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| Episode | Date |
|---|---|
|
The Annual Report Acid Test
|
Jul 21, 2026 |
|
The Equity Integrity Score: Frameworks for Long-Term Compounding
|
Jul 12, 2026 |
|
Nomad Investment Partnership Letters to Partners 2001–2014
|
Jul 08, 2026 |
|
Delta: The Gap Between Quality and Opportunity
|
Jun 06, 2026 |
|
The Equity Integrity Score - Expansion Version
|
Jun 03, 2026 |
|
The Equity Integrity Score: Measuring Structural Compounding vs. Decay
|
May 28, 2026 |
|
Institutional Anomalies and The Contrarian Playbook Q1 2026
|
May 15, 2026 |
|
Adobe: The Infrastructure Layer of AI Creativity
|
May 07, 2026 |
|
Strategic Equity Deep Dives: Analysis of Market Moats and Asymmetry
|
Apr 25, 2026 |
|
The Quality Stack: A Comparative Investment Hierarchy
|
Apr 20, 2026 |
|
Intelligence as Energy Optimization: The Cost of Thinking
|
Apr 18, 2026 |
|
The Art of the Exit: A Systematic Selling Framework
|
Apr 13, 2026 |
|
Decision Quality: A Framework for Process-Driven Performance
|
Apr 12, 2026 |
|
The Mispriced Odds Probability Framework
|
Apr 10, 2026 |
|
The Catalyst Matrix: A Framework for Strategic Stock Selection
|
Mar 28, 2026 |
|
The Crypto Power Law: A 12-Asset Portfolio Strategy
|
Mar 21, 2026 |
|
The Power-Law Investing
|
Mar 19, 2026 |
|
The Mathematical Edge of Michael Burry
|
Mar 08, 2026 |
|
The Coil Spring - Is the Party Over?
|
Mar 07, 2026 |
|
The Psychology of XRP
|
Mar 01, 2026 |
|
Hudson Pacific Properties (HPP) February 2026 Checkpoint
|
Feb 21, 2026 |
|
High-Conviction Macro Strategies and Portfolio Concentrations
|
Feb 18, 2026 |
|
Molina Healthcare (MOH) February 2026 Checkpoint
|
Feb 15, 2026 |
|
Palantir: The Heretic’s Guide to an AI
|
Feb 12, 2026 |
|
XYZ (Block, Inc.) 2026 Checkpoint
|
Feb 08, 2026 |
|
Sink or SWIM?
|
Feb 07, 2026 |
|
SAM vs. TAP: Why the Cheap Beer Stock Isn’t the Real Value
|
Feb 01, 2026 |
|
Fluor (FLR) and Cost of Being Boring
|
Jan 30, 2026 |
|
Michael Burry on the Strategic Evolution of GameStop
|
Jan 26, 2026 |
|
The Sallie Mae Trade: Cracks in the Student Loan Machine
|
Jan 25, 2026 |
|
Lululemon Athletica (LULU) the Stress Test
|
Jan 24, 2026 |
|
Update on Shift4 Payments - FOUR: Burry thoughts Change?
|
Jan 20, 2026 |
|
XRP Strategic Linkages and Institutional Integration Ecosystem
|
Jan 13, 2026 |
|
What Does Burry See in MOH?
|
Dec 30, 2025 |
|
Molina Healthcare Q3 2025 Financial Performance and Burry Analysis
|
Dec 29, 2025 |
|
Cassandra Unchained: The Psychology of Investing in the Information Age
|
Dec 25, 2025 |
|
The XRP Question: Anatomy of an Asymmetric Plumbing Trade
|
Dec 21, 2025 |
|
Healthcare Value Screen and Top Stock Ranking
|
Dec 14, 2025 |
|
Spreadsheet Discipline: Building Your Investor Research Engine
|
Dec 07, 2025 |
|
Strategy on Shift4 Payments (FOUR) Buy Playbook
|
Dec 06, 2025 |
|
Whirlpool? What does David Tepper see?
|
Nov 30, 2025 |
|
Nvidia's AI Fraud and the Machine-Speed Reckoning
|
Nov 24, 2025 |
|
Third Quarter 2025 13F Hedge Fund Investment Strategy Analysis
|
Nov 15, 2025 |
|
Week of November 10th, 2025 Financial Wrap-up
|
Nov 15, 2025 |
|
Week of November 3rd, 2025 Financial Wrap-up
|
Nov 07, 2025 |
|
Ten Tech Survivors for the AI Decade
|
Nov 01, 2025 |
|
Week of October 27th, 2025 Financial Wrap-up
|
Oct 31, 2025 |
|
Next-Generation Disruptors: Platform & Brand Playbook
|
Oct 28, 2025 |
|
Dissecting the Market Mafia Metaphor
|
Oct 24, 2025 |
|
Week of October 20th, 2025 Financial Wrap-up
|
Oct 24, 2025 |
|
Identifying Modern Qualcomm Analogues in Mid-Cap Tech
|
Oct 18, 2025 |
|
Superinvestor 10-Bagger Signal Framework
|
Oct 14, 2025 |
|
Burry-Style Value Stocks for the AI Bubble
|
Oct 11, 2025 |
|
Ring Energy (REI) Deep Value Investment Thesis
|
Oct 07, 2025 |
|
Top Hedge Fund Performance Analysis
|
Oct 05, 2025 |
|
Biohacks for Investment Strategy and Performance
|
Oct 03, 2025 |
|
Burry's Contrarian Buys: Downgraded Stocks and Insider Trades
|
Sep 01, 2025 |
|
Fusion of Biohacking and Investing
|
Aug 06, 2025 |
|
Almost-Automated FBA: A Strategic Blueprint
|
Jul 28, 2025 |
|
Shift4 (FOUR) Research 2025: Bull Thesis and Negative Sentiment
|
Jul 23, 2025 |
|
Strategic Stock Selections for Future Theses
|
Jul 13, 2025 |
|
Investing Thesis Method and Success Examples
|
Jun 08, 2025 |
|
May 2025 Market Note on Tepper, Burry, Ainslie, Miller, Einhorn
|
May 26, 2025 |
|
Peloton (PTON) Quarterly Financial Review
|
May 25, 2025 |
|
CANSLIM: O'Neil's Investing System
|
Apr 26, 2025 |
|
Burry, Miller, Ainslie: Value Investing in GME, GEO, LUMN, CXW
|
Apr 25, 2025 |
|
Sportsman's Warehouse Holdings Financial Performance and Analysis
|
Apr 20, 2025 |
|
GME Before the Rise: Ainslie, Miller, and Burry
|
Apr 05, 2025 |
|
Should I Buy NVDA?
|
Mar 30, 2025 |
|
What is Good for the GOOS is Good for Gander
|
Mar 09, 2025 |
|
Hudson Pacific Properties: 2024 Financial Performance and Analysis
|
Mar 08, 2025 |
|
Stock Splits: Historical Analysis and Future Leaders
|
Feb 22, 2025 |
|
Bill Miller's Stock Sale Patterns
|
Feb 17, 2025 |
|
February 2025 Notes on Tepper, Burry, Ainslie, Miller, and Einhorn
|
Feb 16, 2025 |
|
Buy and Hold: A 35-Year Investing Retrospective
|
Feb 08, 2025 |
|
Top Investor Stock Selling Strategies
|
Feb 01, 2025 |
|
David Tepper’s Selling Strategies
|
Jan 31, 2025 |
|
David Einhorn’s Selling Strategy
|
Jan 25, 2025 |
|
Buffett's Stock Sale Strategies
|
Jan 24, 2025 |
|
Burry’s Multi Quarter Holds
|
Jan 14, 2025 |
|
Hudson Pacific Properties (HPP) Thesis January 2025
|
Jan 12, 2025 |
|
Block Inc. (SQ) Thesis September 2024
|
Jan 11, 2025 |
|
META Thesis November 2022
|
Jan 11, 2025 |
|
GEO Group Thesis September 2021
|
Jan 09, 2025 |
|
Legendary Investor Selling Strategies
|
Jan 08, 2025 |
|
Burry, Ainslie, Miller Investment Strategies
|
Jan 01, 2025 |
|
Finding Your First 10 Bagger
|
Jan 01, 2025 |
|
Burry’s Analysis of 2000 to 2002 Investment
|
Dec 29, 2024 |
|
Asset Allocation
|
Oct 20, 2024 |
|
Investment Flow
|
Oct 20, 2024 |
|
Investing with Spreadsheets
|
Oct 19, 2024 |
|
Michael Burry Case Study
|
Oct 19, 2024 |