VALUE Cville Podcast

1. 15

   Season Finale: Magnite (MGNI)

   Donnie Sattar on connected TV advertising and Magnite’s place in ad tech.

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2. 14

   Chance Butler

   Chance Butler on Nintendo’s hidden value, the Switch 2, and its growing IP empire.

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3. 13

   Tyler Brown

   Tyler Brown of Markel Group on the company’s values, history, and the Markel Reunion.

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4. 12

   Hunter Hopcroft

   The rise of private credit as an asset class and what it means for investors.

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5. 11

   David Bastian

   David Bastian of Kingdom Capital on Magnera and the non-woven materials industry.

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6. 10

   Steve Gorelik

   Steve Gorelik of Firebird Management on banks in Kazakhstan and Georgia.

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7. 9

   Bogumil Baranowski

   Where investing meets philosophy: AI, value beyond the numbers, and the emotional side of investing.

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8. 8

   Shawn O’Malley

   Shawn O’Malley of the Investors Podcast Network breaks down Uber and autonomous vehicles.

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9. 7

   Paul Johnson, Part 2

   AI and investing, the role of relationships, and what wealth means for life choices.

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10. 6

    Paul Johnson, Part 1

    Educator and investor Paul Johnson on the value of growth and what to pay for it.

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11. 5

    Calgary Leveen, Part 2

    A deeper look at NextNav’s position in telecom, from the FCC to rollout.

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12. 4

    Calgary Leveen, Part 1

    Calgary Leveen of Anhinga Investment Partners on the NextNav thesis and GPS backup.

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13. 3

    Jeremy Deal, Part 2

    Volatility, position sizing, and how power laws shape investing and life.

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14. 2

    Jeremy Deal, Part 1

    Our first interview: Jeremy Deal of JDP Capital on market "gorillas."

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15. 1

    Introductions

    Meet the hosts and get a preview of the conversations ahead.

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Prefer video? Season 1 is also on YouTube.