HeyJaredThe Price-to-Value Podcast with Southeastern Asset Management
Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results.
- Indexed episodes, last 90 days
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- Sep 9, 2026
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- Sep 9, 2026
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People Inc.: Neil Vogel on Brands and His Time at People Inc. (opens the original)
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Neil and Ross begin with Neil's journey to the CEO role and his experience leading People, Inc. through various challenges. The conversation then turns to the importance of brands and why Neil is excited about the company's portfolio of unique assets, including a large holding in MGM Resorts. They also discuss People Inc.'s capital allocation history and future opportunities. Ross wraps up by learning more about Neil beyond work.
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