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Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08 – The Acquirers Podcast

Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08

Date: 3/3/2025Podcast: The Acquirers PodcastThe Acquirers Podcast↗

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Bullish:

$LYRICALAM - Lyrical Asset Management's deep value investing strategy, with a portfolio PE of 12, significantly lower than the S&P 500.
$AMP - Ameriprise, a long-term holding of Lyrical Asset Management, is viewed as a simple and attractive business in wealth and asset management.
$PRI - Primerica, an insurance company focusing on low-end term life policies for the lower middle class, with a unique risk management approach.
$VALUEINDEX - Large cap value indices are poorly constructed, providing opportunities for active managers to outperform.

Bearish:

$STAPLES - Consumer staples companies are overvalued, trading at premium multiples despite minimal earnings growth over the past decade.