Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things | #283

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 27 January 2021

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 283, we welcome our guest, Brian Barish, the President and Chief Investment Officer at Cambiar Investors, a relative value firm focusing on out-of-favor companies with strong fundamentals. In today’s episode we’re talking all about value investing. Brian explains his evolution as a value investor with a comparison to the evolution of the NBA. He covers the two tenets he uses, taking an underwriting approach to evaluating a company and assessing the capital discipline over time. Then we hear about a couple of names in his portfolio and what he expects the recovery to look like in 2021. As we wind down, we take a look around the globe to hear where he sees value and hear what he thinks about the possibility of negative interest rates. Please enjoy this episode with Cambiar Investor's Brian Barish. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor 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	Matt 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 Cambria'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 of
0:31.2	Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey friends, fun show today.
0:41.4	Our guest is the president and chief investment officer
0:43.9	Kambi R a relative value firm focusing on out-of-favor companies with strong
0:48.6	fundamentals in today's episode we're talking all about value investing our
0:52.4	guest explains his evolution as a value investor In today's episode we're talking all about value investing.
0:52.5	Our guest explains his evolution is a value investor with comparison to the evolution of the NBA.
0:58.3	He covers the two tenants he uses, taking an underwriting approach to evaluating a company, and assessing in the capital discipline over time.
1:04.8	Then we hear about a couple of names in his portfolio and what he expects the recovery to look like in 2021.
1:10.8	As we wind down, we take a look around the globe to hear where he sees value and hear what he thinks about the possibility of negative interest rates.
1:19.0	American Farmland is disappearing at an alarming rate.
1:22.8	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
1:28.4	That's a landmass larger than the state of Florida, lost a real estate development and soil burnout.
1:34.4	All the while the demand for food, especially healthy organic food,
	...

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