All Episodes

EP030: Remove Macro From Your Stocks

EP029: War & Markets | How a Former Sr. Millennium PM invests in Equities

EP028: Teamshares: The Next Programmatic Acquirer

EP 027: Compounder Guru Sean Emory on why Block, $XYZ, is Far From Done

EP026: ($HSY) Hershey’s Sweet Comeback: Historic Cocoa Reversion to Boost Margins

EP025: Opening the Strait of Hormuz With Kevin Book, ClearView Energy Partners

EP 024: Unlocking Venezuela: Governance, Production Potential, and the Global Oil Balance

EP023: The Street Is Ahead of Itself on $DIS - park traffic seeing headwinds

EP 022: The better oil equity bet is in Colombia not Venezuela

EP 021: Make America skinny again? The oral GLP-1 opportunity at Eli Lilly ($LLY)

EP 020: Is Open AI in trouble?

EP 019: Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets

EP.018 Behind the Curtain: Life Inside Top Hedge Fund Platforms

EP.017: Time to take profits in NBIS or is it the next AWS?

EP.016: Trick or Treat: The Unfolding RMCF comeback story. 10-to-1 Risk-Reward

EP.015: From Fidelity to Fudge: Jonathan Kasen’s Buffett-Inspired Bet on Chocolate

EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks

EP.012: Hydra Host: "The GPU Whisperer"

EP.011: VSTS: Sandbagged guide & new CEO’s turnaround plan could be a catalyst + high short interest

EP.010: Is $ZM the Next Stealth AI Winner?

EP.009: Cigar Butt Morphing into a Compounder: 50% of NAV & Pivoting to Higher Return Industries

EP.008: Palantir ($PLTR): Irrationally Overvalued - Could Significant Index Rebalance be the Catalyst to Break it?

EP.007: JAZZ: Value with an Oncology Catalyst - 5x Risk-Reward Ratio

EP.006: NVDA: Understanding the Bear Case

EP.005: Inside The Process Of A Successful Portfolio Manager

EP.004: Nvidia ($NVDA): As Good as it Gets

EP.003: Pool Corp ($POOL): Reverse Engineering Berkshire’s Investment, Buying a Great Company in a Lull

EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst

EP.001: Barnes & Noble Education ($BNED): 3x Return Potential on Turnaround