Τα καλύτερα Southeastern Asset Management podcast (2024)

1
CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern 58:38

3M ago58:38

58:38

Southeastern’s CEO and Head of Research Ross Glotzbach sits down with Nick DeIuliis, CEO of CNX Resources. They delve into a range of topics, beginning with Nick’s history in the Pittsburgh area and at CNX, where he has been an employee since the 1990s and became CEO in 2014. Ross and Nick reminisce about Southeastern’s engagement with CNX that led…

1
White Mountains: Manning Rountree on Value Creation and Partnership 1:02:27

11M ago1:02:27

1:02:27

Manning and Ross cover a lot of ground, starting with Southeastern’s history of investing in White Mountains multiple times, dating back to its predecessor Fireman’s Fund under the leadership of Jack Byrne in the ‘80s. Manning talks about how he joined White Mountains and discusses how the spirit of Jack Byrne still lives on at White Mountains toda…

1
AMG: Jay Horgen on Independence and Partnership in Asset Management 53:41

1y ago53:41

53:41

Jay and Staley have a wide-ranging discussion, starting with the story of Jay’s formative Southern roots and how he got to know Southeastern before joining AMG. Jay talks about how the value proposition of AMG’s model magnifies the inherent competitive advantages of each independent Affiliate by offering access to a broad range of strategic capabil…

1
Brad Martin and Staley Cates Reflect on Our Long-Term Partnership 1:13:24

1+ y ago1:13:24

1:13:24

Staley and Brad have a wide-ranging discussion, covering the many areas in which Brad and Southeastern have partnered together across investing, civic and charitable endeavors. First, Brad begins by sharing his retail history beginning with Proffitt’s and his acquisition of Saks Fifth Avenue, where we overlapped as shareholders. He discusses managi…

1
Warner Bros. Discovery: David Zaslav on the Past, Present and Future of Entertainment 50:31

2y ago50:31

50:31

Following introductions, David shares with Ross lessons he’s learned over the course of his career from famed business leaders Jack Welch and John Malone. Next, David recalls what Discovery was like when he arrived in 2006 and the parallels to Warner Bros. Discovery today. At Ross’ request, David shares insights into his views and predictions about…

1
Hyatt: Mark Hoplamazian on the Future of Travel and the Importance of Caring for Others 1:06:21

3y ago1:06:21

1:06:21

Ross and Mark begin by discussing the global optimization of Hyatt as a brand under Mark's leadership. Next, Mark reviews his progress in increasing Hyatt’s global brand presence, while also transitioning to a more asset light strategy and discusses why Hyatt has been able to perform head-to-head with the industry’s largest brands to build a superi…

1
Realogy: Ryan Schneider on Macro and Societal Shifts in Residential Real Estate 48:31

3y ago48:31

48:31

Staley and Ryan start by discussing Ryan’s background and why he chose to join Realogy. Next, they discuss the interplay of technology and human agents in the real estate world and how that has shifted with COVID. Ryan then describes the pros and cons of iBuying and the opportunities that Realogy has in the luxury space. They shift to cover macro t…

1
ESRT: Tony Malkin on COVID, ESG and the Enduring Power of NYC 56:15

3+ y ago56:15

56:15

Ross and Tony start by discussing Tony’s background, having grown up in the real estate industry, how he forged his own path and how that lead him to ESRT. Tony describes ESRT’s unusual IPO process and discusses how having a separate family office helps him as a real estate operator. Next, they discuss the iconic nature of the Empire State Building…

1
Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing 1:10:22

3+ y ago1:10:22

1:10:22

In this episode, Southeastern's Vice-Chairman Staley Cates interviews highly respected peer and long-term friend of the firm, Jonathon Jacobson, Founder of HighSage Ventures and former CIO and Co-Founder of Highfields Capital. Staley and Jonathon have a wide-ranging discussion, covering the past, present and future of the industry. They begin with …

1
GE: Larry Culp on Lean Manufacturing, Culture and COVID 50:40

4y ago50:40

50:40

In this episode, Southeastern’s Vice-Chairman Staley Cates interviews Larry Culp, Chairman and CEO of General Electric. They discuss how Lean manufacturing is much more than a process and how it can define a culture that is committed to continual improvement. Larry begins with an introduction to “Lean” and what it means to him [3:37 – 5:42]. They d…

1
Accor: Sébastien Bazin on Travel and Hospitality in a Post-COVID World 57:19

4y ago57:19

57:19

In this episode, Southeastern’s London-based Senior Analyst and Principal, John Woodman, interviews Sébastien Bazin, Chairman and CEO of Accor. They discuss the short-term impact and long-term implications of COVID-19 on the hospitality industry [1:37 – 3:40], as well as steps Accor has taken to position itself to be a beneficiary of the travel rec…

1
Margaret Casely-Hayford on How Values Impact Value 1:05:59

4+ y ago1:05:59

1:05:59

In this episode, Southeastern’s London-based Global Head of Client Relations and Communications, Gwin Myerberg, Senior Analyst, John Woodman, and Junior Analyst, Alicia Cardale, have a broad-ranging discussion with Margaret Casely-Hayford CBE. A British lawyer by trade, Margaret is an expert on corporate governance and diversity and inclusion, with…

1
Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic 1:01:55

4+ y ago1:01:55

1:01:55

In this episode, Senior Analyst Lowry Howell and CEO and Head of Research Ross Glotzbach interview Ynon Kreiz, CEO of Mattel. They discuss how Ynon went from a windsurfing instructor to media entrepreneur at Fox Kids Europe, Endemol and Maker Studios before becoming CEO at Mattel. [3:06-9:02] Next, Ynon discusses how Mattel has remained innovative …

1
US Small Cap: Re-Opening After Two Decades 28:43

4+ y ago28:43

28:43

In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors. We closed the Fund to new investors in August 1997 to manage our size against any potential liquidity constraints that would limit the opportunit…

1
Global Volatility and Opportunity with Southeastern’s Portfolio Managers 47:41

4+ y ago47:41

47:41

The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's portfolio managers share their current thoughts, while recognizing that the situation is changing every day. In this episode, Mason Hawkins (Chairman and Co-PM of Global, Non-US, US Large Cap and US Small Cap), Staley Cates (Vice-…

1
Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia 56:07

5y ago56:07

56:07

Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco International and Melco Resorts. They cover a range of topics, starting with the history of Melco, the evolution of the Melco-Crown relationship over time and lessons learned from Lawrence’s father and industry legend, Stanley Ho. They g…

1
FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity 1:04:24

5y ago1:04:24

1:04:24

In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal…

1
Will Thorndike on CNX, Outsiders and Private Equity 38:21

5+ y ago38:21

38:21

CEO and Head of Research Ross Glotzbach and Vice-Chairman Staley Cates interview Will Thorndike, author of The Outsiders – Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and Chairman of CNX Resources. They discuss progress at CNX, whether energy companies can be considered “good businesses”, the importance of a capital…

1
Live from Omaha: International Value with FEG, Southeastern and Evermore 58:20

5+ y ago58:20

58:20

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the import…

1
Prem Watsa – Insights on Investing, Underwriting and the Importance of Culture 48:20

5+ y ago48:20

48:20

Vice-Chairman Staley Cates interviews Prem Watsa, Chairman and CEO of Fairfax Financial Holdings. They discuss surviving a short attack, Fairfax’s long-term investment track record, underwriting history and unique culture, and Prem’s view on private equity, active vs. passive and value investing.Από τον Southeastern Asset Management

1
Three Generations of Leadership 28:31

6y ago28:31

28:31

Southeastern’s leaders from three generations discuss succession planning and remaining engaged at the firm.Από τον Southeastern Asset Management

1
Unlocking Value in European Conglomerates 33:53

6y ago33:53

33:53

Josh Shores and John Woodman discuss the opportunity for our management team to unlock what we feel is hidden value in European conglomerates.Από τον Southeastern Asset Management

1
Is Value Investing Dead? 26:33

6y ago26:33

26:33

Our Global Investment Team discusses the case for active, long-term value investing in a short-term, momentum-driven environment.Από τον Southeastern Asset Management

1
The Potential Impact of Tariffs and Trade Wars 25:12

6y ago25:12

25:12

Our Global Investment Team discusses tariffs and how a potential trade war may impact our portfolios.Από τον Southeastern Asset Management

1
The Evolution of Media and Telecom 26:28

6y ago26:28

26:28

Our Global Investment Team discusses the evolution of the media and telecom industries.Από τον Southeastern Asset Management

1
Welcome to The Price-to-Value Podcast with Southeastern Asset Management 1:12

6+ y ago1:12

1:12

Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975.

Podcasts που αξίζει να ακούσετε

Southeastern Asset Management Podcasts

Podcasts που αξίζει να ακούσετε

1
The Price-to-Value Podcast with Southeastern Asset Management

Southeastern Asset Management

1
CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern 58:38

1
White Mountains: Manning Rountree on Value Creation and Partnership 1:02:27

1
AMG: Jay Horgen on Independence and Partnership in Asset Management 53:41

1
Brad Martin and Staley Cates Reflect on Our Long-Term Partnership 1:13:24

1
Warner Bros. Discovery: David Zaslav on the Past, Present and Future of Entertainment 50:31

1
Hyatt: Mark Hoplamazian on the Future of Travel and the Importance of Caring for Others 1:06:21

1
Realogy: Ryan Schneider on Macro and Societal Shifts in Residential Real Estate 48:31

1
ESRT: Tony Malkin on COVID, ESG and the Enduring Power of NYC 56:15

1
Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing 1:10:22

1
GE: Larry Culp on Lean Manufacturing, Culture and COVID 50:40

1
Accor: Sébastien Bazin on Travel and Hospitality in a Post-COVID World 57:19

1
Margaret Casely-Hayford on How Values Impact Value 1:05:59

1
Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic 1:01:55

1
US Small Cap: Re-Opening After Two Decades 28:43

1
Global Volatility and Opportunity with Southeastern’s Portfolio Managers 47:41

1
Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia 56:07

1
FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity 1:04:24

1
Will Thorndike on CNX, Outsiders and Private Equity 38:21

1
Live from Omaha: International Value with FEG, Southeastern and Evermore 58:20

1
Prem Watsa – Insights on Investing, Underwriting and the Importance of Culture 48:20

1
Three Generations of Leadership 28:31

1
Unlocking Value in European Conglomerates 33:53

1
Is Value Investing Dead? 26:33

1
The Potential Impact of Tariffs and Trade Wars 25:12

1
The Evolution of Media and Telecom 26:28

1
Welcome to The Price-to-Value Podcast with Southeastern Asset Management 1:12

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