Episodes
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Episode 36 - Where Have We Been?
Where have we been? In today's podcast, Jake and Mitch explain their hiatus from the podcast as well as dig deep into a few on their holdings. $BABA, $SKYH, $BOMN, $PRX, $PROSY, $TCEHY.
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Episode 35 - Sitting Down with Adam Mead (Giveaway!)
On this episode Mitch and Jake sit down with Adam Mead. Adam is the author of The Complete Financial History of Berkshire Hathaway which is a 700+ page book that goes over 10,000 pages of research material, including Buffett's Chairman's letters, Berkshire Hathaway annual reports and SEC filings,...
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Episode 34 - Question & Answers
On this episode Jake and Mitch answer listener questions. Quartr Links: App Store: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128 Website: https://quartr.se/ Google Play Store: https://play.google.com/store/apps/details? id=se.quartr.android Twitter:...
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Episode 33 - Discussing Brad's Version of The Magic Formula with Brad Kaellner
On this episode Mitch and Jake sit down with Brad Kaellner. Brad has a YouTube channel where Mitch and Jake have quoted it as the "Nirvana for fellow Value Investors." In this episode they discuss cloning and the importance of it, talk YouTube as well as Brad explains his version of The Magic...
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Episode 32 - Everything on Amazon AWS with Durable Investments
On this episode Mitch and Jake sit down with Durable Investments to discuss everything on Amazon Web Services. Quartr Links: App Store: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128 Website: https://quartr.se/ Google Play Store: https://play.google.com/store/apps/details?...
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Episode 31 - Discussing Potential Multibaggers with Kris From Growth to Value
On this episode, Mitch and Jake sit down with Kris From Growth to Value to discuss potential multibaggers. Kris is an author on Seeking Alpha where he now has more than 25,000 followers on. where he is notorious for writing up on potential multibaggers. We talk about Seeking Alpha, potential...
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Episode 30 - Discussing the Future of Twitter's with Edwin Dorsey
On today's episode, Mitch and Jake sit down with Edwin Dorsey. Edwin is the author of The Bear Cave newsletter which has over 17,000 free subscribers and over 750 paid subscribers! He has been featured on CNBC and The Pomp Podcast as well as much more! We discuss the future of Twitter $TWTR, his...
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Episode 29 - The Bulls of Alibaba's Meet the VIE Bear Phillip Martinelli
On this episode, Mitch and Jake sit down with Phillip Martinelli. Phillip is the founder of Basilicata as well as a writer on Seeking Alpha. He graduated from Boston University where he majored in Economics and now has a passion for shorting. We discuss Workhorse $WKHS, Lordstown Motors $RIDE, as...
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Episode 28 - Discussing $MOTR with Bryce Dooley
On this episode, Mitch and Jake sit down with Bryce Dooley. Bryce is the founder of DB Capital where he mainly brings in younger investors. Bryce tied for second in last weeks FinTwit Stock Pitch Challenge where he pitched the company Motorpoint which we discuss on the podcast. Quartr Links: App...
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Episode 27 - Sleeping on Conviction with Sleepwell
On this episode Mitch and Jake sit down with Sleepwell to discuss conviction, Spotify $SPOT, the podcast industry, as well as the new update surrounding Pershing Square Tontine Holdings $PSTH plus much more! Not going to want to miss this one! Quartr Links: App Store:...
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Episode 26 - Discussing $SRG with Investing with Tom
On this episode Mitch and Jake sit down with Tom from the Investing with Tom YouTube channel. Along with his YouTube channel, he is also the host of the host of his own podcast, The Investing with Tom podcast and the co-host to the Punch Card Investing podcast. He is well known around the value...
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Episode 25 - Buying Dollar Bills for 10 Cents with Jason Greenwald
On this episode Mitch and Jake sit down with Jason Greenwald also known as Greenwald Capital on Twitter. They discuss real estate vs stocks , circle of competence, some of Jason's holdings as well as much more! Quartr Links: App Store:...
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Episode 24 - Struggles of Having a Large Cash Position
On today's podcast Jake and Mitch discuss the importance of "The Science of Hitting" by Ted Williams, the struggles of having a large cash position, as well as they talk about their individual newsletters on Substack. Mitch's Twitter: https://twitter.com/mitchjensen_ Mitch's Substack:...
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Episode 23 - Talking Tobacco Stocks with Sinstockpapi
On todays episode Mitchell and Jake sit down with @sinstockpapi. Sinstockpapi is a fellow Canadian and early in his investment career. He runs a concentrated portfolio of “Sin” stocks with his top holdings in British American Tobacco $BTI, Turning Point Brands $TPB, and Altria Group $MO....
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Episode 22 - Talking Media Companies with Francisco Olivera and Discussing Latest Sell
On todays episode Mitchell and Jake sit down with Francisco Olivera, Co-Founder and President of Arevilo Capital Management. Francisco runs a highly concentrated portfolio mostly built up of media companies. He discusses his top holdings in Charter Communications $CHTR and Liberty Broadband…
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Episode 21 - Position Sizing, Selling vs. Holding Overvalued Businesses, Owner Earnings
On todays episode Mitchell and Jake discuss how they size positions in their own portfolio, as well as talk about their experiences with the difficult decision of selling or holding onto an overvalued business, as well as Jake discusses owner earnings.
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Episode 21 - Position Sizing, Selling vs. Holding Overvalued Businesses, Owner Earnings
On todays episode Mitchell and Jake discuss how they size positions in their own portfolio, as well as talk about their experiences with the difficult decision of selling or holding onto an overvalued business, as well as Jake discusses owner earnings.
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Episode 20 - Q&A - Our Favorite Investing Books, Who we Follow on FinTwit, Our Latest "Great Investment Idea" plus More
On this episode, Jake and Mitchell answer listeners questions about what our favorite investing books are, who we follow on Twitter, and our latest "great investment idea" plus much more. Go check out our twitter for show notes on our favorite books, as well as the Twitter handles of our favorite...
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Episode 19 - Discussion with Alex Morris from The Science of Hitting (TSOH)
On today's episode, Jake and Mitch talk to Alex Morris, also known as The Science of Hitting on Twitter. Alex has written close to 800 articles on GuruFocus and just started the TSOH Investment Research Service on Substack. We discuss his newest investment in Dollar General (DG), as well as...
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Episode 18 - Why Diversification can be Misleading
In this episode, Jake and Mitchell discuss diversification. They talk about why some may want it and why they do not.
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Episode 17 - 13F Season is Here!
On this episode, Jake and Mitchell analyze what the superinvestors bought for Q1 of 2021. They look at Mohnish Pabrai's, Charlie Munger's, Greg Alexander's, Li Lu's, and Michael Burry's 13F's, as well as many more.
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Episode 16 - Recapping the 2021 Berkshire Hathaway Annual Meeting and Update on SRG
On this episode, Jake and Mitchell discuss the 2021 Berkshire Hathaway annual meeting as well as talk about Mohnish Pabrai's investment in Seritage Growth Properties (SRG).
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Episode 15 - Question & Answer
On this episode, Jake and Mitchell answer listeners questions.
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Episode 14 - Discussing the Current Market with Joshua Lutkemuller, CFA
On this episode, Jake and Mitch sit down with Joshua Lutkemuller. Josh is a CFA, entrepreneur, investor, and realtor. Josh discusses his time on Wall Street, explains about where he sees the current markets, and talks about his favourite sectors as well as many more topics.
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Episode 13 - Talking Options with Mark Mitton
On this episode, Jake and Mitch sit down with Mark Mitton and discuss his option strategy. They discuss debit spreads, near-the-money calls as well as how his strategy has changed over the past 5 years.
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Episode 12 - Alternative Investments in 2021 (NFT's, Gold, Crypto, Real Estate, and VC)
On this episode, Mitchell and Jake discuss alternative investments in 2021. They talk about NFT's, Gold/Silver, Crypto, Real Estate, and Venture Capital).
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Episode 11 - Buying Good Businesses at Great Prices vs. Buying Great Businesses at Fair Prices
On this episode, Jake and Mitch discuss buying good businesses at great prices vs. great businesses at fair prices. They also talk about investing for the long run and explain why long-term compounders are great for your portfolio.
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Episode 10 - Question & Answer
On this episode, Jake and Mitch answer the listeners questions. They discuss the sectors they invest in, give book recommendations as well as talk about how they value companies.
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Episode 9 - Preparing for a Market Crash
In this episode, Jake and Mitchell discuss how they prepare for a market crash. They explain how they organize their watchlist (Grocery List) as well as why it is important to have cash on the sideline at times.
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Episode 8 - Cloning the Superinvestors
On this episode Mitchell and Jake discuss cloning the superinvestors for investment ideas.
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Episode 7 - Question & Answers
On this episode Mitchell and Jake answer your questions. If you would like to ask a question you can do so by emailing us at [email protected].
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Episode 6 - The GameStop Short Squeeze
On todays episode, Mitchell and Jake explain the GameStop short squeeze as well as what is going on with the "meme stock" phenomenon. They later discuss some of their personal holdings as well as a little rundown on Berkshire Hathaway.
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Episode 5 - Investing for the Long Run
On this episode Mitchell and Jake discuss investing for the long run, investing in a passive way through the S&P 500, as well as investing in individual stocks using an active approach.
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Episode 4 - Different Types of Investments
In this episode, Jake and Mitchell discuss the common forms of investing. They talk about the different kinds of investment funds, individual stocks, real estate, as well as bonds and GICs.
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Episode 3 - Preparing to Invest
On this episode, Mitchell and Jake explain what to do before you invest. They go over the net worth statement, discuss the different registered accounts in Canada as well as many more topics.
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Episode 2 - What is a Stock?
On this episode, Mitchell and Jake discuss the basics of a stock. They explain what a stock is, what dividends are, as well as explain what the common ratios mean when looking at a stock.
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Episode 1 - Introduction
Mitchell and Jake introduce themselves and discuss how they got into investing as well as explain what the future of Money Under the Mattress podcast will be about.
About this show
On the Money Under the Mattress podcast, co-hosts, Mitchell Jensen and Jake McAdam discuss topics surrounding personal finance, stocks, real estate, as well as many other avenues of generating additional wealth for yourself.
Hosted by
Mitchell and Jake
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