Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)

<p><span style="color: #333333;">Today’s Sponsored Insight features Jim Falbe. Jim is the founder of Saguaro Capital Management, a newly launched value-oriented investment firm spun out of Vulcan Value Partners that blends traditional value investing with modern AI and data science inputs.<br /> <br /> Our conversation covers Jim’s path to value investing, experience at Vulcan, introduction of AI automation into the investment process, and founding Saguaro. We discuss sourcing the best businesses in the world, researching investments, making decisions, constructing portfolios, and applying technology tools to value investing. We close discussing the foundation for long-term investing at Saguaro and an investment example.<br /> <br /> <strong>Show Notes</strong><br /> 02:42    Path to value investing<br /> 14:13    Experience at Vulcan Value Partners<br /> 18:55    Integrating AI into the investment process<br /> 26:51    Founding Saguaro<br /> 32:15    Investment beliefs<br /> 33:50    Sourcing<br /> 36:17    Researching and evaluating investments<br /> 39:40    Portfolio construction<br /> 43:50    Risk<br /> 44:36    Options strategy<br /> 47:45    Applying tech tools to value investing<br /> 52:34    Investment example<br /> 57:05    Closing questions<br /></span></p> <p> </p> <p><strong>Learn More</strong></p> <p>Follow Ted on Twitter at <a title= "https://twitter.com/tseides?lang=en" href= "https://twitter.com/tseides?lang=en">@tseides</a> or <a title="https://www.linkedin.com/in/tedseides/" href="https://www.linkedin.com/in/tedseides/">LinkedIn</a></p> <p>Subscribe to the <a title="https://capitalallocators.com/" href="https://capitalallocators.com/">mailing list</a></p> <p>Access Transcript with <a title= "https://capitalallocators.com/signup" href= "https://capitalallocators.com/signup">Premium Membership</a></p>