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.
--------
47:00
Fish Tales
The attractions of the salmon farming industry.Edward Chancellor talks to Nick Longhurst. Hosted on Acast. See acast.com/privacy for more information.
--------
14:15
Whitbread
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.
--------
19:27
Robustness Ratio Revisited
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.
--------
14:01
Dassault Systèmes
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.
Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape. Hosted on Acast. See acast.com/privacy for more information.
Sverige