Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) | Capital Allocators – Inside the Institutional Investment Industry

This podcast episode delves into the remarkable journey of Jim Falbe from humanitarian worker to successful investment manager, emphasizing the importance of networking, mentorship, and education in the investment industry. It also explores the use of AI and technology in value investing, focusing on idea generation, feature engineering, and natural language processing for analyzing unstructured data.

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Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

Capital Allocators – Inside the Institutional Investment Industry

From Humanitarian Work to Value Investing: Jim Falbe's Journey

Life Lessons from Humanitarian Work and Warren Buffett

From Humanitarian Work to Investment Success: The Journey of Jim Osman

From Vulcan to Saguaro: Lessons in Growth and Values

AI's Impact on Investment Research and Idea Generation

AI-Driven Investment Insights: Uncovering Hidden Opportunities

From Winrich Capital Management to Saguaro: A Journey of Values and Connection

Saguaro's Investment Philosophy: Finding Quality Businesses at a Discount

Long-Term Investing: Patience, Discipline, and Quality Selection

Value Investing: Portfolio Sizing, Risk Management, and Technology Tools

Leveraging AI for Value Investing: Strategies and Challenges

Games Workshop: A Unique Investment Opportunity

Life Lessons, Investment Insights, and the "Poop Principle"

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

Capital Allocators – Inside the Institutional Investment Industry

00:05From Humanitarian Work to Value Investing: Jim Falbe's Journey

From Humanitarian Work to Value Investing: Jim Falbe's Journey

05:23Life Lessons from Humanitarian Work and Warren Buffett

Life Lessons from Humanitarian Work and Warren Buffett

09:55From Humanitarian Work to Investment Success: The Journey of Jim Osman

From Humanitarian Work to Investment Success: The Journey of Jim Osman

14:42From Vulcan to Saguaro: Lessons in Growth and Values

From Vulcan to Saguaro: Lessons in Growth and Values

18:58AI's Impact on Investment Research and Idea Generation

AI's Impact on Investment Research and Idea Generation

23:53AI-Driven Investment Insights: Uncovering Hidden Opportunities

AI-Driven Investment Insights: Uncovering Hidden Opportunities

28:04From Winrich Capital Management to Saguaro: A Journey of Values and Connection

From Winrich Capital Management to Saguaro: A Journey of Values and Connection

31:25Saguaro's Investment Philosophy: Finding Quality Businesses at a Discount

Saguaro's Investment Philosophy: Finding Quality Businesses at a Discount

35:48Long-Term Investing: Patience, Discipline, and Quality Selection

Long-Term Investing: Patience, Discipline, and Quality Selection

41:46Value Investing: Portfolio Sizing, Risk Management, and Technology Tools

Value Investing: Portfolio Sizing, Risk Management, and Technology Tools

47:27Leveraging AI for Value Investing: Strategies and Challenges

Leveraging AI for Value Investing: Strategies and Challenges

52:04Games Workshop: A Unique Investment Opportunity

Games Workshop: A Unique Investment Opportunity

57:11Life Lessons, Investment Insights, and the "Poop Principle"

Life Lessons, Investment Insights, and the "Poop Principle"