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CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern
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White Mountains: Manning Rountree on Value Creation and Partnership
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AMG: Jay Horgen on Independence and Partnership in Asset Management
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Brad Martin and Staley Cates Reflect on Our Long-Term Partnership
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Warner Bros. Discovery: David Zaslav on the Past, Present and Future of Entertainment
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Hyatt: Mark Hoplamazian on the Future of Travel and the Importance of Caring for Others
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Realogy: Ryan Schneider on Macro and Societal Shifts in Residential Real Estate
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ESRT: Tony Malkin on COVID, ESG and the Enduring Power of NYC
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Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing
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GE: Larry Culp on Lean Manufacturing, Culture and COVID
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Accor: Sébastien Bazin on Travel and Hospitality in a Post-COVID World
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Margaret Casely-Hayford on How Values Impact Value
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Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic
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US Small Cap: Re-Opening After Two Decades
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Global Volatility and Opportunity with Southeastern’s Portfolio Managers
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Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia
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FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity
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Will Thorndike on CNX, Outsiders and Private Equity
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Live from Omaha: International Value with FEG, Southeastern and Evermore
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Prem Watsa – Insights on Investing, Underwriting and the Importance of Culture
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Three Generations of Leadership
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Unlocking Value in European Conglomerates
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Is Value Investing Dead?
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The Potential Impact of Tariffs and Trade Wars
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The Evolution of Media and Telecom
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Welcome to The Price-to-Value Podcast with Southeastern Asset Management
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