Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: #283 – Brian Barish, Cambiar Investors- In The Digital Age We’re De-Physicalizing Things
Description: In episode 283, we welcome our guest, Brian Barish, the President and Chief Investment Officer at Cambiar Investors, a relative value firm focusing on out-of-favor companies with strong fundamentals.In today’s episode we’re talking all about value investing. Brian explains his evolution as a value investor with a comparison to the evolution of the NBA. He covers the two tenets he uses, taking an underwriting approach to evaluating a company and assessing the capital discipline over time. Then we hear about a couple of names in his portfolio and what he expects the recovery to look like...