Brad Jacobs
speaker
1,288 appearances
1 recordings
1 series
first heard Aug 2026
last heard 4 Aug
Brad Jacobs’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
My companies have outperformed their indexes, not by one or 200 basis points, but sometimes by five or six times what the index was.
So you have to think differently and take things that are from a different point of view.
So one of my favorite investors in my companies has been Orbis out in California and in Bermuda.
And they're contrarians.
they're willing to make a bet and a significant bet if they have a high conviction about a trend or a company that the market's not seeing.
Something's out of favor, but the market doesn't understand something about it.
Maybe a company is not studied enough.
It's not covered enough.
Maybe management is not good at communicating their story and it's dislocated.
The price is dislocated and you can get a real good value by buying those shares and then being patient, playing it out the cycle and make real good returns.
And I've seen them do that with my companies.
When something happened in the marketplace that made us a cheap stock for a short period of time, boom, they came in and they bought a lot of shares and wrote them up and then sold them really, really high.
I think that contrarian value approach to investing to business is profound.
I think that's important.
And I remember when I sold my first company, Amorex, my old brokerage company.
We'd started a company in 1979.
bunch of broke, scrappy kids.
And we're in the right place at the right time.
And the Iranian revolution took place and the Shah got kicked out and Khomeini came in and they took 400 hostages and the oil prices went way, way, way up.
So it was a great time.
Showing 381–400 of 1,288 · page 20 of 65
← Previous
Next →