All Episodes

Will Kerwin on Teradyne (TER)

Krzysztof Smalec on Linde (LIN)

John Heins on teaching value investing and publishing a famous value investing newsletter for twenty years

Brett Castelli on GE Vernova (GEV)

Nicholas Lieb on Eaton (ETN)

Nicholas Lieb on Vertiv (VRT)

Will Kerwin on Arista Networks (ANET)

Todd Wenning on Ferguson (FERG)

Will Kerwin on KLA Corp (KLAC)

Todd Wenning on Old Dominion Freight Line (ODFL)

Eric Markowitz on the importance of networking and field research in the AI age