Today’s Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of Vulcan Value Partners that blends traditional value investing with modern AI and data science inputs. Our conversation covers Jim’s path to value investing, experience at Vulcan, introduction of AI automation into the investment process, and founding Saguaro. We discuss sourcing the best businesses in the world, researching investments, making decisions, constructing portfolios, and applying technology tools to value investing. We close discussing the foundation for long-term investing at Saguaro and an investment example. Show Notes 02:42    Path to value investing 14:13    Experience at Vulcan Value Partners 18:55    Integrating AI into the investment process 26:51    Founding Saguaro 32:15    Investment beliefs 33:50    Sourcing 36:17    Researching and evaluating investments 39:40    Portfolio construction 43:50    Risk 44:36    Options strategy 47:45    Applying tech tools to value investing 52:34    Investment example 57:05    Closing questions   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership