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MiB: Aswath Damodaran: Valuations, Narratives & Academia

The Big Picture

A nine-time “Professor of the Year” winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students. He has also written several books on corporate finance and equity valuation and has published widely in journals. Damdoran loves “untangling the puzzles of corporate finance and valuation.”

Valuation 306
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MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate

The Big Picture

She became Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Valuations, workouts, opportunistic investing, and managing underwater properties were part of the many prospects the GFC created that allowed thoughtful observers to add to their skill set and learn from experiences.

Startup 298
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Busting 50 Years of Investing Myths | Rob Arnott

Validea

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management. His insights are particularly valuable for investors trying to navigate today’s complex market environment.

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MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America

The Big Picture

We discuss what her valuation models are showing: “I think that where we are today is actually a reasonably healthy point for equities…I don’t worry as much about big cap companies that everybody is tracking and watching and monitoring.” Subramanian is on the advisory board of the UCLA Master of Financial Engineering program.

Banking 173
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The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders

Validea

From the end of the “Great Moderation” era to practical insights about market timing and portfolio management, Liz Ann’s wisdom offers valuable perspective for investors of all levels.

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A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride

Validea

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.

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Talk Your Book: International Growth Investing

A Wealth of Common Sense

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 103