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The Price-to-Value Podcast with Southeastern Asset Management

Welcome to The Price-to-Value Podcast with Southeastern Asset Management. This podcast series is for people interested in hearing Southeastern’s take on the topics that are top of mind for our clients and how they may impact our portfolios, from our Business, People, Price perspective.

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.

If you have questions about our podcasts, please feel free to email us at podcast@seasset.com.


Episode 07 - Live from Omaha: International Value with FEG, Southeastern and Evermore

View The Price-to-Value Podcast - Ep. 07 Transcript.


Episode 06 - Prem Watsa - Insights on Investing, Underwriting and the Importance of Culture

View The Price-to-Value Podcast - Ep. 06 Transcript.


Episode 05 - Three Generations of Leadership

View The Price-to-Value Podcast - Ep. 05 Transcript.


Episode 04 - Unlocking Value in European Conglomerates

View The Price-to-Value Podcast - Ep. 04 Transcript.


Episode 03 - Is Value Investing Dead?

View The Price-to-Value Podcast - Ep. 03 Transcript.


Episode 02 - The Potential Impact of Tariffs and Trade Wars

View The Price-to-Value Podcast - Ep. 02 Transcript.


Episode 01 - The Evolution of Media and Telecom

View The Price-to-Value Podcast - Ep. 01 Transcript.

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Current and future holdings are subject to risk and past performance is no guarantee of future results.

Podcasts should not be copied, distributed, published, or reproduced, in whole or in part. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

P/V (“price to value”) is a calculation that compares the prices of the stocks in a portfolio to Southeastern’s appraisal of their intrinsic values. The ratio represents a single data point about a stock and should not be construed as something more. P/V does not guarantee future results, and we caution investors not to give this calculation undue weight.