All Episodes

#60 - Reflecting on Investment “Truths” To Fish Where The Fish Are

#59 - Learning Medley on Chinese Tech and US Big Tech post-anti-trust hearing

#58 - Book Review of Why We Sleep by Matthew Walker

#57 - Growth vs. Value Investing with James Anderson of Baillie Gifford

#56 - Discovering James Anderson, Growth Investor at Baillie Gifford

#55 - Learning Medley on Fat Tony, Chamath Palihapitiya, Nuclear Energy, Box, Slack and “Others"

#54 - Buffett’s Q&A on Management & Culture

#53 - Learning on Brad Feld’s early career, picking a place to build a life, model on monthly sprints and coaching

#52 - Learning Medley on Luck & Success from Maria Konnikova and David Epstein

#51 - Learning Medley on Lemonade & pet insurance, Seller on being a Great Investor and Les Schwab Tires

#50 - Learning Medley on Indonesia’s e-Commerce market, stories of Patagonia & The North Face and Intuit’s business model

#49 - HEICO’s 9 Years of Shareholder Letters

#48 - Research into Atlassian’s Management, Culture and Business Model

#47 - Book Review of Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle

#46 - Podcast Learning Medley on models of NBA vs. MLB, WeWork’s early foundation, and Uber vs. Lyft

#45 - Podcast Learning Medley with Shishir Mehrotra of Coda and Chamath Palihapitiya of Social Capital

#44 - Business Research into Roku (ROKU)

#43 - Learning Medley: Food Delivery markets, legendary investor Nick Sleep’s focus, Charlie Songhurst’s learnings from angel investing

#42 - Book Review of Reboot by Jerry Colonna

#41 - Book Review of Maverick by Ricardo Semler, Part 2 of 2

#40 - Book Review of Maverick by Ricardo Semler, Part 1 of 2

#39 - Business Research into Alphabet (GOOG) Part 2

#38 - Business Research into Alphabet (GOOG) Part 1

#37 - Interview with Katie Wyka, Performance Coach at Clio. In-house Talent Acceleration for A Fast-Growing Software Company.

#36 - Book Review of Self Reliance And Other Essays by Ralph Waldo Emerson

#35 - How I Read a Book Every 2 Weeks

#34 - Book Review of The Alchemist by Paulo Coehlo

#33 - The Relationship of ROIC, Growth, Yield and Margin of Safety

#32 - Learning from Diamandis’ Laws, Maria Popova on Finding Purpose and Paul Graham on Doing What You Love

#31 - Learning From My Largest Investment Mistake To Date

#30 - Pinterest Business Research

#29 - Book Review of Stumbling on Happiness by Dan Gilbert

#28 - Learnings on Marketplaces from Andreessen Horowitz & Twilio’s Values and Cultures from First Round Capital

#27 - Research into Wix using Fisher’s Investment Checklist

#26 - What is Open Source, Decentralized Machinery Company in 1999, Benchmark’s Bottom-Up Investing

#25 - Book Review of The Inner Game of Tennis by W. Timothy Gallwey

#24 - Book Review of Ego Is The Enemy by Ryan Holiday

#23 - Learning From Ben Thompson & Bill Gurley on Marketplaces, Platforms & Aggregator Businesses

#22 - Research of Lululemon using Fisher’s Investment Checklist

#21- Learning about Michael Shearn of Money Compound Fund. A true people investor.

#20 - Research of Workday using Fisher’s Investment Checklist

#19 - Reviewing The Art of Learning by Josh Waitzkin

#18 - Building Calisthenics Programs and Learning about Josh Tarasoff of Greenlea Capital Partners

#17 - Spotify’s Culture, Cold Brew Coffee at Home, Calisthenics, Management Incentives

#16 - First look at Spotify using Fisher’s 15-point Checklist

#15 - First-look at Atlassian using Phil Fisher’s Checklist

#14 - Investing in 100-baggers, Calculating 10-baggers, Occam’s Razor, High Inflation Investing and Consumer Internet Niches.

#13 - Interview with Frankie Le Nguyen, General Manager of Entrepreneur First

#12 - Research Report on Morningstar

#11 - Constellation Software acquisition, Spotify & Joe Rogan, Restaurants in Toronto & Li Lu Lecture

#10 - Interview with Ricky Zhang, Founder of Prince of Travel

#9 - Mohnish Pabrai Lecture Marathon, Joe Mansueto’s career, Morningstar Founder, and Launching OMD Daily

#7 - Sam Zell, Mohnish Pabrai, Francis Chou and Michael Lewis Interview Learnings

#5 - Researching Morningstar, Spotify and Brian Koppelman

#4 - Research into Morningstar, Disease Impacting Architecture, Tom Russo

#3 - Constellation Software Shareholder Meeting

#2 - Trupanion Investment Research

#6 - Interview with Stephen Shedletzky, Head of Brand Experience and Igniters Team at Simon Sinek Inc.

#8 - Interview with Will Matthews, Professor of Culture at G Adventures

#1 Pilot - Kevin Kelly & Stan Druckenmiller