All Episodes

#104 | Why Most CEOs Are Bad Investors

#103 | 10 Rules for Marriage That Also Apply to Investing

#102 | Interview w/ Compound with René on Quality Investing, AI Workflows, and Market Psychology

#101 | 7 Disney Quotes That Make You a Better Investor

#100 | Perimeter Solutions (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

#99 | 4 Invisible Competitive Advantages | Part 2

#98 | How strong is Shift4's competitive advantage? w/ Niklas from Heavy Moat Investments

#97 | 4 Visible Competitive Advantages | Part 1

#96 | TransMedics (Free) Premium Deep Dive | w/ Joep Dikken from Tresor Capital

#95 | Interview w/ Teqnion CXO Daniel Zhang | Inside the Serial Acquirer Playbook

#94 | Tesla Deep Dive | Full Self-Driving, Half the Story

#93 | Texas Roadhouse Deep Dive | High Steaks and Sizzling Margins

#91 | Porsche AG Deep Dive | 911 Problems but the Story Ain't One