The Investing City Podcast
The Investing City Podcast helps listeners improve their skills in investing, business, and life. It features insights from some of the brightest business minds in the world. The podcast aims to save time and boost investment returns. Additional free content is available on the Investing City website.
Episodes
Ep. 120 - Ralph Molina: High Conviction Investing
In this conversation, we cover: - how Ralph thinks about hidden champions- what pesto taught him about moats- the standard required for huge concentration- how Ralph does scuttlebutt- how his operating experiences have helped him become a better investor- and much more!You can find Ralph's blog here to learn more about him and his process.Thank you so much for listening, we really appreciate you.
Ep. 119 - Sustainable Growth
In this conversation, we cover:
- how Sustainable growth has 8 ten baggers
- lessons from Mastercard
- overviews of big winners like Pro Medicus and Wisetech Global
- many other companies like MELI, NVDA, FICO, etc
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you'
Ep. 118 - Rodrigo Benedetti: Secular Curiosity
You can find Rodrigo on X here.
In this conversation, we cover:
Tankers
Small banks
Coal
Healthcare (TMDX, EW)
Shorting
Macro
How to break down a sector from scratch
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more
Ep. 117 - Aaron Bush: The Game Master
You can learn more about Naavik here.
In this conversation, we cover:
- Gaming industry size: $180 billion
- Mobile half of that and then 50/50 console/pc
- Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX)
- Future of gaming and the evolution over the last few years
- Roblox and user-generated platforms
- Aaron's 5 biggest personal portfolio positions:
Ep. 116 - Gabi Sammut: Philosopher Investor
In this conversation, we cover:
Background
Philosophy
The level of pain felt during your investing life relates to the extent of your understand of the value of the businesses you own
Reysas
Intellego
Life insights
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find
Ep. 115 - Jean Philippe Tissot: Free Optionality
In this conversation, we cover:
- The story behind the name Arauca
- Jean Philippe's strategy including an interesting part on barbelling
- Shelly Group and its free optionality
You can learn more about Jean Philippe and Arauca Capital here.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help m
Ep. 114 - AppLovin Business Breakdown
Thank you so much for listening, we really appreciate you.
We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company.
You can check out the written version here: https://www.business-breakdowns.com/p/applovin
If you have found this valuable, please consider leaving us a review as it wil
Ep. 113 - Ryan Krueger: The Dividends of Observation
In this conversation, we cover:
Ryan’s strategy of stacking his roster of companies
Why America will need more electricity and natural gas
Game unchangers
The power of quantitative force-ranking
Why he observes and tries to not have opinions on where the market is headed
And so much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuab
Ep. 112 - StockNovice: Trends are Friends
In this conversation, we cover:
Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses
TransMedics and how he was able to hang on through volatility
Some details on position sizing and rules around that
And much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leavi
Ep. 111 - Fundasy Investor: Insurance Sector
You can follow Fundasy Investor here.
In this conversation, we cover:
Will’s investment philosophy
Why Kinsale is an especially interesting company
A mini masterclass in the insurance sector
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
Ep. 110 - Mark Brooks: Tastes Like Chicken
You can follow Mark on X here.
In this conversation, we cover:
- how in every business, there is a "tastes like chicken" layer
- why marketing and accounting are underrated business functions
- why business transparency can lead to healthy company cultures
- and much more!
Thank you so much for listening, we really appreciate you.
- If you have found this valuable, please consider l
Ep. 109 - Ian Cassel: Master of Microcaps
You can find Ian on X here and apply to Microcap Club here.
In this conversation, we cover:
Ian’s philosophy
Top down: Good story, scarcity (1/1), tailwind, undiscovered
Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years)
Ian’s edge with personal management relationships
Why investors’ main job is getting to the truth
Ep. 108 - Andrew Martin: Small Cap Star
In this conversation, we cover:
how Andrew Martin has been able to crush the market
the filters Andrew uses to sort small/micro cap stocks
some examples including Shelly Group, McCoy Global, and Cyviz
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're
Ep. 107 - Alex Pitti: Medical Devices Sector
In this conversation, we cover:
- the medtech approval process
- why reimbursement is so important
- many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Delcath
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help m
Ep. 106 - Drowsy Investor: The Art of Long Term-ism
In this conversation, we cover:
- how Drowsy's grandfather held Coca-Cola for 50 years
- Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc)
- how time is the friend of conviction
- there may even be some small appearances from his son in the background 😅
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving
Ep. 105 - Brent Beshore: Permanent Equity
You can follow Brent on X here and find out more about Permanent Equity here.
In this conversation, we cover:
- why Brent loves finding niches
- the hygiene layer of business
- what types of questions Brent asks when assessing a business
- some examples from Permanent Equity's 15 company portfolio
- why an owner moat might be a bad thing
Thank you so much for listening, we really appreci
Ep. 104 - Brad Freeman: Stock Market Nerds
You can find Brad on X here and find his newsletter here.
In this conversation, we cover:
- Brad's investment philosophy of finding companies that have to do less work per customer
- Nubank's investment case
- Differences between Nu and SoFi
- How Brad doubled down on Meta
- Some other companies like Crowdstrike, SentinelOne, and Duolingo.
Thank you so much for listening, we really ap
Ep. 103 - Nick Peters: Internal Honesty
You can find Nick on X here: https://twitter.com/nicholasp66
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research
Website: https://www.investingcity.org
Ep. 102 - Jeff Davies: Energy Sector Breakdown
You can subscribe to Jeff's substack here: https://www.enerwrap.com/
Or follow him on X here: https://twitter.com/EnergyCredit1
A few of the companies mentioned:
1. Exxon
2. Chevron
3. Transocean
4. Tidewater
5. Chesapeake Energy
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more peopl
Ep. 101 - Investing Bear: Maintaining High Standards
You can follow Drew here on X.
Companies mentioned:
1. E.l.f
2. Duolingo
3. Shopify
4. Paycom
5. Aehr Systems
6. Klaviyo
7. Walmart
8. Amazon
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going
Ep. 100 - Francis Odum: Cybersecurity Sector
We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.
In this episode, we're going through the cybersecurity industry.
Here are just a few of the companies mentioned:
- Crowdstrike
- Microsoft
- S
Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2
This is part 2 of our sector analysis on semiconductors.
You can check out Doug's substack here: Fabricated Knowledge.
We go deep on semis.
Here are some of the companies mentioned:
1. Nvidia
2. ASML
3. Applied Materials
4. Intel
5. AMD
6. Synopsys
7. Cadence
8. TSMC
9. SMIC
10. KLA Corp
11. Lam Research
Thank you so much for listening, we really appreciate you.
If you have found
Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1
We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.
We are kicking off this new series going through the complex value chain of the semiconductor industry.
Here are just a few of the companies mentione
Ep. 97 - [Re-Launch Replay]: NZS Capital
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: RyanReeves_
Ep. 96 - [Re-Launch Replay]: Geoff Gannon
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: RyanReeves_
Or
Ep. 95 - [Re-Launch Replay]: Bluegrass Capital Part 1 & 2
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: RyanReeves_
Ep. 94 - [Re-Launch Replay]: Brent Beshore
We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes.
Get ready for weekly episodes!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and co
Ep. 93 - Paul Andreola: Finding Your Niche
In this conversation we cover:
- Paul's background
- How he uses the CANSLIM method in Canadian microcaps
- His criteria for picking stocks
- Why low volume stocks are enticing
- How he manages his time
- What it takes to be a successful investor
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more
Ep. 92 - The Launch of Infuse
Disclaimer: Must be accredited to become an limited partner.
Below are the links and resources mentioned in the episode:
1. The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing
2. The post about our process here: https://www.infuse-am.com/post/our-investment-process
3. The website: https://www.infuse-am.com
4. And here is my email: ryan
Ep. 91 - Tyler Okland: The Asymmetry of Opendoor
In this conversation we cover:
- why Opendoor is Tyler's largest personal holding
- the market dynamics of ibuying
- the competitive landscape for Opendoor
- the future optionality of the company
- the main risks for Opendoor
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thank
Ep. 90 - Yaron Naymark: KKR & the PE Landscape
In this conversation we cover:
- Yaron's investment philosophy
- why he is bullish on KKR
- an overview of the private equity landscape
- and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to
Ep. 89 - Georg Krijgh: Investing in the Future
In this conversation we cover:
- The Guardian Fund's strategy
- Why Shopify has been a huge winner for Georg's fund
- Why the cloud is one of Georg's favorite industries
- And much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more in
Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders
Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it.
In this conversation we cover:
- Nick's north star of returns
- What investors can learn from traders
- Why stop losses can actually be helpful
- and so much more!
Thank you so muc
Ep. 87 - Joe Frankenfield Pt. 2: GDRX and RDFN
You can find more on Joe here: https://twitter.com/SagaPartners
In this conversation we cover:
- deep dives into GoodRx and Redfin
- why both companies are interesting
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and con
Ep. 86 - Scott Bennett: Follow the Big Money
In this conversation we cover:
- Scott's process for following billion-dollar funds
- Some interesting names that have come out of his research like Airbnb!
- A tale from Will Danoff, the manager of Fidelity's Contrafund
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks yo
Ep. 85 - Brian Dress Pt. 2: CRWD & NVDA
In this conversation we cover:
- Left Brian's 5 criteria for finding great companies
- Crowdstrike
- Nvidia
- and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Re
Ep. 84 - Marcelo Lima Pt. 2: Lemonade (LMND)
You can find more information about Marcelo here: https://www.hellerhs.com/blog
In this conversation we cover:
- why Marcelo was initially skeptical about Lemonade and how he formed conviction
- Lemonade's origin story
- why Lemonade is an interesting business
- the market opportunity
- and everything in between!
Thank you so much for listening, we really appreciate you.
If you have found thi
Ep. 83 - James Reynolds: Ecosystem Control
You can find James on Twitter here: https://twitter.com/TenebristGlobal
In this conversation we cover:
- James' background
- What he learned at ShawSpring partners as an early analyst and then Head of Research
- What ecosystem control is
- Carvana's competitive advantage and ecosystem control
- And much more!
Thank you so much for listening, we really appreciate you.
If you have found this va
Ep. 82 - Ted Seides: Manager Fundamentals
In this conversation we cover:
- Ted's background at the Yale endowment and Protege Partners
- What he looks for in an investment manager
- How he invests his own money
- The genesis of the Capital Allocators podcast
- And much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find
Ep. 81 - Upstart: A fintech disruptor
In this conversation we cover:
- a recent IPO, Upstart
- the business/how it makes money
- competitors
- investment runway
- financials
- management
- and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content
Ep. 80 - Robert Cantwell: Compound Kings
In this conversation we cover:
- Robert's background at a few investment firms
- The Compound Kings investment philosophy
- Why Robert thinks gross profit - sales & marketing is a great metric
- Why cash flow is so important
- And much more!
You can check out the ETF here: https://kngsetf.com/
Thank you so much for listening, we really appreciate you.
If you have found this valuable, ple
Ep. 79 - Secret Capital: All About DoorDash
In this conversation we cover:
DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Tha
Ep. 78 - Jonah Lupton: High Growth + Small Market Cap
You can find out more about Jonah through his Twitter profile.
In this conversation we cover:
- Jonah's background in investing
- his investing style and philosophy
- a melanoma-detecting patch company
- an AI-underwriting company
- an alternative to sleep apnea medical device
- and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, pl
Ep. 77 - Nick Dennis: Open-Mindedness as an Edge
You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/
In this conversation we cover:
- the difference between proxies and principles
- how to think differently
- why retail investors are underrated
- Snap, Tesla and Sea Limited
- and MUCH more....
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider
Ep. 76 - A Stock Thesis: Fiverr
No guest this week, you're stuck with me :)
I break down the most recent addition to the Dynasty portfolio. Check it out!
You can find more details about the Dynasty Membership here: https://www.investingcity.org/subscriptions
You can find more information and content by going to these places:
Premium Research
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: in
Ep. 75 - Brian Feroldi: The Quality Checklist
In this conversation, we cover Brian's checklist for finding quality companies.
Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20
Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consi
Ep. 74 - Packy McCormick: The Tencent of India
You can read Packy's 2-part series on Reliance [HERE] and [HERE].
https://notboring.substack.com/p/reliance-gateway-of-india
In this conversation we cover:
- Packy's process for writing the "Not Boring" newsletter
- what is Reliance and why we should care
- the history and future of Reliance
- how Reliance could replicate Tencent's playbook
Thank you so much for listening, we really appreci
Ep. 73 - Ryan O'Connor: Nintendo's Crossroads
Shownotes:
- Bloomberg article referenced
- Nintendo Annual Letter
In this conversation we cover:
- an amazing story about Ryan's grandfather
- Crossroad Capital's strategy
- why Ryan seeks out disconfirming evidence
- the bull thesis for Nintendo
- why the Nintendo bears are wrong
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leav
Ep. 72 - Richard Chu: Healthcare Disruptor
You can follow Richard on Twitter [HERE] and check out Saga [HERE].
In this conversation we cover:
- how to supercharge your investing journey
- how Richard went from never investing to a buyside position
- the future of healthcare
- why Livongo and Teladoc are a powerful combination
- and much more!
Thank you so much for listening, we really appreciate you.
If you have found this
Ep. 71 - Peter Offringa: Software Stack Investing
Check out Peter's website at: softwarestackinvesting.com
In this conversation we cover:
- the origin of his blog
- how his unique perspective enables him to invest in software stocks
- his top three positions (listen to find out all of them 😋)
- some unique resources he uses to research software
- and much, more more!
Thank you so much for listening, we really appreciate you.
If you have foun
Ep. 70 - Ben Claremon: The Buffett List
Ben Claremon is a portfolio manager at Cove Street Capital.
In this conversation we cover:
- Cove Street Capital's investment process
- what the Buffett List is
- how to read a proxy statement
- a deep dive on a company in Cove Street's portfolio.
- and a whole lot more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider lea
Ep. 69 - "Muji Hhhypergrowth": All About Edge Networks
You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/
In this conversation we cover:
- what an edge network is
- how Fastly and CloudFlare are different
- why central clouds will still be important
- some other companies like ZScaler and Agora
- and much more!
Thank you so much for listening, we really appreciate you.
If you hav
Ep. 68 - Eric Jensen Jr.: Variant Perception
You can check out Eric's company, Antrim, [HERE].
In this conversation we cover:
- Eric's focus when analyzing a company
- why Eric is long Lemonade and Despagar
- why Eric is short Kinsale and TransDigm
- a lot of insights about the insurance and travel industries
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a re
Ep. 67 - Osman Jen Pt. 2: Opportunity Knocks
In this conversation we cover:
- some trades Osman made during the past few months
- why TJ Maxx and Popeyes are interesting businesses
- the difference between an opportunistic bet and a long term holding
- Tencent's investments
- and much, more more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will hel
Ep. 66 - Turner Novak: Predicting Competitive Advantage
In this conversation we cover:
how Turner broke into venture capital
what he looks for in early-stage investments
where he thinks his edge is an example of making a VC investment
his analysis on Snapchat
and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review
Ep. 65 - Jeremy Deal: The Future of Advertising
You can learn more about Jeremy here: https://jdpcap.com/
In this conversation we cover:
the history and future of the advertising industry
a bunch of companies that will benefit from this shift
you won't want to miss this one!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people
Ep. 64 - Brian Dress: Left Brain Investing
LeftBrain Investment Research's website and subscribe page, along with the promo code Ryan299
[Note - Investing City is NOT getting compensated by Left Brain.]
In this conversation we cover:
“Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue
Interest in Founder/CEOs with strong histories of responsible capital allocation
Emphasis on
Ep. 63 - NZS Capital: Complexity Investing
If you want to learn more about Brad and Brinton and NZS Capital, check out their website. And this is the sign-up link to the SITALWeek newsletter I mentioned.
In this conversation we cover:
- why Brad and Brinton have learned more from ants than other investors
- what "Complexity Investing" is
- why adaptability is so important
- how they argue well as a team
- how they structure the por
Ep. 62 - Michael Girdley: Dura-ble Processes
Here is Michael's website he referred to in the podcast: https://girdley.com/
In this conversation we cover:
Michael's background as a fireworks CEO
how to create systems to improve your life
what top grading is (how to hire better)
what he looks for when buying private software businesses
how to make a business more efficient
and much more!
Thank you so much for listening, we really appreciate
Ep. 61 - Puru Saxena Pt. 2
You can find our first conversation [HERE].
In this conversation we cover:
Puru's background as starting a fund at 24 years old
How he thinks about the best way to invest
His risk management system
Some companies he finds interesting
Psychological tips for becoming a better investor
And much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable,
Ep. 60 - Companies that are Verbs
Companies that have become verbs are a fertile place to look for investment ideas. We highlight five and then at the end we talk about 5 products whose brand has become synonymous with THE product. Check out this episode for a way to look at brands and a quick test for a possible good investment idea.
Thank you so much for listening, we really appreciate you.
If you have found this valuable
Ep. 59 - Joe Frankenfield: Decade Horizon in a Pandemic
Joe is the portfolio manager of Saga Partners.
In this conversation we cover:
• one of Joe's new investments
• his portfolio allocation strategy
• his thoughts on intrinsic value with an example
• how he spends his days productively
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as
Ep. 58 - Lawrence Yeo: Money and Your Identity
Lawrence Yeo is the creator of a growing blog called More To That. One of his more popular posts is called "Money is the Megaphone of Your Identity."
You've got to check it out. He provides a very rational and helpful way to understand money in its proper context.
In this conversation we cover:
• why life is always a framing problem
• why financial freedom isn't about money
• what the m
Ep. 57 - Chetan Puttagunta: Infinite Learning
In this conversation we cover:
• Chetan's first few investments (MongoDB, Mulesoft, Elastic)
• How to be an awesome board member
• Why he studies public companies to become a better VC
• What he does to remain an infinite learner
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more peop
Ep. 56 - Lukasz Tomicki: Value Chain Analysis
You can find more information of Lukasz [HERE].
In this conversation we cover:
• tons of different value chains
• from cars to restaurants and a bunch of industries in between
• Lukasz's focus on company's with moats
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Tha
Ep. 55 - Sean Emory: The Art of Digging
Sean Emory is the founder and CIO of Avory & Co.
In this conversation we cover:
what value investing in tech looks like
Nutanix and how its a good example of the companies Sean looks at
how Sean thinks about portfolio management and valuations
and much more!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review
Ep. 54 - Bert Hochfeld Pt. 2: Digital Transformation
We talk all things digital transformation with Bert Hochfeld. You can find our first conversation [HERE].
Listen to this episode if you want to become a better tech investor!
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information
Ep. 53: Five Investing Resolutions for 2020
Below are the five investing resolutions! Listen for more detail on each one of them.
5 Investing Resolutions for 2020
• More reading, less financial news
• More thinking, less looking at stock prices
• More analysis of competition, less obsessing over trailing multiples
• More microeconomics, less macroeconomics
• More 10-Ks, less time reading articles
Thank you so much for l
Ep. 52 - Ophir Gottlieb: Picks and Shovels
Ophir is the CEO and founder of Capital Market Laboratories.
We talk about Ophir's:
• background
• investment strategy
• ideal company to invest in
• advice for all investors
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more inform
Ep. 51 - Fred Liu: Recognizing Quality
Fred Liu is the Managing Director of Hayden Capital.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content
by going to these places:
Premium Research
Website: https://www.investingcity.org
YouTube: Investing City
T
Ep. 50 - Business Breakdowns
We've even lowered the price since the recording of this podcast, you can find the new offering here: Business Breakdowns
And here is the official URL: https://businessbreakdowns.substack.com
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find
Ep. 49 - Marcelo Lima: Buffett 2.0
Marcelo Lima runs Heller House. We talk about his investing background and how it has transformed over the years. We also talk about two companies pretty in-depth.
Also, here is a link to a tweet concerning the crash of Shopify from a couple YouTubers.
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If you have found this valuable, please consider leaving us a review as it will
Ep. 48 - Travis Devitt: Just Do the Work
Check Travis out on Twitter: @travisdevitt
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If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content
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Website: https://www.investingcity.org
YouTube: Investing City
Twitter: in
Ep. 47 - Nick McCullum: Reaping Dividends
You can find more about Nick and Sure Dividend [HERE].
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content
by going to these places:
Premium Research
Website: https://www.investingcity.org
YouTube: Investing City
Ep. 46 - Simon Erickson: All Things Innovation
Simon Erickson started a service at the Motley Fool called Explorer. Follow him on Twitter for some great insights.
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If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
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We
Ep. 45 - Aaron Bush: Mastering the Meta
Aaron started a newsletter called "Master the Meta" which is all about e-sports and gaming. It's really interesting and we break down the whole industry. I learned a lot and I'm sure you will too.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can
Ep. 44 - Matt Joass: How To Catch a Monster
You can find more information about Matt [HERE]. We talk all about his investment process and how to catch monster, monster stocks that is.
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[REPLAY] Ep. 43 - Morgan Housel
You can find a lot of Morgan's writings at the Collaborative Fund blog.
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If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content
by going to these places:
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Website: https://www.investingcity.org
YouTub
Ep. 42 - Discontinuous Disruptors
In this episode, we break down the three types of innovation. You can find the full blog post here: https://www.investingcity.org/post/discontinuous-disruption
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If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
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by g
Ep. 41 - Gennaro Cuofano: Four Week MBA
On this episode we have Gennaro Cuofano, the founder of Four Week MBA, a site with amazing content on how to become a better businessperson.
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content
by going to these plac
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