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Best Ideas Omaha 2022: Brad Hathaway on DSGR (formerly LAWS)

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Brad Hathaway of Far View Capital Management shared his investment thesis on Distribution Solutions Group (US: DSGR) (formerly Lawson Products, LAWS) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Brad Hathaway is the Managing Partner of Far View Capital Management, an investment firm based in Aspen, Colorado. Before founding Far View Capital Management in 2011, Mr. Hathaway worked for four years at J. Goldman & Company, a New York City-based hedge fund. At J. Goldman, Mr. Hathaway worked as an analyst and a portfolio manager on the firm’s value team. His role there included sourcing and analyzing investment opportunities and managing a portfolio of global securities from multiple asset classes with a focus on US publicly-traded equities. Prior to J. Goldman, Mr. Hathaway worked for three years as an analyst at Tocqueville Asset Management where he discovered and researched global long and short equity investments for the International Value mutual fund and the Global Partners hedge fund. Mr. Hathaway graduated with a B.A. in Political Science from Yale University.

Best Ideas Omaha 2022: Keith Smith on The E. W. Scripps Company

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Keith Smith of Bonhoeffer Fund shared his thesis on fragmented markets in transition and The E. W. Scripps Company (US: SSP) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Keith Smith, the fund manager, brings over 20 years of valuation experience to the Bonhoeffer Fund. He is a CFA charterholder and received his MBA from UCLA. Keith currently serves as a Portfolio Manager at Bonhoeffer Capital and was previously a Managing Director of a valuation firm and his expertise includes corporate transactions, distressed loans, derivatives, and intangible assets. Warren Buffett and Benjamin Graham’s value-oriented approach of pursuing the “fifty-cents on the dollar” opportunities, underpins Keith’s investment strategy. The combination of his experience and track record led Keith to commit most of his investable net worth to the Bonhoeffer Fund model.

Best Ideas Omaha 2022: Patrick Brennan on Permanent TSB Group

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Patrick Brennan of Brennan Asset Management shared his investment thesis on Permanent TSB Group (Ireland: IL0A) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Patrick Brennan is the founder and portfolio manager of Brennan Asset Management, LLC (BAM), a Registered Investment Advisory firm based in Napa, CA, which utilizes a concentrated value investing strategy. BAM manages separate accounts and is the sub-adviser for the Oceancross Capital Partners Fund. Patrick has given presentations at multiple value investing conferences, including presentations to The New York Society of Security Analysts (NYSSA), The Nebraska Society of Securities Analysts and presentations on various names at the VALUEx Vail Conferences. Patrick coauthored an article on tracking stocks with Lawrence Cunningham for The Financial History Magazine and Patrick was featured in a write-up of Liberty LILAK in The Private Investment Brief. Prior to founding Brennan Asset Management, Patrick managed portfolios and led research efforts at two value investing firms in California: Hutchinson Capital Management and RBO & Co. Previously, Patrick worked at Mark Boyar & Company, where he led the firm’s research team and helped manage $800 million of assets across individual portfolios, institutional accounts and a mutual fund. Patrick also worked for six years in investment banking and equity research with Deutsche Bank, CIBC World Markets and William Blair & Company. Patrick graduated summa cum laude from the University of Notre Dame with a degree in economics and was inducted into Phi Beta Kappa. Patrick received the Chartered Financial Analyst (CFA) designation in 2002 and is a member of the CFA Institute (formerly AIMR). Patrick is originally from Omaha, Nebraska.

Best Ideas Omaha 2022: Edward Chang on The Joint Corp.

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Edward Chang of Pledge Capital shared his investment thesis on The Joint Corp. (US: JYNT) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

For background, revisit Edward’s session on The Joint Corp. at Best Ideas 2019.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Edward Chang is the founder and Portfolio Manager at Pledge Capital. He is a graduate of New York University Leonard N. Stern School of Business. Before founding Pledge Capital in 2016, he worked on the sell side at UBS Equity Research covering consumer retail companies. Pledge Capital is an investment firm headquartered in New York. The firm has a flexible mandate but focuses on small and mid-cap companies. The firm seeks to identify and make concentrated investments in a select group of quality businesses believed to be at growth inflection points.

Best Ideas Omaha 2022: Steve Gorelik on Realogy Holdings

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Steven Gorelik of Firebird Management shared his investment thesis on Realogy Holdings (US: RLGY) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

In addition to being Head of Research at Firebird Management, Steve Gorelik is the Lead Fund Manager of Firebird U.S. Value Fund as well as portfolio manager of Firebird’s Eastern Europe and Russia Funds. He joined Firebird in 2005 from Columbia University Graduate School of Business while completing education from a highly selective Value Investing Program. Prior to business school, Steve was an operational strategy consultant at Deloitte working with companies in various industries including banking, healthcare, and retail. He holds a BS degree from Carnegie Mellon University as well as a CFA (chartered financial analyst) charter and a membership in Beta Gamma Sigma honor society. Steve serves on the boards of Georgia Beverage Holdings (Georgia), Arco Vara (Estonia), and Pharmsynthez (Russia). He speaks Russian, English and his native Belarussian.

Best Ideas Omaha 2022: Shree Viswanathan on Dino Polska

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Shreekkanth Viswanathan of SVN Capital shared his investment thesis on Dino Polska (Poland: DNP) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Shreekkanth (“Shree”) Viswanathan is the founder and sole employee of SVN Capital. After growing up in Chennai (then called Madras), in South India, he came to the US to pursue graduate studies in 1989.

After graduating from The University of Chicago with an MBA, Shree was an investment banker at Alex. Brown (which was acquired by Bankers Trust, in turn acquired by Deutsche Bank) in Baltimore, MD. As a result of these acquisitions, he then made a cross-continent move to San Francisco, CA, to join the Mergers & Acquisitions team at Thomas Weisel Partners. Later, he was a Corporate Development Executive at Union Bank of California in San Francisco, CA.

From 2005 to 2018, Shree was a portfolio manager/analyst at Discovery Financial Partners, Advisory Research, Inc. and Keeley Asset Management in Chicago, IL. He has had the privilege of being a sector specialist (Financial Services at Union Bank of California and Discovery Financial Partners), and then a generalist (Advisory Research, Inc. and Keeley Asset Management). This experience has helped him understand and appreciate the salient features of different industries. As such, he is a generalist.

Shree founded SVN Capital in 2018 to follow my own brand of investing. In particular, I wanted to put into practice some of the key insights gleaned in the previous fifteen years—essential ingredients for creating wealth are concentrated, long-term, global investing.

Best Ideas Omaha 2022: Todd Wenning on Masimo

May 5, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Todd Wenning of Ensemble Capital Management shared his thesis on Masimo Corporation (US: MASI) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

Replay the session (recorded on April 29, 2022):

slide presentation audio recording

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Todd Wenning is a senior investment analyst at Ensemble Capital. Before joining Ensemble, Todd was an analyst at Johnson Investment Counsel, where he worked on the firm’s SMID cap strategy. Prior to that, Todd was a sell-side analyst at Morningstar, where he led Morningstar’s equity stewardship methodology and covered companies in the basic materials, industrials, and consumer sectors. Earlier in his career, Todd worked for The Motley Fool, SunTrust Asset Management, and Vanguard. He holds a BA in History from Saint Joseph’s University in Philadelphia and the Chartered Financial Analyst designation.

Best Ideas Omaha 2022: Luis V. Sanchez on Endor

May 5, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Luis V. Sanchez of LVS Advisory shared his investment thesis on Endor AG (Germany: E2N) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Luis Sanchez serves as Managing Partners of LVS Advisory, based in New York. Previously, Luis was a Managing Partner at Overlook Rock Asset Management, an investment firm which manages separate accounts for clients.

S2E32: Twitter, Berkshire Hathaway, and Corporate Governance

May 3, 2022 in Audio, Podcast, This Week in Intelligent Investing

It’s a pleasure to share with you Season 2 Episode 32 of This Week in Intelligent Investing, co-hosted by

  • Phil Ordway of Anabatic Investment Partners in Chicago, Illinois;
  • Elliot Turner of RGA Investment Advisors in Stamford, Connecticut; and
  • John Mihaljevic of MOI Global in Zurich, Switzerland.

Enjoy the conversation!

download audio recording

In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss timely issues in corporate governance, including the pending sale of Twitter to Elon Musk and proposals at the Berkshire Hathaway annual meeting.

Follow Up

Would you like to get in touch?

Follow This Week in Intelligent Investing on Twitter.

Engage on Twitter with Elliot, Phil, or John.

Connect on LinkedIn with Elliot, Phil, or John.

This Week in Intelligent Investing is available on Amazon Podcasts, Apple Podcasts, Google Podcasts, Pandora, Podbean, Spotify, Stitcher, TuneIn, and YouTube.

If you missed any past episodes, you can listen to them here.

About the Podcast Co-Hosts

Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department.

Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.

John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club’s prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast. [dkpdf-remove]
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April 30, 2022 in Twitter
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