Podcast Episodes

Paul Andreola: How To Find The Next XPEL

Season 3 Episode 31

This week our guest is Paul Andreola. He is the publisher of SmallCap Discoveries and full-time microcap investor. Today, we discussed why illiquidit…

3 years, 11 months ago

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Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund

Season 3 Episode 30

This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

Worm Capital (03:00 - 27:00)…

3 years, 11 months ago

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Christian Ryther: Water The Flowers & Cut The Weeds

Season 3 Episode 29

Hey guys! This week we have value investor Christian Ryther from Curreen Capital. This is a gardening heavy episode. We focused on one of the most ic…

3 years, 11 months ago

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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, 11 months ago

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@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…

4 years ago

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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 …

4 years ago

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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…

4 years ago

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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 …

4 years ago

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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…

4 years, 1 month ago

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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…

4 years, 1 month ago

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