Episode #327: Mario Gabelli, GAMCO Investors, 'We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time'
In today’s episode, we hear the framework behind one of the best stock pickers over the last 50 years! Mario walks us through what he thinks about when analyzing both industries and companies. He touches on the impact of fiscal and monetary stimulus, labor costs, and supply chains. Then we walk through some different industries – media, autos, energy, and farmland and agriculture.