All Episodes
New Horizons Investment — 85 episodes
Adobe: The Infrastructure Layer of AI Creativity
Strategic Equity Deep Dives: Analysis of Market Moats and Asymmetry
The Quality Stack: A Comparative Investment Hierarchy
Intelligence as Energy Optimization: The Cost of Thinking
The Art of the Exit: A Systematic Selling Framework
Decision Quality: A Framework for Process-Driven Performance
The Mispriced Odds Probability Framework
The Catalyst Matrix: A Framework for Strategic Stock Selection
The Crypto Power Law: A 12-Asset Portfolio Strategy
The Power-Law Investing
The Mathematical Edge of Michael Burry
The Coil Spring - Is the Party Over?
The Psychology of XRP
Hudson Pacific Properties (HPP) February 2026 Checkpoint
High-Conviction Macro Strategies and Portfolio Concentrations
Molina Healthcare (MOH) February 2026 Checkpoint
Palantir: The Heretic’s Guide to an AI
XYZ (Block, Inc.) 2026 Checkpoint
Sink or SWIM?
SAM vs. TAP: Why the Cheap Beer Stock Isn’t the Real Value
Fluor (FLR) and Cost of Being Boring
Michael Burry on the Strategic Evolution of GameStop
The Sallie Mae Trade: Cracks in the Student Loan Machine
Lululemon Athletica (LULU) the Stress Test
Update on Shift4 Payments - FOUR: Burry thoughts Change?
XRP Strategic Linkages and Institutional Integration Ecosystem
What Does Burry See in MOH?
Molina Healthcare Q3 2025 Financial Performance and Burry Analysis
Cassandra Unchained: The Psychology of Investing in the Information Age
The XRP Question: Anatomy of an Asymmetric Plumbing Trade
Healthcare Value Screen and Top Stock Ranking
Spreadsheet Discipline: Building Your Investor Research Engine
Strategy on Shift4 Payments (FOUR) Buy Playbook
Whirlpool? What does David Tepper see?
Nvidia's AI Fraud and the Machine-Speed Reckoning
Third Quarter 2025 13F Hedge Fund Investment Strategy Analysis
Week of November 10th, 2025 Financial Wrap-up
Week of November 3rd, 2025 Financial Wrap-up
Ten Tech Survivors for the AI Decade
Week of October 27th, 2025 Financial Wrap-up
Next-Generation Disruptors: Platform & Brand Playbook
Dissecting the Market Mafia Metaphor
Week of October 20th, 2025 Financial Wrap-up
Identifying Modern Qualcomm Analogues in Mid-Cap Tech
Superinvestor 10-Bagger Signal Framework
Burry-Style Value Stocks for the AI Bubble
Ring Energy (REI) Deep Value Investment Thesis
Top Hedge Fund Performance Analysis
Biohacks for Investment Strategy and Performance
Burry's Contrarian Buys: Downgraded Stocks and Insider Trades
Fusion of Biohacking and Investing
Almost-Automated FBA: A Strategic Blueprint
Shift4 (FOUR) Research 2025: Bull Thesis and Negative Sentiment
Strategic Stock Selections for Future Theses
Investing Thesis Method and Success Examples
May 2025 Market Note on Tepper, Burry, Ainslie, Miller, Einhorn
Peloton (PTON) Quarterly Financial Review
CANSLIM: O'Neil's Investing System
Burry, Miller, Ainslie: Value Investing in GME, GEO, LUMN, CXW
Sportsman's Warehouse Holdings Financial Performance and Analysis
GME Before the Rise: Ainslie, Miller, and Burry
Should I Buy NVDA?
What is Good for the GOOS is Good for Gander
Hudson Pacific Properties: 2024 Financial Performance and Analysis
Stock Splits: Historical Analysis and Future Leaders
Bill Miller's Stock Sale Patterns
February 2025 Notes on Tepper, Burry, Ainslie, Miller, and Einhorn
Buy and Hold: A 35-Year Investing Retrospective
Top Investor Stock Selling Strategies
David Tepper’s Selling Strategies
David Einhorn’s Selling Strategy
Buffett's Stock Sale Strategies
Burry’s Multi Quarter Holds
Hudson Pacific Properties (HPP) Thesis January 2025
Block Inc. (SQ) Thesis September 2024
META Thesis November 2022
GEO Group Thesis September 2021
Legendary Investor Selling Strategies
Burry, Ainslie, Miller Investment Strategies
Finding Your First 10 Bagger
Burry’s Analysis of 2000 to 2002 Investment
Asset Allocation
Investment Flow
Investing with Spreadsheets
Michael Burry Case Study