# Founder’s Story

Page: https://stenobird.com/podcast/the-capital-cycle-podcast-6980110/founder-s-story
Text version: https://stenobird.com/podcast/the-capital-cycle-podcast-6980110/founder-s-story.md
Podcast: [The Capital Cycle Podcast](https://stenobird.com/podcast/the-capital-cycle-podcast-6980110)
Published: 2025-05-01T10:58:57+00:00
Episode link: https://shows.acast.com/the-capital-cycle-podcast/episodes/founders-story
Audio file: https://sphinx.acast.com/p/open/s/66acfe26e65b9fd5b02a0fcd/e/681353f2cea66829869bdc2d/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-capital-cycle-podcast-6980110/episodes/founder-s-story
Duration seconds: 2820

## Resource

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.

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## Transcript

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