Artwork

Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Player FM - Aplikasi Podcast
Pergi ke luar talian dengan aplikasi Player FM !

#24 The Family Office CIO

1:04:46
 
Kongsi
 

Manage episode 371733488 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Beth Lilly is a highly successful value investor and an amazing woman. She has set up two asset management firms, worked with and learned from some of the most famous and some of the most successful value investors in the world, and now runs money for the multi-billion Pohlad family in Minnesota.

We discuss the power of compounding, Beth’s research process and how she conducts company meetings. We disagree on the attractiveness of the auto dealership industry, and Beth explains how she approaches the management of inter-generational wealth, how she decides much cash to hold and we debate private equity.

Full show notes here.

If you like the show, it would mean a lot to us if you would please rate the show on Apple Podcasts or Spotify. If you don't enjoy this episode, please let us know why - you can reach Steve at info@behindthebalancesheet.com. He responds personally to every critical email.

  continue reading

48 episod

Artwork

#24 The Family Office CIO

Behind the Balance Sheet

57 subscribers

published

iconKongsi
 
Manage episode 371733488 series 2973097
Kandungan disediakan oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Beth Lilly is a highly successful value investor and an amazing woman. She has set up two asset management firms, worked with and learned from some of the most famous and some of the most successful value investors in the world, and now runs money for the multi-billion Pohlad family in Minnesota.

We discuss the power of compounding, Beth’s research process and how she conducts company meetings. We disagree on the attractiveness of the auto dealership industry, and Beth explains how she approaches the management of inter-generational wealth, how she decides much cash to hold and we debate private equity.

Full show notes here.

If you like the show, it would mean a lot to us if you would please rate the show on Apple Podcasts or Spotify. If you don't enjoy this episode, please let us know why - you can reach Steve at info@behindthebalancesheet.com. He responds personally to every critical email.

  continue reading

48 episod

Semua episod

×
 
Loading …

Selamat datang ke Player FM

Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.

 

Panduan Rujukan Pantas

Podcast Teratas