エピソード

  • 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.”

    Hosted on Acast. See acast.com/privacy for more information.
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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.

    Hosted on Acast. See acast.com/privacy for more information.
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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.

    Hosted on Acast. See acast.com/privacy for more information.
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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.


    Hosted on Acast. See acast.com/privacy for more information.
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    14 分
  • Dassault Systèmes

    Dassault Systèmes
    2025/02/28

    A French technology champion which has undergone a valuation de-rating and merits investor attention.


    Presented by Edward Chancellor with Jordane Guillot, an investment analyst.

    Hosted on Acast. See acast.com/privacy for more information.
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    17 分
  • Fishing in Uncrowded Waters

    Fishing in Uncrowded Waters
    2024/12/20

    A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.


    Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets


    Hosted on Acast. See acast.com/privacy for more information.
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    17 分
  • Investment Bankers and the Capital Cycle

    Investment Bankers and the Capital Cycle
    2024/12/20

    A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker.


    Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe


    Hosted on Acast. See acast.com/privacy for more information.
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    21 分
  • AI: Scaling Flaw

    AI: Scaling Flaw
    2024/11/29
    The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.

    Hosted on Acast. See acast.com/privacy for more information.
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    18 分