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| Episode | Date |
|---|---|
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Intuitive Surgical: The Quiet Robotics Compounder
|
Jul 22, 2026 |
|
Abivax, an investing lesson in thinking slow, acting fast
|
Jul 07, 2026 |
|
Critics weigh in on SpaceX's IPO
|
Jun 10, 2026 |
|
Michael Burry Unchained and His Newsletter Gang
|
May 11, 2026 |
|
Jeremy Raper goes for extra credit at the Humm Group
|
Jan 22, 2026 |
|
🥂 2 More FOMO — Holiday Special 2025
|
Jan 13, 2026 |
|
R2 - Rivian Reset?
|
Dec 26, 2025 |
|
Sweetgreen (SG), Mixed Greens
|
Dec 15, 2025 |
|
IonQ Update, November 2025
|
Dec 12, 2025 |
|
Dealable — Oct 31: Trillion-Dollar AI, Billion-Dollar Biotech
|
Dec 10, 2025 |
|
AI Eats Everything
|
Dec 08, 2025 |
|
Dealable, 15th August 2025
|
Oct 03, 2025 |
|
Theory Check-In: ANSYS/Synopsys, Foundries, and VKTX
|
Oct 03, 2025 |
|
Thesis Grading a multi-year investment in TG Therapeutics (TGTX)
|
Jul 16, 2025 |
|
Carvana: The Stock Has Been a Wild Ride. Buckle Up for a Test Drive. 🚗
|
May 27, 2025 |
|
What is FOMO Investing?
|
May 17, 2025 |
|
ANSYS + Synopsys Merger - Theory Of The Case
|
Apr 16, 2025 |
|
Checkpoint Therapeutics (CKPT) - Theory Of The Trade
|
Apr 11, 2025 |
|
IonQ ~ January 2025
|
Mar 25, 2025 |
|
Bitcoin Deep Dive: Myth, Meme, or Mind-Virus?
|
Jan 13, 2025 |
|
Intel Outside
|
Dec 30, 2024 |
|
Theory Of The Case: IonQ
|
Nov 26, 2024 |
|
Betting Markets, Polls and Bias from Elections 2024
|
Nov 19, 2024 |
|
Theory Of The Case: Viking Therapeutics VKTX
|
Nov 08, 2024 |
|
Over-Indexing in Investing
|
Nov 08, 2024 |
|
Risk and Position Sizing
|
Nov 08, 2024 |
|
Do CEOs matter?
|
Nov 08, 2024 |
|
FOMO Investing Intro
|
Oct 04, 2024 |