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Sisällön tarjoaa Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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#22 The Octogenarian

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Manage episode 361149956 series 2973097
Sisällön tarjoaa Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Mario Gabelli is the billionaire founder of GAMCO and still managing money in his 80s. He believes in an in-depth research process, limiting his investments to the sectors he feels he understands. He believes in visiting companies – not just investees but their competitors and their whole value chain; in reading trade journals; and in monitoring the results of the sector. The day after we spoke he was due to visit a company he first visited in 1967!

Few investors active today were investing back in the 1970s and this long history is just one reason why Gabelli is a fascinating interviewee. He likes to recruit PhDs, not from Ivy League schools, but Bronx PHDs - Poor, Hungry and Driven. He is a value investor, rooted in fundamentals and is incredibly driven, part of the reason for his success.

See the website for full show notes.

  continue reading

46 jaksoa

Artwork

#22 The Octogenarian

Behind the Balance Sheet

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published

iconJaa
 
Manage episode 361149956 series 2973097
Sisällön tarjoaa Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Mario Gabelli is the billionaire founder of GAMCO and still managing money in his 80s. He believes in an in-depth research process, limiting his investments to the sectors he feels he understands. He believes in visiting companies – not just investees but their competitors and their whole value chain; in reading trade journals; and in monitoring the results of the sector. The day after we spoke he was due to visit a company he first visited in 1967!

Few investors active today were investing back in the 1970s and this long history is just one reason why Gabelli is a fascinating interviewee. He likes to recruit PhDs, not from Ivy League schools, but Bronx PHDs - Poor, Hungry and Driven. He is a value investor, rooted in fundamentals and is incredibly driven, part of the reason for his success.

See the website for full show notes.

  continue reading

46 jaksoa

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