Mario Gabelli, CFA, is one of the few investors who can be considered an investing legend. Gabelli came up with the conept of private market value, as he mentions in this video, and by Dan Miller, a PM at GAMCO. In this interview with The CFA Institute, Mario Gabelli talks about value investing.
This is a really interesting and unique interview. As opposed to most interviews Gabelli does with CNBC and Bloomberg, in this interview Gabelli gets down to how he really values companies. He discusses catalysts and how he invested in the 1970s as opposed to today. What is a catalyst? How to evaluate spinoffs. He notes that he avoids companies like Apple because it has no private market value, as there is no potential buyer.
Electron Capital Partners' flagship Electron Global Fund returned 5.1% in the first quarter of 2021, outperforming its benchmark, the MSCI World Utilities Index by 5.2%. Q1 2021 hedge fund letters, conferences and more According to a copy of the fund's first-quarter letter to investors, the average net exposure during the quarter was 43.0%. At the Read More
There is no embed code, the video link can be found here-CFA Gabelli Interview