Podcast

Join us as we delve into the world of Nintendo with Chance Butler, a former digital detective turned savvy investor. Discover how Chance's unique investigative skills uncover Nintendo's hidden value and strategic shifts that could redefine the gaming industry. From the launch of the Switch 2 to the expanding role of Nintendo's intellectual property in movies and theme parks, this episode reveals how these elements contribute to a resilient, high-margin ecosystem. Perfect for investors and gaming enthusiasts alike, this conversation offers insights into Nintendo's enduring appeal and future growth potential.

In this episode, Jeff and Donnie are joined by Hunter Hopcroft to discuss the evolving landscape of private credit, exploring its growth as an asset class, the dynamics between borrowers and lenders, and the impact of market trends and media coverage. They delve into the historical context of private credit, its relationship with private equity, and the future outlook for investors. The conversation emphasizes the importance of understanding the nuances of private credit and its role in modern finance.

Dive into the world of investment with Steve Gorelik from Firebird Management! Discover their unique strategies and insights into banking sectors in Kazakhstan and Georgia. Learn about the profitability of banks, economic landscapes, and the future of international investments.

Shawn O'Malley from the Investors Podcast Network joins to delve into the intricacies of Uber's business model. They explore the challenges and opportunities Uber faces in the evolving landscape of autonomous vehicles, advertising, and global expansion. Shawn shares insights from his experience with the Intrinsic Value Podcast, discussing Uber's journey to profitability and the potential impact of autonomous technology on its future.

In this episode of the Value Cville podcast, Jeff and Donnie are joined by esteemed educator and investor Paul Johnson. Together, they delve into the Value of Growth, exploring its evolution and the critical balance between paying for growth and ensuring value. 

​In this episode, Jeff and Donnie sit down with Calgary Leveen of Anhinga Investment Partners for a deep dive into the investment thesis behind NextNav. They unpack the regulatory landscape, explore the future of GPS backup systems, and discuss what it all means for investors navigating the evolving world of positioning technology.

Join us for our first interview with Jeremy Deal of JDP Capital where we discuss gorillas in the market.

Jeff and Donnie sit down with Tyler Brown from Markel Group to explore the values behind one of America’s most admired companies. Tyler, a member of Markel’s investment team and its head of investor relations, shares how the company’s principles—rooted in a simple yet powerful 1986 creed—guide its decisions, long-term thinking, and focus on community. From Markel’s origins in 1930 to its evolution into a diversified global holding company, you’ll learn how a small specialty insurer built an ecosystem of enduring and resilient value creation. Plus, Tyler discusses the Markel Reunion, an annual gathering that welcomes thousands of investors from around the world to Richmond, Virginia— a link to the event is in the episode description.

Jeff and Donnie welcome David Bastian, a portfolio manager at Kingdom Capital. They discuss the intricacies of the non-woven materials industry, focusing on the merger between Berry Global and Glatfelter, which formed Magnera. The conversation delves into the challenges and opportunities within the industry, including overcapacity, tariff impacts, and the potential for synergies and cost savings. David shares insights into the company's strategy for deleveraging and the importance of maintaining a competitive edge in a capital-intensive market.

This episode explores the intersection of investing and philosophy, focusing on the role of AI in investment decision-making, the importance of understanding value beyond just financial metrics, and the emotional journey of investing.

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Jeff and Donnie discuss the evolution of value investing with expert Paul Johnson. They explore the impact of artificial intelligence on investment strategies, the importance of relationships in investing, and the philosophical reflections on wealth and its implications for life choices.

In this episode, we go deeper into the strategic intricacies of NextNav’s positioning within the telecom industry. Whether you're an investment enthusiast or simply curious about how the telecom complex operates from the FCC to implementation, Calgary brings clarity and insight to a complex landscape.

​This episode dives into the intricacies of volatility and position sizing within guerrilla portfolio management. Discover how the power law distribution not only shapes economic and investing outcomes but also influences the decisions that steer our lives.

We’re kicking things off with an introduction to our hosts and a taste of what’s to come—real conversations and fresh perspectives from a community of value investors.