Eric Sorensen – How Quant Evolves – [Invest Like the Best, EP.139]

My guest this week is Eric Sorensen, the CEO of Panagora asset management, which manages more than $46B for clients across a variety of strategies. Eric began his career serving in the Air Force as both a pilot and instructor in high performance jet aircraft. He then accumulated 40 years of quantitative research and investment…

Chuck Akre – The Three-Legged Stool – [Invest Like the Best, EP.135]

My guest today is Chuck Akre, a now widely famous investor who founded Akre Capital Management in 1989, which now manages approximately $10B dollars. We discuss his investing style and his “three-legged stool” for evaluating companies. Please enjoy this great conversation.  For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll…

Jerry Neumann – Why Venture is Hard – [Invest Like the Best, EP.134]

My guest this week is Jerry Neumann. Jerry is one of the most thoughtful early stage investors that I’ve encountered, and his writings at reactionwheel.net are my favorite on this topic. He applies an incredibly structured way of thinking to a notoriously mysterious investment category. This is our second conversation, in which we cover why…

David Epstein – Wide or Deep? – [Invest Like the Best, EP.133]

Show Notes 0:00 – (First Question) – What he uncovered in “The Sports Gene: Inside the Science of Extraordinary Athletic Performance” that led him to his latest book             1:26 – Debate with Malcolm Gladwell (YouTube) 3:00 – What did the public pay most attention to and what did they gloss over 6:44 – How…