Podcasts by The Investing City Podcast

Ep. 93 - Paul Andreola: Finding Your Niche from 2023-02-14T19:04:08

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 ar...

Ep. 92 - The Launch of Infuse from 2022-07-21T06:38:14

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...

Ep. 91 - Tyler Okland: The Asymmetry of Opendoor from 2022-03-09T13:00

In this conversation we cover:

- why Opendoor is Tyler's largest personal holding

- the market dynamics of ibuying

- the competitive landscape for Opendoor

- the futu...

Episode 90 - Yaron Naymark: KKR & the PE Landscape from 2022-03-04T13:00

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!

Listen

Ep. 89 - Georg Krijgh: Investing in the Future from 2022-02-15T23:00

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

Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders from 2022-01-28T17:40:18

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...

Ep. 87 - Joe Frankenfield Pt. 2: GDRX and RDFN from 2021-12-15T20:54:49

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 inter...

Ep. 86 - Scott Bennett: Follow the Big Money from 2021-11-01T13:00

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 ...

Ep. 85 - Brian Dress Pt. 2: CRWD & NVDA from 2021-07-27T12:00

In this conversation we cover:

- Left Brian's 5 criteria for finding great companies

- Crowdstrike

- Nvidia

- and much more!

• Tha...
  Listen

Ep. 84 - Marcelo Lima Pt. 2: Lemonade (LMND) from 2021-07-06T12:00

You can find more information about Marcelo here: https://www.hellerhs.com/blog

In this conversation we cover:

- why Marcelo...

Ep. 83 - James Reynolds: Ecosystem Control from 2021-06-16T12:00

You can find James on Twitter here: https://twitter.com/TenebristGlobal

In this conversation we cover:

- James' backgr...

Ep. 82 - Ted Seides: Manager Fundamentals from 2021-04-20T12:00

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 ow...

Ep. 81 - Upstart: A fintech disruptor from 2021-04-13T08:00

In this conversation we cover:

- a recent IPO, Upstart

- the business/how it makes money

- competitors

- investment runway

- financials

- management

Ep. 80 - Robert Cantwell: Compound Kings from 2021-04-06T19:07:55

In this conversation we cover:

- Robert's background at a few investment firms

- The Compound Kings investment philosophy

- Why Robert thinks gross profit - sale...

Ep. 79 - Secret Capital: All About DoorDash from 2021-02-16T17:49:25

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 convers...

Ep. 78 - Jonah Lupton: High Growth + Small Market Cap from 2021-02-04T13:00

You can find out more about Jonah through his Twitter profile.

In this con...

Ep. 77 - Nick Dennis: Open-Mindedness as an Edge from 2020-12-09T13:00

You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/

In this conversa...

Ep. 76 - A Stock Thesis: Fiverr from 2020-11-30T11:00

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 Membersh...

Ep. 75 - Brian Feroldi: The Quality Checklist from 2020-11-16T11:00

In this conversation, we cover Brian's checklist for finding quality companies. 

Part 1 of the checklist can be found here: Listen

Ep. 74 - Packy McCormick: The Tencent of India from 2020-11-02T11:00

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...

Ep. 73 - Ryan O'Connor: Nintendo's Crossroads from 2020-10-21T19:05:34

Shownotes:

- Bloomberg article referenced

- Listen

Ep. 72 - Richard Chu: Healthcare Disruptor from 2020-10-15T11:00

You can follow Richard on Twitter [HERE] and check out Saga [HERE]. 

In this c...

Ep. 71 - Peter Offringa: Software Stack Investing from 2020-10-01T19:18

Check out Peter's website at: softwarestackinvesting.com

In this conversation we cover:

- the origin of his blog

- how...

Ep. 70 - Ben Claremon: The Buffett List from 2020-09-10T14:00

Ben Claremon is a portfolio manager at Cove Street Capital. 

In this conversation we cover:

- Cove Street Capital's inv...

Ep. 69 - "Muji Hhhypergrowth": All About Edge Networks from 2020-08-28T20:09:28

You can find Muji's (@hhhypergrowth) excellent blog post here: https://hhhypergrowth.com/what-are-edge-networks/

Ep. 68 - Eric Jensen Jr.: Variant Perception from 2020-08-10T09:00

You can check out Eric's company, Antrim, [HERE]. 

In this conversation we cover:

- Eric's focus when analyzing a company...

Ep. 67 - Osman Jen Pt. 2: Opportunity Knocks from 2020-07-27T11:00

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 ...

Ep. 66 - Turner Novak: Predicting Competitive Advantage from 2020-07-13T09:00

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...
  Listen

Ep. 65 - Jeremy Deal: The Future of Advertising from 2020-06-29T12:00

You can learn more about Jeremy here: https://jdpcap.com/

In this conversation we cover:

• the history and future of the advertis...
  Listen

Ep. 64 - Brian Dress: Left Brain Investing from 2020-06-15T09:43

• LeftBrain Investment Research's website and subscribe page, ...
  Listen

Ep. 63 - NZS Capital: Complexity Investing from 2020-06-01T10:00

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 Listen

Ep. 62 - Michael Girdley: Dura-ble Processes from 2020-05-18T09:00

Here is Michael's website he referred to in the podcast: https://girdley.com/

In this conversation we cover:

Michael's ba...

Ep. 61 - Puru Saxena Pt. 2 from 2020-05-04T09:00

You can find our first conversation [HERE]. 

Ep. 60 - Companies that are Verbs from 2020-04-23T01:14:58

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 produ...

Ep. 59 - Joe Frankenfield: Decade Horizon in a Pandemic from 2020-03-23T13:09

Joe is the portfolio manager of Saga Partners. 

In this conversation we cover: 

• one of Joe's new investments 

• his portfolio allocation strategy 

Ep. 58 - Lawrence Yeo: Money and Your Identity from 2020-03-09T12:05

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...

Ep. 57 - Chetan Puttagunta: Infinite Learning from 2020-03-02T15:00

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 ...

Ep. 56 - Lukasz Tomicki: Value Chain Analysis from 2020-02-10T13:34

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...

Ep. 55 - Sean Emory: The Art of Digging from 2020-01-27T13:18

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...

Ep. 54 - Bert Hochfeld Pt. 2: Digital Transformation from 2020-01-20T12:52

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 ...

Ep. 53: Five Investing Resolutions for 2020 from 2020-01-06T13:00

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...

Ep. 52 - Ophir Gottlieb: Picks and Shovels from 2019-12-16T13:41

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 ...

Ep. 51 - Fred Liu: Recognizing Quality from 2019-12-09T13:37

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 h...

Ep. 50 - Business Breakdowns from 2019-12-02T17:00

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 T...

Ep. 49 - Marcelo Lima: Buffett 2.0 from 2019-11-25T12:00

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 twee...

Ep. 48 - Travis Devitt: Just Do the Work from 2019-11-18T12:48

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 p...

Ep. 47 - Nick McCullum: Reaping Dividends from 2019-11-11T13:00

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...

Ep. 46 - Simon Erickson: All Things Innovation from 2019-11-04T12:09

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...

Ep. 45 - Aaron Bush: Mastering the Meta from 2019-10-28T12:00

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. ...

Ep. 44 - Matt Joass: How To Catch a Monster from 2019-10-21T11:17

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 y...

[REPLAY] Ep. 43 - Morgan Housel from 2019-10-14T11:16

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...

Ep. 42 - Discontinuous Disruptors from 2019-10-07T16:30

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...

Ep. 41 - Gennaro Cuofano: Four Week MBA from 2019-09-30T14:49

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...

Ep. 40 - David Kim: Scuttleblurb from 2019-09-23T10:14

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 advan...

Ep. 39 - Tommy Griffith: The 1000 Day Rule from 2019-09-16T10:33

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 Ma...

Ep. 38 - Zach Olson: Annoyingly Curious from 2019-09-09T10:56

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 ...

Ep. 37 - Yonhee Gordon: Shaping a Culture from 2019-09-02T10:30

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 ...

Ep. 36 - Elliot Turner: Cutting Through the Noise from 2019-08-26T10:30

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 ha...

Ep. 35 - Trevor Muchedzi: Three Buckets of Stocks from 2019-08-19T10:30

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 t...

Ep. 34 - Sean Stannard-Stockton: Coming to Conviction from 2019-08-13T18:00

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...

[REPLAY] Ep. 33 - Doug McMillon: CEO of Walmart from 2019-08-06T11:52

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 ...

Ep. 32 - Dee Anna Smith: Doing the Rounds from 2019-07-30T11:41

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 ent...

Ep. 31 - Alex Rubalcava: Seed Stage Investing from 2019-07-23T10:21

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 c...

Ep. 30 - Jamie Catherwood: Lessons of the Past from 2019-07-16T10:43

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 wil...

Ep. 29 - Bluegrass Capital (Pt. 2): Business Lessons from 2019-07-09T11:36

You can listen to Part 1 of our conversation as well. 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...

Ep. 28 - Ali Hamed: Making Things Happen from 2019-07-02T11:04

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 c...

Ep. 27 - Coach Morris: Relationship-Driven Leadership from 2019-06-25T10:42

Coach Morris is a bit of a legend in the California basketball scene. He coached Russell Westbrook and Dorell Wright in high school and was instrumental in their success today. He has a knack fo...

Ep. 26 - Mutual Fund Manager, Eric Clark: Brands Matter from 2019-06-18T10:41

Links included: Eric Clark, Global Brands Brand Z Report If you want more information on the brands fund go to rationalmf.com or feel free to contact Eric directly. Thank you so much for list...

Ep. 25 - Tobias Carlisle: The Acquirer's Multiple from 2019-06-10T10:44

Today we talked to Tobias Carlisle. Tobias is an author, speaker, podcaster, fund manager and much more. Hope you enjoy! Thank you so much for listening, we really appreciate you. If you have f...

Ep. 24 - Dr. Daniel Crosby: This is Your Brain On Money from 2019-06-04T10:00

Daniel Crosby was working as a clinical psychologist when he decided to switch career paths to behavioral finance. Now, he uses those same skills to help people manage money more effectively. He ...

Ep. 23 - Puru Saxena, Portfolio Manager: Growth + Price = Success from 2019-05-28T10:06

Puru Saxena was the founder and portfolio manager of a Hong Kong based money management firm. He set up my first firm with 2 partners in 2001 and then branched off on his own in 2005 and ran money ...

Ep. 22 - Bluegrass Capital: Securities Analysis from 2019-05-21T13:37

Twitter: @bluegrasscap (Bluegrass 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 p...

Ep. 21 - Geoff Gannon: The Research Process from 2019-05-14T13:20

Geoff Gannon is Portfolio Manager at Focused Compounding. Geoff's blog: https://gannononinvesting.com Geoff's Company: https://focusedcompounding.com/ Thank you so much for listening, we reall...

Ep. 20 - A New Stock Revealed from 2019-05-07T13:24

On this episode we analyze the investment thesis for our newest recommendation. We have never given something like this away for free so we hope you enjoy it! Check out our full offering! Thank yo...

Ep. 19 - Founder of The Waiter's Pad, Mike Dariano: A Thirst for Knowledge from 2019-04-30T12:43

Listen to Mike Dariano talk about everything from movie theater economics to how we can harness our uniqueness as a competitive advantage. You'll want to listen to this one. Thank you so much for...

Ep. 18 - COO of Omni, Ryan Delk: How To Get Things Done from 2019-04-23T13:20

Learn from Chief Operating Officer, Ryan Delk, how to get things done in a fast-paced environment. Ryan is a leader at Omni, a revolutionary start-up, aiming to provide in-roads into the access eco...

Ep. 17 - Hedge Fund Manager, Osman Jen: Remember the Thesis from 2019-04-16T13:16

Osman Jen is the founder of DX2 Capital. He started it about 3 years ago and we talk about his journey opening a fund, his research process, China, and much more. Thank you so much for listening,...

Ep. 16 - Portfolio Manager, Gautam Baid: Joyful Compounding from 2019-04-09T06:16

Gautam Baid is a Portfolio Manager at Summit Global Investments. He has a passion for learning and investing. Check out his book, The Joys of Compounding. Thank you so much for listening, we reall...

Ep. 15 - Ryan's Recap (Best of The Investing City Podcast) from 2019-04-02T13:22

Until now, we have recorded 14 episodes. So we wanted to take this week to slow down and distill some of our biggest takeaways from these stellar guests. Ep. 1 - 10 Reasons Investing is Awesome ...

Ep. 14 - Dan Rasmussen, Founder at Verdad Capital: Where's the Evidence? from 2019-03-26T13:46

Dan Rasmussen is the founding partner of Verdad Capital, and he's had quite an illustrious career, even though he is pretty young. So Dan got his undergrad at Harvard, and then he actually wrote a ...

Ep. 13 - Mike Kehoe, Serial Entrepreneur & CEO of Kehoe Investments: Impact Through Growth from 2019-03-19T13:39

You can connect with Mike 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 ...

Ep. 12 - Nick Maggiulli, Analytics Manager at Ritholtz Wealth: Data is the New Oil from 2019-03-12T22:25

Links: Nick's blog: Of Dollars and Data Post: Even God Couldn't Beat Dollar Cost Averaging Ritholtz Wealth Management Data Camp Data Camp - Intro to R Thank you so much for listening, we reall...

Ep. 11 - Jim O'Shaughnessy, Founder of O'Shaughnessy Asset Management: Probabilities Over Possibilities from 2019-03-05T10:59

Jim O'Shaughnessy needs no introduction. Enjoy my conversation with the "Godfather of Quant Investing." Thank you so much for listening, we really appreciate you. If you have found this valuable...

Ep. 10 - Kanyi Maqubela, VC & Entrepreneur: Curiosity + Process = Success from 2019-02-26T12:34

Kanyi is one of the smartest guys out there. His systems thinking and unique viewpoints will challenge the way you think. Enjoy this one. Thank you so much for listening, we really appreciate you....

Ep. 9 - Ryan Krueger, Founder of Krueger & Catalano: Appreciation Over Expectation from 2019-02-19T11:02

Episode 9 - Ryan Krueger, Founder of Krueger & Catalano: Appreciation Over Expectation Associated links: Ryan's Firm Ryan's blog Thank you so much for listening, we really appreciate you. If ...

Ep. 8 - Howard Lindzon, StockTwits Founder & Partner at Social Leverage: The Trend is Your Friend from 2019-02-12T14:19

You can learn more about Howard Lindzon at his blog. 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...

Ep. 7 - M1 Finance CEO, Brian Barnes: Leveling the Playing Field from 2019-02-05T14:28

Brian Barnes is the CEO of M1 Finance, the #2 behind the commission-free trading platform, Robinhood. Listen as Brian takes us through his business, the industry and some fascinating lessons along ...

Ep. 6 - Immerse CEO, Quinn Taber: Jump Off the Diving Board! from 2019-01-29T14:16

Quinn Taber is the CEO at Immerse. 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 informatio...

Ep. 5 - Brent Beshore: Business as a Service from 2019-01-22T06:06

Here is the link to the article mentioned in the podcast: How to Buy a Business And here is the link to Brent's book: The Messy Marketplace Thank you so much for listening, we really appreciate...

Ep. 4 - Bert Hochfeld: Becoming an Expert Tech Investor from 2019-01-15T08:04

Bert Hochfeld will help you become a better tech investor. He's been in the game 50 years and he really knows technology inside and out. Thank you so much for listening, we really appreciate you....

Ep. 3 - Morgan Housel: Empathy as a Competitive Advantage from 2019-01-02T17:36

Today we are happy to be talking with Morgan Housel, partner at the Collaborative Fund, a vc firm out of New York. Morgan is one heck of a writer. He is a two-time winner of the Best in Business aw...

Ep. 2 - Walmart CEO Doug McMillon: Pour Out Your Cup from 2019-01-01T06:02

Ok kicking it off, our first guest on the podcast is someone special. Someone who has been named to the Forbes Most Powerful People four out of the last five years, coming in at #23 in 2018. Thi...

Ep. 1 - Ten Reasons Investing is Awesome from 2018-12-29T02:32

This episode is an intro to The Investing City Podcast. In it, we go through 10 reasons why everyone should invest. Here's the link to the original blog post: https://www.investingcity.org/blog/a...