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Live from Omaha: International Value with FEG, Southeastern and Evermore

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Manage episode 238692515 series 2526093
Content provided by Southeastern Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Southeastern Asset Management 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.

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 238692515 series 2526093
Content provided by Southeastern Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Southeastern Asset Management 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.

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.

  continue reading

27 episodes

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