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

Welcome to a new episode of the Valley Investing with Lions podcast. I'm Tano Santos, the Robert Halbrunn Professor of Asset Management and Finance at Columbia Business School, and the faculty director at the Halbrunn Center. I'm here with my co-host, Michael Mabusen, and a young professor at Columbia Business School and a faculty member as well at the Helbrunn Center. Michael, how are things? Doing very well, Tano, and I'm super excited about our conversation today. We're gonna go through some very interesting analytical frameworks that should be of great value to our listeners. I love intellectual and conceptual conversation, so I can think of a better way of actually finishing our Val Investing with Lane's podcast season.

This opportunity comes to us through a couple of our students, Christian Walter from Deval Investing Program. And Alexander Nelson from the Executive Education Programme and whom I met last week in London. Both absolutely brilliant. And who were prompting me about the interesting investment philosophy of our guests today. And per usual my answer was Well, I'm not so sure, or I don't know.

So let's have a podcast. This is one of the advantages of having a podcast is that you get to invite smart people to tell you things you don't know. and explore the deeper issues in asset management. We're happy to welcome in the programme today. Django Davidson, who is a partner and PM at House Kings Partners.

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