Peter Mantas's guest appearances

Peter Mantas

Valuewalk's ValueTalks

Value Hive Podcast

Kirk Du Plessis

Ben Claremon

Eric Markowitz

Will Hershey

Howard Marks

Tobias Carlisle

Keith Smith

Gautam Baid

Kevin Kelly

Chris White

Bill Browder

Nassim Nicholas Taleb

Gregory Zuckerman

Lawrence Hamtil

Guy Davis

OwlTail

Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He explains how strange of an environment the Biotech industry is experiencing at the moment, he shares the different business models that exist in Biotech, we dive a little bit into the pick and shovels of the Biotech industry such as West Pharmaceutical and Charles River Laboratories, how he researches Biotech and the bull case for ClearPoint Neuro Inc ($CLPT).  Check out the time-stamp below:  [2:00] What is happening to Biotech?  [15:00] Charles River Laboratories International ($CRL) [20:00] West Pharmaceutical Services ($WST)  [25:00] ClearPoint Neuro Inc ($CLPT)  [28:00] Where to find Biotech Opportunities? [31:00] What is Neuralink?  [35:00] Which Business Model is the Most Profitable?  [42:00] How to Research Biotech? [1:03:00] How to build a Biotech Portfolio? [1:14:40] Most Common Questions in Biotech [1:19:00] More from Peter Mantas and Closing Questions  If you like what you heard, follow Peter on Twitter @Logos_LP.  Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. MasterWorks MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started. Try them out today at Masterworks.art/value--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He explains how strange of an environment the Biotech industry is experiencing at the moment, he shares the different business models that exist in Biotech, we dive a little bit into the pick and shovels of the Biotech industry such as West Pharmaceutical and Charles River Laboratories, how he researches Biotech and the bull case for ClearPoint Neuro Inc ($CLPT).  Check out the time-stamp below: <ul> <li>[2:00] What is happening to Biotech? </li> <li>[15:00] Charles River Laboratories International ($CRL)</li> <li>[20:00] West Pharmaceutical Services ($WST) </li> <li>[25:00] ClearPoint Neuro Inc ($CLPT) </li> <li>[28:00] Where to find Biotech Opportunities?</li> <li>[31:00] What is Neuralink? </li> <li>[35:00] Which Business Model is the Most Profitable? </li> <li>[42:00] How to Research Biotech?</li> <li>[1:03:00] How to build a Biotech Portfolio?</li> <li>[1:14:40] Most Common Questions in Biotech</li> <li>[1:19:00] More from Peter Mantas and Closing Questions</li> </ul> If you like what you heard, follow Peter on Twitter @Logos_LP.  Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, <a href="https://quartr.se/" rel="ugc noopener noreferrer nofollow" target="_blank">Quartr.se</a> If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to <a href="https://tegus.co/valuehive" rel="ugc noopener noreferrer nofollow" target="_blank">tegus.co/valuehive</a> for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">TIKR.com/hive</a>. MasterWorks MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started. Try them out today at <a href="https://masterworks.art/value" rel="ugc noopener noreferrer nofollow" target="_blank">Masterworks.art/value</a>--- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

Peter Mantas: Crash Course on Life Sciences & Biotech Investing

This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portfolio construction, how drawdowns can really jeopardize your mental capital, as well Peter Mantas shares with us some tips and tricks on how he analyzes biotechnology companies and the rise of intangible assets. If you like what you heard, please follow Peter on Twitter @Logos_LP Check out the time-stamp below:   [0:00] Who is Peter Mantas? [8:40] Why go into Law School? [14:30] Peter’s Investment Strategy: Cash Park, Peripherals, Core [20:00] Duration Curve and Duration Spectrum [30:00] Drawdowns are present in Great Business [39:00] Idea Generation: Biotechnology [50:00] Biotech’s Prism of Risk  [1:02:00] Biotech 101: How to Start Investing. [1:09:00] Using Technical Analysis in Value Investing [1:20:00] The Rise of Intangible Assets [1:28:00] Areas to Improve as an Investor [1:37:00] More from Peter Mantas and Closing Questions  This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. We're also excited to partner with MITIMCo, the investment office of MIT. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You’ll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging stock-pickers, and more. Check them out at mitimco.org/global-investor today!--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portfolio construction, how drawdowns can really jeopardize your mental capital, as well Peter Mantas shares with us some tips and tricks on how he analyzes biotechnology companies and the rise of intangible assets. If you like what you heard, please follow Peter on Twitter <a href="https://twitter.com/Logos_LP" rel="nofollow" target="_blank">@Logos_LP</a> Check out the time-stamp below:  <ul> <li>[0:00] Who is Peter Mantas?</li> <li>[8:40] Why go into Law School?</li> <li>[14:30] Peter’s Investment Strategy: Cash Park, Peripherals, Core</li> <li>[20:00] Duration Curve and Duration Spectrum</li> <li>[30:00] Drawdowns are present in Great Business</li> <li>[39:00] Idea Generation: Biotechnology</li> <li>[50:00] Biotech’s Prism of Risk </li> <li>[1:02:00] Biotech 101: How to Start Investing.</li> <li>[1:09:00] Using Technical Analysis in Value Investing</li> <li>[1:20:00] The Rise of Intangible Assets</li> <li>[1:28:00] Areas to Improve as an Investor</li> <li>[1:37:00] More from Peter Mantas and Closing Questions</li> </ul> This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, <a href="https://www.quartr.se/" rel="ugc noopener noreferrer nofollow" target="_blank">Quartr.se</a> If you're interested in changing the way you research companies, download the app today and give it a try on Apple and <a href="https://play.google.com/store/apps/details?id=se.quartr.android" rel="ugc noopener noreferrer nofollow" target="_blank">Android</a>. Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to <a href="http://tegus.co/valuehive" rel="ugc noopener noreferrer nofollow" target="_blank">tegus.co/valuehive</a> for a free trial to see for yourself. We're also excited to partner with MITIMCo, the investment office of MIT. In order to help the emerging manager community more broadly, they created <a href="http://emergingmanagers.org" rel="nofollow" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You’ll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging stock-pickers, and more. Check them out at <a href="http://mitimco.org/global-investor" rel="nofollow" target="_blank">mitimco.org/global-investor</a> today!--- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted

Matthew Castel

Good morning listeners,Today is a very special episode with Peter Mantas and Matthew Castel, General Partners of Logos LP. Both share an array of business and legal experience. Peter's experience includes senior managerial roles at large information service and enterprise technology companies and he has capital market experience working in alternative investments at McCarthy Tetrault LLP. Matthew's experience includes working at large enterprise technology companies and international legal firms such as Fasken Martineau LLP. In today's episode we discuss their approach to investing and their take on mental models. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Peter Mantas and Matthew Castel, General Partners of Logos LP. Both share an array of business and legal experience. Peter's experience includes senior managerial roles at large information service and enterprise technology companies and he has capital market experience working in alternative investments at McCarthy Tetrault LLP. Matthew's experience includes working at large enterprise technology companies and international legal firms such as Fasken Martineau LLP. In today's episode we discuss their approach to investing and their take on mental models. Enjoy and thanks for the listen!

Peter Mantas and Matthew Castel, General Partners of Logos LP