In episode 218 we welcome our guest, Adam Karr. In today’s episode, we’re talking stocks and investment process.

We cover Orbis’ investment philosophy, and the relentless focus on companies trading at a discount to intrinsic value through a bottom-up analysis process. Adam offers thoughts on the current environment and why he thinks this looks more like the .com bubble, rather than the aftermath of the global financial crisis.

We get into some of the opportunities in the market today and discuss emphasizing companies with balance sheet strength and thinking in terms of long-term, normalized earnings power.

All this and more in episode 218 with Orbis Investments’ Adam Karr.

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