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Graham Holdings: Tim O’Shaughnessy on His and Graham’s Past, Present, and Future
Manage episode 473763392 series 2526093
They start by discussing Tim’s journey from his early interest in investing to co-founding and leading LivingSocial to joining Graham Holdings (GHC) in 2014. The unique factors of being a family-controlled company and former board member Warren Buffett’s influence are highlighted. They discuss GHC’s three main businesses in education, healthcare and media, along with how the company stays focused as a holding company. Tim also shares his perspective on GHC’s overfunded pension asset and the company’s long-term capital allocation strategy. As always, we like to end episodes with a personal question, so Tim reflects on the lessons learned from his summer job at a US Post Office sorting facility during college.
27 episodes
Graham Holdings: Tim O’Shaughnessy on His and Graham’s Past, Present, and Future
The Price-to-Value Podcast with Southeastern Asset Management
Manage episode 473763392 series 2526093
They start by discussing Tim’s journey from his early interest in investing to co-founding and leading LivingSocial to joining Graham Holdings (GHC) in 2014. The unique factors of being a family-controlled company and former board member Warren Buffett’s influence are highlighted. They discuss GHC’s three main businesses in education, healthcare and media, along with how the company stays focused as a holding company. Tim also shares his perspective on GHC’s overfunded pension asset and the company’s long-term capital allocation strategy. As always, we like to end episodes with a personal question, so Tim reflects on the lessons learned from his summer job at a US Post Office sorting facility during college.
27 episodes
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