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The Price-to-Value Podcast with Southeastern Asset Management
Southeastern Asset Management
27 episodes
3 days ago
Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. Mr. Jacobson's experience is unique and any other Longleaf shareholders experiences may vary. Past performance does not guarantee future results, so your returns may be more or less than those experienced. No fee was paid to Mr. Jacobson for his participation in this podcast. Further information regarding the Longleaf Partners Funds, including the Prospectus, as well as performance and holdings information, can be found at www.southeasternasset.com. Please read the Prospectus carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Copyright 2021 Southeastern Asset Management, Inc. All rights reserved.
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Investing
Business
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All content for The Price-to-Value Podcast with Southeastern Asset Management is the property of Southeastern Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. Mr. Jacobson's experience is unique and any other Longleaf shareholders experiences may vary. Past performance does not guarantee future results, so your returns may be more or less than those experienced. No fee was paid to Mr. Jacobson for his participation in this podcast. Further information regarding the Longleaf Partners Funds, including the Prospectus, as well as performance and holdings information, can be found at www.southeasternasset.com. Please read the Prospectus carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Copyright 2021 Southeastern Asset Management, Inc. All rights reserved.
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Investing
Business
Episodes (20/27)
The Price-to-Value Podcast with Southeastern Asset Management
Graham Holdings: Tim O'Shaughnessy on His and Graham's Past, Present, and Future
7 months ago
51 minutes 3 seconds

The Price-to-Value Podcast with Southeastern Asset Management
CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern
1 year ago
58 minutes 38 seconds

The Price-to-Value Podcast with Southeastern Asset Management
White Mountains: Manning Rountree on Value Creation and Partnership
1 year ago
1 hour 2 minutes 27 seconds

The Price-to-Value Podcast with Southeastern Asset Management
AMG: Jay Horgen on Independence and Partnership in Asset Management
1 year ago
53 minutes 41 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Brad Martin and Staley Cates Reflect on Our Long-Term Partnership
2 years ago
1 hour 13 minutes 24 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Warner Bros. Discovery: David Zaslav on the Past, Present and Future of Entertainment
3 years ago
50 minutes 31 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Hyatt: Mark Hoplamazian on the Future of Travel and the Importance of Caring for Others
3 years ago
1 hour 6 minutes 21 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Realogy: Ryan Schneider on Macro and Societal Shifts in Residential Real Estate
3 years ago
48 minutes 31 seconds

The Price-to-Value Podcast with Southeastern Asset Management
ESRT: Tony Malkin on COVID, ESG and the Enduring Power of NYC
4 years ago
56 minutes 15 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing
4 years ago
1 hour 10 minutes 22 seconds

The Price-to-Value Podcast with Southeastern Asset Management
GE: Larry Culp on Lean Manufacturing, Culture and COVID
4 years ago
50 minutes 40 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Accor: Sébastien Bazin on Travel and Hospitality in a Post-COVID World
4 years ago
57 minutes 19 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Margaret Casely-Hayford on How Values Impact Value
5 years ago
1 hour 5 minutes 59 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic
5 years ago
1 hour 1 minute 55 seconds

The Price-to-Value Podcast with Southeastern Asset Management
US Small Cap: Re-Opening After Two Decades
5 years ago
28 minutes 43 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Global Volatility and Opportunity with Southeastern's Portfolio Managers
5 years ago
47 minutes 41 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia
5 years ago
56 minutes 7 seconds

The Price-to-Value Podcast with Southeastern Asset Management
FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity
5 years ago
1 hour 4 minutes 24 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Will Thorndike on CNX, Outsiders and Private Equity
6 years ago
38 minutes 21 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Live from Omaha: International Value with FEG, Southeastern and Evermore
6 years ago
58 minutes 20 seconds

The Price-to-Value Podcast with Southeastern Asset Management
Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. Mr. Jacobson's experience is unique and any other Longleaf shareholders experiences may vary. Past performance does not guarantee future results, so your returns may be more or less than those experienced. No fee was paid to Mr. Jacobson for his participation in this podcast. Further information regarding the Longleaf Partners Funds, including the Prospectus, as well as performance and holdings information, can be found at www.southeasternasset.com. Please read the Prospectus carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Copyright 2021 Southeastern Asset Management, Inc. All rights reserved.