Best Anchor Stocks

19 Episodes

1. 19. Nintendo: The Switch 2 Edition w/ Ryan O'Connor (Crossroads Capital)

   Published: 4/15/2025
2. 18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug

   Published: 4/1/2025
3. 17. Understanding Shorting w/ Paul Cerro

   Published: 3/20/2025
4. 16. Quality Where You Least Expect it To w/ Jeremy Kokemor

   Published: 2/28/2025
5. 15. Returns, Reinvestment, & Valuation w/ Andy Feldman

   Published: 2/12/2025
6. 14. The Qualities of Industrial Assets w/ John Rotonti

   Published: 1/23/2025
7. 13. Palantir: Business & Valuation w/ Arny Trezzi

   Published: 11/25/2024
8. 12. Long/Short Investing w/ George Livadas from Upslope Capital

   Published: 10/31/2024
9. 11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas

   Published: 9/18/2024
10. 10. Untangling the Spirits Industry w/ Christian Billinger

    Published: 8/28/2024
11. 9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott

    Published: 8/15/2024
12. 8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor

    Published: 7/24/2024
13. 7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

    Published: 7/9/2024
14. 6. What is a high-quality company? w/ Drew Cohen from Speedwell Research

    Published: 6/27/2024
15. 5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning

    Published: 9/12/2023
16. 4. A Conversation with Shree Viswanathan, founder of SVN Capital

    Published: 4/6/2023
17. 3. A Conversation With François Rochon, founder of Giverny Capital

    Published: 2/22/2023
18. 2. A Conversation on Quality Investing with Christian Billinger

    Published: 12/12/2022
19. 1. Talking Investments and Copart (CPRT) with Chris Mayer

    Published: 10/14/2022