Podcasts Business Investing The Meb Faber Show Kim Shannon - Ive Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value | #153

Kim Shannon - Ive Long Believed That The Market Reflects Human Nature As Much As It Does Underlying Fundamental Value | #153

Published: May 1, 2019, 5 p.m.

In episode 153 we welcome Kim Shannon. Kim begins with a discussion of human nature and her value investing framework. She covers the importance of using discipline, the characteristics she and her team look for, the question of value\u2019s efficacy, and the opportunity going forward for value to show its might.\nMeb then asks where she\u2019s seeing value right now. Kim talks about Canada and it\u2019s valuation relative to other markets, and that a number of investors are interested in the concept of concentrated investment portfolios. She then gets into potential overvaluation in pockets of the Canadian housing market.\nThe conversation then shifts with Meb asking about Kim\u2019s event in Omaha this year around the 2019 Berkshire Hathaway meeting, the Variant Perspectives Value Investing Conference, to raise awareness about the gender bias gap in the investment sector.\nAll this and more in episode 153.\nLearn more about your ad choices. Visit megaphone.fm/adchoices