By The Boyar Value Group, published: 2 ds ago, Duration: 37:46
The Interview Discusses:
· How he helped launch CNBC.
· What it was like working in the cable industry when it finally started to gain popularity.
· David’s views on the current media landscape and where he believes there could be consolidation.
· His thoughts on how content will be bundled in the future.
· David’s thoughts on the current multiples for content companies and why Netflix and Disney...
By The Boyar Value Group, published: 2 ds ago, Duration: 37:46
Biography:As President and CEO, David Zaslav sets the strategy and oversees all operations for Discovery’s global suite of brands across pay-TV, free-to-air, direct-to-consumer and other digital platforms. Under his leadership, Discovery began trading as a public company in 2008 and became a Fortune 500 company in 2014. More recently under Zaslav, Discovery acquired Scripps Networks Interactive, in a transaction which closed in 2018. The new Discovery comprises nearly 20%...
By Patrick O'Shaughnessy, published: 2 ds ago, Duration: 1:04:42
My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billion in assets under management. Claire responsible for acquisitions, development, and new business generation for Hines APAC and was also recently appointed to the board of Zillow. I was first introduced to Claire two years ago and have wanted to have her on the podcast ever since. ...
By Meb Faber, published: 3 ds ago, Duration: 54:57
In episode 280, we welcome our guest, Matthew O’Connor, co-founder of AdQuick, the first true marketplace for out-of-home advertising, providing end-to-end tools to improve the out of home buying experience for media owners, brands, and agencies. In today’s episode we’re talking about part of the advertising industry that often isn’t talked about: out-of-home. Matthew walks us through his background, with stops at Instacart and Amazon, and explains why the struggle...
By Sam Marks Johnny FD, published: 3 ds ago, Duration: 1:33:36
Stephan Livera is a Bitcoin Podcaster and co-founder Ministry of Nodes. He hosts one of the world's leading bitcoin podcasts focused on the economics and technology of bitcoin. Stephan came to the space in 2013 and started the podcast in 2018, hosting many leading names in the bitcoin world as a means to provide high quality, curated information. Stephan contributes articles, speaks and hosts bitcoin events and conferences. Professionally and previously Stephan worked as an...
By Tobias Carlisle, published: 3 ds ago, Duration: 55:19
Eric Cinnamond, CFA is a partner at Palm Valley Capital Management and a portfolio manager at the Palm Valley Capital Fund (PVCMX). Eric focuses on absolute return small cap value (less than $10 billion) investing.
Eric's firm:
Eric's blog:
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I've launched a new podcast called .
The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and...
By Patrick O'Shaughnessy, published: 1 wk ago, Duration: 57:57
My guest today is Oliver Hughes, the CEO of Tinkoff, the leading online commercial bank based in Russia. I found this conversation fascinating and think it will be essential for anyone who wants to understand online financial services or the next generation of fintech. Our conversation touches on how Tinkoff used direct mail campaigns to become the largest online banking provider in Russia, their last-mile delivery platform that combines couriers with door-to-door salesmen,...
By Tobias Carlisle, published: 1 wk ago, Duration: 1:03:05
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at
Jake's offer:
Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention):
About Jake: Jake is a partner at Farnam Street.
Jake's website:
Jake's podcast:
Jake's Twitter:
Jake's book: The Rebel Allocator
About Bill: Bill...
By Meb Faber, published: 1 wk ago, Duration: 1:07:25
In episode 279, we welcome our guests, Kevin Davitt and John Hiatt, both of whom work for the Cboe as the Senior Options Institute Instructor and VP of Derivatives Strategy, respectively. In today’s episode, we’re talking about options, the VIX, and tail risk strategies. 2020 saw elevated volatility and record levels of option volume, and Kevin and John give us their perspective on this activity. We start with some basics of the VIX, how investors use and misuse it, and...
