4.7 • 938 Ratings
🗓️ 14 July 2021
⏱️ 62 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
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. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.