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

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Conversation With First Eagle’s Jean-Marie Eveillard And Matt McLennan
Image source: YouTube Video Screenshot


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.

Short-Seller Spruce Point Highlights Its Latest Canadian Consumer Short: Saputo

InvestReputed short-seller Spruce Point Capital Management released its latest short report this week. The firm is shorting Canadian dairy and grocery manufacturer Saputo. Spruce Point chief Ben Axler believes the company is entering a phase of declining growth and highlights the financial stress and growing challenges he sees it facing, not only in Canada but 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.

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