Vulcan Value Partners, every mention

3 scenes (said by Ted Seides) · ← back to Vulcan Value Partners

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every year anyone Ted Seides 22Jim Falbe 13

Verbatim, from the transcripts: the passages where Vulcan Value Partners comes up

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Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) Jun 8, 2023 · 22 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… 2 times in the scene
  • ▶ 13:38 Ted Seides What did you learn working at Vulcan that was different from what you had figured out on your own? 14 times in the scene
  • ▶ 26:18 Ted Seides When you're sitting at Vulcan, it's twenty billion. 6 times in the scene
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