My guest is Harvey Sawikin co-founder of Firebird Management and lead manager of Firebird’s Eastern Europe and Russia funds. I met Harvey when he came to my idea exchange several years ago and impressed the crowd with his knowledge on Eastern Europe. He shared some fantastic ideas that performed extremely well. On this podcast episode, we discussed Bank of Georgia (listed in … [Read more...]

My guest is Austin Crites, Chief Investment Officer of Aurora Asset Management. I met Austin at VALUEx Vail which is organized by Vitaliy Katsenelson. Austin told me about Lovesac and their very cool 'sactionals' (an adaptable coach). The stock is listed in the U.S. with the ticker LOVE. In the episode we discuss the company, its history, and what it could be worth. Watch … [Read more...]

At the annual CFA Forecasting Event on May 24 in Cyprus I presented "A Smarter Way to Look at Market Multiples and the P/E of the S&P 500". My goal was to remind everyone that the relationship between multiples and fundamentals continues to exist. This was not just a theoretical/academic exercise but a truth that occurs in the markets. As investors we either agree with … [Read more...]

In the first episode of my newly launched podcast, I've invited my friend Evan Tindel. Evan is the Chief Investment Officer of Bireme Capital. We discuss high dividend payer British American Tobacco which is listed in London with the ticker symbol BATS. Has this tobacco stock been beaten down too hard? Watch the YouTube video below, or listen to the episode on … [Read more...]