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Equities
March 25, 2021
Ram Parameswaran: Quarterly Update on Internet Business Trends
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March 23, 2021
Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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March 18, 2021
Ep. 33: Holding Competing Ideas | Porting Models Across Investments
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March 18, 2021
Marc Rubinstein on Financing Recurring Revenue
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March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
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March 10, 2021
Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration
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March 10, 2021
Marc Rubinstein on the Not-So-Surprising Downfall of Greensill
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March 2, 2021
Author Interview: Björn Fahlen on “Investing With Intelligence”
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March 2, 2021
Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process
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March 2, 2021
Marc Rubinstein on Investing in Citigroup at Key Moments in History
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February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
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February 25, 2021
Ep. 30: David Barr on Finding Value in Fast-Growing Businesses
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February 24, 2021
Marc Rubinstein on the Challenges Facing Facebook’s Diem
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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February 17, 2021
Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0
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February 17, 2021
Marc Rubinstein on Financial Regulation and the Policy Triangle
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February 12, 2021
Replay Our 3rd Small Group Virtual Member Meetup
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February 9, 2021
Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital
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February 9, 2021
Marc Rubinstein on the DTCC and the Story of Clearing
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