Throwback Thursday Bill Miller's iconic teachings on the importance of mental open-mindedness and flexibility when investing. Bill would share these quotes and image to illustrate the importance of viewing things from multiple perspectives. His belief in the power of different narratives and interpretations continues to guide us today, reminding us that staying mentally agile is key to success. Read more of Bill’s historic letters and our own insights: https://lnkd.in/e4nT_zG2
Patient Capital Management, LLC
Financial Services
Baltimore, Maryland 2,107 followers
Timeless principles of value investing with a forward looking lens.
About us
Patient Capital Management is a woman-owned and operated next-generation value investment advisor that aims to provide competitive returns with a lower fee structure. The Firm offers investment management services to the Patient Strategy for institutional investors. The firm is located in Baltimore, MD.
- Website
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https://patientcapitalmanagement.com
External link for Patient Capital Management, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Baltimore, Maryland
- Type
- Privately Held
- Founded
- 2020
Locations
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Primary
One South Street
Baltimore, Maryland, US
Employees at Patient Capital Management, LLC
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Samantha McLemore, CFA
Founder & Managing Member, Patient Capital Management | Investment Expert | Champion for Female Leadership and Empowerment | Advocate for Optimizing…
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Christina Siegel Malbon, CFA
Assistant Portfolio Manager, Patient Capital Management | Advocate for Financial Empowerment & Independence
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David Khan
Chief Financial Officer at Patient Capital Management
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Peyton Peterson
Jr. Project Analyst
Updates
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At Patient Capital, we focus on identifying intrinsic business values. Over time, stock prices follow business fundamentals. In the short term, they can diverge substantially creating opportunities. Read the rest of Bill’s Historical commentary here: https://lnkd.in/e4nT_zG2
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After the Sahm recession rule was triggered yesterday, in our most recent blog post analyst Tyler Grason dives into why we believe being a patient investor will pay off in the long run https://lnkd.in/eNEWwWdb
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Wealth is built through time, not timing . As our founder and CIO, Samantha McLemore, CFA noted in her Quarterly Commentary: “ One of the biggest challenges for investors is not to let simple mistakes destroy investment returns. Letting macro fears derail a sound investment portfolio. Letting FOMO (fear of missing out) suck you into what’s hot at exactly the wrong moment. Throwing in the towel on laggards at the bottom. The current environment tempts fate in many ways. Read more of Samantha’s insights here: https://lnkd.in/e_hEaMdr
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Watch last week’s clip of Founder and CIO Samantha McLemore, on CNBC’s The Exchange to hear her viewpoints on the Magnificent 7, value investing in the current market and more
Mag 7 likely to continues gains over next year, says Samantha McLemore
https://www.youtube.com/
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Did you know: 96% of AI/ML unicorns and 90% of Forbes AI 50 companies run on AWS, Amazon.com Inc’s $AMZN cloud platform Follow along for more market insights and what we’re watching! For more details, read the full article here: Amazon's AWS Summit Showcases GenAI's 'Multi-Billion Dollar' Momentum | Markets Insider (businessinsider.com)
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Reminder to join Samantha McLemore, CFA Founder and Portfolio Manager of Patient Capital and Christina Siegel Malbon, Assistant Portfolio Manager, for our quarterly update webinar. The team will discuss why we believe the portfolio is positioned for continued upside potential
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UPDATED TIME: Samantha McLemore, CFA will now be live on CNBC’s The Exchange with Kelly Evans at 1:30 PM EST. Tune in then to hear her take!
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Reminder to tune in tomorrow, July 18th @ 1PM EST to watch Samantha McLemore, CFA live with Kelly Evans on CNBC's The Exchange
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Founder, Portfolio Manager, and CIO, Samantha McLemore, CFA discusses the bifurcation in the market and the attractive setup for recent laggards. Read Samantha’s Letter to find out why we think names like Kosmos Energy $KOS, Everi Holdings $EVRI, and Norwegian Cruise Line $NCLH are attractive long-term opportunities. Read More: https://bit.ly/4d3ingl