Paul Lountzis Interview Transcript & Report - Miguel Barbosa

[claphands22]

Miguel Barbosa at Simoleon Sense did a great video interview with Paul Lountzis that he just turned into well designed 23 page transcript & case study for $3.99.  The interview describes the kind of rigor Lountzis goes through during research and how deep research allows him conviction in times of a deep drop in share price.

 

You can purchase the transcript & case study here: http://www.simoleonsense.com/paul-lountzis-interview-transcript-report-available-for-purchase/

 

Lountzis talks about his experience getting into value investment firms, research into Freddie & Fannie, Progressive, United Health Care and Nike.

 

Lountzis' bio:

 

Prior to forming Lountzis Asset Management, LLC, Mr. Lountzis was employed by Ruane, Cunniff & Company, Inc., New York, NY, a registered investment adviser managing the Sequoia Mutual Fund as well as private accounts, from 1990 through 1999 as an analyst, and as a partner from 1995 through 1999.

Mr. Lountzis was an analyst at Royce & Associates, Inc., New York, NY from 1989 through 1990 where he evaluated small and mid-cap stocks for purchase in institutional accounts as well as various mutual funds including the Pennsylvania Mutual Fund.

 

You can check out the hour and fifteen video for free here: http://www.simoleonsense.com/conversation-with-paul-lountzis-investing-scuttlebutt-research/

 

I've watched the video and bought the report. The 4 bucks is definitely worth it for convenience and time savings.

 

http://www.simoleonsense.com/paul-lountzis-interview-transcript-report-available-for-purchase/

[Guest]

Does anyone know his track record? He has a nice pedigree but I can't find anything about a track record.

[yadayada]

http://www.beyondproxy.com/wp-content/uploads/2014/03/paul-lountzis-annual-letter-2013.pdf

 

His letter

[Guest]

thanks man. :)

 

 

I just scanned it though and I see nothing about his returns. Am I missing it?  :o

[Liberty]

Good presentation by Paul Lountzis at the Ben Graham Centre for Value Investing at IVBS (2019):

 

 

h/t @bluegrasscap

[DW1234]

I'd like to watch the original interview, but can't find it anywhere online. Does anyone know if it's still available somewhere?

 

Edit: I've found a transcript: https://mebfaber.com/wp-content/uploads/2019/03/Interviews-for-Intelligent-Investors-Paul-Lountzis-Complimentary-Copy.pdf