The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change | #125
In Episode 125, we welcome famed short-seller and early stage investor, Tom Barton. We start by going way back, after Tom graduated from Vanderbilt. He walks us through his early career experiences which helped him sharpen his business analysis skills, as well as his operational skills. He developed a great understanding of different industries, yet also what it was like to actually work in them. This was the foundation for the short-selling career that was soon to begin.
Key Points
- Tom Barton's career transitioned from exposing fraudulent companies in the 1980s to becoming an early-stage investor in industries like biotech and satellite TV, eventually leading to managing a family office focused on these sectors.
- The craft of investing requires not only in-depth research and analysis but also the ability to adapt to changing market conditions, as demonstrated by Tom's shift from short selling to private investing when the short selling niche became less viable.
- Accessing the most knowledgeable experts in a given field is critical for making informed investment decisions, a strategy that Tom emphasizes has been instrumental in his investment success, including in the biotech industry.
Follow Tom: X
Resources: From Alchemy To Ipo: The Business Of Biotechnology
Chapters
| 0:00 | |
| 1:20 | |
| 6:56 | |
| 18:12 | |
| 26:51 | |
| 40:00 | |
| 53:00 | |
| 1:01:13 | |
| 1:09:39 | |
| 1:23:24 | |
| 1:24:31 |
Transcript
Loading transcript...
- / -