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Carvana $CVNA: Will It Survive?
Season 3 Episode 28
Hey Guys! This week, we’re chatting all things Carvana ($CVNA) from a Twitter Spaces I organized on July 7, 2022. The goal was to figure the +20 bill…
3 years, 8 months ago
@ChasingTheVig: What Actually Drives Stock Performance?
Season 3 Episode 27
Hey Guys! This week we return to the anonymous Twitter pool and today our guest is @chasingthevig. We discussed what really matters the most when inv…
3 years, 8 months ago
Eugene Ng: Searching For "Zero To One" Companies
Season 3 Episode 26
Hey Guys! This week we have Eugene Ng. He is the founder of Vision Capital which invest in public and private markets. On this episode Eugene shares …
3 years, 8 months ago
Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks
Season 3 Episode 25
This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:
Andrew Rosenblum, Bonsai Par…3 years, 9 months ago
Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities
Season 3 Episode 24
Hey Guys! This week we have Jay Singh III from specialsitsresearch.com. This episode is all about special situation and our guest Jay shares with us …
3 years, 9 months ago
Alex Morris (TSOH_Investing): Retail Industry Deep Dive
Season 3 Episode 23
Hey guys! This episode we got Alex Morris. Alex is the man behind the substack: The Science of Hitting. This is second time we have Alex as a guest a…
3 years, 9 months ago
Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter
Season 3 Episode 22
Hey Guys! This week’s guest is Adam Wyden from ADW Capital. After annoying him for countless weeks via Twitter DMs, he has agreed to join the podcast…
3 years, 9 months ago
Ben Claremon: How To Evaluate Management & Capital Allocation
Season 3 Episode 21
Hey Guys! This week is a clash of podcast hosts: Me vs Ben Claremon.
Ben is Partner and Portfolio Manger at Cove Street Capital and the Podcast Host…
3 years, 10 months ago
Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital
Season 3 Episode 20
This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:
Matt Sweeney, Laughing Wate…3 years, 10 months ago
Elliott @mu2myoc: The Truth About Affordable Housing Investing
Season 3 Episode 19
Hey Guys! This week we are pivoting from the public markets and we are diving back to Real Estate, specifically getting our hands dirty on affordable…
3 years, 10 months ago