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The Grant Williams Podcast

The Grant Williams Podcast Ep. 59 - Tom Bachrach - PREVIEW

The Grant Williams Podcast

Grant Williams

Investing, Business:investing, Business

4.81.6K Ratings

🗓️ 15 July 2023

⏱️ 13 minutes

🧾️ Download transcript

Summary

Joining me fr this episode of The Grant Williams Podcast is Tom Bachrach, CIO of PFH Capital, a value investing partnership in the Philadelphia area. Several of Tom’s letters to his investors caught my eye in recent months and so I invited him onto the show to talk to me about how an investor looking for undervalued, sustainable businesses goes about navigating the new investment landscape - one of rising rates, falling inflation and ever-escalating madness. Our conversation took numerous twists and turns from value investing to debt and, eventually, onto energy and each of those turns made for highly thought-provoking discussion. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

Click on a timestamp to play from that location

0:00.0

Before we get going, here's a bit where I remind you that nothing we discussed should

0:14.1

be considered as investment advice.

0:16.6

This conversation is for informational and hopefully entertainment purposes only.

0:20.6

So while we hope you find it both informative and entertaining, please do your own research

0:25.6

or speak to a financial advisor before putting a dime of your money into these crazy markets.

0:35.9

You're about to listen to a special preview edition of The Gromp Williams Podcast featuring

0:39.4

my very special guest, Tom Bacchrack of P.F.H. Capital.

0:42.5

In this conversation, we discussed two subjects, close, not only to my heart, but also to those

0:47.6

of Tom's investors, debt and energy.

0:50.9

Both are incredibly important places for investors to focus, and Tom makes an excellent guide

0:55.4

for us down both paths.

0:57.6

Every episode of The Gromp Williams Podcast, including the end game, the super terrific

1:00.4

happy-out, the narrative game, this week in Doom, shifts happen, and the new series Chaos

1:05.4

Theory are available to Copper and Silver Tear subscribers at my website, Gromp-Williams.com.

1:11.4

Copper Tear subscribers can access to all the podcasts, while members of The Silver Tear

1:15.0

get both the podcasts and my monthly newsletter, Things That Make You Go.

1:19.4

So if you enjoy what you hear on the show and you want more high quality content like

1:22.9

it, then please make your way over to Gromp-Williams.com.

1:25.3

And join our exciting community today, and now, on with the show.

1:30.3

Tom, welcome to The Show, great to have you with me.

1:41.6

It's Zonard Beer.

1:42.6

Thanks for having me.

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