Episode
Founder’s Story
- Podcast
- The Capital Cycle Podcast
- Published
- May 1, 2025
- Duration seconds
- 2820
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-capital-cycle-podcast-6980110/episodes/founder-s-story/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-capital-cycle-podcast-6980110/founder-s-story.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.” For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.