In this conversation, we cover: - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc 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 here . Again, we really appreciate that you would tak...
Jan 14, 2025•56 min
You can find Rodrigo on X here . In this conversation, we cover: Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to break down a sector from scratch 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 here . Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let ...
Oct 22, 2024•1 hr 2 min
You can learn more about Naavik here . In this conversation, we cover: - Gaming industry size: $180 billion - Mobile half of that and then 50/50 console/pc - Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX) - Future of gaming and the evolution over the last few years - Roblox and user-generated platforms - Aaron's 5 biggest personal portfolio positions: MELI, AMZN, NFLX, SHOP, BRKA Thank you so much for listening, we really appreciate you. If you have f...
Sep 24, 2024•54 min
In this conversation, we cover: Background Philosophy The level of pain felt during your investing life relates to the extent of your understand of the value of the businesses you own Reysas Intellego Life 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 here . Again, we really appreciate that you would...
Sep 03, 2024•49 min
In this conversation, we cover: - The story behind the name Arauca - Jean Philippe's strategy including an interesting part on barbelling - Shelly Group and its free optionality You can learn more about Jean Philippe and Arauca Capital 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 here . Again, we ...
Aug 15, 2024•1 hr 1 min
Thank you so much for listening, we really appreciate you. We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company. You can check out the written version here: https://www.business-breakdowns.com/p/applovin 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 here . Ag...
Jul 11, 2024•22 min
In this conversation, we cover: Ryan’s strategy of stacking his roster of companies Why America will need more electricity and natural gas Game unchangers The power of quantitative force-ranking Why he observes and tries to not have opinions on where the market is headed And so 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 mor...
Jun 27, 2024•49 min
In this conversation, we cover: Why StockNovice pays close attention to trends in primary and secondary metrics for each of his businesses TransMedics and how he was able to hang on through volatility Some details on position sizing and rules around that 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 co...
Jun 20, 2024•44 min
You can follow Fundasy Investor here . In this conversation, we cover: Will’s investment philosophy Why Kinsale is an especially interesting company A mini masterclass in the insurance sector 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 here . Again, we really appreciate that you would take the time to liste...
Jun 13, 2024•43 min
You can follow Mark on X here . In this conversation, we cover: - how in every business, there is a "tastes like chicken" layer - why marketing and accounting are underrated business functions - why business transparency can lead to healthy company cultures - 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...
Jun 06, 2024•42 min
You can find Ian on X here and apply to Microcap Club here . In this conversation, we cover: Ian’s philosophy Top down: Good story, scarcity (1/1), tailwind, undiscovered Bottom up: Fort Knox balance sheet, profitable, cash flow, could grow through recession, valuation 2x over 3 years) Ian’s edge with personal management relationships Why investors’ main job is getting to the truth quicker And much more Thank you so much for listening, we really appreciate you. If you have found this valuable, p...
May 30, 2024•48 min
In this conversation, we cover: how Andrew Martin has been able to crush the market the filters Andrew uses to sort small/micro cap stocks some examples including Shelly Group, McCoy Global, and Cyviz 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 here . Again, we really appreciate that you would take the time...
May 23, 2024•47 min
In this conversation, we cover: - the medtech approval process - why reimbursement is so important - many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Delcath 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 here . Again, we r...
May 16, 2024•49 min
In this conversation, we cover: - how Drowsy's grandfather held Coca-Cola for 50 years - Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc) - how time is the friend of conviction - there may even be some small appearances from his son in the background 😅 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 informati...
May 09, 2024•39 min
You can follow Brent on X here and find out more about Permanent Equity here . In this conversation, we cover: - why Brent loves finding niches - the hygiene layer of business - what types of questions Brent asks when assessing a business - some examples from Permanent Equity's 15 company portfolio - why an owner moat might be a bad thing 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 peop...
May 02, 2024•53 min
You can find Brad on X here and find his newsletter here . In this conversation, we cover: - Brad's investment philosophy of finding companies that have to do less work per customer - Nubank's investment case - Differences between Nu and SoFi - How Brad doubled down on Meta - Some other companies like Crowdstrike, SentinelOne, and Duolingo. 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 mor...
Apr 25, 2024•49 min
You can find Nick on X here: https://twitter.com/nicholasp66 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 : RyanReeves_ Or feel free to email us at [email protected] Again, we r...
Apr 18, 2024•57 min
You can subscribe to Jeff's substack here: https://www.enerwrap.com/ Or follow him on X here: https://twitter.com/EnergyCredit1 A few of the companies mentioned: 1. Exxon 2. Chevron 3. Transocean 4. Tidewater 5. Chesapeake Energy 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: Pre...
Apr 11, 2024•55 min
You can follow Drew here on X. Companies mentioned: 1. E.l.f 2. Duolingo 3. Shopify 4. Paycom 5. Aehr Systems 6. Klaviyo 7. Walmart 8. Amazon 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 ...
Apr 04, 2024•57 min
We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain. In this episode, we're going through the cybersecurity industry. Here are just a few of the companies mentioned: - Crowdstrike - Microsoft - SentinelOne - Cloudflare - Palo Alto Networks - Fortinet - Okta - Cyberark - ZScaler - Datadog You can l...
Mar 28, 2024•43 min
This is part 2 of our sector analysis on semiconductors. You can check out Doug's substack here: Fabricated Knowledge . We go deep on semis. Here are some of the companies mentioned: 1. Nvidia 2. ASML 3. Applied Materials 4. Intel 5. AMD 6. Synopsys 7. Cadence 8. TSMC 9. SMIC 10. KLA Corp 11. Lam Research 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 awes...
Mar 21, 2024•51 min
We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain. We are kicking off this new series going through the complex value chain of the semiconductor industry. Here are just a few of the companies mentioned: - Nvidia - AMD - TSMC - Broadcom - Microsoft - Google - Amazon - Marvell - Micron - ASML - Cadence - ...
Mar 14, 2024•47 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: Premium Research Website : https://www.investingcity.org YouTube : Investing City Twitter : RyanReeves_ Or feel free to email us at [email protected] Again, we really appreciate that you would take the time to listen. Hope...
Mar 07, 2024•1 hr 5 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: Premium Research Website : https://www.investingcity.org YouTube : Investing City Twitter : RyanReeves_ Or feel free to email us at [email protected] Again, we really appreciate that you would take the time to listen. Hope...
Feb 29, 2024•47 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: Premium Research Website : https://www.investingcity.org YouTube : Investing City Twitter : RyanReeves_ Or feel free to email us at [email protected] Again, we really appreciate that you would take the time to listen. Hope...
Feb 22, 2024•2 hr 3 min
We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes. Get ready for weekly episodes! 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 Cit...
Feb 15, 2024•1 hr•Season 1Ep. 94
In this conversation we cover: - Paul's background - How he uses the CANSLIM method in Canadian microcaps - His criteria for picking stocks - Why low volume stocks are enticing - How he manages his time - What it takes to be a successful 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 place...
Feb 14, 2023•38 min•Season 1Ep. 93
Disclaimer: Must be accredited to become an limited partner. Below are the links and resources mentioned in the episode: 1. The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing 2. The post about our process here: https://www.infuse-am.com/post/our-investment-process 3. The website: https://www.infuse-am.com 4. And here is my email: [email protected]...
Jul 21, 2022•45 min•Season 1Ep. 92
In this conversation we cover: - why Opendoor is Tyler's largest personal holding - the market dynamics of ibuying - the competitive landscape for Opendoor - the future optionality of the company - the main risks for Opendoor 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 W...
Mar 09, 2022•41 min•Season 1Ep. 91
In this conversation we cover: - Yaron's investment philosophy - why he is bullish on KKR - an overview of the private equity landscape - 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 these places: Premium Research Website : https://www.investingcity.org YouTube : Investing City Twitter :...
Mar 04, 2022•48 min•Season 1Ep. 90
