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Randy Baron's "Spicy" Victoria PLC Pitch
After a long hiatus, one of the people's most popular guests returns. Randy Baron ventures across the pond to talk about Victoria PLC. Victoria has r…
2 months, 2 weeks ago
Lake Cornelia Capital's Judd Arnold on $TOI and a bunch of other stuff
Judd Arnold from Lake Cornelia Capital joins for a wide ranging discussion of inflection investing, $TOI's unique oncology model, and tons of stuff o…
2 months, 2 weeks ago
December 2025 Random Ramblings
Host Andrew Walker delivers his monthly random ramblings for December 2025, reflecting on a decade of "professional public-market investing". Andrew …
2 months, 3 weeks ago
UK Homebuilders with Christian Olesen from Olesen Value Fund
Christian Olesen of Olesen Value Funds discusses the opportunities in UK homebuilders. The discussion centers on why the UK equity market remains dee…
2 months, 3 weeks ago
$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
Hugo Navarro of Undervalued and Undercovered discusses NCR Atlas (NATL), a company operating at the intersection of legacy cash infrastructure and mo…
2 months, 3 weeks ago
Investing in growth tech with Lead Edge Capital's Evan Skorpen
A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing.…
3 months ago
The Fairfax Way with David Thomas $FFH.TO
David Thomas, author of The Fairfax Way (amazon link: https://amzn.to/4adQ7JS), comes on the podcast for a wide-ranging podcast on Fairfax, including…
3 months, 1 week ago
November 2025 Random Ramblings
Host Andrew Walker delivers his November ramblings with four key themes. He kicks things off with a story about craps in Vegas to illustrate how earl…
4 months, 1 week ago
Shining a light on Golden Entertainment's "wealth transfer" $GDEN
On the heels of sending an open letter to the Golden Entertainment's (GDEN; disclosure: long) board, host Andrew Walker dives deeper into Golden's ta…
4 months, 1 week ago
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
Chadd Garcia joins the five timers club and talks about his investment thesis for WaterBridge (WBI). WaterBridge is a recent IPO that manages water f…
4 months, 2 weeks ago