Recent Episodes
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Rhizome Partner's Bill Chen's post-NAREIT takeaways
Jun 19, 2025 – 01:16:42 -
Findell Capital's Brian Finn on Oportun $OPRT
Jun 16, 2025 – 00:45:48 -
Recurve Capital's Aaron Chan on Cogent $CCOI
Jun 11, 2025 – 01:26:00 -
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
Jun 6, 2025 – 00:54:34 -
The Snowball (May 2025 Fintwit Book Club)
Jun 4, 2025 – 01:15:15 -
Muddy Waters' Darren McLean on investing in the mining sector
Jun 3, 2025 – 00:55:26 -
Fintool's Nicolas Bustamante on using AI to improve in investing
May 29, 2025 – 01:08:24 -
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025 – 00:51:56 -
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
May 21, 2025 – 00:34:11 -
Pershing Square Challenge 2025 winners on Carlisle $CSL
May 19, 2025 – 01:03:49 -
Random Ramblings May 2025
May 14, 2025 – 00:35:18 -
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
May 8, 2025 – 01:24:30 -
Clashing Over Commerce (Fintwit Book Club April 2025)
May 2, 2025 – 01:00:47 -
AI in Investing with Daloopa's founder Thomas Li
Apr 30, 2025 – 01:05:59 -
Random Ramblings April 2025
Apr 15, 2025 – 00:28:00 -
Avoiding the Zombie Biopharm trap at Keros $KROS
Apr 9, 2025 – 00:34:47 -
Windward's Marc Chalfin Turtle Beach Thesis $TBCH
Apr 8, 2025 – 00:45:45 -
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
Apr 5, 2025 – 01:00:55 -
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
Apr 2, 2025 – 01:01:25 -
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
Apr 1, 2025 – 01:05:54 -
David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR
Mar 31, 2025 – 01:11:52 -
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
Mar 24, 2025 – 01:09:50 -
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov
Mar 21, 2025 – 00:31:35 -
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
Mar 19, 2025 – 00:59:11 -
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company
Mar 14, 2025 – 00:47:50 -
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Mar 11, 2025 – 00:48:00 -
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club)
Mar 5, 2025 – 00:54:01 -
Random Ramblings FEB 2025: Libra, changing your mind, lucky vs. unlucky stocks, hands-on research
Feb 28, 2025 – 00:29:12 -
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Feb 26, 2025 – 00:54:45 -
Yet Another Value's special situation: Sage Therapeutics $SAGE
Feb 20, 2025 – 00:36:34 -
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Feb 19, 2025 – 00:52:32 -
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Feb 13, 2025 – 00:45:32 -
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Feb 11, 2025 – 01:03:13 -
Boldstart Ventures' Shomik Ghosh on Kelly Partners' $KPG.AX unique accounting firm roll-up strategy
Feb 7, 2025 – 01:07:07 -
Recurve Capital's Aaron Chan on the scalability of Carvana's $CVNA business model
Feb 4, 2025 – 01:12:43 -
1 Main Capital's Yaron Naymark on some general investor skepticism with $IWG.L thesis
Feb 2, 2025 – 01:03:32 -
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Jan 22, 2025 – 00:52:46 -
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
Jan 21, 2025 – 01:11:36 -
More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club January 2025)
Jan 15, 2025 – 01:05:32 -
Yet Another Value's 2025 Idea of the Year: Full House Resorts $FLL
Jan 2, 2025 – 01:04:40 -
Random Ramblings December 2024: YAV Empire, Parallels between Athletics and Investing + Incentives
Dec 27, 2024 – 00:25:28 -
Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB
Dec 20, 2024 – 00:48:42 -
Asheville Capital Management's Jake Barfield on InPost's scaling moat
Dec 5, 2024 – 01:12:39 -
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Nov 23, 2024 – 00:50:48 -
Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks
Nov 20, 2024 – 00:26:06 -
Ave Maria Focused Fund's Chadd Garcia on misreading waste-focused $SES.TO as energy services
Nov 15, 2024 – 00:46:31 -
KNA Capital Management's Todd Wenning on making sense of the upside with Ecolab $ECL
Nov 8, 2024 – 01:04:15 -
Random Ramblings October 2024: networking with good investors, geopolitical risks, energy, probabilities
Oct 25, 2024 – 00:25:42 -
Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market
Oct 17, 2024 – 01:01:44 -
GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis
Oct 13, 2024 – 01:00:47
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