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The Price-to-Value Podcast with Southeastern Asset Management


Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recordedRead more

Popular episodes

ESRT: Tony Malkin on COVID, ESG and the Enduring Power of NYC

Aug 27 • 56:15

Ross and Tony start by discussing Tony’s background, having grown up in the real estate industry, how he forged his own path and how that lead him to ESRT. Tony describes ESRT’s unusual IPO process and discusses how having a separate family office helps him as a real estate operator. Next, they discuss the iconic nature of the Empire State Building Observatory and how it h...

Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing

May 4 • 01:10:22

In this episode, Southeastern's Vice-Chairman Staley Cates interviews highly respected peer and long-term friend of the firm, Jonathon Jacobson, Founder of HighSage Ventures and former CIO and Co-Founder of Highfields Capital....

GE: Larry Culp on Lean Manufacturing, Culture and COVID

Jan 22 • 50:40

In this episode, Southeastern’s Vice-Chairman Staley Cates interviews Larry Culp, Chairman and CEO of General Electric....

Accor: Sébastien Bazin on Travel and Hospitality in a Post-COVID World

Dec 11 • 57:19

In this episode, Southeastern’s London-based Senior Analyst and Principal, John Woodman, interviews Sébastien Bazin, Chairman and CEO of Accor. They discuss the short-term impact and long-term implications of COVID-19 on the hospitality industry [1:37 – 3:40], as well as steps Accor has taken to position itself to be a beneficiary of the travel recovery [3:44 – 6:20]. Next...

Margaret Casely-Hayford on How Values Impact Value

Sep 1 • 01:05:59

In this episode, Southeastern’s London-based Global Head of Client Relations and Communications, Gwin Myerberg, Senior Analyst, John Woodman, and Junior Analyst, Alicia Cardale, have a broad-ranging discussion with Margaret Casely-Hayford CBE. A British lawyer by trade, Margaret is an expert on corporate governance and diversity and inclusion, with extensive insight and ex...

Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic

Jun 1 • 01:01:55

In this episode, Senior Analyst Lowry Howell and CEO and Head of Research Ross Glotzbach interview Ynon Kreiz, CEO of Mattel. They discuss how Ynon went from a windsurfing instructor to media entrepreneur at Fox Kids Europe, Endemol and Maker Studios before becoming CEO at Mattel. [3:06-9:02] Next, Ynon discusses how Mattel has remained innovative through the current envir...

US Small Cap: Re-Opening After Two Decades

Apr 14 • 28:43

In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors....

Global Volatility and Opportunity with Southeastern’s Portfolio Managers

Mar 18 • 47:41

The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's portfolio managers share their current thoughts, while recognizing that the situation is changing every day....

Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia

Dec 9 • 56:07

Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco International and Melco Resorts. They cover a range of topics, starting with the history of Melco, the evolution of the Melco-Crown relationship over time and lessons learned from Lawrence’s father and industry legend, Stanley Ho....

FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity

Nov 6 • 01:04:24

In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal Service; the two-player ...

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