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Podcast: The Meb Faber Show - Better Investing
Episode: #216 - David Samra, Artisan Partners - The Primary Driver of Our Behavior Is Finding a Company That Trades At A Discount To Intrinsic Value
Description: In episode 216 we welcome our guest, David Samra, a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team.In today’s episode, we discuss David’s background and what led him down the path of value investing. We cover the characteristics that drive Artisan’s framework and investment process.With the recent market selloff in mind, we walk through some industries that are offering value right now, from travel and leisure to energy, and where Artisan has been deploying cash.As the conversation winds down, we talk high-l...