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| Episode | Date |
|---|---|
|
Nicholas Lieb on Cintas (CTAS)
|
May 04, 2026 |
|
Will Kerwin on Teradyne (TER)
|
Apr 17, 2026 |
|
Krzysztof Smalec on Linde (LIN)
|
Mar 26, 2026 |
|
John Heins on teaching value investing and publishing a famous value investing newsletter for twenty years
|
Mar 02, 2026 |
|
Brett Castelli on GE Vernova (GEV)
|
Feb 23, 2026 |
|
Nicholas Lieb on Eaton (ETN)
|
Jan 15, 2026 |
|
Nicholas Lieb on Vertiv (VRT)
|
Dec 10, 2025 |
|
Will Kerwin on Arista Networks (ANET)
|
Nov 24, 2025 |
|
Eric Markowitz on the importance of networking and field research in the AI age
|
Oct 13, 2025 |
|
Todd Wenning on Old Dominion Freight Line (ODFL)
|
Oct 13, 2025 |
|
Will Kerwin on KLA Corp (KLAC)
|
Oct 13, 2025 |
|
Todd Wenning on Ferguson (FERG)
|
Oct 13, 2025 |