All Episodes
Chit Chat Stocks — 784 episodes
Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM
What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)
EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB
MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)
Dissecting 10 Small Cap Stocks (DUOL, BILL, And?)
(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio
Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG
SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman
AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL
Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?)
Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger?
Is Wix Stock Too Cheap To Ignore? (Ticker: WIX)
Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity
Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications
Amazon’s Annual Letter Insights; New Insider Buys; Claude’s Record Setting ARR Growth
Rebuilding Our Portfolios From Scratch (Stocks We'd Buy Today)
Private Credit Drawdown; Ackman's Latest Antics; Nike's Outlook; Tesla's Delivery Woes $NKE $TSLA
The Widest Moat Stock That No One Talks About
SpaceX's Imminent IPO; Meta's Lawsuit Implications; Opportunity In Luxury Stocks?
He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today
SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection
Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)
Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap
Stock Exchanges: The Best Businesses In The World? (4 Case Studies)
Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves
Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)
AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH
Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment) $STZ
Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?
Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG
Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)
Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME
Bill Miller: The Bitcoin and Amazon Billionaire
SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play
Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)
Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge
A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom
A Venezuelan Shakeup; Top S&P 500 Winners And Losers From 2025; The Return Of Small cap Of The Week
An Investment Manager Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story (Ticker: $TPB)
2026 Stock Market Predictions
A Microcap Christmas Miracle; Financial Charlatan Of The Year; 12 Boring Stocks That Outperform
6 Stocks For 2026
Coupang In Free Fall; Uber and Snap Stock Pitches; Gold + Silver All-Time Highs $CPNG $UBER $SNAP
Should I Buy Monday.com Stock? (Ticker: $MNDY)
Stocks With 100 Bagger Potential; $1.5 Trillion SpaceX IPO; Warner Bros Merger Mania $NFLX $PSKY
Basic Capital's Founder Abdul Al-Asaad Tells Us His Plan To Disrupt The Existing 401k Market (Debt Funded Investment Accounts)
Drafting Our Dream Portfolios; 6 Quality Stocks At Record Low Valuations; A Friday 8-K For The Ages
Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE, CP, And...?)
Michael Burry v. NVIDIA; Thanksgiving Turkey Stocks; Is It Time To Sell Alphabet? $GOOG $NVDA
Our Top 5 International Stocks for 2026
Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy? $NVDA $MSTR $HIMS
Ian Bezek Returns To Talk Argentinian, Chilean, and Colombian Stocks + The Return of Free Markets In Latin America?
Michael Burry’s AI Short Bet; Q3 Fallen Angels; Earnings Round-Up ($RELY, $CPNG, $SFM, $MNDY + More)
Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals)
Nu Holdings: The Best Banking Stock Globally? With Dave Ahern
The Complete Investment Checklist with John Rotonti
6 Hidden Suppliers For The AI Boom; Microsoft's OpenAI Gains; Amazon and UPS Layoffs As Recession Indicators?
Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race
Tesla Earnings Reaction, Betting On $HIMS, Google's AI Dominance, And An Asymmetric Opportunity In MGM With Travis Hoium
Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value)
Our 6 Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth
Yelp: A Forgotten Small-Cap Stock I’m Buying Today (Ticker: YELP)
Value Play vs. Value Trap; Bezos on AI Bubble; OpenAI's Wild Ambitions; Brett's New Stock Buy
George Soros: The Investing Legend Who Broke The Bank of England
Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO
6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software)
Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle
Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META
Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns)
Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL
DAVID GARDNER INTERVIEW: How To Find the Next Nvidia -- And Other Massive Multibagger Stocks
Top 10 Widest Moat Stocks; Google Hits All-Time High; Lululemon Earnings Debate $GOOG $LULU
Am I Buying SoFi Stock? (Ticker: SOFI)
Nvidia’s Continued Ascent; Goodbye To Fed Independence; What Stocks Have True Pricing Power? $NVDA $NU $MELI $CAAP
Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought) $FICO $V $MA $SPGI + More
6 Growth Stocks That Just Turned Profitable; Brett's Hot Buffett Take; Latest Super Investor Buys: Plus, We Have a New Chamath SPAC
He Called Palantir and Nvidia. Here's What He Thinks About Rocket Lab Stock Today (Ticker: RKLB)
6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV
Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today? (Ticker: DAVE)
Remitly's Remarkable Gains; OpenAI Hits $500 Billion Valuation; Is Amazon Losing The Cloud Wars?
Carvana, Ally Financial, And Collapsing Consumer Lending? (Impact On Economy)
What Makes a Multibagger? (Interview with John Rotonti)
Oscar Health Stock: Undervalued or Overhyped? (Ticker: OSCR)
Google's Monster AI Growth; $TSLA Wobbles; Chipotle's Plunge; $OPEN and The Return of Meme Stocks
Leandro From Best Anchor Stocks Returns To Pitch An Underfollowed Biopharma Winner (Stevanato, Ticker: STVN)
Meta's $100 Billion AI Bet; Will Jerome Powell Be Fired? Nvidia Sells China; Earnings Season Kickoff (NFLX, ASML, TSM, IBKR)
Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB)
Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030?
A Fintech Expert On Stablecoin Disruption And The Future Of Digital Payments
Buying OpenAI With Robinhood's Tokenized Trading; Figma's S-1 Drop; Tesla's Dire Situation?
4 Hot IPO Stocks To Watch In 2025 (Circle Internet Group, CoreWeave, Chime, And eToro Group)
The State of AI Software; Tesla Robotaxi Launch: Hims & Hers vs. Novo Nordisk (TSLA, HIMS)
4 Best Founder Led Stocks (How They Beat The Market) -- SPOT, META, NVDA, WISE
Will Stablecoins Kill Visa? Plunging Alcohol Stocks; Exciting Space Stock IPOs (BFB, V, MA, CRCL)
The Real Brokerage: The Fastest Growing Company We've EVER Covered On The Podcast (Ticker: REAX)
Did AI Kill Adobe? Meta's $14 Billion Talent Acquisition; Remittance Legislation Threat $RELY $WISE
Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks)
Trump/Musk Breakup + Tesla Fallout; $LULU Earnings Reaction; What Is Up With Nuclear Energy Stocks?
They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS)
Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs?
Does Robinhood Stock Have 10x Potential? With Travis Hoium (Ticker: HOOD)
Bond Market Collapse; Stocks Disrupted By AI; Michael Burry's New Big Short? Whacky Palantir Math $PLTR
The Next Great Network Effect Business: Did Ryan Find a New Stock To Buy? (Instacart, Ticker: CART)
Levered 401k Portfolios; Airbnb's Grand Ambitions; PayPal and Perplexity's AI Shopping (NU, CART)
Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB)
Is Google Search Dead? Coupang and Remitly's Stellar Growth; Buffett's Curtain Call (UBER, PTLO)
4 Great Stocks That Nobody Talks About (LAD, JKHY, ROL, APH)
Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!)
Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive
Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG)
Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND)
Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes
Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers)
EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On
S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI)
National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned?
Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)
Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans?
Nu Holdings: The Best Fintech Stock In The World? (Ticker: NU)
5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More)
The Magic of MercadoLibre With Brian Stoffel (Ticker: MELI)
14 Growth Stocks In a 30% Drawdown; Delta's Dire Warning; Did Buffett Call The Top? (RELY, DAL, BRK)
We Force Ranked Our Personal Portfolios (CPNG, RELY, PM, OMAB, PAC + More!)
Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG)
INVESTING UNSCRIPTED: Back To Basics
Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI)
Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO)
Mastering Microcap Investing With Whit Huguley of River Oaks Capital
Buffett's Beer Investment; Airbnb's Blockbuster Earnings; 13F Buys and Sells (ABNB, STZ + More!)
Why Ryan Bought One of The Best-Performing Software Stocks of All-Time (Ticker: ADBE)
Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM)
Michael Burry: The Ultimate Deep Value Investor
Palantir's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT)
The Future of Nvidia Stock (Ticker: NVDA) With Wall Street Wildlife
Q4 Earnings Talk (ASML, AXP, LVMH); Bonds Are Cheaper Than Stocks; Learning From Our Best and Worst Investments
I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings) Ticker: OMAB
Project Stargate; IBKR and Netflix Earnings: Brett's Bubble Watch; Time to Buy Bumble and Grindr?
Buffett and Munger Unscripted: Lessons From Berkshire Hathaway With Alex Morris
Musk TikTok Takeover? Analyzing Cheap Alcohol Stocks; Meta's New Layoff; Ackman's Latest Antics
2025 Portfolio Shakedown: Analyzing Our Personal Stock Holdings (NNI, PM, RELY, PTLO, + More)
6 Share Cannibals At Low Valuations; Disney Bails Out Fubo; Trevor Milton Is Back? (DAL, PTLO)
ASML in 2025 With Leandro From Best Anchor Stocks
Launching a Quality Portfolio From Scratch With John Rotonti
5 Stock Market Predictions For 2025
High Tide: A Cannabis Stock Dominating the Canadian Market (Ticker: HITI)
4 Stocks To Hide In During A Stock Market Bubble (OTCM, BTI, ALSEA, DG)
Uber vs. Waymo; Match Group's New Dividend; Time to Invest in Argentina? (MTCH, UBER, CAAP, GOOG)
The Future of Artificial Intelligence (AI) and Cloud Computing With Shawn Wang (OpenAI, Google, + More)
Google's Quantum Breakthrough; Uber Stock's 29% Drawdown; General Motors Ends Robotaxi Efforts (AMZN, GM, GOOG,)
DAVID GARDNER: Finding The Next Nvidia With Rule Breaker Investing (NVDA, AMZN, NFLX, MELI)
8 Fastest Growing (and Profitable) Software Companies; Amazon's New Supercomputer; Enron Coin (AMZN)
Meta Platforms: The Future of Zuckerberg's Empire (AI, Smart Glasses, + More) With Rihard Jarc (Ticker: META)
Top Performing Small-Caps of 2024; Mexican Tariff Threats; Hawk Tuah Coin? (CRWD, DAVE, APP + More)
Kelly Partners Group: Why I'm Buying this Small-Cap Serial Acquirer (The Next Constellation Software?) $KPG
MicroStrategy Madness; Buffett's New Buy + 13F Season; Are We In a Stock Market Bubble? (DPZ, MSTR, ABNB, PCOR, ASML + More)
A Secret Housing Stock: 20% Earnings Growth, P/E of 8 With Capital Mindset (Ticker: NMIH)
10 Fantastic Q3 Earnings Reports; Scottie Pippen Had a Dream; Nelnet Update (NNI, SPOT, RKLB, AXON, RELY)
A High Quality Stock With a 6% Dividend Yield (Bolsa Mexicana De Valores, Ticker: BOLSAA)
EARNINGS BONANZA: Amazon's Cloud Dominance; Celsius Inventory Flush; Nintendo Update (AMZN, CELH, NTDOY + More)
BILL ACKMAN: His Best and Worst Investments (HLF, CMG, and More)
Google's Monster Quarter; Tesla Bounce Back Earnings; Reddit's Widening Moat? (RDDT, GOOG, TSLA, PYPL)
Evolution AB: A Misunderstood High Quality Stock, With Speedwell Research (Ticker: EVO)
Uber Acquisition Talks; Philip Morris Breakout; McDonald's Stock Plunge (UBER, PM, MCD, SBUX, AMZN, LYFT)
4 Quality Stocks We'd Buy On a 20% Drop (ABNB, AMZN, GOOG, DHI)
7 Hidden 100 Baggers; ASML Bookings Disaster; Tesla's Toothless Cybercab (ASML, TSLA, TSM, LVMUY)
2 Small-Cap Grocery Stocks with Big Upside Potential (GO, SFM)
Trouble at Pepsi? (RBLX, PEP, CMG, CAVA, PTLO)
Am I Buying Celsius Stock? (Ticker: CELH)
Buffett's Big Bet; Nike's Dismal Earnings; Why Are Mercadolibre and Nu Bank Winning? (NKE, BRK, STNE, MELI, NU)
The State of The Semiconductor Market With Chip Stock Investor (NVDA, TSM, ASML, INTC, AVGO, and More!)
Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH)
PAT DORSEY: Buy Wide Moat Stocks (Investing in Competitive Advantages)
Oracle AI Dreams; Amazon Return to Office Mayhem; Boeing Union Woes (AMZN, ORCL, SNOW, DAVE)
A Deep Dive Into Rocket Lab Stock With Simon Erickson (RKLB)
Are We Buying Alphabet Stock On The Dip? (AAPL, GOOG, GOOGL, UBER, DG)
Electric Vehicle Collapse: Why EV Stocks Are (Mostly) Doomed (RIVN, TSLA, BYDDY)
6 Growing Stocks With a 4% Dividend Yield; Dollar Tree and Celsius Stock Collapses; Have We Entered Founder Mode? (CELH, DLTR, ABNB, SMCI, NVDA)
Why I Am Buying This Hidden Fintech Stock (Remitly, Ticker: RELY)
Super Micro Stock Collapse; AI Debate on ROI; A Small Cap CEO Bets on Himself (SMCI, PDD, NVDA)
Peter Lynch: Beating The Pros With Common Sense Investing
Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun?
2 Software Stocks I Bought This Month (PAYC, SEMR)
Google Is a Monopoly; Starbucks Steals Chipotle's Top Dog; 6 Stocks With Insider Buys (GOOG, CMG)
Should You Buy Mexican Stocks? (ALSEA, AGUA, PAC, OMAB)
9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil? (ABNB, CPNG)
Why I Own Nintendo Stock: Round Two (NTDOY)
Earnings Season Winners and Losers (MCD, MSFT, MTCH, SFM, And More!)
4 Top Stocks On Our Watchlist This Earnings Season (GOOG, SPOT, NFLX, AXP)
CrowdStrike In Turmoil; Earnings Galore (GOOG, SPOT, TSLA); What Stock Was The Fattest Pitch?
Fake Dividends? Finding The Truth About Blackstone's BREIT With Phil Bak (Ticker: BX)
6 Industry Leaders at 52 Week Lows; Bank and Brokerage Earnings; a Curious Stripe Investment
What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)
Index Funds vs. High Yield Savings; Another Small Cap Stock Up 10x; Would You Buy Airline Stocks?
[INVESTING UNSCRIPTED] Bestselling Author of The Warren Buffett Way: Robert Hagstrom
Why I Own This Boring 100 Bagger Stock (Ticker: ORLY)
Nike In Turmoil; 5 Small Cap Stocks Up 100% This Year; What Is Your Circle of Competence? (NKE)
This Beer Stock Is Trading At Its Cheapest Multiple In Years (Ticker: TAP)
Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN)
Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders
10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0?
The Next Carvana? A Potential Cardlytics Stock Inflection With IndraStocks (CDLX)
5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti
What Is Tesla Stock Worth Right Now? (TSLA)
10 High Growth Software Stocks That Just Hit 52 Week Lows; Lululemon Update: Phantom Roaring Kitty? (LULU, SNOW, MDB)
Deere: A Wide Moat Stock Hiding In Plain Sight? With Best Anchor Stocks (Ticker: DE)
The New Nifty Fifty; Texas Instruments Activist; Jaime Dimon "No Buybacks" (COST, CMG, JPM, CHWY)
Portfolio Rankings: What Stocks Are We Buying and Selling?
Dutch Bros vs. Starbucks; Red Lobster Bankruptcy; Retail Consumer Recession? (ULTA, LULU + More)
Why Ryan Is Buying This European Fintech Disruptor (WISE Stock Report)
Roaring Kitty is BACK (maybe?); Executive Turmoil At Boston Omaha; Is Google Winning The AI War? (BOC, GOOG)
Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO)
Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable
Stanley Druckenmiller: The Investor That Beat Warren Buffett
Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN)
The Art of Quality Stocks: Investing In The Best Companies to Outperform The Market
China's Enron Moment. Plus, Why Is Tesla Stock Rising? (TSLA)
The State of the ~NICOTINE~ Industry With Devin LaSarre
Will Starlink Crush the Competition? Plus, More Management Malfeasance
Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio
Celsius Energy Drinks, Meta Platforms, and Spotify Uncertainty With Alex Morris (CELH, META, SPOT)
10 Rapid Fire Stocks
Amazon's Most Powerful API
GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO)
Long Bitcoin, Short MicroStrategy
2 Stocks I Bought Last Month: Homebuilder Sector Analysis (DFH, NVR, DHI)
What Happened to Super Micro Computer Stock? Plus, Our Takes on The DOJ Suing Apple (SMCI, AAPL)
The Best Investor In Britain? How Terry Smith Beats The Market With Quality Stocks
7 Best Share Cannibals
Our Bet on the Next Berkshire Hathaway (NNI)
Why Is Apple Stock Falling? (AAPL)
Is Coupang Stock Really The Next Amazon? (Ticker: CPNG)
15 High Quality Small Caps; Reddit, WeBull, and the Rebubble; Celsius Stock Rips Again $CELH
Why This Beauty Company Soared 600% In Less Than TWO Years (ELF Stock Report)
$NVDA Is King Again; A Credit Card Mega Merger; Underrated Network Effects; A Rivian Bankruptcy?
Is Boeing Stock Finally a Buy? (Ticker: BA)
IPH #98: Pat Dorsey Moat Categories; $LYFT Earnings Typ0; Sam Altman is doing WHAT???
5 Stocks We'd Buy Right Now
IPH #97: $ARM Short Squeeze; a New Sports Bundle; Is Big Tech Still Cheap???
Booking Holdings Stock Report (Ticker: BKNG)
IPH #96: Elon Loses $50 billion; Alphabet and Match Group Earnings; Avoiding the Macro Doom Porn
Netflix Stock and The End of The Streaming Wars (Ticker: NFLX)
IPH #95: $TSLA Stock Collapses; A $NFLX Spiffy Pop; Are Mexican Stocks Cheap???
Hims & Hers Stock Report (Ticker: HIMS)
IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?
The Best Value Investor You’ve Never Heard Of (Norbert Lou Of Punch Card Management)
IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?
Is The World's Largest Hedge Fund a Scam? Investigating Ray Dalio and Bridgewater Associates
IPH #92: CEO Mt. Rushmore; Debating The Widest Moats; Are We In 1995 or 1999?
2024 Hot Takes + Podcast Revamp...And We Are Changing Our Name!
IPH #91: 2023 End of Year Ask Us Anything
A Shifting Advertising Technology Landscape With BWG Strategy
Hermes International (Ticker: HESAY) Not So Deep Dive
IPH #90: Coupang Rescues Farfetch; Buying Quality At a Reasonable Price; Selling Winners Early
Investing Unscripted: Misfit Alpha
The Future of Spotify (Ticker: SPOT) with Jeremy Deal
Ferrari (Ticker: RACE) Not So Deep Dive
IPH #89: Investing Through Another Bubble; Ranking Magnificent Seven Stocks; Update On China
RH (Formerly Restoration Hardware, Ticker: RH) with Paul Cerro
LVMH Moët Hennessy Louis Vuitton (Ticker: LVMUY) Not So Deep Dive
IPH #88: $SPOT Rips After Layoffs; Alaska Air Acquiring Hawaiian Air; $25 Bil Goodwill Impairment???
The State of the Luxury Industry With Sleepwell Capital And Leandro From Best Anchor Stocks
Is Brett Buying Altria Group Stock? (Ticker: MO)
IPH #87: Celebrating the Life of Charlie Munger
A Stock to Play the Nicotine Pouch Trend? With Spencer Cibelli
Diageo (Ticker: DEO) Not So Deep Dive
IPH #86: OpenAI Debacle; $NVDA Blowout Earnings; Walls Closing In On Crypto?
The State of the Housing Market With ResiClub's Lance Lambert
Smith & Wesson (Ticker: SWBI) Not So Deep Dive
IPH #85: Buffett's Personal Trades; Falling Compounders; Apple Gets a 36% Cut From Google?
Shorting Hershey (Ticker: HSY) with Edwin Dorsey
MGM Resorts (Ticker: MGM) Not So Deep Dive
Investing Power Hour #84: RIP WeWork; Nintendo's Latest Move; Coupang Earnings Breakdown
Tractor Supply (Ticker: TSCO) with ValueStockGeek
British American Tobacco (Ticker: BTI) Not So Deep Dive
Investing Power Hour #83: Munger Went on a Pod; $MTCH Earnings; What Went Wrong at Zillow?
We're Closing Arch Capital
JRo Show - Interview with Dan O'Keefe
Investing Power Hour #82: Earnings, Earnings, And...More Earnings
A Merger Arbitrage Inflection With Andrew Walker
Dollarama (Ticker: DOL.TO) Not So Deep Dive
Investing Power Hour #81: Netflix Can't Stop Winning; Analyzing Bank Earnings; Mortgage Rates hit 8%
The Art of Short Selling With Upslope Capital
Dollar Tree (Ticker: DLTR) Not So Deep Dive
Investing Power Hour #80: Ozempic Losers; Juicy Details From FTX Trial; Analyzing CEO Resignations
Texas Instruments (Ticker: TXN) with Andrew Sather and Dave Ahern
Dollar General (Ticker: DG) Not So Deep Dive
Investing Power Hour #79: SBF and Michael Lewis; Spotify Audiobooks; Google Pixel Gains Share
Presenting: The JRo Show With John Rotonti
Why We Like Adyen Stock (But Aren’t Buying Shares Today)
The JRo Show: Interview with Bill Nygren
Investing Power Hour #78: AI Bubble Is Back; FTC Thinks $AMZN Is a Monopoly; $500 For Tinder???
Floor & Decor (Ticker: FND) with Drew Cohen
Hawaiian Air (Ticker: HA) Not So Deep Dive
Investing Power Hour #77: Lesson From Big Buffett Buys; Tobacco Debate; IPO Market Opening Up?
SoFi (Ticker: SOFI) with Brad Freeman
Royal Caribbean (Ticker: RCL) Not So Deep Dive
Investing Power Hour #76: $AMZN Vertical Integration; Ranking Dumb Acquisitions; Instacart IPO
Murphy USA (Ticker: MUSA) with Fabio from Capital Mindset
Ryanair (Ticker: RYAAY) Not So Deep Dive
Investing Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate
Nutanix (Ticker: NTNX) with Sean Emory
Why We Own Sprouts Farmers Market (Ticker: SFM)
Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall
Ulta (Ticker: ULTA) with Ethan Tucker
Discover Financial (Ticker: DFS) Not So Deep Dive
Investing Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins
Paylocity (Ticker: PCTY) with Andrew Marshall
Lowe's (Ticker: LOW) Not So Deep Dive
Investing Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves
VeriSign (Ticker: VRSN) with Buyback Capital
AutoZone (Ticker: AZO) Not So Deep Dive
Investing Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports
An Inside Look At The Business of Golf
Why We Don't Own Coupang (CPNG)
Investing Power Hour #70: Earnings, Earnings, and More Earnings
TransDigm (Ticker: TDG) with Lou Whiteman
WeWork (Ticker: WE) Not So Deep Dive
Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin?
Playboy (PLBY Group) with Rod Alzmann
Lyft (Ticker: LYFT) Not So Deep Dive
Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update
CAVA Group (Ticker: CAVA) with Alex Morris
Pinterest (Ticker: PINS) Not So Deep Dive
Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market
Fiserv (Ticker: FI) with Jacob Franklin
SoFi Technologies (Ticker: SOFI) Not So Deep Dive
Investing Power Hour #66: Is Twitter Dead? Alcohol trends in America; Investing in CPG Brands
Amazon (Ticker: AMZN) with Edward Chang
Why We Don't Own Airbnb (Ticker: ABNB)
Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues
Apple (Ticker: AAPL) with Anirban Mahanti
Visa (Ticker: V) Not So Deep Dive
Investing Power Hour #64: $MMTLP Craziness; Treasuries over Equities? Value Spread at All-time High
The Trade Desk (Ticker: TTD) with Kris from Potential Multibaggers
Bill.com (Ticker: BILL) Not So Deep Dive
Investing Power Hour #63: Fed Pause; $CAVA IPO Pop; Is Inflation Defeated?
Mastercard (Ticker: MA) with Matt Cochrane
Shift4 Payments (Ticker: FOUR) Not So Deep Dive
Investing Power Hour #62: Apple Vision Pro; Binance & Coinbase In the Doghouse
Chemed (Ticker: CHE) with Chadd Garcia
PayPal (Ticker: PYPL) Not So Deep Dive
Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter?
The State of the Music Industry With Sleepwell Capital
Why We Own Dropbox (DBX)
Investing Power Hour #60: $NVDA AI Bubble; $BBBY Post Mortem; Icahn vs. Ackman
TFS Financial (Ticker: TFSL) with Jim Gillies
Boeing (Ticker: BA) Not So Deep Dive
Investing Power Hour #59: $DIS Streaming Transition; Buffett's 13-F; Home Prices Finally Falling?
Hirequest (Ticker: HQI) with Aaron Edelheit
Rocket Lab (Ticker: RKLB) Not So Deep Dive
Investing Power Hour #58: Ban Bank Short Sales? Block/TIDAL Debacle; Inflation Update
Copart (Ticker: CPRT) with Leandro From Best Anchor Stocks
General Dynamics (Ticker: GD) Not So Deep Dive
Investing Power Hour #57: Earnings Recap; Bitcoin Hyperinflation Bet; Shopify Exits Logistics
General Motors (Ticker: GM) with Travis Hoium
Why We Own Nintendo (NTDOY)
Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis
Crocs (Ticker: CROX) with Jacob Franklin
PepsiCo (Ticker: PEP) Not So Deep Dive
Investing Power Hour #55: Apple Savings; $TSLA + $NFLX Earnings; Taylor Swift and FTX
APi Group (Ticker: APG) with Ben Tewey
Philip Morris International (Ticker: PM) Not So Deep Dive
Investing Power Hour #54: $AMZN Annual Letter; Mario Movie Pops; Buffett in Japan
Alsea (Ticker: ALSEA) with Ian Bezek
Monster Beverage (Ticker: MNST) Not So Deep Dive
Investing Power Hour #53: Stripe Annual Letter; Deep Value in Colombia; $COST Comp Report
Altria Group and the US Tobacco Market (Ticker: MO) with Devin LaSarre
Why We Own Match Group (Ticker: MTCH)
Investing Power Hour #52: Will $AMZN Buy $AMC; Precarious Commercial RE; No Banking Crisis?
Legacy Housing (Ticker: LEGH) with WealthOrDie
Spark Networks (Ticker: LOV) Not So Deep Dive
Investing Power Hour #51: $SQ Short Report; $COIN SEC Investigation With The Smattering Crew
Arhaus (Ticker: ARHS) with Stranger Capital
Grindr (Ticker: GRND) Not So Deep Dive
Investing Power Hour #50: Silicon Valley Bank Collapse; MSFT vs. GOOG AI War; Are Banks Investable?
Inflation, Q4 Earnings, and Supply Chains Update With Erick Mokoya
Bumble (Ticker: BMBL) Not So Deep Dive
Investing Power Hour #49: Capital Gains Taxes, Altria Buys NJOY, & Sony’s Weak Dispute
Pool Corporation (Ticker: POOL) with Simon Handrahan
Why We Own Nelnet (Ticker: NNI)
Investing Power Hour #48: Emmet Savage From MyWallSt; Buffett's 2022 Annual Letter
DexCom (Ticker: DXCM) with Nick Sciple
American Express (Ticker: AXP) Not So Deep Dive
Investing Power Hour #47: Walmart Smells a Recession; Coinbase Earnings; Microsoft/ATVI Update
The Banking Industry with John Maxfield
Block (Ticker: SQ) Not So Deep Dive
Investing Power Hour #46: Earnings Roundup; Munger Off the Cuff; Housing Update
FICO (Ticker: FICO) with Buyback Capital
MarketAxess (Ticker: MKTX) Not So Deep Dive
Investing Power Hour #45: $MSFT Coming for Google; Affirm Layoffs; $UBER Earnings
Allison Transmission with Rod Alzmann (Ticker: ALSN)
Why We Own Alphabet/Google (Ticker: GOOG)
Investing Power Hour #44: FANMAG vs. Berkshire; Rebubble Stocks; Munger on Crypto
How Wise Is Disrupting The Cross-Border Payments Market, with Luke Hallard (Ticker: WISE)
Salesforce (Ticker: CRM) Not So Deep Dive
Investing Power Hour #43: Hindenburg Exposes Adani; Personal Finance Questions; AR/VR Busts Again
Is Big Lots a Deep Value Gem? With David Katunaric (Ticker: BIG)
Meta Platforms (Ticker: META) Not So Deep Dive
Investing Power Hour #42: $NFLX Earnings Reaction; Cigarette Volume Trends; Stagnating Tik-Tok
Navigating Deep Value Microcaps and Altisource Asset Management (Ticker: AAMC) with Jeff Moore
Amazon (Ticker: AMZN) Not So Deep Dive
Investing Power Hour #41: Exodus at Salesforce; Taiwan Semi Earnings; Amazon's Shopify Killer?
Can Interactive Brokers Thrive With High Interest Rates? A Deep Dive with Luis V. Sanchez (Ticker: IBKR)
Microsoft (Ticker: MSFT) Not So Deep Dive
Investing Power Hour #40: $AMZN Fires 18,000 People, $MSFT and ChatGPT, $TSLA Delivery Numbers
The State of the Cloud in 2023 with Shawn Wang
Arch Capital Episode: Why We Own Wix (Ticker: WIX)
Investing Power Hour #39: 2022 Year in Review, 2023 Bold Predictions
Moody's: An Impenetrable Moat? (Ticker: MCO) with Joe Kowaleski
BigCommerce (Ticker: BIGC) Not So Deep Dive
Investing Power Hour #38: FTX Employees Flip on SBF; YouTube gets NFL Sunday Ticket; Is Tesla Toast?
Can Anyone Buy a Small Business? With Paul Cerro
Squarespace (Ticker: SQSP) Not So Deep Dive
BONUS Episode! 7investing Year in Review Covering Tesla, Amazon, Illumina + More
Investing Power Hour #37: FTX Testimony, State of Video Games, Private Equity Software Investments
Is Blackstone a Misunderstood Compounder? With John Rotonti (Ticker: BX)
GoDaddy (GDDY) Not So Deep Dive
Investing Power Hour #36: Holiday Spending Data, $TSM Bets Big on AZ, BREIT Halts Redemptions
Does Pacifico Airports Have an Impenetrable Moat? (Ticker: PAC) with Ian Bezek
MercadoLibre (Ticker: MELI) Not So Deep Dive
Why We Own Autodesk (Ticker: ADSK)
Investing Power Hour #35: Why Isn't SBF In Jail? JPM State of the Cloud, Housing Impact on Inflation
Why Digital Turbine is a Competitively Advantaged Ad Platform With Fundasy Investor (Ticker: APPS)
PTC (Ticker: PTC) Not So Deep Dive
Investing Power Hour #34: Iger Is Back at Disney, October Retail Trends, Amazon Losses at Alexa
Leatt Corporation (Ticker: LEAT) with Deep Sail Capital
Procore (Ticker: PCOR) Not So Deep Dive
Investing Power Hour #33: What is Buffett Buying? Masa Son Full Tilt, TCI Letter to Alphabet
Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)
Bentley Systems (Ticker: BSY) Not So Deep Dive
Investing Power Hour #32: FTX Collapse, $ADYEN CEO Letter, Graham & Dodd Annual Breakfast
Why eDreams Is Winning in European Travel (Ticker: EDR) with Chadd Garcia
ANSYS (Ticker: ANSS) Not So Deep Dive
Investing Power Hour #31: Q3 Earnings Season, Betting on Cloud, What Price is $META a Buy?
Is IAC Undervalued? With Ramneek Kundra (Ticker: IAC)
BONUS Episode! Biotech + Semiconductors With 7investing
Dassault Systemes (Ticker: DASTY) Not So Deep Dive
Investing Power Hour #30: Can $SPOT Make Money? $META Meltdown, $SHOP Earnings
Why We Own Consorcio ARA (Ticker: ARA.MX)
Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)
LGI Homes (Ticker: LGIH) Not So Deep Dive
Investing Power Hour #29: $NFLX and $TSLA Earnings, Reflecting on Mistakes From 2021
Is Roku the Next Great Internet Platform, or Just a Commodity? With Alex Morris (Ticker: ROKU)
Dream Finders Homes (Ticker: DFH) Not So Deep Dive
Investing Power Hour #28: PS5 Supply Explosion, $NFLX Ad Tier, Investors Regret $TWTR Deal
What Does Adobe's Next Decade Look Like? With Leandro from Best Anchor Stocks (Ticker: ADBE)
Zillow (Ticker: Z) Not So Deep Dive
Investing Power Hour #27: Successful $TWTR Arbitrage, $POSH Acquisition, Mt. Rushmore of Buybacks
IDT Corporation: A Spinoff Machine (Ticker: IDT) with Rich Howe
NVR (NVR) | Not So Deep Dive
Investing Power Hour #26: $GOOG Drops Stadia, Making money vs. Being Right, Is Housing Doomed?
Why We Own Electronic Arts (Ticker: EA)
Ally Financial: A Share Cannibal With a Growing Deposit Base (Ticker: ALLY) with Jacob Franklin
Rovio Entertainment (ROVIO) | Not So Deep Dive
Investing Power Hour #25: $BYND COO Gets Nosey, $IAC SOTP, Is the Gig Economy Screwed?
Is Build-A-Bear Workshop Stuffed With Value? With Strat Becker (Ticker: BBW)
Capcom (Ticker: CCOEF) | Not So Deep Dive
Investing Power Hour #24: $ADBE Acquires Figma, Twilions get laid off, Coinbase Manipulates Users
Verra Mobility: A Toll Road On a Toll Road With Ben Tewey (Ticker: VRRM)
Xbox (MSFT) | Not So Deep Dive
Investing Power Hour #23: Crowded Longs, App Store Data, Long Thesis For $ALLY
British American Tobacco and The Past, Present, and Future of the Nicotine Industry With Devin LaSarre
Ubisoft (UBI) | Not So Deep Dive
Investing Power Hour #22: Bear Market Is Back, Top 3 Companies to Buy and Hold For 75 Years
QuantumScape (Ticker: QS): A Zero or the Next Tech Giant? With Simon Erickson
Warner Music (WMG) | Not So Deep Dive
Investing Power Hour #21: Recession Risks, Starbucks Unionization, Roblox Attracting Older Users
Is FIGS the Next Lululemon? With Alan Soclof (Ticker: FIGS)
Sirius XM (SIRI) | Not So Deep Dive
Investing Power Hour #20: Adam Neumann Is Back, Potential of WhatsApp, Embracer Group Acquisitions
Jose Najarro On What Interests Him About Advanced Micro Devices (Ticker: AMD)
Disney (DIS) | Not So Deep Dive
Investing Power Hour #19: Perverse Buyback Incentives, Musk Dumps $TSLA, Acquisitions in a Downturn
Winmark (WINA) with Jim Gillies
Why We Own Spotify (Ticker: SPOT)
Yeti (YETI) | Not So Deep Dive
Investing Power Hour #18: $UBER vs. $ABNB, $PYPL Earnings, Brett Was Wrong on $AAPL
Kris From Potential Multibaggers on Why He Likes Marqeta Stock (Ticker: MQ)
Uber (UBER) | Not So Deep Dive
Investing Power Hour #17: Q2 Earnings Season, Shorting Crypto, Chipotle Earnings
Petco (WOOF) with Paul Cerro
Warby Parker (WRBY) | Not So Deep Dive
Power Hour #16: Elon Paper Hands, Big Tech Layoffs, & Netflix Earnings
Nvidia (NVDA) with Luke Hallard
Chipotle (CMG) | Not So Deep Dive
Welcome to Chit Chat Money Plus
Power Hour 15: Elon Pulls Out of the Twitter Deal, Netflix, Microsoft and CTV Advertising
ASML Holding NV (ASML) with Leandro
Poshmark Revisited (POSH) | Not So Deep Dive
Power Hour #14: Amazon Grubhub Deal, Companies Repricing Stock Options, Low Bid M&A
Markel Corporation (MKL) with Bill Mann
Digital Turbine Revisited (APPS) | Not So Deep Dive
Power Hour #13: FCC Tik-Tok Ban, Inflationary Tug-of-War, UBER Stock Potential
Joint Corp (JYNT) with Edward Chang
Charter Communications (CHTR) | Not So Deep Dive
Power Hour #12: Thoughts on $POSH, Juul FDA ban, Investing in Homebuilders
Equinix (EQIX) with Braden Dennis
Lululemon (LULU) | Not So Deep Dive
Power Hour #11: Apple TV MLS Deal, FANMAG vs. S&P, 2021 FOMO
Xponential Fitness (XPOF) with Paul Cerro
Farfetch Revisited (FTCH) | Not So Deep Dive
Power Hour #10: Potential Roku Buyout, ZM discussion, Anti-ESG ESG
Cloudflare Part 2 (NET) with Joe Furmanski
Carvana (CVNA) | Not So Deep Dive
Power Hour #9: 50% GDP Growth, Portfolio Concentration, Ideal Stocks For Inflation
Hagerty (HGTY) with CFO Fred Turcotte
The Hershey Company (HSY) | Not So Deep Dive
Power Hour #8: Snap Meltdown, a16z Crypto Fund, Executive Red Flags
Adyen (ADYEY) with Mostly Borrowed Ideas
Sprout Social (SPT) | Not So Deep Dive
Power Hour #7: Rule of 40, Twitter vs. Elon, Debating Disney's Strategy
Callaway (ELY) with Greenwald Capital
BONUS Interview - Procore (PCOR) CEO Tooey Courtemanche
Pinterest Revisited (PINS) | Not So Deep Dive
Power Hour #6: Crypto Crash, Stock Based Compensation, Valuing Enterprise SaaS
Cloudflare (NET) with Joe Furmanski
Why Does the Stock Market Go Up? With Brian Feroldi
Brookfield Asset Management (BAM) | Not So Deep Dive
Power Hour #5: Berkshire Meeting, Shopify Earnings, Evaluating S&M Spend
PlayWay (PLW) with Spencer Cibelli
Portillo's (PTLO) | Not So Deep Dive
WWE (WWE) with Nick Sciple
RH (RH) | Not So Deep Dive
Friday Power Hour #4: Netflix Collapse, Buy With Prime, Tesla Does It Again
Trex Company (TREX) with Jason Hall
BONUS Episode - Monthly 7investing Discussion
Sweetgreen (SG) | Not So Deep Dive
Power Hour #3: Elon Tries to Buy Twitter, Jassy's First Annual Letter
DLocal (DLO) with Robert Cantwell and Joe Kowaleski
Top 5 Businesses of All Time - Q1 Roundtable with Brad & Ian
Snowflake (SNOW) | Not So Deep Dive
Investing Power Hour #2: Bitcoin 2022, Costco vs. Amazon Prime
Texas Instruments (TXN) with John Rotonti
Zoom Video (ZM) | Not So Deep Dive
Investing Power Hour #1: Lessons From Great Depression, Zillow, Robinhood 24/7 Trading
Constellation Software (CSU.TO) with Leandro
Celsius Holdings (CELH) | Not So Deep Dive
Formula One Group (FWONA) with Francisco Olivera
Applied Materials (AMAT) | Not So Deep Dive
Trade Desk (TTD) and Advertising Technology with Dhaval Kotecha
Amazon (AMZN) | Not So Deep Dive
Domino's Pizza (DPZ) with Matt Cochrane
Paramount Global (PARA) | Not So Deep Dive
Skechers (SKX) with Ben Claremon
Green Thumb Industries (GTBIF) | Not So Deep Dive
Why Do You Have 100% Of Your Portfolio in Google? With Gianni Di Mattia
BONUS: Quantitative and Quality Investing with Tobias Carlisle
Penn National Gaming (PENN) | Not So Deep Dive
WM Technology (MAPS) with CFO Arden Lee
Roblox Revisited (RBLX) | Not So Deep Dive
Netflix (NFLX) with Alex Morris
Docusign (DOCU) | Not So Deep Dive
Coupang (CPNG) with 7investing
Axon Enterprise (AXON) | Not So Deep Dive
Duolingo (DUOL) with Sean Emory
Apple (AAPL) | Not So Deep Dive
KKR (KKR) with John Rotonti
LendingClub (LC) | Not So Deep Dive
Camplify Holdings (CHL) with Zippy Capital
"The Depression...Of 1920?" From a History of Financial Markets
Coinbase (COIN) | Not So Deep Dive
Q4 Roundtable with Brad & Ian
ZoomInfo (ZI) | Not So Deep Dive
2022 Predictions
Chewy (CHWY) with Tim Beyers
BONUS Interview - CEO Lars Wingefors - Embracer Group (EMBRACB)
Twitter (TWTR) | Not So Deep Dive
C3.ai (AI) with Jason Moser
Mitek Systems (MITK) | Not So Deep Dive
Uhaul (UHAL) with Sleepwell Capital
BONUS Interview - Steve Symington - Boston Omaha (BOMN) Shareholder Meeting Wrap Up
Wise (WISE) | Not So Deep Dive
Upstart (UPST) with Kris from Growth to Value
Allbirds (BIRD) | Not So Deep Dive
E.W. Scripps (SSP) with Ben Claremon
Remitly (RELY) | Not So Deep Dive
Facebook/Meta Platforms (FB) with Matt Cochrane
BONUS Interview - Unraveling the Tether Mystery With Bennett Tomlin
Shopify (SHOP) | Not So Deep Dive
Clearwater Analytics (CWAN) with Conor Mac
Peloton (PTON) | Not So Deep Dive
Nelnet (NNI) with Aaron Edelheit
Kulicke and Soffa (KLIC) with Chris Seifel
Twilio (TWLO) | Not So Deep Dive
International Petroleum (IPCO) with Jim Gillies
Toast (TOST) | Not So Deep Dive
Swedish Match (SWMA) with Phillip Martinelli
23andMe (ME) | Not So Deep Dive
Q3 Roundtable with Ian and Brad
Dutch Bros (BROS) | Not So Deep Dive
Verve Therapeutics (VERV) with Maxx Chatsko
SoFi (SOFI) | Not So Deep Dive
Thryv Holdings (THRY) with Jeff Moore
Lennar Corp (LEN) | Not So Deep Dive
Zillow (ZG) with Brian Feroldi
Upwork (UPWK) | Not So Deep Dive
Airbnb (ABNB) with Alex Morris
GrowGeneration (GRWG) | Not So Deep Dive
Square + Afterpay with Matt Cochrane
Fulgent Genetics (FLGT) | Not So Deep Dive
Moneygram International (MGI) with Luis Sanchez
Just Eat Takeaway (TKWY) | Not So Deep Dive
Affirm (AFRM) with Simon Erickson
Ocado Group (OCDO) | Not So Deep Dive
Fiverr (FVRR) with Kris from Growth to Value
Doximity (DOCS) | Not So Deep Dive
Latch (LTCH) | Not So Deep Dive
The Future of Bioprinting with Cellink CEO Erik Gatenholm
Chewy (CHWY) | Not So Deep Dive
Paycom Software (PAYC) | Not So Deep Dive
Foreclosure Investing - Jason Greenwald
Vivos Therapeutics (VVOS) | Not So Deep Dive
Robinhood (HOOD) | Not So Deep Dive
Investing in Sports Teams - Massimo Marinelli
Matterport (GHVI) | Not So Deep Dive
Constellation Software (CSU.TO) | Not So Deep Dive
How We Value Risk vs. Reward
Duolingo (DUOL) | Deep Dive
Walmart (WMT) | Deep Dive
Limbic Capitalism - SinStockPapi
Roku (ROKU) | Deep Dive
Global-E Online (GLBE) | Deep Dive
Clean Energy Investing - Maxx Chatsko
Evolus (EOLS) | Deep Dive
Ubiquiti (UI) | Deep Dive
Spotify & The Audio Opportunity - Sleepwell Capital
PayPal (PYPL) | Deep Dive
SharpSpring (SHSP) | Deep Dive
Micro Bubbles & Meme Stocks - Jamie Powell
AppHarvest (APPH) | Deep Dive
Corsair (CRSR) | Deep Dive
How We Value a Business
Vimeo (VMEO) | Deep Dive
Formula One (FWONA) | Deep Dive
Roku, Fubo, & ConnectedTV - Rick Munarriz
UiPath (PATH) | Deep Dive
CarParts.com (PRTS) | Deep Dive
Coupang, Sea Limited, & Investing in Southeast Asia - Eugene Ng
Wish (WISH) | Deep Dive
GoodRx (GDRX) | Deep Dive
Top 10 Moats of All Time
Afterpay (APT) | Deep Dive
Embracer Group (EMBRACB) | Deep Dive
Anirban Mahanti - Cloud Adoption & Capitalism Without Capital
Grab (GRAB) | Deep Dive
Jumia (JMIA) | Deep Dive
Jake Taylor - A Call From Munger & the Role of Solitude
ThredUp (TDUP) | Deep Dive
Squarespace (SQSP) | Deep Dive
Jon Bathgate - Optionality & Resiliency
Coupang (CPNG) | Deep Dive
Poshmark (POSH) | Deep Dive
Mohawk Group - Asher Delug, Sean Emory, and Jonah Lupton
Coursera (COUR) | Deep Dive
Pinterest (PINS) | Deep Dive
Autodesk, Procore, and Avid Technology with Luis Sanchez
Olo (OLO) | Deep Dive
GoPro (GPRO) | Deep Dive
John Rotonti - Rethinking Value
Danaher (DHR) | Deep Dive
Farfetch (FTCH) | Deep Dive
Jim Gillies - Sin Stocks, Bubbles, & RCI Hospitality
Upstart (UPST) | Deep Dive
Five Below (FIVE) | Deep Dive
Investment Roundtable with Ian and Brad
Callaway (ELY) | Deep Dive
Redfin (RDFN) | Deep Dive
Todd Wenning | Investment Philosophy
Ping Identity (PING) | Deep Dive
Revolve Group (RVLV) | Deep Dive
Francisco Olivera & TSOH | Spotify
Tattooed Chef (TTCF) | Deep Dive
Evolution Gaming (EVO) | Deep Dive
Investment Talk | Matchgroup & PayPal
Seven & I (SVNDF) | Fundamental Analysis
Palantir (PLTR) | Deep Dive
Auri Hughes | Ferrari & Etsy
Myomo (MYO) | Fundamental Analysis
Avalara (AVLR) | Deep Dive
Twitter Spaces vs. Clubhouse
Activision Blizzard (ATVI) | Fundamental Analysis
Mohawk Group (MWK) | Deep Dive
Brad Freeman | Boeing & SoFi
Wix.com (WIX) | Fundamental Analysis
IZEA Worldwide (IZEA) | Deep Dive
Myles Udland | WallStreetBets & Buffett Legacy
Box (BOX) | Fundamental Analysis
InterActive Corp (IAC) | Deep Dive
Kyler Hasson | Google & Charter Communications
Naked Wines (WINE) | Fundamental Analysis
Bumble (BMBL) | Deep Dive
Francine McKenna | Accounting Matters
Airbnb (ABNB) | Fundamental Analysis
FuboTV (FUBO) | Deep Dive
Nick Sciple | Online Dating & Gaming
Dropbox (DBX) | Fundamental Analysis
American Eagle (AEO) | Deep Dive
2021 Predictions
Matt Cochrane | Square (SQ)
Ian Gray | Acuity (ACUIF)
Brett Schafer | Altria (MO)
Trevor Muchedzi | Cellink (CLLKF)
Buck Hartzell | Boston Omaha (BOMN)
Ryan Reeves | Peloton (PTON)
Gannon Breslin | Advanced Micro Devices (AMD)
Rihard Jarc | Pinterest (PINS)
Emily Flippen | Planet 13 (PLNHF)
Chris Seifel | Unity (U)
Austin Lieberman | BioLife Solutions (BLFS)
Steve Symington | Retail Opportunity Investments Corp (ROIC)
Simon Erickson | Snowflake (SNOW)
Dan Kline | Target (TGT)
Aaron Edelheit | La Française des Jeux (FDJ)
Dhaval Kotecha | The Trade Desk (TTD)
Maxx Chatsko | Fate Therapeutics (FATE)
Cam Iadeluca | Alteryx (AYX)
Francisco Olivera | Altice USA (ATUS)
David Polansky | Par Technology (PAR)
Growth to Value | Sea Limited (SE)
Jim Gillies | Nelnet (NNI)
Sean Emory | Capri Holdings (CPRI)
Brian Feroldi | Autodesk (ADSK)
Jason Moser | Ansys (ANSS)
Magnite (MGNI) | Fundamental Analysis
Roblox | Deep Dive
Lawrence Hamtil: Boring Businesses & Exciting Returns
StonCo (STNE) | Fundamental Analysis
Digital Turbine (APPS) | Deep Dive
Cybersecurity & Edge Computing with Muji @ Hhhypergrowth
Peloton (PTON) | Fundamental Analysis
Opendoor (IPOB) | Deep Dive
Teladoc & Livongo with Richard Chu
nCino (NCNO) | Fundamental Analysis
Skillz (FEAC) | Deep Dive
PAR Technology (PAR) | Fundamental Analysis
Blackline (BL) | Deep Dive
Airbnb, Zillow & Telemedicine with 7 Investing
Goodfood Market Corp | Fundamental Analysis
Charles Schwab (SCHW) | Deep Dive
Roku, Zoom, & Fastly with Beth Kindig
Lightspeed (LSPD) | Fundamental Analysis
Lemonade (LMND) | Deep Dive
Gaming & Gambling with Will Hershey
Fundamental Analysis: AutoDesk (ADSK)
Deep Dive: Fiverr (FVRR)
Alteryx, Slack, and Data Analytics with KermitCapital
Fundamental Analysis: Sony (SNE)
Deep Dive: Unity Software (U)
The Science of Hitting & Matt Cochrane: Banks, Big Tech, and CTV
Fundamental Analysis: Stitch Fix (SFIX)
Deep Dive: Nintendo (NTDOY)
Fastly, Snowflake, & Elastic with Tim Beyers
China Trouble & Facebook E-Commerce
Fundamental Analysis: Spotify (SPOT)
18 Month Update of Hypo Capital
Fundamental Analysis: PluralSight (PS)
Brett Bivens; Audio & Ambient Media
Fundamental Analysis: Trupanion (TRUP)
Fundamental Analysis: Medallia (MDLA)
Steve Symington; Boston Omaha, Nutanix, & Disney
Fundamental Analysis: Wrap Technologies (WRTC)
Fundamental Analysis: Bandwidth Inc. (BAND)
Brian Feroldi; Pinterest, Semler, & an Investing Checklist
Fundamental Analysis: Red Violet (RDVT)
Fundamental Analysis: AT&T (T)
Justin Castelli & the RIA Industry
Fundamental Analysis: Airbus (AIR.PA)
Fundamental Analysis: Netflix (NFLX)
The Great Oil Crisis of 2020
17 Month Update of Hypo Capital
Fundamental Analysis: Shopify (SHOP)
Fundamental Analysis: Wendy's (WEN)
TeslaCharts & the Bear Thesis
Fundamental Analysis: LiveRamp Holdings (RAMP)
Fundamental Analysis: Real Real (REAL)
The Luckin Coffee Scandal
WallStreetBets founder Jaime Rogozinski
Spotify Trailer
Fundamental Analysis of McDonald's
President and Co-founder of Coast Group of Companies Shawn Hoban