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  • Platinum Bombed

    Platinum Bombed
    2025/05/30

    Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong.

    Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.

    Hosted on Acast. See acast.com/privacy for more information.
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    23 分
  • US Small Caps: Margin of Safety

    US Small Caps: Margin of Safety
    2025/05/30

    The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.

    Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.

    Hosted on Acast. See acast.com/privacy for more information.
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    13 分
  • Founder’s Story

    Founder’s Story
    2025/05/01
    Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.”

    Hosted on Acast. See acast.com/privacy for more information.
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    47 分
  • Fish Tales

    Fish Tales
    2025/03/31

    The attractions of the salmon farming industry.


    Edward Chancellor talks to Nick Longhurst.

    Hosted on Acast. See acast.com/privacy for more information.
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    14 分
  • Whitbread

    Whitbread
    2025/03/31

    The capital cycle in the UK budget hotel industry.


    Edward Chancellor talks to Tytus Żurawski.

    Hosted on Acast. See acast.com/privacy for more information.
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    19 分
  • Robustness Ratio Revisited

    Robustness Ratio Revisited
    2025/02/28

    How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals.


    Presented by Edward Chancellor with Alice Li, an investment analyst.


    Hosted on Acast. See acast.com/privacy for more information.
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    14 分
  • Dassault Systèmes

    Dassault Systèmes
    2025/02/28

    A French technology champion which has undergone a valuation de-rating and merits investor attention.


    Presented by Edward Chancellor with Jordane Guillot, an investment analyst.

    Hosted on Acast. See acast.com/privacy for more information.
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    17 分
  • Fishing in Uncrowded Waters

    Fishing in Uncrowded Waters
    2024/12/20

    A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.


    Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets


    Hosted on Acast. See acast.com/privacy for more information.
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    17 分