GuruFocusCast

GuruFocus
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The GuruFocus podcast brings interviews with influential investing leaders, extended discussion with website contributors, original stories and all the happenings in value investing.

  1. Unpacking "Invest Like a Guru": Charlie Tian's Blueprint for Smart Investing

    06/04/2025

    Unpacking "Invest Like a Guru": Charlie Tian's Blueprint for Smart Investing

    Join us as we explore the core tenets of "Invest Like a Guru," Charlie Tian's transformative guide to value investing. Drawing from his journey from physicist to seasoned investor and hard-won lessons from the dot-com bubble , this episode unpacks Tian's central philosophy: "Buy only good companies at fair prices". Discover what defines a "good company," focusing on those with: Consistent profitability and stable, double-digit operating margins.An asset-light structure with high Return on Invested Capital (ROIC) (15%+ typically).Continuous double-digit growth in revenue and earnings.A strong balance sheet with manageable debt. We'll also delve into why certain investments like asset plays, turnarounds, and highly cyclical businesses should be largely avoided due to their propensity for value traps and permanent capital loss. Learn about the crucial role of market cycles and the psychological discipline needed to navigate market euphoria and panic. This episode provides actionable insights from "Invest Like a Guru," complemented by the robust tools available on GuruFocus.com.

    18 min
  2. Value Investing Insights Podcast: A Conversation With Artisan Partners' Craig Inman and Daniel Kane

    09/17/2024

    Value Investing Insights Podcast: A Conversation With Artisan Partners' Craig Inman and Daniel Kane

    The U.S. Value team managers discuss their strategy, market perspective and several current holdings, including PayPal and UPS.

    50 min
  3. GuruFocus Value Insights: Patrick Brennan on the Opportunity in Irish Banks, Cab Payments and Latin American Cable Companies

    05/07/2024

    GuruFocus Value Insights: Patrick Brennan on the Opportunity in Irish Banks, Cab Payments and Latin American Cable Companies

    The head of Brennan Asset Management said Irish banks, PTSB in particular, have an advantage over other European banks.

    1h 20m
  4. Value Investing Insights: Russ Koesterich on Employment Reports, Cash Flow and Gauging the Economic Environment

    03/14/2024

    Value Investing Insights: Russ Koesterich on Employment Reports, Cash Flow and Gauging the Economic Environment

    The BlackRock Global Allocation Fund manager discusses companies that generate high free cash flow, what indicators in the latest employment report mean for investors and determining where the economy is going.

    21 min
  5. GuruFocus Value Insights: David Rolfe on the Importance of Learning From Mistakes and Embracing Good Investment Ideas

    02/15/2024

    GuruFocus Value Insights: David Rolfe on the Importance of Learning From Mistakes and Embracing Good Investment Ideas

    The CIO of Wedgewood Partners approaches potential investments with the mindset of a business owner.

    50 min
  6. GuruFocus Value Insights: Jay Hill and Robert Wyckoff on the Importance of Price, Overoptimistic Markets and International Opportunities

    01/25/2024

    GuruFocus Value Insights: Jay Hill and Robert Wyckoff on the Importance of Price, Overoptimistic Markets and International Opportunities

    The Tweedy Browne managers say the firm is finding value in small and mid-cap stocks currently.

    58 min
  7. GuruFocus Value Insights: Jeremy Deal Discusses Efficient Growth, Tech Stocks and Time in the Market

    01/11/2024

    GuruFocus Value Insights: Jeremy Deal Discusses Efficient Growth, Tech Stocks and Time in the Market

    The founder and portfolio manager of JDP Capital invests in companies that not only survive, but thrive.

    55 min
  8. GuruFocus Value Insights: Robert Robotti, Theo van der Meer on Financial Brigadoon, Bottom-Up Stock Picking and the Old-World Economy

    12/21/2023

    GuruFocus Value Insights: Robert Robotti, Theo van der Meer on Financial Brigadoon, Bottom-Up Stock Picking and the Old-World Economy

    The president and CIO of Robotti & Company discusses the importance of building relationships and shares insight on board involvement.

    47 min
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3.3
out of 5
12 Ratings

About

The GuruFocus podcast brings interviews with influential investing leaders, extended discussion with website contributors, original stories and all the happenings in value investing.

Information

  • Creator
    GuruFocus
  • Years Active
    2016 - 2025
  • Episodes
    51
  • Rating
    Clean
  • Copyright
    © GuruFocus
  • Show Website
    GuruFocusCast