Jump to content

Podcast: John Malone’s Liberty Companies + Investing in Kinder Morgan


EricSchleien
 Share

Recommended Posts

Episode #7 released! In this episode we discuss a pipeline company that's trading at a discount to liquidation value, bonds, preferreds, equity, and both the Canadian and American markets. Tim has a really interesting and diverse background:

 

12 years of experience as a trader on a Proprietary Credit trading desk in New York and Toronto, and at hedge funds in Toronto. In that time, Tim traded and invested in all asset categories - bonds, derivatives and equities - globally. Wanting more freedom, Tim decided to focus on managing his own portfolio and investments. He enjoys reading, learning and thinking deeply about markets and investments.

 

Investing Style

 

His investing style focuses on value; buying good companies well below fair value or finding mispriced securities with a lot more upside than downside. This approach is a disciplined one with a long-term focus. He's opportunistic and focuses on areas of the market where recent volatility or apathy may create opportunity.

 

https://www.podbean.com/media/share/pb-t2zrg-688e56

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...