The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers – Sales and Distributions: How revenue growth and distributions drive equity returns

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 October 2021

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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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 Greg 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.
0:11.2	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
0:29.7	of the 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.
0:38.4	Hi, this is Greg Ob and Chang.
0:41.6	I'm a partner, or director of credit at
0:43.1	Burdad Advisors, a quantitative research-driven investment firm that invests across
0:47.3	asset classes in search of the highest risk-adjusted returns. We publish a widely read
0:52.2	weekly email and you can learn more about us and read our
0:55.0	past research at verdadcap.com, which is spelled V-E-R-D-A-C-A-P.com.
1:02.3	I'm going to read a piece titled Sales and Distribution's how
1:06.6	revenue growth and distributions drive equity returns. This was originally
1:10.3	published on September 28, 2020,
1:12.8	as the second of a three-part series
1:14.6	that decomposed equity returns
1:16.3	with the aim of understanding the source of returns.
1:19.4	Return decomposition is an approach
1:21.0	that I have found useful in the debt markets and here I apply this
	...

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