Portfolio Manager, Django Davidson, joined hosts Tano Santos and Michael Mauboussin on the latest episode of Value Investing with Legends podcast.

During the episode he discussed his own journey into investing, the origins of the capital cycle framework and many of the current investment trends influencing the market today along with many real-world investment case studies.

The button below will take you directly to Spotify.

Apple Podcasts: Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking