VALUE Cville

Value Cville
  • 5.0 (4)
  • INVESTING

The podcast is designed as a platform for our members to share ideas and perspectives with the broader investing community.

  1. FEB 20

    Episode 13 - Tyler Brown

    Jeff and Donnie sit down with Tyler Brown from Markel Group to explore the values behind one of America’s most admired companies. Tyler, a member of Markel’s investment team and its head of investor relations, shares how the company’s principles—rooted in a simple yet powerful 1986 creed—guide its decisions, long-term thinking, and focus on community. From Markel’s origins in 1930 to its evolution into a diversified global holding company, you’ll learn how a small specialty insurer built an ecosystem of enduring and resilient value creation. Plus, Tyler discusses the Markel Reunion, an annual gathering that welcomes thousands of investors from around the world to Richmond, Virginia— a link to the event is in the episode description. https://mklreunion.com/ https://www.tixtree.com/e/richmond-reception-53995daddb00 https://www.tixtree.com/e/value-cville-2026-c7abb59b36a8

    1h 19m

  2. FEB 9

    Episode 12 - Hunter Hopcroft

    valuecville.com/richmondreception In this episode, Jeff and Donnie are joined by Hunter Hopcroft to discuss the evolving landscape of private credit, exploring its growth as an asset class, the dynamics between borrowers and lenders, and the impact of market trends and media coverage. They delve into the historical context of private credit, its relationship with private equity, and the future outlook for investors. The conversation emphasizes the importance of understanding the nuances of private credit and its role in modern finance. Episodes Sources: From Investment to Savings - The marriage of private credit and insuranceCapital Migration - How public markets dysfunction had led to private credit growthAlpha ex-Ante - How private credit builds alpha into the term structureHippocratic Capital Allocation - The TDF problem

    1h 7m

  3. JAN 19

    Episode 11 - David Bastian

    Jeff and Donnie welcome David Bastian, a portfolio manager at Kingdom Capital. They discuss the intricacies of the non-woven materials industry, focusing on the merger between Berry Global and Glatfelter, which formed Magnera. The conversation delves into the challenges and opportunities within the industry, including overcapacity, tariff impacts, and the potential for synergies and cost savings. David shares insights into the company's strategy for deleveraging and the importance of maintaining a competitive edge in a capital-intensive market.

    1h 14m

  4. 11/26/2025

    Episode 10 - Steve Gorelik

    Dive into the world of investment with Steve Gorelik from Firebird Management! Discover their unique strategies and insights into banking sectors in Kazakhstan and Georgia. Learn about the profitability of banks, economic landscapes, and the future of international investments.

    1h 14m

  5. 11/10/2025

    Episode 9 - Bogumil Baranowski

    The episode explores the intersection of investing and philosophy, focusing on the role of AI in investment decision-making, the importance of understanding value beyond just financial metrics, and the emotional journey of investing.

    1h 28m

  6. 10/24/2025

    Episode 8 - Shawn O'Malley

    Jeff and Donnie are joined by Shawn O'Malley from the Investors Podcast Network to delve into the intricacies of Uber's business model. They explore the challenges and opportunities Uber faces in the evolving landscape of autonomous vehicles, advertising, and global expansion. Shawn shares insights from his experience with the Intrinsic Value Podcast, discussing Uber's journey to profitability and the potential impact of autonomous technology on its future. Tune in for a thought-provoking discussion on the dynamics of ride-hailing and the strategic moves that could shape Uber's trajectory.

    1h 16m

  7. 10/08/2025

    Episode 7 - Paul Johnson Part 2

    In Part 2, Jeff and Donnie discuss the evolution of value investing with expert Paul Johnson. They explore the impact of artificial intelligence on investment strategies, the importance of relationships in investing, and the philosophical reflections on wealth and its implications for life choices. Paul Johnson's Collection: https://m.youtube.com/playlist?list=PL_Mx9Q1Wge6L-5ZHLAOhc4H1wmGQoRlsB

    31 min

  8. 10/06/2025

    Episode 6 - Paul Johnson Part 1

    In this episode of the Value Cville podcast, Jeff and Donnie are joined by esteemed educator and investor Paul Johnson. Together, they delve into the Value of Growth, exploring its evolution and the critical balance between paying for growth and ensuring value. Paul shares his journey from a tech analyst to a thought leader in value investing, offering insights into the dynamics of market expectations and the role of competitive advantage. Tune in for a thought-provoking discussion that challenges traditional investment philosophies and highlights the importance of adapting to today's market realities.

    48 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

The podcast is designed as a platform for our members to share ideas and perspectives with the broader investing community.

Information

  • Creator
    Value Cville
  • Years Active
    2025 - 2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © 2025 Value Cville