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Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted
Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted

Season 2 Episode 42

This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to v…

4 years, 5 months ago

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Tom Morgan: How To Become A Curiosity Sherpa
Tom Morgan: How To Become A Curiosity Sherpa

Season 2 Episode 41

This week we have Tom Morgan, Director of Communication and Content at the KCP Group. 

This episode we will focus on how to become a curiosity sherpa…

4 years, 5 months ago

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Adam Singer: Investing in Life Sciences, Tech Dystopia, and Online Worlds
Adam Singer: Investing in Life Sciences, Tech Dystopia, and Online Worlds

Season 2 Episode 40

Hey guys! This week we have a special guest Adam Singer, the VP of marketing and LEX Markets. We covered a variety of topics ranging from working for…

4 years, 6 months ago

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Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)
Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)

Season 2 Episode 39

Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s inves…

4 years, 6 months ago

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Ben Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTII
Ben Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTII

Season 2 Episode 40

Hey gang! I'm stoked to bring you my Twitter Spaces interview and Q&A with Ben Kovler, founder and CEO of Green Thumb Industries $GTII. 

GTII is a ca…

4 years, 6 months ago

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Louisa Nicola: How To Supercharge Decision-Making
Louisa Nicola: How To Supercharge Decision-Making

Season 2 Episode 37

This week we're diving into the physiology, biology and neurological side of investing and general performance with Louisa Nicola a Neuroscientist, N…

4 years, 6 months ago

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David Polansky: Babushkas & The Quest For 20% IRRs
David Polansky: Babushkas & The Quest For 20% IRRs

Season 2 Episode 36

This week we chat with David Polanksy, co-founder and managing partner at Immersion Investments. 

David is a terrific investor, independent thinker, …

4 years, 6 months ago

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Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing
Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing

Season 2 Episode 35

Today we had the privilege of speaking with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management LLC. He has a very interesting b…

4 years, 7 months ago

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Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

Season 2 Episode 33

This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Indi…

4 years, 7 months ago

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Steven Wood: Constructivism & The Psychology of A Great Investor
Steven Wood: Constructivism & The Psychology of A Great Investor

Season 2 Episode 33

This week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging from joining the board of 500…

4 years, 7 months ago

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