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Frederik Gieschen: Lessons From Trading Greats, Writing Habits & Black Holes
Season 3 Episode 11
Hey Guys! This week I am very stoked to have Frederik Gieschen, @NeckarValue, on the Podcast. We dove deep on writing and reading processes, lessons …
4 years, 3 months ago
Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital
Season 3 Episode 10
Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This w…
4 years, 3 months ago
Lucas Tomicki: Systematically Hunting For Compounders
Season 3 Episode 9
Hey guys! This week we have Lukasz Tomicki, the portfolio manager at LRT Capital. LRT is a long-short fundamental based investment fund.
In this con…
4 years, 4 months ago
Austin Swanson: Cardlytics (CDLX) Deep Dive
Season 3 Episode 8
This week I'm excited to share with you my conversation with Austin Swanson. Austin is a real estate and stock market investor. And boy, is he passio…
4 years, 4 months ago
Peter Mantas: Crash Course on Life Sciences & Biotech Investing
Season 3 Episode 7
Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He exp…
4 years, 4 months ago
Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)
Season 3 Episode 6
Michael Jordan had his flu game. This week, Dan McMurtrie has his Flu Podcast. Join us as the Super Flugatu drops dozens of knowledge bombs, all whil…
4 years, 4 months ago
Amy Jo Kim: Deconstructing The Best Social Games
Season 3 Episode 5
Hey guys! This week I'm stoked to have Amy Jo Kim on the podcast. Amy is the co-founder of Game Thinking, a company dedicated to helping the world's …
4 years, 5 months ago
James Reynolds: How To Identify Businesses w/ Ecosystems of Control
Season 3 Episode 4
Hey guys! This week we have as a guest James Reynolds of Tenebrist Global. I’ve met James at Valuex Vail when he was the only person that pitched a c…
4 years, 5 months ago
Stephen Diehl: The Dark Side of Web3, Crypto & NFTs
Season 3 Episode 3
Hey guys! I have the privilege of speaking with Stephen Diehl. Diehl is a London based software engineer and an outspoken critic of cryptocurrencies,…
4 years, 5 months ago
Sleepwell Capital: Conviction, Undiscovered Gems, and Spotify $SPOT
Season 3 Episode 2
Hey guys! This week we got the one and only @SleepwellCap on the show today! We've got a wide ranging conversation today going from how he became a b…
4 years, 5 months ago