All Episodes

FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ

Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns)

Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE

Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)

Nu Bank's Territorial Expansion; LVMH + Stocks At Cheapest Valuations Ever; Fed Hikes Interest Rates

Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America

Stocks At 52-Week Lows; Meta's Agentic AI Push; 2 Under-Followed Small Caps

BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)

OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition?

Costar Group: A Fallen Compounder Down 70% From Highs (Ticker: CSGP)

Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB

Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS)

SpaceX Earnings and Musk's $1 Trillion Update; Mega Earnings Round-Up $RELY $MELI $CPNG $PLTR + More

How To Find The Best Dividend Stocks

Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up

David Tepper: The Bounce Back King (Hedge Fund Legend)

Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun

6 Hidden AI Winners

Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN

A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS

Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR

The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market

Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks

Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)

SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX

Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?)

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson

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