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November 28, 2020
Ep. 19: Questions for CEOs | Industry Research | Overconfidence
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November 24, 2020
Crossroads Capital Letter: Our Own Link to the Past
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November 24, 2020
Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company
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November 14, 2020
Ep. 17: Idea Generation | Berkshire’s Q3 | Bond-Style Equity Analysis
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 7, 2020
Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool
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November 3, 2020
Ep. 15: Dividend Policy | Forecasting Surprises and Disasters
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October 28, 2020
Special Edition: The Logistics of Food Delivery, with Isaac Schwartz
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October 28, 2020
Ep. 14: Unstoppable Automation | Value Traps and IBM | Index Data
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October 17, 2020
Ep. 13: Corp. Tax Code | Sports and Investing | AT&T Breakup Lessons
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October 14, 2020
Ep. 12: The MVP Machine and Growth vs. Value | The Snowflake IPO
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October 14, 2020
BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon
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October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
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October 7, 2020
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
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October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
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October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
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October 7, 2020
Three European Companies at a Discount to Fair Value
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October 7, 2020
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
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October 6, 2020
MailUp: Marketing Automation Provider at Discount to Global Peers
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October 6, 2020
Rocket Internet: Undervalued, But Minority Holders Expropriated
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