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Audio
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 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 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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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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February 3, 2021
Ep. 27: Short Squeezes, Long-Short Strategies, and Avoiding Ruin
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January 28, 2021
Marc Rubinstein on Tinkoff Bank, Russia’s Capital One
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January 28, 2021
Ep. 26: Level 1 Thinking | Sources of Operating Leverage
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January 27, 2021
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
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January 27, 2021
CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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January 26, 2021
Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties
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January 26, 2021
Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record
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January 22, 2021
Juan Matienzo Shares Three Graham-Style Deep Value Investment Ideas
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January 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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