Sep 29, 2020

Today’s guest is Soo Chuen Tan, founder and President at Discerene Group, based in Stamford, Connecticut. Discerene is a private partnership, which invests globally on behalf of several long-term institutions and families. Soo Chuen is a long-term value investor and the depth of his commitment to his craft came...

Sep 24, 2020

Today’s guest is Richard Cook, co-founder and portfolio manager at Cook & Bynum based in Birmingham, Alabama. Richard is a pure value investor. Both the depth and breadth of his thinking shined through in our conversation. We talked about Arca, a Mexican Coca-Cola bottler that Richard evaluated for the multi-decade...

Sep 22, 2020

Today’s guest is Soren Aandahl, founder and chief investment officer at Blue Orca Capital, based in Austin, Texas. Soren is a short activist investor who specializes in deep dive due diligence. He’s a recognized star in the short activist universe and was previously CIO at Glaucus Investments, which was named the...