This episode I interview Anthony Morley who is the Founder of Delphi Value Investments. Talks about some of the Liberty companies run by John Malone and Greg Maffei as well as a look into Kinder Morgan.
#93: Coronavirus Investing Series, Part 10 | Brian Dress
#92: Don Chambers; The Proxy Battle at Firsthand Tech Value Fund
#91: Coronavirus Investing Series, Part 9 | Shelly Lombard
#90: Coronavirus Investing Series, Part 8 | Jeremy Raper | Japanese Hotel REITs
#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc
#88: Coronavirus Investing Series, Part 6 | Jeremy Raper | Opportunities In Gold
#87: Gregory Zuckerman | The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution
#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger Arb
#85: Coronavirus Investing Series, Part 4 | Braxton Gann | Shipping Companies
#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas Airways
#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)
#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market Overview
#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)
#80: Guy Spier
#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook India
#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric Schleien
#77: Alex Portelli | prntly.com
#76: Evan Bleker | Net Net Hunter
#75: Igor Ciric | Check-Cap Ltd. (CHEK)
#74: Christian Olesen | Cambria Automobiles Update (CAMB)
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