#40 The Chronicler - Lionel Barber on Masa Son, SoftBank, the FT & Wirecard

#40 The Chronicler - Lionel Barber on Masa So...

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#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps

Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. Here he explains the strategy which he has exploited over the past near-35 years to outperform the S&P by delivering a 12.3% pa or a 48x return net of fees. We discuss his journey ...  Show more

#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.

Rich Pzena, founder of $80bn AUM Pzena Investment Management, explains his value investing philosophy and how he built a deep value franchise by buying good businesses when they are deeply out of favour. He talks through recreating Benjamin Graham’s net net research at Wharton, l ...  Show more

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