Adam Karr, Orbis Investments - One Of The Most Important Decisions You Make Is The Price That You Pay | #218
The Meb Faber Show - Better Investing
The Idea Farm
4.8 • 978 Ratings
🗓️ 6 May 2020
⏱️ 57 minutes
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| 0:00.0 | Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth. |
| 0:11.0 | Join us as we discuss the craft of investing and |
| 0:13.5 | uncover new and profitable ideas all to help you grow wealthier and wiser. |
| 0:17.2 | Better investing starts here. |
| 0:18.8 | Met Faber is the co-founder and chief investment officer at Cambria Investment Management. |
| 0:23.3 | Did it industry regulations, he will not discuss any of Cambry's funds on this podcast. |
| 0:27.2 | All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion |
| 0:31.1 | of Cambria Investment Management or its affiliates. |
| 0:33.4 | For more information, visit Cambria Investments.com. |
| 0:35.6 | Hey podcast listeners, we got another awesome show for you today. Our guests |
| 0:43.8 | join the multi-billion dollar asset manager Orbis Investments in 2002 and |
| 0:48.4 | leads the US-based investment team as director and portfolio manager. In today's episode we're talking |
| 0:54.3 | Stacks. We cover Orbis's investment philosophy and the relentless focus on companies |
| 0:59.1 | trading at a discount to intrinsic value through a bottom-up security analysis process. |
| 1:04.9 | Our guest offers thoughts on the current environment and why you think this looks more like |
| 1:08.4 | the dot-com bubble rather than the aftermath of the global financial crisis. We get into some of the opportunities in the |
| 1:13.8 | market today and discuss emphasizing companies with balance sheet strength and |
| 1:17.4 | thinking in terms of long-term normalized earnings power. |
| 1:21.2 | American Farmland is disappearing at an alarming rate. |
| 1:25.8 | According to the USDA, the U.S. has lost four acres of farmland per minute since 2000. |
| 1:31.4 | That's a landmass larger than the state of Florida, lost a real estate |
| 1:34.8 | development and soil burnout. All the while the demand for food, especially healthy, |
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