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Graham Holdings: Tim O’Shaughnessy on His and Graham’s Past, Present, and Future

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Manage episode 473763392 series 2526093
Content provided by Southeastern Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Southeastern Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

27 episodes

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iconShare
 
Manage episode 473763392 series 2526093
Content provided by Southeastern Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Southeastern Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

27 episodes

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