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The Meb Faber Show - Better Investing

Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7938 Ratings

🗓️ 14 July 2021

⏱️ 62 minutes

🧾️ Download transcript

Summary

In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners. In today’s episode, Samantha shares how sending her resume to someone by the name of Bill Miller led to her starting as an analyst under Bill 20 years ago. We hear how the firm defines value and thinks about its edge in the investment process. Then Samantha walks us through some names in her portfolio and the thesis behind them, including ADT, Stitch Fix, GM, and even some SPACs. As we wind down, we go back in time and have Samantha walk through what was going through her mind as she navigated 2020 and the lessons learned from that experience. Please enjoy this episode with Patient Capital Management and Miller Value Partners’ Samantha McLemore. ----- Follow Meb on Twitter at @MebFaber ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code “MEB” to skip their 15,000 person wait list. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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 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 Management or its affiliates.

0:33.4

For more information, visit Cambria Investments.com.

0:36.4

Welcome, my friends.

0:40.4

Today we have a great show.

0:41.6

Our guest is the founder of patient

0:43.0

capital management in a co portfolio manager at Miller Value Partners in today's

0:47.3

episode our guest shares how sending her resume to someone by the name of

0:50.2

Bill Miller led to her starting as an analyst under him 20 years ago. We hear

0:54.4

how the firm defines value and growth and thinks about its edge in the

0:57.4

investment process. Then our guest walks us through some of the names in

1:00.3

portfolio and the thesis behind them, including ADT, stitch fix, GM, and even some

1:04.8

SPACs.

1:06.1

As we wind down, we go back in time and have our guests walk through what was going on in

1:09.8

her mind as they navigated 2020, the pandemicemic and the lessons learned from that experience.

1:16.0

American Farmland is disappearing at an alarming rate.

...

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