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#22 The Octogenarian

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Manage episode 361149956 series 2973097
内容由Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet提供。所有播客内容(包括剧集、图形和播客描述)均由 Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Mario Gabelli is the billionaire founder of GAMCO and still managing money in his 80s. He believes in an in-depth research process, limiting his investments to the sectors he feels he understands. He believes in visiting companies – not just investees but their competitors and their whole value chain; in reading trade journals; and in monitoring the results of the sector. The day after we spoke he was due to visit a company he first visited in 1967!

Few investors active today were investing back in the 1970s and this long history is just one reason why Gabelli is a fascinating interviewee. He likes to recruit PhDs, not from Ivy League schools, but Bronx PHDs - Poor, Hungry and Driven. He is a value investor, rooted in fundamentals and is incredibly driven, part of the reason for his success.

See the website for full show notes.

  continue reading

51集单集

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#22 The Octogenarian

Behind the Balance Sheet

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Manage episode 361149956 series 2973097
内容由Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet提供。所有播客内容(包括剧集、图形和播客描述)均由 Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Mario Gabelli is the billionaire founder of GAMCO and still managing money in his 80s. He believes in an in-depth research process, limiting his investments to the sectors he feels he understands. He believes in visiting companies – not just investees but their competitors and their whole value chain; in reading trade journals; and in monitoring the results of the sector. The day after we spoke he was due to visit a company he first visited in 1967!

Few investors active today were investing back in the 1970s and this long history is just one reason why Gabelli is a fascinating interviewee. He likes to recruit PhDs, not from Ivy League schools, but Bronx PHDs - Poor, Hungry and Driven. He is a value investor, rooted in fundamentals and is incredibly driven, part of the reason for his success.

See the website for full show notes.

  continue reading

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