Episodes

Alex Furmanski of Unison Asset Management joined us for the first time for a podcast to discuss his investment approach and why he likes Deere & Company stock. We have discussed the following:00:00 Introducing Alex Furmanski of Unison Asset Management00:30 Playing the long game01:20 Who shaped Alex as an investor03:50 Risk factors05:15 Alex Furmanski’s goals09:00…

Brett Gardner, the author of Buffett’s Early Investments (get it here: https://amzn.to/42Mld5Y *) joined us to discuss his book. We have discussed the following:00:00 Introducing Brett Gardner – author of Buffet’s Early Investments00:36 How to meet Brett at the BRK AGM 2025 in Omaha01:16 The early reception of the book02:18 How does the book fit…

Ryan O’Connor of Crossroad Capital joined us to discuss Nintendo’s new Switch 2 console and its impact on the stock. We have discussed the following:00:00 Introducing Ryan O’Connor, the $NTDOY expert00:38 The Nintendo Switch 2 announcement05:45 How Nintendo master the art of leaning into the right thing15:55 AAA games: Where the Switch 2 improves on…

It was my true pleasure to welcome Alejandro Yela of The Hermit substack https://hrmt.substack.com/ and the Equity Focus FIL fund for a chat! We have discussed the following:00:00 Introducing Alejandro Yela – The Hermit00:40 Thinking as a hermit01:35 Alejandro’s investment approach03:30 Avoiding value traps among small companies06:26 What ‘The Hermit’ does particularly well08:00 What’s the…

Alex Morris of TSOH Investing joined us to discuss his new book “Buffett & Munger Unscripted”. You can get it here: https://amzn.to/4iPCtOE We have discussed the following:00:00 Introducing Alex Morris01:07 Why write another book about Berkshire Hathaway?03:38 How interested investors should read “Buffet & Munger – Unscripted”04:42 Who the book is for06:21 The most surprising…

Lucy Chou started her partnership Luna Partners recently. We invited her to discuss her investment philosophy and why she is invested in Mercado Libre. We have discussed the following:00:00 Episode overview01:05 Introducing Lucy Chou & Luna Partners02:10 Why did you start an investing firm?05:00 What differentiates Luna Partners?08:30 Staying sane10:10 Luna Partners’ goals12:35 Lucy Chou’s…

Jackson Zhu is the Emerging Manager behind Square Street Capital. He joined us to discuss his investment philosophy and his DoorDash case. We have discussed the following:00:00 Podcast Preview01:00 Introducing Jackson Zhu01:33 Jackson’s oil investment in 202005:45 Experiences from being an allocator07:20 Learnings13:28 The goal of his fund15:12 Jackson Zhu’s investing style16:40 “Certainty”23:07 Join Good…

Pieter Slegers has grown Compounding Quality from 0 to 440,000+ followers within only two years. Here, we learn more about his success story. We have discussed the following for you:00:00 Podcast preview01:14 Introducing Pieter Slegers02:20 The start of Compounding Quality06:50 Growing on Warren Buffett’s shoulders09:45 Growing through engagement12:15 Learning & following ones passion15:50 Check out…

Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability”. Here, you can learn more about the book and the value it will add to you. Click here to order the book 👉🏻 https://amzn.to/4dMEl7q Learn more about Simon 👉🏻 https://www.simonkold.com…

We had the pleasure of welcoming Will Kim of Apsis Capital Management https://apsiscap.com/. Here, Will is investing in trends via the stock market. We have discussed the following:00:00 Highlights00:51 Introducing Will Kim02:38 Stepping away from the corporate world to play the investing game04:49 Learnings from the early career06:19 The goals of investing07:36 The style of…