Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329
Description: In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners.   In today’s episode, Samantha shares how sending her resume to someone by the name of Bill Miller led to her starting as an analyst under Bill 20 years ago. We hear how the firm defines value and thinks about its edge in the investment process. Then Samantha walks us through some names in her portfolio and the thesis behind them, including ADT, Stitch Fix, GM, and even some SPACs.   As we wind...