In this conversation we cover: - The Guardian Fund's strategy - Why Shopify has been a huge winner for Georg's fund - Why the cloud is one of Georg's favorite industries - 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 ...
Feb 15, 2022•55 min•Season 1Ep. 89
Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it. In this conversation we cover: - Nick's north star of returns - What investors can learn from traders - Why stop losses can actually be helpful - 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...
Jan 28, 2022•1 hr 4 min•Season 1Ep. 88
You can find more on Joe here: https://twitter.com/SagaPartners In this conversation we cover: - deep dives into GoodRx and Redfin - why both companies are interesting 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...
Dec 15, 2021•1 hr 21 min•Season 1Ep. 87
In this conversation we cover: - Scott's process for following billion-dollar funds - Some interesting names that have come out of his research like Airbnb! - A tale from Will Danoff, the manager of Fidelity's Contrafund 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 Websit...
Nov 01, 2021•40 min•Season 1Ep. 86
In this conversation we cover: - Left Brian's 5 criteria for finding great companies - Crowdstrike - Nvidia - 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 : RyanReeves_ Or feel free to...
Jul 27, 2021•35 min•Season 1Ep. 85
You can find more information about Marcelo here: https://www.hellerhs.com/blog In this conversation we cover: - why Marcelo was initially skeptical about Lemonade and how he formed conviction - Lemonade's origin story - why Lemonade is an interesting business - the market opportunity - and everything in between! 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 awesom...
Jul 06, 2021•51 min•Season 1Ep. 84
You can find James on Twitter here: https://twitter.com/TenebristGlobal In this conversation we cover: - James' background - What he learned at ShawSpring partners as an early analyst and then Head of Research - What ecosystem control is - Carvana's competitive advantage and ecosystem control - 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! Y...
Jun 16, 2021•49 min•Season 1Ep. 83
In this conversation we cover: - Ted's background at the Yale endowment and Protege Partners - What he looks for in an investment manager - How he invests his own money - The genesis of the Capital Allocators podcast - 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 Re...
Apr 20, 2021•28 min•Season 1Ep. 82
In this conversation we cover: - a recent IPO, Upstart - the business/how it makes money - competitors - investment runway - financials - management - 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 C...
Apr 13, 2021•49 min•Season 1Ep. 81
In this conversation we cover: - Robert's background at a few investment firms - The Compound Kings investment philosophy - Why Robert thinks gross profit - sales & marketing is a great metric - Why cash flow is so important - And much more! You can check out the ETF here: https://kngsetf.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! You can find more information by goi...
Apr 06, 2021•39 min•Season 1Ep. 80
In this conversation we cover: DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. 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 going to these places: Premium Research ...
Feb 16, 2021•44 min•Season 1Ep. 79
You can find out more about Jonah through his Twitter profile . In this conversation we cover: - Jonah's background in investing - his investing style and philosophy - a melanoma-detecting patch company - an AI-underwriting company - an alternative to sleep apnea medical device - 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 fi...
Feb 04, 2021•59 min•Season 1Ep. 78
You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/ In this conversation we cover: - the difference between proxies and principles - how to think differently - why retail investors are underrated - Snap, Tesla and Sea Limited - 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 inform...
Dec 09, 2020•1 hr•Season 1Ep. 77
No guest this week, you're stuck with me :) I break down the most recent addition to the Dynasty portfolio. Check it out! You can find more details about the Dynasty Membership here: https://www.investingcity.org/subscriptions 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 service@investingcity.org Again, we really appreciate that you w...
Nov 30, 2020•35 min•Season 1Ep. 76
In this conversation, we cover Brian's checklist for finding quality companies. Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20 Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20 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 in...
Nov 16, 2020•47 min•Season 1Ep. 75
You can read Packy's 2-part series on Reliance [HERE] and [HERE]. https://notboring.substack.com/p/reliance-gateway-of-india In this conversation we cover: - Packy's process for writing the "Not Boring" newsletter - what is Reliance and why we should care - the history and future of Reliance - how Reliance could replicate Tencent's playbook 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 f...
Nov 02, 2020•44 min•Season 1Ep. 74
Shownotes: - Bloomberg article referenced - Nintendo Annual Letter In this conversation we cover: - an amazing story about Ryan's grandfather - Crossroad Capital's strategy - why Ryan seeks out disconfirming evidence - the bull thesis for Nintendo - why the Nintendo bears are wrong 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...
Oct 21, 2020•1 hr 8 min•Season 1Ep. 73
You can follow Richard on Twitter [ HERE ] and check out Saga [ HERE ]. In this conversation we cover: - how to supercharge your investing journey - how Richard went from never investing to a buyside position - the future of healthcare - why Livongo and Teladoc are a powerful combination - 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 awe...
Oct 15, 2020•1 hr 1 min•Season 1Ep. 72
Check out Peter's website at: softwarestackinvesting.com In this conversation we cover: - the origin of his blog - how his unique perspective enables him to invest in software stocks - his top three positions (listen to find out all of them 😋) - some unique resources he uses to research software - and much, more 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 ...
Oct 01, 2020•1 hr 9 min•Season 1Ep. 71
Ben Claremon is a portfolio manager at Cove Street Capital. In this conversation we cover: - Cove Street Capital's investment process - what the Buffett List is - how to read a proxy statement - a deep dive on a company in Cove Street's portfolio. - and a whole lot 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 informati...
Sep 10, 2020•1 hr 12 min•Season 1Ep. 70
You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/ In this conversation we cover: - what an edge network is - how Fastly and CloudFlare are different - why central clouds will still be important - some other companies like ZScaler and Agora - 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 yo...
Aug 28, 2020•47 min•Season 1Ep. 69
You can check out Eric's company, Antrim, [HERE] . In this conversation we cover: - Eric's focus when analyzing a company - why Eric is long Lemonade and Despagar - why Eric is short Kinsale and TransDigm - a lot of insights about the insurance and travel industries 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 conte...
Aug 10, 2020•59 min•Season 1Ep. 68
In this conversation we cover: - some trades Osman made during the past few months - why TJ Maxx and Popeyes are interesting businesses - the difference between an opportunistic bet and a long term holding - Tencent's investments - and much, more 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...
Jul 27, 2020•37 min•Season 1Ep. 67
In this conversation we cover: how Turner broke into venture capital what he looks for in early-stage investments where he thinks his edge is an example of making a VC investment his analysis on Snapchat 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 ...
Jul 13, 2020•46 min•Season 1Ep. 66
You can learn more about Jeremy here: https://jdpcap.com/ In this conversation we cover: the history and future of the advertising industry a bunch of companies that will benefit from this shift you won'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! You can find more information and content by going to these places: Premium Research Website: https:/...
Jun 29, 2020•1 hr 19 min•Season 1Ep. 65
LeftBrain Investment Research's website and subscribe page , along with the promo code Ryan299 [Note - Investing City is NOT getting compensated by Left Brain.] In this conversation we cover: “Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue Interest in Founder/CEOs with strong histories of responsible capital allocation Emphasis on organic growth, acceleration in margins and/or revenue growth rates Profitability on some metric: EBITDA, F...
Jun 15, 2020•44 min•Season 1Ep. 64
If you want to learn more about Brad and Brinton and NZS Capital, check out their website . And this is the sign-up link to the SITALWeek newsletter I mentioned. In this conversation we cover: - why Brad and Brinton have learned more from ants than other investors - what "Complexity Investing" is - why adaptability is so important - how they argue well as a team - how they structure the portfolio - a bunch of real-world examples - and much more! Thank you so much for listening, we really a...
Jun 01, 2020•1 hr 5 min•Season 1Ep. 65
Here is Michael's website he referred to in the podcast: https://girdley.com/ In this conversation we cover: Michael's background as a fireworks CEO how to create systems to improve your life what top grading is (how to hire better) what he looks for when buying private software businesses how to make a business more efficient 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 ...
May 18, 2020•44 min•Season 1Ep. 62
You can find our first conversation [HERE] . In this conversation we cover: Puru's background as starting a fund at 24 years old How he thinks about the best way to invest His risk management system Some companies he finds interesting Psychological tips for becoming a better investor 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 ca...
May 04, 2020•1 hr•Season 1Ep. 61
Companies that have become verbs are a fertile place to look for investment ideas. We highlight five and then at the end we talk about 5 products whose brand has become synonymous with THE product. Check out this episode for a way to look at brands and a quick test for a possible good investment idea. 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...
Apr 23, 2020•22 min•Season 1Ep. 60
