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Investor Audibles: Hosking Partners May 2025 Letter
Season 6 Episode 20
We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post…
9 months, 3 weeks ago
[REPLAY] Jeff Sands: How To Fix A Business In 100 Days
Season 6 Episode 19
Excited to replay Episode 21 with y'all!
Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020.…
10 months ago
James Elbaor (Marlton LLC): Investing In Investors
Season 6 Episode 18
This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing.
We chatted sing…
10 months, 1 week ago
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea
Season 6 Episode 17
I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it.
So today, we're …
10 months, 2 weeks ago
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital
Season 6 Episode 16
Excited to have the Q1 2025 Investor Audible Series rolling through this quarter.
This week, we have letters from:
1Main CapitalAlluvial CapitalNZS Cap…10 months, 3 weeks ago
Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Season 6 Episode 15
This is my first podcast with Adrian Godas and I am so excited to share it with you.
Adrian is one of the OGs that helped me learn the mining industr…
11 months ago
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story
Season 6 Episode 14
Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse …
11 months, 1 week ago
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
Season 6 Episode 13
I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing.
Big thanks to my two co-hosts @BuyCheapAndPray and @theother…
11 months, 2 weeks ago
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold
Season 6 Episode 12
Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again.
We chat gold, junior miners, Derrek's life-changing …
11 months, 3 weeks ago
Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More
Season 6 Episode 11
Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commoditi…
11 months, 3 weeks ago