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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP453: The Case for Long-Term Value Investing w/ Jim Cullen

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 3 June 2022

⏱️ 50 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU'LL LEARN: 01:30 - How Jim is thinking through today’s market and what previous era it most reminds him of. 10:45 - A breakdown of his disciplined value investing approach. 18:59 - Why you should care or even reconsider high dividend stocks. 28:22 - Why value factor companies are expected to outperform in the near term. 43:23 - What Jim has learned over his 50-year career and his favorite memory to date. and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. The Case for Long Term Value Investing Book. More info on Jim and Schafer Cullen. Trey Lockerbie Twitter. Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool. SPONSORS Support our free podcast by supporting our sponsors: Hardblock AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:03.2

On today's episode we have Jim Cullen.

0:06.4

Jim is the CEO and co-portfolio manager of Shaefer Cullen Capital Management, which currently

0:11.5

manages over $20 billion.

0:14.0

Jim's investing experience spans 50 years and he's taken that experience and put it into

0:18.6

a new book called The Case for Long-Term Value Investing.

0:22.6

In this episode you will learn how Jim is thinking through today's market and what previous

0:26.8

era it most reminds him of, a breakdown of his disciplined value investing approach, why

0:32.2

you should care or even reconsider high dividend stocks, why value factor companies are expected

0:37.8

to outperform in the near term, what Jim has learned over his 50 year career and his favorite

0:42.9

memory to date, and a whole lot more.

0:45.0

It's not every day you get a chance to speak with a legend like Jim who has as much experience

0:49.3

and wisdom as he does.

0:50.8

I thoroughly enjoyed it and I hope you do as well.

0:53.4

To hear my conversation with Jim Cullen.

0:59.8

You are listening to the Investors Podcast where we study the financial markets and read

1:04.8

the books that influence self-made billionaires the most.

1:08.0

We keep you informed and prepared for the unexpected.

1:19.7

Welcome to the Investors Podcast, I'm your host, Trey Lockerby and today we

1:23.3

are honored to have on the show Mr. Jim Cullen.

1:26.5

Welcome to the show Jim.

1:28.1

Thank you, Roger, Trey.

...

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