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Live from Omaha: International Value with FEG, Southeastern and Evermore

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Manage episode 238692515 series 2526093
Indhold leveret af Southeastern Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Southeastern Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.

  continue reading

26 episoder

Artwork
iconDel
 
Manage episode 238692515 series 2526093
Indhold leveret af Southeastern Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Southeastern Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.

  continue reading

26 episoder

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