315 Episodes

  1. Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 8/12/2022
  14. Paul Andreola: How To Find The Next XPEL

    Published: 8/5/2022
  15. Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund

    Published: 7/29/2022
  16. Christian Ryther: Water The Flowers & Cut The Weeds

    Published: 7/22/2022
  17. Carvana $CVNA: Will It Survive?

    Published: 7/15/2022
  18. @ChasingTheVig: What Actually Drives Stock Performance?

    Published: 7/8/2022
  19. Eugene Ng: Searching For "Zero To One" Companies

    Published: 7/1/2022
  20. Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks

    Published: 6/24/2022

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