Monthly Archives: October 2022


The New Boss Is The Same As The Old Boss Value with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.87)

The decisions that are allowing us to be successful at any given time, for the most part, are the decisions that are made one to three years previous.  So when you don’t have clarity in what you own and why you own it, this freezes you from making decisions.

In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, about some of the processes and unearthing growth at a reasonable price and how they see the world unfolding from this point forward.

Chuck discusses: 

  • What they call a rolling average
  • Why value is relative to understanding the metrics of why you make decisions on the companies you own
  • Why you want to own businesses that have pricing power
  • How wealth is created over time not overnight
  • And more

Connect With Chuck Etzweiler:

Connect With Mark Pearson: 

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.