Discipline Through Cycles, Contrarian Investing, and Building Enduring Value with Andy Weiner
About this episode
Andy Weiner discusses the principles of discipline and adaptability in investing, focusing on long-term value creation and contrarian strategies in the retail sector.
A failed family retail business, a changing industry, and a willingness to think differently became the foundation for a career built on discipline, adaptability, and long-term value creation for Andy Weiner. Andy is the Founder and CEO of RockStep Capital, and on this episode, we talked about what it takes to invest successfully through multiple market cycles while staying committed to a clear strategy. While headlines often focus on the impact of e-commerce and shifting consumer habits, he explains why strong retailers continue to expand and why limited new construction of shopping centers has created favorable supply-and-demand dynamics for owners. He shares how RockStep identifies opportunities in what it calls "Hometown America," focusing on growing communities outside major metro areas where quality of life, population growth, and local engagement drive long-term success. The conversation also examines the importance of underwriting discipline, conservative use of debt, and the patience required to walk away from deals that do not meet strict investment criteria. Andy discusses why complexity often creates opportunity, particularly in retail and enclosed malls, where fewer…
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