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    Randy Baron - International Truffle Hunting

    Randy Baron - International Truffle Hunting

    FromThe Business Brew

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    Randy Baron - International Truffle Hunting

    FromThe Business Brew

    ratings:
    Length:
    84 minutes
    Released:
    Feb 9, 2023
    Format:
    Podcast episode

    Description

    Randy Baron, lead Portfolio Manager for Pinnacle Associates Ltd's various international products, joins The Business Brew to discuss his investing philosophy.  Randy is best known for international value investing and for publicly discussing Amyris.  Amyris is an unprofitable company with a CEO that has a controversial reputation.  But, it is a very interesting company backed by some very real investors.

    Bill and Randy have spoken a few times over the past 2 years and Bill likes how Randy looks at the world.  Bill was also curious about Amyris and how Randy's public support of the company has or has not influenced Randy's analysis.  Randy is open and transparent on this podcast and it is a very entertaining, and informative, listen.  We hope you enjoy.

    Randy's official bio can be found at https://www.pinnacle-associates.com/team/randolph-baron

    This episode is sponsored by Stratosphere.io.  Stratosphere.io is a web based terminal that has financial data, KPIs, links to filings, hedge fund letters, etc.  A key differentiator is Stratosphere.io’s segment data and KPIs, which are triple checked for accuracy.  Stratosphere saves users time, enables easy comparisons between companies, and offers company specific metrics such as subscriber counts, numbers of locations, etc.
    Head over to Stratosphere.io for a free trial.  Should you want to sign up for a paid offering please use the promo code BREW for 15% off.

    Detailed Show Notes:
    0:55 - Intro

    6:55 - Long term investing and international valuations

    11:45 - Why US companies are listing in the UK

    16:00 - What is Wandisco

    19:00 - Randy’s idea of where returns will come from

    20:35 - A discussion on Amyris

    33:00 - A socially responsible investing tangent

    35:00 - Back to Amyris

    40:20 - Why every CEO should promote their stock

    42:00 - When the price of a stock price matters

    46:10 - Why explaining why you own something is important to investors

    54:00 - How to act

    1:02:00 - Renalytix; potentially solving a big problem

    1:06:00 - Sizing early stage bets

    1:11:30 - Looking to EM for cheap, good ideas
    Released:
    Feb 9, 2023
    Format:
    Podcast episode

    Titles in the series (100)

    Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast. While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.” Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification. Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.