The Price-to-Value Podcast with Southeastern Asset Management Podcast
1) Graham Holdings: Tim O’Shaughnessy on His and Graham’s Past, Present, and Future
They start by discussing Tim’s journey from his early interest in investing to co-founding and leading LivingSocial to joining Graham Holdings (GHC) in 2014. The unique factors of being a family-contr...Show More
2) CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern
Southeastern’s CEO and Head of Research Ross Glotzbach sits down with Nick DeIuliis, CEO of CNX Resources. They delve into a range of topics, beginning with Nick’s history in the Pittsburgh area and a...Show More
3) White Mountains: Manning Rountree on Value Creation and Partnership
Manning and Ross cover a lot of ground, starting with Southeastern’s history of investing in White Mountains multiple times, dating back to its predecessor Fireman’s Fund under the leadership of Jack ...Show More
4) AMG: Jay Horgen on Independence and Partnership in Asset Management
Jay and Staley have a wide-ranging discussion, starting with the story of Jay’s formative Southern roots and how he got to know Southeastern before joining AMG. Jay talks about how the value propositi...Show More
5) Brad Martin and Staley Cates Reflect on Our Long-Term Partnership
Staley and Brad have a wide-ranging discussion, covering the many areas in which Brad and Southeastern have partnered together across investing, civic and charitable endeavors. First, Brad begins by...Show More
6) Warner Bros. Discovery: David Zaslav on the Past, Present and Future of Entertainment
Following introductions, David shares with Ross lessons he’s learned over the course of his career from famed business leaders Jack Welch and John Malone. Next, David recalls what Discovery was like ...Show More
7) Hyatt: Mark Hoplamazian on the Future of Travel and the Importance of Caring for Others
Ross and Mark begin by discussing the global optimization of Hyatt as a brand under Mark's leadership. Next, Mark reviews his progress in increasing Hyatt’s global brand presence, while also transitio...Show More
Hyatt: Mark Hoplamazian on the Future of Travel and the Importance of Caring for Others
1:06:21 | Feb 17th, 2022
8) Realogy: Ryan Schneider on Macro and Societal Shifts in Residential Real Estate
Staley and Ryan start by discussing Ryan’s background and why he chose to join Realogy. Next, they discuss the interplay of technology and human agents in the real estate world and how that has shifte...Show More
Realogy: Ryan Schneider on Macro and Societal Shifts in Residential Real Estate
48:31 | Jan 20th, 2022
9) ESRT: Tony Malkin on COVID, ESG and the Enduring Power of NYC
Ross and Tony start by discussing Tony’s background, having grown up in the real estate industry, how he forged his own path and how that lead him to ESRT. Tony describes ESRT’s unusual IPO process an...Show More
10) Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing
In this episode, Southeastern's Vice-Chairman Staley Cates interviews highly respected peer and long-term friend of the firm, Jonathon Jacobson, Founder of HighSage Ventures and former CIO and Co-Foun...Show More
Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing
1:10:22 | May 4th, 2021