The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 24 September 2021

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. You’ll hear from some of the most respected money managers and investment researchers from all over the planet. Enough from me, let’s let Brian take over this special episode. To read the original piece, click here. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, visit mebfaber.com/podcast To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends we have a fantastic episode for you today.
0:11.1	Last year we published the Best Investment Writing, volume four, we offered authors the opportunity
0:16.6	to record an audio version of their chapter to be released as a segment of the podcast and
0:20.9	listeners loved it.
0:21.9	This year, we're once again bringing you the entire
0:24.4	volume of the best investment writing, volume five in podcast format. You'll hear from some of the
0:30.0	most respected money managers and investment researchers from all over the world.
0:34.7	Enough for me, let's get to our guest and let them take over this special episode. Duncan comes way outside with a promise on him and it pushes up off the glass.
0:46.0	We're looking for that early now.
0:49.0	What you want is, every time that you get a switch or you get the home situation, get the ball the dunk it early,
0:55.0	and wait a month break in the clock.
0:58.0	In the 2005 NBA finals, the San Antonio Spurs defeated the Detroit Pistons four games to three.
1:05.0	Spurs under Tim Duncan was named Finals MVP, averaging over 20 points and 14 rebounds per game.
1:11.0	In the prime of his career, Tim Duncan was a prototypical back to the basket big man,
1:16.3	scoring over smaller defenders out rebounding them or dishing the ball out to
1:20.7	open teammates as defenses collapsed on him.
1:23.9	Basketball is a possession efficiency game.
1:27.4	Statistically speaking, a winning basketball team
1:29.7	scores more points on average per possession than its opponent.
1:33.4	For decades, the route to per possession efficiency was having a dominant center.
1:38.6	Prior to the 2005 NBA finals, 75% of champions since the dawn of the league were led by a
1:46.0	dominant big man holding the court down near the basket. The route to a
	...

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