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Interviews
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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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 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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