Podcast Episodes

Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)

Season 6 Episode 10

Q4 Investor Audibles is out. This week we cover:

Massif Capital Marlton PartnersGiverny Capital

This is an idea heavy episode that I know you'll love.…

1 year ago

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[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

Season 6 Episode 9

This is a replay of our podcast in 2023.

This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call So…

1 year ago

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Adam Rossi: Investing In The Age of DOGE

Season 6 Episode 8

I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman.…

1 year ago

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Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

Season 6 Episode 7

I can't believe it took me this long to get Matt Warder on the podcast. But here we are.

Matt is the smartest guy in the coal space, and it's not eve…

1 year ago

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Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

Season 6 Episode 6

Q4 Investor Audibles is out. This week we cover:

Colebrooke Opportunities Fund Tidefall Capital Maran Capital

This is an idea heavy episode that I…

1 year, 1 month ago

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Swen Lorenz: Drowning in Undervalued Shares

Season 6 Episode 7

Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path id…

1 year, 1 month ago

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[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

Season 6 Episode 6

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Cop…

1 year, 1 month ago

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Stephen Farrington: An Unemployed Small-Cap Value Degenerate

Season 6 Episode 5

This might be one of my favorite podcasts of 2025 ... and it's only January.

Stephen Farrington is a small cap investor and author of the Unemployed…

1 year, 1 month ago

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John Swallow (Idaho Strategic): The Golden Age of Gold Mining

Season 6 Episode 4

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast.

John has been one of my favorite guests over the years. He's built I…

1 year, 2 months ago

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Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

Season 6 Episode 3

We're back at it with Q4 2024 Investor Audibles! This week we're listening to:

Vlata Fund LVS Advisory Patient Capital Management

I think you…

1 year, 2 months ago

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