Podcast

David Marcus on Partnering with Owner-Operators in Europe

David Marcus, CEO and Chief Investment Officer of Evermore Global Advisors, joined the MOI Global community at Latticework New York 2019, held …

Serge Belinski and Nigel Friend on Unlocking Value at Orca

Nigel Friend, Chief Executive Officer of Orca Exploration Group (Canada: ORC.B), joined the MOI Global community at Latticework New York 2019, held …

IPOs Are for the Last Investors in Line

Podcast: Apple · Spotify · Overcast · Download Financiers now come to Silicon Valley to invest in companies before they get to Wall Street  Naval: The tech industry is still underestimated. People used to think of Sand Hill Road as a nice, little backwater compared to the gargantuan Wall Street. Now there’s an acknowledgment that […]
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Arnold Van Den Berg on Five Decades of Investing and Life Lessons

Arnold Van Den Berg, CEO and Co-Chief Investment Officer of Century Management, joined the MOI Global community at Latticework New York 2019, …

Being a Founder Your Entire Life Is a Tough Road

As the hits get bigger, it makes more sense to invest and little less sense to start companies Podcast: Apple · Spotify · Overcast · Download Naval: Like other industries, the best way to make money in technology is to own a piece of a business. “You’re not going to get rich renting out your […]
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Sean Stannard-Stockton on Capitalism Without Capital

Sean Stannard-Stockton, President and Chief Investment Officer of Ensemble Capital Management, joined the MOI Global community at Latticework New York 2019, held …

You’re Living Inside the Gold Mine

Podcast: Apple · Spotify · Overcast · Download There’s no better place to invest today than technology Naval: The returns in angel investing are interesting. There’s this meme that angel investors lose all their money and venture capital is a terrible business. It’s true if you aggregate VC and angel investments across the world. But […]
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Investing Takes Capital, Judgment and Dealflow

Podcast: Apple · Spotify · Overcast · Download You need to raise money, develop judgement over time and gain access to the right deals Naval: The three things it takes to get into investing are capital, judgement and dealflow. Capital is the hardest or easiest to get—depending on your circumstances To get capital, either you […]
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David Barr on Catalyst-Driven Small-Cap Value Investing

David Barr, President, Chief Executive Officer and Portfolio Manager of PenderFund Capital Management, joined the MOI Global community at Latticework New York …

Living in a Tech Hub Is Half the Battle

Podcast: Apple · Spotify · Overcast · Download It’s a gold rush era in technology hubs like Silicon Valley Naval: We’re living through a unique time when, as Andreessen says, software is eating the world. We’re undergoing a phase shift where technology is being adopted by everybody, not just knowledge workers. This transition has created […]
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