EricSchleien Posted March 11, 2017 Share Posted March 11, 2017 Episode #6: John Malone’s Liberty Companies + Investing in Kinder Morgan - Anthony Morley - Delphi Value Investments https://www.podbean.com/media/share/pb-8scdc-6889c7 Link to comment Share on other sites More sharing options...
ScottHall Posted March 11, 2017 Share Posted March 11, 2017 I am interested in all named. I will listen to your show. Link to comment Share on other sites More sharing options...
EricSchleien Posted March 11, 2017 Author Share Posted March 11, 2017 Episode #7 released! In this episode we discuss a pipeline company that's trading at a discount to liquidation value, bonds, preferreds, equity, and both the Canadian and American markets. Tim has a really interesting and diverse background: 12 years of experience as a trader on a Proprietary Credit trading desk in New York and Toronto, and at hedge funds in Toronto. In that time, Tim traded and invested in all asset categories - bonds, derivatives and equities - globally. Wanting more freedom, Tim decided to focus on managing his own portfolio and investments. He enjoys reading, learning and thinking deeply about markets and investments. Investing Style His investing style focuses on value; buying good companies well below fair value or finding mispriced securities with a lot more upside than downside. This approach is a disciplined one with a long-term focus. He's opportunistic and focuses on areas of the market where recent volatility or apathy may create opportunity. https://www.podbean.com/media/share/pb-t2zrg-688e56 Link to comment Share on other sites More sharing options...
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