Samantha McLemore, Miller Value Partners - We're In Optimism With Pockets Of Euphoria | #329

In episode 329, we welcome our guest, Samantha McLemore founder of Patient Capital Management and a Co-Portfolio Manager at Miller Value Partners. In today’s episode, Samantha shares how sending her resume to someone by the name of Bill Miller led to her starting as an analyst under Bill 20 years ago. We hear how the firm defines value and thinks about its edge in the investment process. Then Samantha walks us through some names in her portfolio and the thesis behind them, including ADT, Stitch Fix, GM, and even some SPACs. As we wind down, we go back in time and have Samantha walk through what was going through her mind as she navigated 2020 and the lessons learned from that experience.