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#35 | Polish companies, strategies and future | Interview w/ Kamil the head of IR at Budimex
Episode 35
In this insightful conversation with Kamil Sochanek, the Head of Investor Relations at Budimex, Poland’s largest infrastructure company, we dive into…
11 months, 3 weeks ago
#34 | The highest AUV restaurant you've never heard of w/ Brett Schafer | Portillo's Deep Dive
Episode 34
Portillo’s is a small, Chicago-based restaurant chain with fewer than 100 locations, yet it generates more revenue per restaurant than Chipotle, Chic…
11 months, 4 weeks ago
#33 | 5 Mental models for investors
Episode 33
In this episode, we're diving into something that might just change the way you see the world, mental models. But don’t worry, this isn’t a lecture. …
1 year ago
#32 | 5 Universal laws applied to investing | Part 2
Episode 32
Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometim…
1 year ago
#31 | Interview w/ Braden Dennis the founder and CEO of Fiscal.ai on entrepreneurship, investing and software
Episode 31
In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finan…
1 year ago
#30 | AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A.
Episode 30
A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live cha…
1 year ago
#29 | A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis
Episode 29
What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of t…
1 year, 1 month ago
#28 | Why Heico will become a 1000-bagger stock
Episode 28
A quiet compounder with 86,000% returns since 1990? Heico is one of the most remarkable compounders of our time, yet it 'flies' under the radar to ma…
1 year, 1 month ago
#27 | Buffett and Munger Unscripted | Interview w/ author Alex Morris on investing and timeless lessons
Episode 27
Today’s episode is a real treat. We sit down with Alex Morris, the founder of TSOH Investment Research and the author of Buffett and Munger Unscripte…
1 year, 1 month ago
#26 | Investing is a game of contradictions
Episode 26
What if I told you that in investing, black-and-white thinking is your biggest enemy? That the market can be overpriced… and still keep going up. Tha…
1 year, 1 month ago