Firebird Management PM Steve Gorelik on Investing in Eastern Europe, Cars.com, Nielsen, and Nutrien

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00:00 Start
00:10 Introduction Divya Narendra
00:49 Steve Gorelik introduction
01:33 History of investing in Eastern European markets
03:30 ‘90s era of investing in Eastern Europe
04:00 Investing in Baltics, Romania, and Georgia
04:50 Strategy in Eastern European markets
06:20 Earnings multiples in Eastern Europe
07:36 Dividend yields across Eastern Europe
08:19 Shareholder rights in Eastern Europe
10:30 Firebird AUM: $600M
11:03 Big players in region
12:20 Why investors should consider Eastern Europe
13:22 OMV Petrom SA (SNP: RO)
20:32 Firebird’s U.S. strategy and lessons learned in Eastern Europe
23:16 Cars.com (CARS: US)
34:09 Nielsen Holdings (NLSN: US)
46:38 Nutrien Ltd (NTR: US)
58:45 Closing remarks