407 Episodes

  1. SMB acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds | S07 E36

    Published: 10/16/2025
  2. Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler | S07 E35

    Published: 10/9/2025
  3. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking | S07 E34

    Published: 10/1/2025
  4. Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33

    Published: 9/26/2025
  5. Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

    Published: 9/18/2025
  6. Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX | S07 E31

    Published: 9/13/2025
  7. Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett | S07 E30

    Published: 9/4/2025
  8. Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal | S07 E29

    Published: 8/28/2025
  9. Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28

    Published: 8/24/2025
  10. Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex | S07 E27

    Published: 8/20/2025
  11. Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26

    Published: 8/9/2025
  12. Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder | S07 E25

    Published: 7/31/2025
  13. Lowell Capital's Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L | S07 E24

    Published: 7/24/2025
  14. Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors| S07 E23

    Published: 7/3/2025
  15. David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum | S07 E22

    Published: 6/26/2025
  16. Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21

    Published: 6/19/2025
  17. John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20

    Published: 6/12/2025
  18. Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and Markets | S07 E19

    Published: 6/5/2025
  19. Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18

    Published: 6/2/2025
  20. Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17

    Published: 5/28/2025

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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.