Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time | #136

Steve Romick - Value Investing Is, To Us, Sim...

The Idea FarmThe Idea Farm

Up next

Will Guidara on The ROI of Unreasonable Hospitality | #627

Today’s guest is Will Guidara, author of the New York Times Bestseller Unreasonable Hospitality and former co-owner of Eleven Madison Park, which was named the Best Restaurant in the World. He is a Co-Producer on the Emmy Award-winning series The Bear. His new book, Unreasonable ...  Show more

 . 52min 14sec
Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626

Today’s guests are Alex Rubalcava and Paul Bricault of Amplify.LA, a pre-seed venture capital firm. In today’s episode, Alex and Paul break down the opportunities and challenges AI is creating for both startups and investors. They discuss the changing economics of software, what ...  Show more

 . 1h 12min

Recommended Episodes

Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ...  Show more

 . 1h 12min
20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Steve Jurvetson is the Co-Founder @ Future Ventures who announced their debut and flagship $200M Fund in 2019. Steve's incredible portfolio includes the likes ...

  Show more

 . 55min 1sec
Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has built the firm into one of the top-performing hedge funds of the last 30 years. Le ...  Show more

 . 1h 38min
Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349]
Invest Like the Best with Patrick O'Shaughnessy

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks ...  Show more

 . 1h 22min