Explorez tous les épisodes du podcast The Investing City Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Ep. 120 - Ralph Molina: High Conviction Investing | 11 mai 2026 | 01:36:12 | |
In this conversation, we cover: - how Ralph thinks about hidden champions - what pesto taught him about moats - the standard required for huge concentration - how Ralph does scuttlebutt - how his operating experiences have helped him become a better investor - and much more! You can find Ralph's blog here to learn more about him and his process. Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 119 - Sustainable Growth | 14 janv. 2025 | 00:55:58 | |
In this conversation, we cover: - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 118 - Rodrigo Benedetti: Secular Curiosity | 22 oct. 2024 | 01:02:00 | |
You can find Rodrigo on X here. In this conversation, we cover:
Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 117 - Aaron Bush: The Game Master | 24 sept. 2024 | 00:53:49 | |
You can learn more about Naavik here. In this conversation, we cover: - Gaming industry size: $180 billion - Mobile half of that and then 50/50 console/pc - Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX) - Future of gaming and the evolution over the last few years - Roblox and user-generated platforms - Aaron's 5 biggest personal portfolio positions: MELI, AMZN, NFLX, SHOP, BRKA Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 116 - Gabi Sammut: Philosopher Investor | 03 sept. 2024 | 00:48:47 | |
In this conversation, we cover:
Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 115 - Jean Philippe Tissot: Free Optionality | 15 août 2024 | 01:00:31 | |
In this conversation, we cover: - The story behind the name Arauca - Jean Philippe's strategy including an interesting part on barbelling - Shelly Group and its free optionality You can learn more about Jean Philippe and Arauca Capital here. Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 114 - AppLovin Business Breakdown | 11 juil. 2024 | 00:21:34 | |
Thank you so much for listening, we really appreciate you. We're trying something a little different today. I'll be reading our latest Business Breakdown on AppLovin' and then giving my thoughts on the company. You can check out the written version here: https://www.business-breakdowns.com/p/applovin
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 113 - Ryan Krueger: The Dividends of Observation | 27 juin 2024 | 00:49:28 | |
In this conversation, we cover:
Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 112 - StockNovice: Trends are Friends | 20 juin 2024 | 00:43:55 | |
In this conversation, we cover:
Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 111 - Fundasy Investor: Insurance Sector | 13 juin 2024 | 00:42:39 | |
You can follow Fundasy Investor here. In this conversation, we cover:
Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 110 - Mark Brooks: Tastes Like Chicken | 06 juin 2024 | 00:41:39 | |
You can follow Mark on X here. In this conversation, we cover: - how in every business, there is a "tastes like chicken" layer - why marketing and accounting are underrated business functions - why business transparency can lead to healthy company cultures - and much more! Thank you so much for listening, we really appreciate you. - If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! - You can find more information and content here. Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 109 - Ian Cassel: Master of Microcaps | 30 mai 2024 | 00:48:26 | |
You can find Ian on X here and apply to Microcap Club here. In this conversation, we cover:
Thank you so much for listening, we really appreciate you.
To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 108 - Andrew Martin: Small Cap Star | 23 mai 2024 | 00:46:49 | |
In this conversation, we cover:
Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 107 - Alex Pitti: Medical Devices Sector | 16 mai 2024 | 00:48:54 | |
In this conversation, we cover: - the medtech approval process - why reimbursement is so important - many case studies of small cap medtech companies including: Masimo, Avita Medical, Stereotaxis, Iridex, Staar Surgical, NovoCure, Myomo, Delcath Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 106 - Drowsy Investor: The Art of Long Term-ism | 09 mai 2024 | 00:39:14 | |
In this conversation, we cover: - how Drowsy's grandfather held Coca-Cola for 50 years - Drowsy's top investments (NVDA, MELI, CRWD, AMZN, TTD, MSFT, etc) - how time is the friend of conviction - there may even be some small appearances from his son in the background 😅 Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 105 - Brent Beshore: Permanent Equity | 02 mai 2024 | 00:52:52 | |
You can follow Brent on X here and find out more about Permanent Equity here. In this conversation, we cover: - why Brent loves finding niches - the hygiene layer of business - what types of questions Brent asks when assessing a business - some examples from Permanent Equity's 15 company portfolio - why an owner moat might be a bad thing Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 104 - Brad Freeman: Stock Market Nerds | 25 avr. 2024 | 00:49:25 | |
You can find Brad on X here and find his newsletter here. In this conversation, we cover: - Brad's investment philosophy of finding companies that have to do less work per customer - Nubank's investment case - Differences between Nu and SoFi - How Brad doubled down on Meta - Some other companies like Crowdstrike, SentinelOne, and Duolingo. Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Infuse Partners LP and Investing City Inc. maintain positions in Nu Holdings. Disclaimer: Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 103 - Nick Peters: Internal Honesty | 18 avr. 2024 | 00:57:20 | |
You can find Nick on X here: https://twitter.com/nicholasp66
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 102 - Jeff Davies: Energy Sector Breakdown | 11 avr. 2024 | 00:54:56 | |
You can subscribe to Jeff's substack here: https://www.enerwrap.com/ Or follow him on X here: https://twitter.com/EnergyCredit1 A few of the companies mentioned: 1. Exxon 2. Chevron 3. Transocean 4. Tidewater 5. Chesapeake Energy
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 101 - Investing Bear: Maintaining High Standards | 04 avr. 2024 | 00:56:40 | |
You can follow Drew here on X. Companies mentioned: 1. E.l.f 2. Duolingo 3. Shopify 4. Paycom 5. Aehr Systems 6. Klaviyo 7. Walmart 8. Amazon
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 100 - Francis Odum: Cybersecurity Sector | 28 mars 2024 | 00:43:08 | |
We're continuing our new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain. In this episode, we're going through the cybersecurity industry. Here are just a few of the companies mentioned: - Crowdstrike - Microsoft - SentinelOne - Cloudflare - Palo Alto Networks - Fortinet - Okta - Cyberark - ZScaler - Datadog You can learn more about Francis Odum here.
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2 | 21 mars 2024 | 00:51:10 | |
This is part 2 of our sector analysis on semiconductors. You can check out Doug's substack here: Fabricated Knowledge. We go deep on semis. Here are some of the companies mentioned: 1. Nvidia 2. ASML 3. Applied Materials 4. Intel 5. AMD 6. Synopsys 7. Cadence 8. TSMC 9. SMIC 10. KLA Corp 11. Lam Research
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1 | 14 mars 2024 | 00:47:01 | |
We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain. We are kicking off this new series going through the complex value chain of the semiconductor industry. Here are just a few of the companies mentioned: - Nvidia - AMD - TSMC - Broadcom - Microsoft - Amazon - Marvell - Micron - ASML - Cadence - Synopsys You can learn more about Chris Zeoli and WingVC here.
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. Under the Investing City umbrella, Infuse Asset Management LP (“Infuse”) is an investment management company to a fund that is in the business of buying and selling securities and other financial instruments. This information is provided for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents. Infuse may change its views about or its investment positions in any of the securities mentioned in this document at any time, for any reason or no reason. Infuse may buy, sell, or otherwise change the form or substance of any of its investments. Infuse disclaims any obligation to notify the market of any such changes. The information in this material is only current as of the date indicated and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Any statements of opinion constitute only current opinions of Infuse which are subject to change and which Infuse does not undertake to update. Due to, among other things, the volatile nature of the markets, and an investment in the fund/partnership may only be suitable for certain investors. Parties should independently investigate any investment strategy or manager, and should consult with qualified investment, legal and tax professionals before making any investment. The fund is not registered under the investment company act of 1940, as amended, in reliance on an exemption thereunder. Interests in the fund have not been registered under the securities act of 1933, as amended, or the securities laws of any state and are being offered and sold in reliance on exemptions from the registration requirements of said act and laws. | |||
| Ep. 97 - [Re-Launch Replay]: NZS Capital | 07 mars 2024 | 01:04:42 | |
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. | |||
| Ep. 96 - [Re-Launch Replay]: Geoff Gannon | 29 févr. 2024 | 00:47:24 | |
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. | |||
| Ep. 95 - [Re-Launch Replay]: Bluegrass Capital Part 1 & 2 | 22 févr. 2024 | 02:02:34 | |
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. | |||
| Ep. 94 - [Re-Launch Replay]: Brent Beshore | 15 févr. 2024 | 01:00:19 | |
We're baaaack! We're re-launching the podcast and to kick it off, we're replaying some of our most popular episodes. Get ready for weekly episodes!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! To listen to more episodes, you can find them here. | |||
| Ep. 93 - Paul Andreola: Finding Your Niche | 14 févr. 2023 | 00:38:29 | |
In this conversation we cover: - Paul's background - How he uses the CANSLIM method in Canadian microcaps - His criteria for picking stocks - Why low volume stocks are enticing - How he manages his time - What it takes to be a successful investor
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 92 - The Launch of Infuse | 21 juil. 2022 | 00:45:02 | |
Disclaimer: Must be accredited to become an limited partner. Below are the links and resources mentioned in the episode: 1. The full slide deck: https://drive.google.com/file/d/1buuEI123WigFijrtzh_wXSAxd86Bae0v/view?usp=sharing 2. The post about our process here: https://www.infuse-am.com/post/our-investment-process 3. The website: https://www.infuse-am.com 4. And here is my email: ryan@infuse-am.com | |||
| Ep. 91 - Tyler Okland: The Asymmetry of Opendoor | 09 mars 2022 | 00:41:01 | |
In this conversation we cover: - why Opendoor is Tyler's largest personal holding - the market dynamics of ibuying - the competitive landscape for Opendoor - the future optionality of the company - the main risks for Opendoor
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 90 - Yaron Naymark: KKR & the PE Landscape | 04 mars 2022 | 00:48:00 | |
In this conversation we cover: - Yaron's investment philosophy - why he is bullish on KKR - an overview of the private equity landscape - and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 89 - Georg Krijgh: Investing in the Future | 15 févr. 2022 | 00:55:10 | |
In this conversation we cover: - The Guardian Fund's strategy - Why Shopify has been a huge winner for Georg's fund - Why the cloud is one of Georg's favorite industries - And much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 88 - Nick Dennis Pt. 2: What Investors Can Learn from Traders | 28 janv. 2022 | 01:04:02 | |
Nick runs the Anchor Fund out of South Africa and he is one of the most open-minded investors I know. This podcast is a glimpse into his journey through technical analysis and what investors can learn from it. In this conversation we cover: - Nick's north star of returns - What investors can learn from traders - Why stop losses can actually be helpful - and so much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 87 - Joe Frankenfield Pt. 2: GDRX and RDFN | 15 déc. 2021 | 01:20:44 | |
You can find more on Joe here: https://twitter.com/SagaPartners In this conversation we cover: - deep dives into GoodRx and Redfin - why both companies are interesting
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 86 - Scott Bennett: Follow the Big Money | 01 nov. 2021 | 00:39:59 | |
In this conversation we cover: - Scott's process for following billion-dollar funds - Some interesting names that have come out of his research like Airbnb! - A tale from Will Danoff, the manager of Fidelity's Contrafund
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 85 - Brian Dress Pt. 2: CRWD & NVDA | 27 juil. 2021 | 00:34:38 | |
In this conversation we cover: - Left Brian's 5 criteria for finding great companies - Crowdstrike - Nvidia - and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 84 - Marcelo Lima Pt. 2: Lemonade (LMND) | 06 juil. 2021 | 00:50:55 | |
You can find more information about Marcelo here: https://www.hellerhs.com/blog In this conversation we cover: - why Marcelo was initially skeptical about Lemonade and how he formed conviction - Lemonade's origin story - why Lemonade is an interesting business - the market opportunity - and everything in between!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 83 - James Reynolds: Ecosystem Control | 16 juin 2021 | 00:48:48 | |
You can find James on Twitter here: https://twitter.com/TenebristGlobal In this conversation we cover: - James' background - What he learned at ShawSpring partners as an early analyst and then Head of Research - What ecosystem control is - Carvana's competitive advantage and ecosystem control - And much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 82 - Ted Seides: Manager Fundamentals | 20 avr. 2021 | 00:28:22 | |
In this conversation we cover: - Ted's background at the Yale endowment and Protege Partners - What he looks for in an investment manager - How he invests his own money - The genesis of the Capital Allocators podcast - And much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 81 - Upstart: A fintech disruptor | 13 avr. 2021 | 00:49:07 | |
In this conversation we cover: - a recent IPO, Upstart - the business/how it makes money - competitors - investment runway - financials - management - and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 80 - Robert Cantwell: Compound Kings | 06 avr. 2021 | 00:38:45 | |
In this conversation we cover: - Robert's background at a few investment firms - The Compound Kings investment philosophy - Why Robert thinks gross profit - sales & marketing is a great metric - Why cash flow is so important - And much more! You can check out the ETF here: https://kngsetf.com/
You can find more information by going to these sources:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 79 - Secret Capital: All About DoorDash | 16 févr. 2021 | 00:43:30 | |
In this conversation we cover: DoorDash, DoorDash and more DoorDash. I would like to start bringing more guests on to break down specific stocks. This was a really fun conversation and I learned a lot about the company. Enjoy!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 78 - Jonah Lupton: High Growth + Small Market Cap | 04 févr. 2021 | 00:58:38 | |
You can find out more about Jonah through his Twitter profile. In this conversation we cover: - Jonah's background in investing - his investing style and philosophy - a melanoma-detecting patch company - an AI-underwriting company - an alternative to sleep apnea medical device - and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 77 - Nick Dennis: Open-Mindedness as an Edge | 09 déc. 2020 | 01:00:11 | |
You can learn more about Nick Dennis here: https://anchorcapital.co.za/team/asset-management/ In this conversation we cover: - the difference between proxies and principles - how to think differently - why retail investors are underrated - Snap, Tesla and Sea Limited - and MUCH more....
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 76 - A Stock Thesis: Fiverr | 30 nov. 2020 | 00:34:46 | |
No guest this week, you're stuck with me :) I break down the most recent addition to the Dynasty portfolio. Check it out! You can find more details about the Dynasty Membership here: https://www.investingcity.org/subscriptions You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 75 - Brian Feroldi: The Quality Checklist | 16 nov. 2020 | 00:47:29 | |
In this conversation, we cover Brian's checklist for finding quality companies. Part 1 of the checklist can be found here: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20 Part 2 here, The Gauntlet: https://twitter.com/BrianFeroldi/status/1324359239469588485?s=20
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 74 - Packy McCormick: The Tencent of India | 02 nov. 2020 | 00:43:45 | |
You can read Packy's 2-part series on Reliance [HERE] and [HERE].
https://notboring.substack.com/p/reliance-gateway-of-india
In this conversation we cover:
- Packy's process for writing the "Not Boring" newsletter
- what is Reliance and why we should care
- the history and future of Reliance
- how Reliance could replicate Tencent's playbook
Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
You can find more information and content by going to these places:
Premium Research
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city
Or feel free to email us at service@investingcity.org
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
| |||
| Ep. 73 - Ryan O'Connor: Nintendo's Crossroads | 21 oct. 2020 | 01:08:13 | |
Shownotes: - Bloomberg article referenced - Nintendo Annual Letter In this conversation we cover: - an amazing story about Ryan's grandfather - Crossroad Capital's strategy - why Ryan seeks out disconfirming evidence - the bull thesis for Nintendo - why the Nintendo bears are wrong
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 72 - Richard Chu: Healthcare Disruptor | 15 oct. 2020 | 01:00:49 | |
You can follow Richard on Twitter [HERE] and check out Saga [HERE]. In this conversation we cover: - how to supercharge your investing journey - how Richard went from never investing to a buyside position - the future of healthcare - why Livongo and Teladoc are a powerful combination - and much more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||
| Ep. 71 - Peter Offringa: Software Stack Investing | 01 oct. 2020 | 01:08:45 | |
Check out Peter's website at: softwarestackinvesting.com In this conversation we cover: - the origin of his blog - how his unique perspective enables him to invest in software stocks - his top three positions (listen to find out all of them 😋) - some unique resources he uses to research software - and much, more more!
You can find more information and content by going to these places:
Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions! | |||