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Tag: book author

Season 1, Episode 19: The Need for Non-Consensus Investing, With Rupal J. Bhansali

Published September 25, 2019

Developing contrarian investing ideas is not a luxury, but a necessity in today’s market.

Rupal J. Bhansali joins the podcast to discuss her just-published book “Non-Consensus Investing: Being Right When Everyone Else is Wrong.”

Ms. Bhansali is the chief investment officer, international and global equities, at Ariel Investments in New York. Over the course of the conversation she explains why she wrote the book, some of its most valuable lessons for stock analysts, and why investors should eschew FAANG stocks for a new acronym: MANG (Michelin, Ahold, NTT Docomo, Glaxosmithkline).

Content:
The need for developing non-consensus views (2:20), focusing on balance-sheet risk rather than earnings (3:50), “kicking the can down the road” is not an option (6:27), FAANG vs. MANG (7:27), a special message to young women (12:20)

More information on the book available here.

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Season 1, Episode 7: Governance Arbitrage, With Henry D. Wolfe

Published June 4, 2019

Wolfe’s thesis: it’s time to admit the public company governance model is broken

The general assumption that management and governance of public companies are efficient, is false. So says Henry D. Wolfe in his recently-released book, “Governance Arbitrage: Blowing up the public company governance model to maximize long-term shareholder value.”

Content:
The underlying thesis (3:00), what needs to replace it (5:30), why institutional investors have to play a key role (7:44), the advantages of the private equity model (8:45), Wolfe’s contrarian investing priority (16:26), Costco the optimal model (21:30).

For more information: https://governancearbitrage.com/

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