on Global Value Investing
Manage episode 379922941 series 2615910
Innehåll tillhandahållet av Aznaur Midov. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Aznaur Midov eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management. He has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global investment portfolios since mid-90s. Prior to founding Moerus, Amit was a Portfolio Manager and Partner at Third Avenue Management, where he founded the international business and was the manager of the Global Value Fund, Emerging Markets Fund, and International Value Fund. In this episode, we discussed Moerus' investment philosophy, current investments, position sizing, time of exit, and value investing in general.
Support The Accent on Patreon: https://www.patreon.com/theaccentpodcast
TIMESTAMPS
01:30 Jean-Marie Eveillard
06:50 Negative Environment for Value Investing
13:40 Which countries to invest in and which to avoid
20:20 Definition of Cheap and a current holding
27:50 Despegar as a value investing play
38:05 Position sizing
43:10 Existing positions
48:00 Looking for investment ideas
59:10 Currency risk
47 episoder
Dela
Manage episode 379922941 series 2615910
Innehåll tillhandahållet av Aznaur Midov. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Aznaur Midov eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management. He has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global investment portfolios since mid-90s. Prior to founding Moerus, Amit was a Portfolio Manager and Partner at Third Avenue Management, where he founded the international business and was the manager of the Global Value Fund, Emerging Markets Fund, and International Value Fund. In this episode, we discussed Moerus' investment philosophy, current investments, position sizing, time of exit, and value investing in general.
Support The Accent on Patreon: https://www.patreon.com/theaccentpodcast
TIMESTAMPS
01:30 Jean-Marie Eveillard
06:50 Negative Environment for Value Investing
13:40 Which countries to invest in and which to avoid
20:20 Definition of Cheap and a current holding
27:50 Despegar as a value investing play
38:05 Position sizing
43:10 Existing positions
48:00 Looking for investment ideas
59:10 Currency risk
47 episoder
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Liknande The Accent Podcast
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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