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Q1 2025 Conference Call
Edited Transcript of the 1st Quarter 2025 Conference Call with Dave Iben and Alissa Corcoran April 24, 20254:15 pm ET Mary Bracy: Good afternoon, everyone. I’m Mary Bracy, Kopernik’s Managing Editor of Investment Communications. We’re pleased to have you join us for our first quarter 2025 investor conference call. As a reminder, today’s call is…
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Barron’s | Deputy DoR Simon Shi on CK Hutchison’s Valuation | March 21, 2025
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Wealthion | CIO Dave Iben on Kopernik’s Value Investment Approach | March 13, 2025
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About Time | CIO Dave Iben on the Value of Value with Grant Williams | March 2025
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Conglomerates (Feb 2025)
“A conglomerate is a corporation of several different, sometimes unrelated, businesses. In a conglomerate, one company owns a controlling stake in several smaller companies, conducting business separately and independently.” -Investopedia Before delving into the current, sorry state of esteem for conglomerates, it is useful to look back at their storied history from yesteryear. Per The Saturday Evening Post,…
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BNN Bloomberg | Deputy CIO Alissa Corcoran Talks Gold | February 7, 2025
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South Korea (Jan 2025)
“Rose of Sharon, thousand miles of range and river land;Guarded by her people, ever may Korea stand.” -“Aegukga,” (애국가) South Korean national anthem (English translation) The Rose of Sharon, or mugunghwa, has a long history in Korea. Its name means “eternal blossom that never fades,” and records show that it was treasured as a “blossom…
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Rivers of Babylon (Jan 2025)
During a recent podcast interview with Grant Williams, he asked me a series of questions about value investing: where does the necessary patience come from? Are people born with the requisite skepticism? How does one handle the extreme discomfort that often goes hand-in-hand with owning unpopular stocks? I love thought-provoking questions. In my most recent…
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Q4 2024 Conference Call
Edited Transcript of the 4th Quarter 2024 Conference Call with Dave Iben and Alissa Corcoran January 30, 20254:15 pm ET Mary Bracy: Good afternoon, everyone. I’m Mary Bracy, Managing Editor of Investment Communications here at Kopernik. We’re pleased to have you join us for our fourth quarter 2024 investor conference call. As a reminder, today’s…
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Thoughtful Money Podcast | CIO Dave Iben on 2025: Opportunities in Inefficient Markets | January 12, 2025
