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Home » Episodes

Archives: Episodes

Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management?

Why do you like Deere & Company stock, Alex Furmanski of Unison Asset Management?

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

What to learn from Buffett’s Early Investments, Brett Gardner?

What to learn from Buffett’s Early Investments, Brett Gardner?

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

Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor?

Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor?

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

Why do you like Cardlytics stock, Alejandro Yela of The Hermit?

Why do you like Cardlytics stock, Alejandro Yela of The Hermit?

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

What to learn from Buffett & Munger Unscripted, Alex Morris?

What to learn from Buffett & Munger Unscripted, Alex Morris?

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 do you like Mercado Libre, Lucy Chou (Luna Partners)?

Why do you like Mercado Libre, Lucy Chou (Luna Partners)?

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

Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

Why do you like DoorDash, Jackson Zhu (Square Street Capital)?

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

How did you grow Compounding Quality to 440,000 followers?

How did you grow Compounding Quality to 440,000 followers?

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

What can I learn from “On the Hunt for Great Companies”?

What can I learn from “On the Hunt for Great Companies”?

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

Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?

Why do you like Nvidia & Airbnb, Will Kim of Apsis Capital?

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

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