Lauren Templeton – Investing the Templeton Way

A Book with Legs

Smead Capital Management

Investing, Business, Management

4.2 • 1.1K Ratings

🗓️ 23 May 2022

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode, Cole and Bill are joined by Lauren Templeton co-author of the book, Investing the Templeton Way: The Market-Beating Strategies of Value Investing's Legendary Bargain Hunter. Lauren discusses the life of her great uncle and famed investor Sir John Templeton, how he capitalized on buying at the point of maximum pessimism, and his route to becoming known as one of the greatest stock pickers in history.

Transcript

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0:00.0	You're listening to A Book with Legs, a podcast presented by Smead Capital Management.
0:08.0	At Smead Capital Management, we advise investors who fear stock market failure.
0:12.9	You can learn more at Smeadcap.com or by calling your financial advisor.
0:19.8	Welcome to a book with legs podcast. I'm Cole Smead. I'm the president and a portfolio
0:24.5	manager here at Smead Capital Management. At our firm, we are readers and book junkies. It can be said
0:30.5	that leaders are readers and we believe books provide us a great source of information for filtering
0:35.4	what is and isn't important for us as investors.
0:39.2	Investing is the last great liberal art and the best way to spend a lifetime of learning.
0:43.5	This podcast is for readers, thinkers, business-minded people, and investors who want to grow their
0:48.5	knowledge from great authors and their writing. Charlie Munger often talks about using
0:52.9	multiple mental models and analysis. Our aim for this podcast is to help. Charlie Munger often talks about using multiple mental models in analysis.
0:55.5	Our aim for this podcast is to help listeners test Munger's theory in business, markets, and people.
1:01.4	Hosting this episode along with me is our chairman and chief investment officer at our firm.
1:06.4	I could call him I'll podrino. My dad, Bill Smead, thanks for joining.
1:10.7	You're welcome. We're glad everyone has
1:12.2	joined us for this episode. We're going to discuss an outstanding investor and his life in the book
1:17.9	we talk about today. In fact, he is, I mean, one of my personal favorite. I think that would go for
1:24.2	Bill. I feel like part of my childhood was listening to many of Sir John's
1:30.8	maxims. So Lauren Templeton is joining us to talk about investing the Templeton way that she co-authored
1:35.8	with her husband, Scott Phillips, in 2008. Lauren is the independent director for Fairfax
1:41.6	Financial Holdings, Fairfax, India Holdings, and Canadian Solar.
1:45.1	She is also a member, pardon me, chairwoman of the John M. Templeton Foundation. She's involved
	...

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