Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong. Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager. Hosted on Acast. See acast.com/privacy for more information.
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23:17
US Small Caps: Margin of Safety
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn. Edward Chancellor talks to Tom Wharram, a US analyst at Marathon. Hosted on Acast. See acast.com/privacy for more information.
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13:11
Founder’s Story
Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.” Hosted on Acast. See acast.com/privacy for more information.
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47:00
Fish Tales
The attractions of the salmon farming industry.Edward Chancellor talks to Nick Longhurst. Hosted on Acast. See acast.com/privacy for more information.
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14:15
Whitbread
The capital cycle in the UK budget hotel industry.Edward Chancellor talks to Tytus Żurawski. Hosted on Acast. See acast.com/privacy for more information.
Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape. Hosted on Acast. See acast.com/privacy for more information.
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South Africa