Patient Capital Management, LLC

“We like to buy stuff when no one else likes it.” At Patient Capital, we look for behavioral edges, or mispricings that occur because of our natural behavioral tendencies. We attempt to identify the small number of companies that create the bulk of value and invest with them over the long term.   #ValueInvesting #PatientCapital #WomenInFinance Samantha McLemore, CFA

Why are investor returns less than the funds they invest in? At Patient Capital, we are on a mission to improve investor returns. To do so, we must deliver excellent returns AND help investors make better decisions on when to buy and sell. Follow our blog (https://bit.ly/4efNxkS) to get timely information on important market topics! #TimeNotTiming https://lnkd.in/eiYvCB7U

Our team attended the Forbes | SHOOK Top Advisor Summit last week. Over two days, we heard from leading investors, economists, financial advisors and industry executives who shared many invaluable insights and perspectives. Here are our 5 key takeaways (see comments for more): #PatientCapital #ValueInvesting #WomenInFinance #ShookResearch #ForbesSHOOKTopAdvisors

Join Samantha McLemore, CFA and Christina Siegel Malbon, CFA to hear our market view and where we see the best opportunities. Register Here: https://bit.ly/3YhJOxa #PatientCapital #TimeNotTiming #WomeninFinance #Value #Stocks

The team had an incredible experience attending the #ForbesSHOOKTopAdvisor Summit this week! Sam, Bill and Marvin hosted an entirely unscripted/planned (and hilarious) session on stage. Sam and Bill debated whether she’d ever proven him wrong 😂 We learned from other amazing speakers and had the opportunity to connect with clients. The energy and knowledge shared were truly remarkable.   #PatientCapital #TimeNotTiming #WomeninFinance #Value #Stocks #Forbes

Assistant Portfolio Manager, Christina Siegel Malbon, CFA, discusses our newest additions: $QXO – Led by a proven money-maker with significant shareholder alignment $PLAY – Turnaround is not yet appreciated with insider buying and a large buyback program   Read her Quarterly Investment Review to find out why our top ($QXO, $BABA, $EXPE) and bottom ($KOS, $SDRL, $PGEN) contributors are still attractive from here.   Read more: https://bit.ly/3U6wzOz   #PatientCapital #TimeNotTiming #WomeninFinance #Value #Stocks

Meet us at the #ForbesSHOOKTopAdvisor Summit Oct 14th -17th in Vegas! Don’t miss the opportunity to see Samantha McLemore and Bill Miller speak. Visit our booth and hear our thoughts on the market.   #PatientCapital #TimeNotTiming #WomeninFinance #Value #Stocks #Forbes Samantha McLemore, CFA Christina Siegel Malbon, CFA Rebecca Kerner Reiss Marvin McIntyre Forbes SHOOK Research

Don’t miss Founder, Portfolio Manager, and CIO, Samantha McLemore's letter discussing why she’s cautious on everyone’s favorite type of investment, “quality compounders”. Also, read why she still likes value and small-caps, including new positions, QXO $QXO and Dave & Busters $PLAY. Read More: https://bit.ly/3Nlt438 #PatientCapital #TimeNotTiming #WomeninFinance #Value #Stocks Samantha McLemore, CFA

3Q24 Market Highlights Read Here: https://bit.ly/3Napo40 #patientcapital #markets #stocks #valueinvesting Christina Siegel Malbon, CFA

Samantha McLemore, Founder and CIO, was recently featured on Barron’s, discussing why she thinks market gains will continue and why she sees value in small-caps. @Barron's @Samantha McLemore, CFA Click here to read: https://bit.ly/3XzSDTZ #PatientCapital #TimeNotTiming #InvestLikeAGirl #ValueInvesting