Modern Value Investing at Saguaro
Episode Description:
This Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of Vulcan Value Partners that blends traditional value investing with modern AI and data science inputs.
Our conversation covers Jim’s path to value investing, experience at Vulcan, introduction of AI automation into the investment process, and founding Saguaro. We discuss sourcing the best businesses in the world, researching investments, making decisions, constructing portfolios, and applying technology tools to value investing. We close discussing the foundation for long-term investing at Saguaro and an investment example.
Listen and Follow:
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.