Conversation With First Eagle’s Jean-Marie Eveillard And Matt McLennan

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One Voice with Two Accents: Four Decades of Value Investing

H/T Dataroma

Watch First Eagle’s Jean-Marie Eveillard and Matt McLennan in a lively discussion moderated by Consuelo Mack as they share their experiences and insights on bottom up value investing through all kinds of market cycles over the last 40 years.

Charlie Munger’s Cancer Surgery Formula

charles munger moat valuewalk Charlie Munger competitive advantage great companies great brands GARP value investing value investors Google Alphabet profit margins Berkshire HathawaySometimes, even the best businesses lose their way. Companies like General Electric, which was once a giant of American industry, has flopped in recent years. It has been hamstrung by underperforming businesses and high levels of debt. Q1 2020 hedge fund letters, conferences and more Efforts to turn around struggling businesses generally yield mixed results. Read More


“Is it different this time?” Exploring the Macro Landscape

When explaining unusual market cycles, pundits frequently exclaim “This time it’s different!” But is it really? Watch First Eagle’s Jean-Marie Eveillard and Matt McLennan with Consuelo Mack in a discussion of today’s market, economic and regulatory forces and what they might portend.