During their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Lessons from Rich Pzena: Mastering Value Investing. Here’s an excerpt from the episode: Tobias: They were going to hire and then just said, “You’re going to be rejected.” What did you learn from Rich? Andrew: From Rich, I learned all … Read More
Deep Value Investing with a Quality Growth Edge
During their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Deep Value Investing with a Quality Growth Edge. Here’s an excerpt from the episode: Tobias: I like to hear that. Let’s discuss very quickly. Can you talk a little bit about Lyrical, and perhaps, your focus and how you may … Read More