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White Falcon Capital PM is long Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM)
Manage episode 360967174 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Balkar Sivia is the founder of White Falcon Capital Management. The fund's mission is to compound capital on a risk adjusted basis with a value investing philosophy drawing inspiration from the teachings of Warren Buffett and Charlie Munger. In this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM). For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply
*Originally recorded February 2023
36 episodes
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Manage episode 360967174 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Balkar Sivia is the founder of White Falcon Capital Management. The fund's mission is to compound capital on a risk adjusted basis with a value investing philosophy drawing inspiration from the teachings of Warren Buffett and Charlie Munger. In this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM). For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply
*Originally recorded February 2023
36 episodes
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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