Saguaro Capital Management, every mention

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Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) Jun 8, 2023 · 9 mentions

  • ▶ 0:52 Ted Seides My guest on today's sponsored insight is Jim Falby, 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… 3 times in the scene
  • ▶ 17:26 Jim Falbe We did the same thing at Saguaro.
  • ▶ 30:19 Ted Seides So when you set out to form Saguaro, you mentioned the importance of having values that you really live by and work by. 2 times in the scene
  • ▶ 32:01 Ted Seides What is that set of investment beliefs that you have that drive what you're doing at Saguaro?
  • ▶ 59:24 Jim Falbe I'm so grateful to him, though, because a lot of the things I learned from him, I helped implement at Vulcan, and ultimately, we've implemented at Saguaro. 2 times in the scene
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