65 episodes

Markets continue to evolve. Are you maintaining your edge?

Join us as we discuss recent market events, challenges and opportunities in the current environment, and more with our investment team.

Founded in 2000, Diamond Hill is an independent investment management firm headquartered in Columbus, Ohio. Strategies include long-only equity, alternative long-short equity, and fixed income.

Understanding Edge Diamond Hill Capital Mgmt

    • Technology
    • 5.0 • 26 Ratings

Markets continue to evolve. Are you maintaining your edge?

Join us as we discuss recent market events, challenges and opportunities in the current environment, and more with our investment team.

Founded in 2000, Diamond Hill is an independent investment management firm headquartered in Columbus, Ohio. Strategies include long-only equity, alternative long-short equity, and fixed income.

    Autonomous Vehicles, Part III: Waymo – Google’s Foray Into Self-Driving Vehicles

    Autonomous Vehicles, Part III: Waymo – Google’s Foray Into Self-Driving Vehicles

    Research analyst Varun Gupta, CFA, discusses Google’s history in the autonomous vehicle space and how they’re testing technology in real-life settings today.


    As of April 30, 2021, Diamond Hill owned shares of General Motors Co., BlackBerry Ltd. and Alphabet, Inc. - Class A.


    The views expressed are those of the speakers as of May 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

    • 14 min
    Lumber & Housing: An Update

    Lumber & Housing: An Update

    Lumber prices have soared recently. Analyst Josh Barber, CFA, shares how the pandemic has played into this rise in prices and how it’s impacting the housing market.


    As of March 31, 2021, Diamond Hill owned shares of Weyerhaeuser Co.


    The views expressed are those of Diamond Hill as of May 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

    • 20 min
    Harvesting Value: John Deere & Precision Agriculture

    Harvesting Value: John Deere & Precision Agriculture

    Research analyst Brian Bath, CFA, explains how Deere has become the industry leader in the high-tech precision agriculture space and how this iconic brand has built such a loyal customer base.


    As of March 31, 2021, Diamond Hill owned shares of Deere & Co.


    The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

    • 14 min
    Autonomous Vehicles, Part II: The Evolution of BlackBerry

    Autonomous Vehicles, Part II: The Evolution of BlackBerry

    Research analyst Chris Piel, CFA, discusses BlackBerry’s evolution from smartphone manufacturer to leader in secure communications systems and automotive technology that’s paving the way for autonomous vehicles.


    As of March 31, 2021, Diamond Hill owned shares of BlackBerry Ltd. (long), General Motors Co. (long), Alphabet, Inc. - Class A (long), Baidu, Inc.(long) and Tesla Inc. (short).  As of January 31, 2021, Diamond Hill owned debt in General Motors Financial Co., Inc., Apple, Inc. and Tesla Auto Lease Trust.


    The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

    • 21 min
    Technology M&A: Can This Buying Frenzy Continue?

    Technology M&A: Can This Buying Frenzy Continue?

    Large acquisitions in the tech space have increased dramatically over the past five years. Analyst Scott Williams, CFA, shares his view on this M&A activity and what it means for the sector going forward.


    As of February 28, 2021, Diamond Hill owned shares of Microsoft Corp.


    The views expressed are those of Diamond Hill as of April 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

    • 21 min
    Autonomous Vehicles, Part I: The Path to the Future

    Autonomous Vehicles, Part I: The Path to the Future

    Research analyst Brian Bath, CFA, provides an update on autonomous vehicles, where we are in the evolution of the industry, and how General Motors and others are helping pave the way.


    As of February 28, 2021, Diamond Hill owned shares of BlackBerry Ltd. (long), General Motors Co. (long), Alphabet, Inc. – Class A (long) and Tesla, Inc. (short). As of December 31, 2020, Diamond Hill owned debt in Tesla, Inc. and Ford Motor Co.


    The views expressed are those of Diamond Hill as of March 2021 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

    • 17 min

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26 Ratings

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