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Podcast: The Meb Faber Show - Better Investing
Episode: Mario Gabelli, GAMCO Investors - We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time | #327
Description: In episode 327, we welcome our guest, Mario Gabelli, Chairman and Chief Executive Officer of GAMCO Investors, the firm he founded in 1977. In today’s episode, we hear the framework behind one of the best stock pickers over the last 50 years. Mario walks us through what he thinks about when analyzing both industries and companies. He touches on the impact of fiscal and monetary stimulus, labor costs, and supply chains. Then we walk through some different industries – media, autos, energy, and yes, I even got him to talk about my favorite – farmland and agri...