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Episode | Date |
---|---|
21. PEOPLE-driven INVESTING & two-sided PERSPECTIVES w/Sidecar Investor
|
Jul 22, 2025 |
20. How JAPAN became INVISIBLE without losing DOMINANCE w/ Ulrike Schaede
|
Jun 05, 2025 |
19. Nintendo: The Switch 2 Edition w/ Ryan O'Connor (Crossroads Capital)
|
Apr 15, 2025 |
18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
|
Apr 01, 2025 |
17. Understanding Shorting w/ Paul Cerro
|
Mar 20, 2025 |
16. Quality Where You Least Expect it To w/ Jeremy Kokemor
|
Feb 28, 2025 |
15. Returns, Reinvestment, & Valuation w/ Andy Feldman
|
Feb 12, 2025 |
14. The Qualities of Industrial Assets w/ John Rotonti
|
Jan 23, 2025 |
13. Palantir: Business & Valuation w/ Arny Trezzi
|
Nov 25, 2024 |
12. Long/Short Investing w/ George Livadas from Upslope Capital
|
Oct 31, 2024 |
11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas
|
Sep 18, 2024 |
10. Untangling the Spirits Industry w/ Christian Billinger
|
Aug 28, 2024 |
9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott
|
Aug 15, 2024 |
8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor
|
Jul 24, 2024 |
7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth
|
Jul 09, 2024 |
6. What is a high-quality company? w/ Drew Cohen from Speedwell Research
|
Jun 27, 2024 |
5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning
|
Sep 12, 2023 |
4. A Conversation with Shree Viswanathan, founder of SVN Capital
|
Apr 06, 2023 |
3. A Conversation With François Rochon, founder of Giverny Capital
|
Feb 22, 2023 |
2. A Conversation on Quality Investing with Christian Billinger
|
Dec 12, 2022 |
1. Talking Investments and Copart (CPRT) with Chris Mayer
|
Oct 14, 2022 |