Podcasts Business Investing The Meb Faber Show Jacob Rubin, Philosophy Capital Management Ive Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat | #295

Jacob Rubin, Philosophy Capital Management Ive Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat | #295

Published: March 22, 2021, 5 p.m.

In episode 295, we welcome our guest, Jacob Rubin, founder and Managing Member at Philosophy Capital Management, which focuses on value and distressed credit.\xa0\xa0In today\u2019s episode, we start by discussing Jacob\u2019s windy road to end up where he is today, including a stint under Jerome Simon at Lonestar Capital Management. Then we dive into his investment philosophy, which can be described as old school value in a new school world. He shares how he uses pattern recognition to his advantage, how credit and equity investing help one another, and the thesis for some of his top holdings.\xa0\xa0As we wind down, Jacob explains how he thinks about the short-side of the portfolio and tells the story of why watching a TikTok video led him to immediately cover a short.\xa0\xa0All this and more in episode 295 with Philosophy Capital Management\u2019s Jacob Rubin.\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices