Episode 12 - Hunter Hopcroft

Episode 14 - Chance Butler

Join us as we delve into the world of Nintendo with Chance Butler, a former digital detective turned savvy investor. Discover how Chance's unique investigative skills uncover Nintendo's hidden value and strategic shifts that could redefine the gaming industry. From the launch of the Switch 2 to the expanding role of Nintendo's intellectual property in movies and theme parks, this episode reveals how these elements contribute to a resilient, high-margin ecosystem. Perfect for investors and gaming enthusiasts alike, this conversation offers insights into Nintendo's enduring appeal and future growth potential.

Episode 13 - Tyler Brown

Jeff and Donnie sit down with Tyler Brown from Markel Group to explore the values behind one of America’s most admired companies. Tyler, a member of Markel’s investment team and its head of investor relations, shares how the company’s principles—rooted in a simple yet powerful 1986 creed—guide its decisions, long-term thinking, and focus on community. From Markel’s origins in 1930 to its evolution into a diversified global holding company, you’ll learn how a small specialty insurer built an ecosystem of enduring and resilient value creation. Plus, Tyler discusses the Markel Reunion, an annual gathering that welcomes thousands of investors from around the world to Richmond, Virginia— a link to the event is in the episode description. https://mklreunion.com/ [https://mklreunion.com/] https://www.tixtree.com/e/richmond-reception-53995daddb00 [https://www.tixtree.com/e/richmond-reception-53995daddb00] https://www.tixtree.com/e/value-cville-2026-c7abb59b36a8 [https://www.tixtree.com/e/value-cville-2026-c7abb59b36a8]

Episode 12 - Hunter Hopcroft

valuecville.com/richmondreception [valuecville.com/richmondreception] In this episode, Jeff and Donnie are joined by Hunter Hopcroft to discuss the evolving landscape of private credit, exploring its growth as an asset class, the dynamics between borrowers and lenders, and the impact of market trends and media coverage. They delve into the historical context of private credit, its relationship with private equity, and the future outlook for investors. The conversation emphasizes the importance of understanding the nuances of private credit and its role in modern finance. Episodes Sources: * From Investment to Savings [https://www.lewisenterprises.blog/p/3aa2eacc-e69d-4779-8641-4917538458f8] - The marriage of private credit and insurance * Capital Migration [https://www.lewisenterprises.blog/p/3295e7ea-8331-4f46-838c-475f7aae2c3b] - How public markets dysfunction had led to private credit growth * Alpha ex-Ante [https://www.lewisenterprises.blog/p/alpha-ex-ante?r=36i6u] - How private credit builds alpha into the term structure * Hippocratic Capital Allocation [https://www.lewisenterprises.blog/p/hippocratic-capital-allocation-target-date-funded-retirement?r=36i6u] - The TDF problem

Episode 11 - David Bastian

Jeff and Donnie welcome David Bastian, a portfolio manager at Kingdom Capital. They discuss the intricacies of the non-woven materials industry, focusing on the merger between Berry Global and Glatfelter, which formed Magnera. The conversation delves into the challenges and opportunities within the industry, including overcapacity, tariff impacts, and the potential for synergies and cost savings. David shares insights into the company's strategy for deleveraging and the importance of maintaining a competitive edge in a capital-intensive market.

Episode 10 - Steve Gorelik

Dive into the world of investment with Steve Gorelik from Firebird Management! Discover their unique strategies and insights into banking sectors in Kazakhstan and Georgia. Learn about the profitability of banks, economic landscapes, and the future of international investments.