Episodes
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21. PEOPLE-driven INVESTING & two-sided PERSPECTIVES w/Sidecar Investor
This week I had the pleasure of having Sidecar Investor on the show (@sidecarcap). We discussed many topics during our conversation, especially how Sidecar applies a people-driven investing approach. Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Listen to the Chit Chat Stocks...
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20. How JAPAN became INVISIBLE without losing DOMINANCE w/ Ulrike Schaede
This week I was lucky enough to be joined by Ulrike Schaede. I came to know Ulrike after reading the two books she has authored on Japanese business (`The Business Reinvention of Japan´ & 'Japan Re-Emerges´) and thought it would be a great idea to have her on the podcast to discuss... The bubble...
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19. Nintendo: The Switch 2 Edition w/ Ryan O'Connor (Crossroads Capital)
This week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and CIO of Crossroads Capital. We updated the Nintendo thesis after our first episode with newer information and tried to unpack what's next for the Japanese video game and IP giant. I hope you…
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18. Vials, Tubes, and Billion-Dollar Niches w/Jon aka. Borlaug
If you enjoy this episode feel free to share and rate the podcast, it would help me a lot! Welcome to another episode of the Best Anchor Stocks podcast. This time I was lucky enough to be joined by Jon (aka. Borlaug) and we decided to focus on the profitable niches one can find in the…
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17. Understanding Shorting w/ Paul Cerro
This week I was lucky to be joined by my good friend Paul Cerro, founder of Cedar Grove Capital Management. We discussed the topic of shorting. I hope you enjoy it! Link to Cedar Grove: https://www.cedargrovecm.com/ Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Disclosure in…
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16. Quality Where You Least Expect it To w/ Jeremy Kokemor
In this week’s episode I was joined by Jeremy Kokemor, founder of Right Tail Capital. We remained true to the essence of this podcast and talked about quality, but in a rather special way. Disclaimer: Nothing in this podcast constitutes investment advice or recommendation. Right Tail Capital:...
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15. Returns, Reinvestment, & Valuation w/ Andy Feldman
In this week's episode I discussed the three most important variables in investing (reinvestment rate, returns, and valuation) with my good friend Andy Feldman. We discuss these topics and the topic of selling and cover a good number of companies like CME, Nasdaq, Judges Scientific, Constellation...
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14. The Qualities of Industrial Assets w/ John Rotonti
John Rotonti joined me for the first episode of 2025. We discuss... John's upcoming role as a Portfolio Manager How he plans to fight the incentive structure that professional managers face The Qualities of industrial assets The current state of the market Best Anchor Stocks:...
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13. Palantir: Business & Valuation w/ Arny Trezzi
Link to Best Anchor Stocks, my investment research service focused on high-quality companies: www.bestanchorstocks.com Link to Palantir Bullets, Arny's blog focused on Palantir: https://www.palantirbullets.com/ -------------- This is a first-of-a-kind episode as it’s a deep dive into a specific...
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12. Long/Short Investing w/ George Livadas from Upslope Capital
In today's episode I have a conversation with George Livadas, founder of Upslope Capital Management. George follows a Long/Short Investment strategy and he explains why he believe this to be a strategy that fits his investment philosophy. We also go over other topics like... The characteristics…
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11. The Picks & Shovels of the Healthcare Industry w/Peter Mantas
In today's episode, Peter Mantas, partner of Logos LP, come to talk about the picks and shovels of the healthcare industry. We discuss, among other topics... The healthcare industry in general The bioprocessing sub-segment The parts of the value chain that can potentially add the most shareholder...
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10. Untangling the Spirits Industry w/ Christian Billinger
Welcome again to the Best Anchor Stocks podcast! I was lucky this time to speak with Christian Billinger about the Spirits Industry. It has been a rocky ride for the industry, and we go over all the relevant topics like... What the industry is and its history Growth drivers Competitive dynamics...
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9. The United States Is Going South w/ Lawrence Hamtil & Douglas Ott
Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US. They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this…
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8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor
Link to Best Anchor Stocks: https://www.bestanchorstocks.com/ Link to Crossroads Capital: https://www.crossroadscap.io/ Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023 Don't forget to follow the show and leave a...
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7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth
In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as... How Ernest got hired at Baskin (comes with good advice for people who might be starting…
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6. What is a high-quality company? w/ Drew Cohen from Speedwell Research
Hi again! It has been a long time since the last episode, but I'll start uploading these more recurrently from now on. In this episode I discuss with my good friend Drew Cohen about the characteristics that make a company a high-quality company. We also share the highest-quality company we've…
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5. Stock Picking, Nintendo, And A Flyover Stock With Todd Wenning
Link to Best Anchor Stocks where you can enjoy a 2-week free trial: https://seekingalpha.com/mp/1399-best... Link to Todd Wenning's Flyover Stocks: https://www.flyoverstocks.com/ I plan on being more active in the podcast from now on, so if you enjoy these types of episodes be sure to follow and...
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4. A Conversation with Shree Viswanathan, founder of SVN Capital
Last week I had the opportunity to talk with Shree Viswanathan, founder and portfolio manager of SVN Capital. Shree was incredibly kind to give me 1h30m of his time to discuss several investment related topics. We also talked about two great companies in detail, Copart (CPRT) and HEICO (HEI),...
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3. A Conversation With François Rochon, founder of Giverny Capital
Last week François Rochon, founder of Giverny Capital, kindly gave me an hour of his time to talk with him about several investment related topics. For more information related to Giverny Capital you can visit their webpage: https://givernycapital.com/en/ For more information about Best Anchor...
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2. A Conversation on Quality Investing with Christian Billinger
Welcome to a new episode of the Best Anchor Stocks podcast. Today, I have the pleasure of talking with Christian Billinger, chairman of Billinger Forvaltning AB, a privately held investment company based in Karlstad, Sweden. I decided to contact Christian after listening to him speak about…
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1. Talking Investments and Copart (CPRT) with Chris Mayer
In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)
About this show
The Best Anchor Stock podcast will bring sporadic episodes where Leandro, the main contributor, speaks with knowledgeable investors.
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