All episodes

Jeremy Kokemor: Ferguson PLC $FERG Deep Dive

Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC

Leandro: Five Below (FIVE), Topicus (TOI.TSX), and Texas Instruments (TXN)

Sean Emory: Fiverr $FVRR Deep Dive

Taylor Pearson: Ergodicity All The Way Down

Brom Rector: The Business of Psychedelics

Twitter Spaces Q&A: Doomberg

Q2 2022 Investor Audibles: Maran Capital, 1 Main Capital, Steel City LP, and Bonsai Partners

Henry Rearden: The Man Behind The Carvana (CVNA) Short

Doomberg: The Story Behind The Green Chicken

Paul Andreola: How To Find The Next XPEL

Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund

Christian Ryther: Water The Flowers & Cut The Weeds

Carvana $CVNA: Will It Survive?

@ChasingTheVig: What Actually Drives Stock Performance?

Eugene Ng: Searching For "Zero To One" Companies

Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks

Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities

Alex Morris (TSOH_Investing): Retail Industry Deep Dive

Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter

Ben Claremon: How To Evaluate Management & Capital Allocation

Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital

Elliott @mu2myoc: The Truth About Affordable Housing Investing

Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital

Robert Prather: A Crash Course on Short Selling

Logan Bartlett: The State of Software Venture Investing

Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital

Aaron Edelheit: Crash Course on Cannabis Investing

Twitter Spaces: Bill Brewster Q&A

@KlendathuCap: Reminiscences of a FinTwit Anon

Frederik Gieschen: Lessons From Trading Greats, Writing Habits & Black Holes

Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital

Lucas Tomicki: Systematically Hunting For Compounders

Austin Swanson: Cardlytics (CDLX) Deep Dive

Peter Mantas: Crash Course on Life Sciences & Biotech Investing

Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)

Amy Jo Kim: Deconstructing The Best Social Games

James Reynolds: How To Identify Businesses w/ Ecosystems of Control

Stephen Diehl: The Dark Side of Web3, Crypto & NFTs

Sleepwell Capital: Conviction, Undiscovered Gems, and Spotify $SPOT

Pink Polo Shorts: Real Estate Lessons, Baseball & Twitter Shenanigans

Shrubbery Capital: What 15 Years In Hedge Funds Teaches You

FinTwit's Top SPAC Ideas of 2022 & Beyond

Dror Poleg: China, Ponzi Schemes, and The "Me" Corporation

FundiesCapital: War Stories From Running A L/S Equity Fund

Muji @ hhhypergrowth: The 5 Most Important Rules For Hypergrowth Investing

Matthew Sweeney: Frameworks, Patience, and Edge

Nikhil Shamapant ("Squish"): 10x Ideas, Ethereum & Lessons From Internal Medicine

Jessica Ablamsky: Marrying Momentum & Fundamental Investing

Steve Gorelik: Crash Course on Eastern European Investing

How To Start A Hedge Fund: Yaron Naymark & @madThunderdome

Bauncey Chillups (@PrefShares): Court Vision, Financial Models & Video Game/Home Improvement Stocks

Bluth Capital: Lessons From VC, The New Four Horsemen & SPAC Attacks

Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted

Tom Morgan: How To Become A Curiosity Sherpa

Adam Singer: Investing in Life Sciences, Tech Dystopia, and Online Worlds

Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)

Ben Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTII

Louisa Nicola: How To Supercharge Decision-Making

David Polansky: Babushkas & The Quest For 20% IRRs

Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing

Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

Steven Wood: Constructivism & The Psychology of A Great Investor

Omri Velvart: Value Investing At The Age of Acceleration

China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma

SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing

Kyla Scanlon: Tik-Tok, Creator Economies, and DAOs

Harris Perlman: Finding Hidden Treasure w/ @OtterMarket

Robert Mulcahy: Tiny Stocks, Lemonade $LMND, and Letting Winners Run

David Kaye: The Business of Video Game Development

Chris Barto: Mitek Systems $MITK, Swing Trading w/ Options, & Fiducia Invest

@the10thman1: Carvana $CVNA Deep Dive

Utako Kojima & Aya Weissman: Special Situation Investing In Japan

Thomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic Ideas

Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!

James Davolos: The Best Businesses To Own During Inflation

Michael Fritzell: Investing Opportunities In Asia & Beyond

Myles Danielsen: An Inside Look at Institutional Allocators

Kyler Hasson: Buying Quality Compounders At A Fair Price

Kelvin Seetoh (@SlingshotCap): How To Spot Emerging Moats & ORGS Deep Dive

Rob Mahan: Deep Value Investing in Eastern Europe

Jason Greenwald: Luck, Real Estate and The Power of Ego

Ben Gordon: The Hunt For Extraordinary Returns

Nik Lentz: UFC, Insane Discipline, and Trading Stories

Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value

Matteo Franceschetti: Building A Data-First Sleep Powerhouse

ARK Enters The Bear Cave w/ Edwin Dorsey

Finding The Best Brand-Building Businesses w/ Kristen LaFrance

Investing in Nordic & African Businesses w/ Erick Mokaya

Pinterest (PINS) Deep Dive w/ Rihard Jarc

Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan

Chasing Gem Dealers & Great Stocks w/ Alex Barrow, Macro-Ops.com

KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital

Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors

Movies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor (02.01)

All Things Enterprise Software w/ Shomik Ghosh, Boldstart VC (Ep. 57)

The History of (Value) Investing w/ Jamie Catherwood, Investor Amnesia (Ep. 56)

Emerging Technology, Writing and Process w/ Packy McCormick (Ep. 55)

Innovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54)

How To Find Life-Changing Stocks w/ @FromValue (Episode 53)