Podcast

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 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.