Share Where's the Beef? Micah Martin, CFA 5 May 2020 Consumer commodities analyst Micah Martin discusses how COVID-19 has disrupted the U.S. protein supply chain and how this could lead to protein shortages for consumers. The views expressed are those of Diamond Hill as of April 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice. As of March 31, 2020, Diamond Hill owned McDonalds Corp. (debt) and Walmart, Inc. (equity, short). As of January 31, 2020, Diamond Hill owned Kroger Co. (debt).
The JRo Show: Interview With Win Murray 1 April 2024 Our director of research, Win Murray, discusses identifying investment talent, how a research team should operate, what makes a great analyst and more. (78 min podcast) Listen
Beyond the Magnificent Seven: Where We See Value Today 28 March 2024 Portfolio managers Austin Hawley and Rick Snowdon share insights on finding value in today's market. From the Magnificent Seven's divergence to opportunities in regional banks, real estate, and more — get their unique perspective on where they're uncovering attractive valuations. (26 min video) Watch