Matthew Fine - Buying Gray Clouds and Building Resilient Portfolios

Welcome to a new episode of the Valley Investing with Lyons podcast. My name is Tano Santos. I'm the Robert Hellbrunn Professor of Asset Management and Finance at Columbia Business School and the faculty director at the Hellbrun Center for Graham and Dor Investing. I'm here with my co-host, Michael Mabusan, an Ajahn professor at Columbia Business School, and also a faculty member at the Hellbrunn Center. Michael, how are you?

I'm doing great, Tano. We're recording this toward the end of our semester, which is always a bittersweet sensation, but at least for our group, it's been a terrific semester. Great students, wonderful guests, so lots of fun. So it's again bittersweet as usual. I know, I know that your students are now submitting their stock pitches and I know because they send them to me.

There's some good stuff. So I just got one on Spotify that looks to me like a lot of fun. by my TA Roberto who's a great guy. So yeah, no we're getting to the end and my students are working on their stock pitches for the 5x5x5 that's on Russo's student portfolio. So it should be a lot of fun to spend a weekend reading their cases.

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