Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers: 10 Cents on the Dollar | Excess Returns Pod

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler.

In this episode of Excess Returns, we sit down with Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners, to explore how deep fundamental analysis, behavioral insight, and disciplined process come together in real-world investing. Gary shares formative lessons from his early career at Fidelity during the post-tech bubble period, including firsthand experiences learning from legends like Peter Lynch, and connects those lessons to how he evaluates value, quality, and mispricing today. The conversation spans a detailed case study on Warner...