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  • Greek Banking Odyssey

    Greek Banking Odyssey
    2025/06/30

    The remarkable revival of Greek banks following a turn in the capital cycle.

    Edward Chancellor talks to Laura Fyffe, an Emerging Markets Analyst.

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    16 分
  • Japan Merger Mania

    Japan Merger Mania
    2025/06/30

    Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

    Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.

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    21 分
  • Platinum Bombed

    Platinum Bombed
    2025/05/30

    Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong.

    Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.

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    23 分
  • US Small Caps: Margin of Safety

    US Small Caps: Margin of Safety
    2025/05/30

    The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.

    Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.

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    13 分
  • Founder’s Story

    Founder’s Story
    2025/05/01
    Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.”

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    47 分
  • Fish Tales

    Fish Tales
    2025/03/31

    The attractions of the salmon farming industry.


    Edward Chancellor talks to Nick Longhurst.

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    14 分
  • Whitbread

    Whitbread
    2025/03/31

    The capital cycle in the UK budget hotel industry.


    Edward Chancellor talks to Tytus Żurawski.

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    19 分
  • Robustness Ratio Revisited

    Robustness Ratio Revisited
    2025/02/28

    How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals.


    Presented by Edward Chancellor with Alice Li, an investment analyst.


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    14 分