Episode #70: Radio Show: The 13F Guru Meb Would Follow Today

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Episode #70: Radio Show: The 13F Guru Meb Would Follow Today

Guest: Episode #70 has no guest, but is co-hosted by Jeff Remsburg.

Date Recorded: 8/31/17

Run-Time: 52:22

Why The Term ‘Value Investing’ Is Redundant

Warren BuffettWhat does value investing really mean? Q1 2021 hedge fund letters, conferences and more Some investors might argue value investing means buying stocks trading at a discount to net asset value or book value. This is the sort of value investing Benjamin Graham pioneered in the early 1920s and 1930s. Other investors might argue value Read More


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Also read:

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  • Emerging Hedge Funds: Can They Outperform?
  • Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During Crisis
  • AI Hedge Fund Robots Beating Their Human Masters

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This dovetails into a question about how Meb allocates his own money between private investments, public investments, debt, and so on (with a “capital allocation” comparison to Thorndike’s book, The Outsiders). You’ll hear Meb’s thoughts on his personal asset allocation.

 

What is it? Find out in Episode 70.

Links from the Episode:

Article by Meb Faber

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