Robert discusses Investing, friendship, long short strategies, life time of compounding with Michael Wang. Michael Wang is the co president of the Columbia Value Investing student association, former economic consultant, proud alum of Boston College. He is a passionate investor, especially on the short side. He is well versed in the business of electric wires, cables, industrials and oil and gas. Michael is also a surfer and a great two way basketball player.
Disclaimers:
Robert Zhang is the principal of an investment adviser [(the “Investment Manager”)][ Pure Value Capital)
The information contained in this podcast is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. The trends and conclusions presented in this podcast reflect the opinions of Robert Zhang, based on his own analysis. As such, the opinions and conclusions expressed should not be viewed as definite or exhaustive, and other interpretations or outcomes are possible based on different perspectives or more comprehensive, or different, data.
There is no consideration given to the specific investment needs, objectives, or tolerances of any of the listeners and accordingly, this material does not constitute a personal recommendation. Listeners should consult their own advisors, including tax advisors, before making any investment decision.
The Investment Manager’s actual investment positions may, and often will, vary from the conclusions discussed herein based on any number of factors, such as client investment restrictions, portfolio rebalancing and transactions costs, among others.
The specific investment examples, if any, discussed during this podcast are included for illustrative purposes to indicate Robert Zhang’s potential investment processes and strategies and the types of companies that Robert Zhang believes are representative of a particular theme. It should not be assumed that any investment discussed herein has been or will be profitable, or that recommendations made in the future will be profitable or will equal the investment performance of the specific investment examples discussed herein. There is no guarantee that companies, if any, mentioned in this podcast are those in which the Investment Manager will invest in or will be included in any of the Investment Manager’s portfolios in the future.
Certain statements in this podcast represent those of the interviewees. Such statements are the interviewee’s own opinions and personal views. None of the interviewee’s are a current client or investor of the Investment Manager. Additionally, the interviewees did not receive any cash compensation for their statements contained in this podcast.
No part of this material may be (i) copied, photocopied, or duplicated in any form by any means or (ii) redistributed without the prior written consent of the Investment Manager. The views expressed herein are solely those of Robert Zhang as of the date of publication and are subject to change without notice.
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