Joe is the portfolio manager of Saga Partners. In this conversation we cover: • one of Joe's new investments • his portfolio allocation strategy • his thoughts on intrinsic value with an example • how he spends his days productively Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and con...
Mar 23, 2020•53 min•Season 1Ep. 59
Lawrence Yeo is the creator of a growing blog called More To That. One of his more popular posts is called "Money is the Megaphone of Your Identity." You've got to check it out. He provides a very rational and helpful way to understand money in its proper context. In this conversation we cover: • why life is always a framing problem • why financial freedom isn't about money • what the money spectrum is • the interplay between money and your identity Thank you so much for listening, we really app...
Mar 09, 2020•46 min
In this conversation we cover: • Chetan's first few investments (MongoDB, Mulesoft, Elastic) • How to be an awesome board member • Why he studies public companies to become a better VC • What he does to remain an infinite learner Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Resear...
Mar 02, 2020•36 min
You can find more information of Lukasz [HERE]. In this conversation we cover: • tons of different value chains • from cars to restaurants and a bunch of industries in between • Lukasz's focus on company's with moats Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: h...
Feb 10, 2020•47 min
Sean Emory is the founder and CIO of Avory & Co. In this conversation we cover: what value investing in tech looks like Nutanix and how its a good example of the companies Sean looks at how Sean thinks about portfolio management and valuations and much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to...
Jan 27, 2020•42 min
We talk all things digital transformation with Bert Hochfeld. You can find our first conversation [HERE]. Listen to this episode if you want to become a better tech investor! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Inve...
Jan 20, 2020•50 min
Below are the five investing resolutions! Listen for more detail on each one of them. 5 Investing Resolutions for 2020 • More reading, less financial news • More thinking, less looking at stock prices • More analysis of competition, less obsessing over trailing multiples • More microeconomics, less macroeconomics • More 10-Ks, less time reading articles Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help ...
Jan 06, 2020•18 min
Ophir is the CEO and founder of Capital Market Laboratories. We talk about Ophir's: • background • investment strategy • ideal company to invest in • advice for all investors Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Inve...
Dec 16, 2019•56 min
Fred Liu is the Managing Director of Hayden Capital. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at [email protected] Again, we really appreciate that ...
Dec 09, 2019•36 min
We've even lowered the price since the recording of this podcast, you can find the new offering here: Business Breakdowns And here is the official URL: https://businessbreakdowns.substack.com Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity....
Dec 02, 2019•22 min
Marcelo Lima runs Heller House. We talk about his investing background and how it has transformed over the years. We also talk about two companies pretty in-depth. Also, here is a link to a tweet concerning the crash of Shopify from a couple YouTubers. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these...
Nov 25, 2019•48 min
Check Travis out on Twitter: @travisdevitt Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at [email protected] Again, we really appreciate that you would ...
Nov 18, 2019•48 min
You can find more about Nick and Sure Dividend [HERE]. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us at [email protected] Again, we really appreciate tha...
Nov 11, 2019•36 min
Simon Erickson started a service at the Motley Fool called Explorer. Follow him on Twitter for some great insights. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Or feel free to email us...
Nov 04, 2019•40 min
Aaron started a newsletter called "Master the Meta" which is all about e-sports and gaming. It's really interesting and we break down the whole industry. I learned a lot and I'm sure you will too. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investing...
Oct 28, 2019•51 min
You can find more information about Matt [HERE]. We talk all about his investment process and how to catch monster, monster stocks that is. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city ...
Oct 21, 2019•51 min
You can find a lot of Morgan's writings at the Collaborative Fund blog. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at service@invest...
Oct 14, 2019•58 min
In this episode, we break down the three types of innovation. You can find the full blog post here: https://www.investingcity.org/post/discontinuous-disruption Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twit...
Oct 07, 2019•36 min
On this episode we have Gennaro Cuofano, the founder of Four Week MBA, a site with amazing content on how to become a better businessperson. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city...
Sep 30, 2019•38 min
On this episode we had David Kim, founder of the blog Scuttleblurb and partner of Forage Partners. David is a great investor who has a deep understanding of business models and competitive advantages. You don't want to miss this one. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Re...
Sep 23, 2019•37 min
Tommy Griffith is the CEO and founder of ClickMinded, a digital training course for entrepreneurs and marketers. Here are some resources from Tommy as well: • SEO Strategy Guide • Digital Marketing Strategy Guide • SEO Checklist Tommy was head of SEO at PayPal and AirBnb before he started his business. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can ...
Sep 16, 2019•34 min
Zach Olson is the Director of Research for Drum Hill Capital. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at [email protected]...
Sep 09, 2019•48 min
Yonhee Gordon is the COO of JMG Financial, an RIA based out of Chicago. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at service@invest...
Sep 02, 2019•25 min
Elliot Turner is the CIO of RGA Investment Advisors. Here is a slide deck of him presenting PayPal and Roku at MOI Global. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: invest...
Aug 26, 2019•44 min
Trevor Muchedzi is the founder and CIO of One Transaction Capital, an investment fund now based out of Australia. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city ...
Aug 19, 2019•45 min
Sean is the CIO and Founder of Ensemble Capital Management. Ensemble Capital Intrinsic Investing Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Research services Website YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at service@investingci...
Aug 13, 2019•50 min
We're replaying our first ever guest episode and our second overall episode. The Investing City Podcast has grown a ton since this early episode so we thought it'd be a good time to resurface this one. Next week, we'll be right back with spankin' new episodes. Enjoy! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by...
Aug 06, 2019•21 min
Dee Anna Smith is the CEO of Sarah Cannon, the oncology research center for HCA Healthcare, the largest hospital company in the US. Listen to Dee Anna as she shares the wisdom from decades of entrepreneurship and leadership. Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research We...
Jul 30, 2019•25 min
Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at [email protected] Again, we really appreciate that you would take the time to listen. Hope it w...
Jul 23, 2019•57 min
Links: Archive.org Jamie's Website: Investor Amnesia Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Website: https://www.investingcity.org YouTube: Investing City Twitter: investing_city Instagram: investing_city Or feel free to email us at [email protected] Again, we really appreci...
Jul 16, 2019•40 min
