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Interviews
May 11, 2021
Marc Rubinstein on Warren Buffett and the Allure of Permanent Capital
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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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May 4, 2021
Ep. 39: The Future of Berkshire Hathaway | Uncertainty and Risk
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April 30, 2021
Peter Mantas on Investing at the Frontier of Quantum Computing
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April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
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April 28, 2021
Marc Rubinstein on the Changing Supply Side Equation in Irish Banking
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April 27, 2021
Ep. 38: Emerging vs. Established Quality | Highest-Returning Stocks
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April 23, 2021
Marc Rubinstein on Bank Earnings and Wells Fargo’s Rehabilitation
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April 23, 2021
William Green on His Book, Richer, Wiser, Happier
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April 21, 2021
Ep. 37: Commonalities of All-Time Great Investments | Being Polarizing
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April 13, 2021
Ep. 36: The Art of Short Selling | A Survey of Market Tail Risks
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April 10, 2021
Special: Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner
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April 8, 2021
Pablo Gonzalez on Idea Generation, Management Quality, Mistakes
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April 6, 2021
Special Episode: Evan Tindell — From Poker Player to Portfolio Manager
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April 1, 2021
Marc Rubinstein on Online Brokers: From ETrade to eToro
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March 31, 2021
Ep. 35: Collecting as a Framework | The Unit Economics of a Business
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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 18, 2021
Ep. 33: Holding Competing Ideas | Porting Models Across Investments
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