Vulcan Value Partners, every mention
7 scenes (2023) · ← back to Vulcan Value Partners
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every year 2023 anyone Ted Seides 22Jim Falbe 13
Verbatim, from the transcripts: the passages where Vulcan Value Partners comes up
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- ▶ 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
- ▶ 13:25 Jim Falbe Vulcan Value Partners was trying to solicit Notre Dame's business, and they were looking to hire an analyst, and when they came through, Notre Dame said, hey, we've got just the guy.
- ▶ 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
- ▶ 16:59 Jim Falbe But at Vulcan, CT and the other founding partners, including Bruce, really took the time to say, what are the personal things that have driven us over our life? 4 times in the scene
- ▶ 26:18 Ted Seides When you're sitting at Vulcan, it's twenty billion. 6 times in the scene
- ▶ 36:26 Jim Falbe For instance, at Vulcan, we use point estimates of value and it works great if you have businesses where the value is stable and you can size your position according to the discount that you think is in that stock. 4 times in the scene
- ▶ 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. 4 times in the scene