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Transcripts
May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
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May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
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May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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April 14, 2021
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
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April 14, 2021
Havells India: Leader in Electrical Goods and Consumer Durables
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
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February 17, 2021
Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 27, 2021
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
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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 22, 2021
Stadio: Owner-Operated Education Provider With Long Runway
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January 22, 2021
Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value
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January 21, 2021
Repsol: Diversified Energy Company Transitioning to New Technologies
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January 20, 2021
AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon
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January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
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January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
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