This week I had the pleasure of having Sidecar Investor on the show ( @sidecarcap ). We discussed many topics during our conversation, especially how Sidecar applies a people-driven investing approach. Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Listen to the Chit Chat Stocks podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify , Apple Podcasts , or Youtube ....
Jul 22, 2025•1 hr 2 min
This week I was lucky enough to be joined by Ulrike Schaede. I came to know Ulrike after reading the two books she has authored on Japanese business (` The Business Reinvention of Japan´ & 'Japan Re-Emerges´) and thought it would be a great idea to have her on the podcast to discuss... The bubble period in Japan How Japan became Invisible without losing dominance Other trends in Japan like digitization and the labor market flexibilization I hope you enjoy my episode with Ulrike and feel free...
Jun 05, 2025•46 min
This week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and CIO of Crossroads Capital. We updated the Nintendo thesis after our first episode with newer information and tried to unpack what's next for the Japanese video game and IP giant. I hope you enjoy the episode and if you do feel free to leave a 5-star review on the show (it would really help me to get to more people) Listen to our previous episode on Spotify: https://open.spotify.com/episode/18K...
Apr 15, 2025•1 hr 1 min
If you enjoy this episode feel free to share and rate the podcast, it would help me a lot! Welcome to another episode of the Best Anchor Stocks podcast. This time I was lucky enough to be joined by Jon (aka. Borlaug) and we decided to focus on the profitable niches one can find in the lifesciences industry and what makes them great. We discussed... The distinction between healthcare and lifesciences The entire workflow of a drug CROs The Fill & Finish Industry AI and healthcare ... You can f...
Apr 01, 2025•1 hr
This week I was lucky to be joined by my good friend Paul Cerro, founder of Cedar Grove Capital Management. We discussed the topic of shorting. I hope you enjoy it! Link to Cedar Grove: https://www.cedargrovecm.com/ Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by ...
Mar 20, 2025•1 hr 7 min
In this week’s episode I was joined by Jeremy Kokemor, founder of Right Tail Capital. We remained true to the essence of this podcast and talked about quality, but in a rather special way. Disclaimer: Nothing in this podcast constitutes investment advice or recommendation. Right Tail Capital: https://www.righttailcapital.com/ Best Anchor Stocks: https://www.bestanchorstocks.com/ Search Chit Chat Stocks wherever you get your podcasts. Public.com disclosure: All investing involves the risk of loss...
Feb 28, 2025•58 min
In this week's episode I discussed the three most important variables in investing (reinvestment rate, returns, and valuation) with my good friend Andy Feldman. We discuss these topics and the topic of selling and cover a good number of companies like CME, Nasdaq, Judges Scientific, Constellation Software, MSCI, Intuit... Feel free to leave a like or a review if you like it. Best Anchor Stocks: https://www.bestanchorstocks.com/ Andy's newsletter: https://bizalmanac.substack.com/ Listen to the Ch...
Feb 12, 2025•54 min
John Rotonti joined me for the first episode of 2025. We discuss... John's upcoming role as a Portfolio Manager How he plans to fight the incentive structure that professional managers face The Qualities of industrial assets The current state of the market Best Anchor Stocks: https://www.bestanchorstocks.com/ Islamorada: https://www.islainvest.com/ Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Pod...
Jan 23, 2025•1 hr 16 min
Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com Link to Palantir Bullets, Arny's blog focused on Palantir: https://www.palantirbullets.com/ -------------- This is a first-of-a-kind episode as it’s a deep dive into a specific company: Palantir. Palantir is known today for its hot stock, but not many people understand what the company does or why it’s accelerating its growth as it scales. This podcast aims to touch both sides o...
Nov 25, 2024•1 hr 5 min
In today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment strategy and he explains why he believe this to be a strategy that fits his investment philosophy. We also go over other topics like... The characteristics of a quality company Thoughts on shorting Investment process Luck and mistakes The current market environment Here's Upslope's website: https://www.upslopecapital.com/ And here's Best Anchor Stocks,' webs...
Oct 31, 2024•49 min
In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry. We discuss, among other topics... The healthcare industry in general The bioprocessing sub-segment The parts of the value chain that can potentially add the most shareholder value How AI can impact the value chain Much more Don't forget to subscribe to bestanchorstocks.com if you like the content and follow me on X (@invesquotes). I have covered the industry and own one the...
Sep 18, 2024•57 min
Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry, and we go over all the relevant topics like... What the industry is and its history Growth drivers Competitive dynamics Main players Challenges and headwinds The current state of the industry If you are looking for an introduction to the industry, this podcast is for you. I also wrote a primer on the industry a while ago w...
Aug 28, 2024•1 hr 14 min
Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US. They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this trend. Here it is: https://andvariassociates.com/wp-content/uploads/2024/06/2024-06-Andvari-Fortune-Southern-migration.pdf Lawrence and Doug also host (together with Devin Lasarre) an excellent and atypical p...
Aug 15, 2024•52 min
Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Link to Crossroads Capital: https://www.crossroadscap.io/ Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023 Don't forget to follow the show and leave a review if you enjoy it! Topics covered... What Ryan considers a high-quality company How Ryan applies the past to his process Thoughts on Big Tech and competition from China Thoughts on Index Concentration ...
Jul 24, 2024•1 hr 17 min
In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as... How Ernest got hired at Baskin (comes with good advice for people who might be starting out) Why today is different to the dotcom era Disruption for tech companies and why we tend to overestimate it Adobe and generative AI Characteristics of a high quality company Dividend investing The advant...
Jul 09, 2024•1 hr 25 min
Hi again! It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've ever researched. Drew and I have also written some articles related to this topic, here they are... My article: https://www.bestanchorstocks.com/p/the-traits-of-a-high-quality-company Drew's article: https:...
Jun 27, 2024•1 hr 18 min
Link to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best ... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you enjoy these types of episodes be sure to follow and leave a review! ---------------------------------------------------------------- Hello! I had the chance of speaking to Todd Wenning this week, founder of Flyover Stocks. We discussed stock picking in g...
Sep 12, 2023•1 hr 15 min
Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital . Shree was incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great companies in detail, Copart (CPRT) and HEICO (HEI), focusing on the main risks for each.
Apr 06, 2023•1 hr 30 min
Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics. For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/ For more information about Best Anchor Stocks, visit our landing page: https://seekingalpha.com/mp/1399-best-anchor-stocks/articles...
Feb 22, 2023•1 hr 8 min
Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB , a privately held investment company based in Karlstad, Sweden. I decided to contact Christian after listening to him speak about quality investing, as I believe the investment style of Billinger Forvaltning is pretty similar to that of Best Anchor Stocks. We focused the conversation on quality investing and on the concept of “hiding in...
Dec 12, 2022•1 hr 13 min
In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)
Oct 14, 2022•54 min
