282 Episodes

  1. Luke Wolgram: AutoPartner $APR & The Hunt For Unique Ideas

    Published: 12/23/2022
  2. Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

    Published: 12/16/2022
  3. Peter Mantas: Life Sciences Deep Dive (Part 2)

    Published: 12/9/2022
  4. Mike (@TheRealEstateG6): Zero To One In Real Estate

    Published: 12/2/2022
  5. Samer Hakoura: Ashtead Group $AHT Deep Dive

    Published: 11/25/2022
  6. Robert Brooks: CECO Environmental $CECE Deep Dive

    Published: 11/18/2022
  7. Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive

    Published: 11/11/2022
  8. Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

    Published: 11/4/2022
  9. Scott Willis: Commodity Investing 101

    Published: 10/28/2022
  10. Q3 2022 Investor Audibles: Third Point Capital, Ensemble Capital, Greenlight Capital

    Published: 10/21/2022
  11. Jeremy Kokemor: Ferguson PLC $FERG Deep Dive

    Published: 10/14/2022
  12. Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC

    Published: 10/7/2022
  13. Leandro: Five Below (FIVE), Topicus (TOI.TSX), and Texas Instruments (TXN)

    Published: 9/30/2022
  14. Sean Emory: Fiverr $FVRR Deep Dive

    Published: 9/23/2022
  15. Taylor Pearson: Ergodicity All The Way Down

    Published: 9/16/2022
  16. Brom Rector: The Business of Psychedelics

    Published: 9/9/2022
  17. Twitter Spaces Q&A: Doomberg

    Published: 9/2/2022
  18. Q2 2022 Investor Audibles: Maran Capital, 1 Main Capital, Steel City LP, and Bonsai Partners

    Published: 8/26/2022
  19. Henry Rearden: The Man Behind The Carvana (CVNA) Short

    Published: 8/19/2022
  20. Doomberg: The Story Behind The Green Chicken

    Published: 8/12/2022

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