Podcast Episodes

Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps

Season 6 Episode 35

Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989.  After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment ana…

Published on 7 hours ago

Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital

Season 6 Episode 34

I hope you guys enjoy the latest Q2 2025 Investor Audible series.

This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's Q2 letters.

Ideas discussed: APG, KITS, NRP, SYZ.T…

Published on 1 week ago

[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)

Season 6 Episode 33

Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation.

I hope you guys enjoy!

Hey Guys! This episode, we hear…

Published on 2 weeks ago

Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More

Season 6 Episode 32

In this episode, Kristoffer Lindström—founder and analyst at LIND Research—joins to unpack his investment process and deliver a compelling pitch on Physitrack (ticker: PTRK).

I hope you enjoyed the c…

Published on 3 weeks ago

Oliver Friesen (GMET): All Things Tungsten

Season 6 Episode 31

In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply cha…

Published on 4 weeks ago

Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital

Season 6 Episode 30

I hope you guys enjoy the latest Q2 2025 Investor Audible series.

This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters.

Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, T…

Published on 1 month ago

Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners

Season 6 Episode 29

I hope you guys enjoy the latest Q2 2025 Investor Audible series.

This week, we read Rowan Street, Desert Lion, and Minot Light Capital Partners.

Ideas discussed: META, SHOP, SPOT, ART, TDUP, CURV, L…

Published on 1 month, 1 week ago

Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager

Season 6 Episode 28

I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital.

Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year i…

Published on 1 month, 2 weeks ago

Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

Season 6 Episode 27

Another edition of Investor Audibles is out. This week we read letters from LVS Advisory, Brasada Capital, and Kathmandu Capital.

Ideas include: $CW, $ITOS, $WST, $UBER, $UI, $ACMR, Nagacorp, and mor…

Published on 1 month, 3 weeks ago

[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining

Season 6 Episode 26

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast.

John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to …

Published on 2 months ago